Institutional Ownership Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH). We have compiled data on the 1,076 institutions that hold shares in the stock, with a total of 287 Million shares, which have been reported (via 13F filing form) to have a value of $16.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
298,935
shares
|
$17.6 Million
0.3% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
296,800
shares
|
$17.5 Million
20.4% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
292,047
shares
|
$17.2 Million
1.23% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
285,639
shares
|
$16.8 Million
0.83% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
284,791
shares
|
$16.8 Million
0.88% of portfolio
|
Q3 2025
Added 10.48%
|
|
|
Allen Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
281,813
shares
|
$16.6 Million
0.19% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Scratch Capital LLC
Boise, ID |
Oct 14, 2025 Q3 2025 |
269,854
shares
|
$15.9 Million
10.48% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Orser Capital Management, LLC
|
Oct 07, 2025 Q3 2025 |
269,000
shares
|
$15.8 Million
8.98% of portfolio
|
Q3 2025
Added 51.96%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
264,736
shares
|
$15.6 Million
0.22% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
264,089
shares
|
$15.5 Million
0.38% of portfolio
|
Q2 2025
Added 52.03%
|
|
|
Capital Investment Services Of America, Inc.
|
Nov 03, 2025 Q3 2025 |
263,512
shares
|
$15.5 Million
1.45% of portfolio
|
Q3 2025
Added 19.42%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
254,511
shares
|
$15 Million
2.51% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 14, 2025 Q3 2025 |
251,635
shares
|
$14.8 Million
3.43% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
249,724
shares
|
$14.7 Million
0.96% of portfolio
|
Q3 2025
Added 5.1%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
246,740
shares
|
$14.5 Million
0.02% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
246,627
shares
|
$14.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 15.71%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
245,192
shares
|
$14.4 Million
1.59% of portfolio
|
Q3 2025
Added 13.97%
|
|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
243,073
shares
|
$14.3 Million
5.03% of portfolio
|
Q3 2025
Added 4.9%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
238,455
shares
|
$14 Million
0.6% of portfolio
|
Q2 2025
Added 17.75%
|
|
|
Horizon Kinetics Asset Management LLC
|
Aug 12, 2025 Q2 2025 |
237,388
shares
|
$14 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Conservest Capital Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
236,931
shares
|
$13.9 Million
1.39% of portfolio
|
Q2 2025
Added 9.87%
|
|
|
Whitcomb & Hess, Inc.
|
Oct 09, 2025 Q3 2025 |
235,286
shares
|
$13.8 Million
3.82% of portfolio
|
Q3 2025
Added 8.35%
|
|
|
Drum Hill Capital, LLC
Westport, CT |
Oct 14, 2025 Q3 2025 |
231,279
shares
|
$13.6 Million
14.73% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
American Assets Capital Advisers, LLC
|
Nov 04, 2025 Q3 2025 |
230,855
shares
|
$13.6 Million
15.63% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
American Assets Investment Management, LLC
|
Nov 05, 2025 Q3 2025 |
230,855
shares
|
$13.6 Million
1.01% of portfolio
|
Q2 2025
Added 1.36%
|