Institutional Ownership Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH). We have compiled data on the 1,025 institutions that hold shares in the stock, with a total of 272 Million shares, which have been reported (via 13F filing form) to have a value of $15.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wolff Financial Management LLC
|
Apr 24, 2025 Q1 2025 |
349,867
shares
|
$20.5 Million
5.69% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
348,761
shares
|
$20.5 Million
0.06% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
348,643
shares
|
$20.4 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
346,599
shares
|
$20.3 Million
4.15% of portfolio
|
Q1 2025
Reduced 21.81%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
345,153
shares
|
$20.2 Million
0.4% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
338,778
shares
|
$19.9 Million
7.3% of portfolio
|
Q1 2025
Added 7.02%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
May 06, 2025 Q1 2025 |
335,404
shares
|
$19.7 Million
5.83% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Apr 16, 2025 Q1 2025 |
331,725
shares
|
$19.5 Million
13.19% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
330,884
shares
|
$19.4 Million
0.1% of portfolio
|
Q1 2025
Reduced 33.24%
|
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
328,587
shares
|
$19.3 Million
5.06% of portfolio
|
Q1 2025
Reduced 14.64%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
323,229
shares
|
$19 Million
2.26% of portfolio
|
Q2 2022
Reduced 4.84%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
May 07, 2025 Q1 2025 |
321,884
shares
|
$18.9 Million
3.66% of portfolio
|
Q1 2025
Added 7.63%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
321,018
shares
|
$18.8 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
319,294
shares
|
$18.7 Million
0.12% of portfolio
|
Q2 2023
Reduced 98.86%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
314,925
shares
|
$18.5 Million
0.3% of portfolio
|
Q1 2025
Added 6.13%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
312,848
shares
|
$18.3 Million
0.16% of portfolio
|
Q1 2025
Added 1336.33%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
309,438
shares
|
$18.1 Million
3.14% of portfolio
|
Q1 2025
Added 5.35%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
309,283
shares
|
$18.1 Million
5.11% of portfolio
|
Q2 2022
Added 0.05%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
298,655
shares
|
$17.5 Million
0.85% of portfolio
|
Q1 2025
Added 2328.88%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
294,383
shares
|
$17.3 Million
0.05% of portfolio
|
Q1 2025
Added 30.36%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
292,047
shares
|
$17.1 Million
1.23% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
290,100
shares
|
$17 Million
19.1% of portfolio
|
Q1 2025
Added 73.09%
|
|
|
Elm Partners Management LLC
|
May 13, 2025 Q1 2025 |
288,053
shares
|
$16.9 Million
1.32% of portfolio
|
Q1 2025
Added 8.25%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
280,486
shares
|
$16.4 Million
0.84% of portfolio
|
Q1 2025
Added 18.33%
|
|
|
Allen Investment Management LLC
|
May 07, 2025 Q1 2025 |
279,076
shares
|
$16.4 Million
0.19% of portfolio
|
Q1 2025
Added 5.87%
|