Institutional Ownership Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH). We have compiled data on the 1,048 institutions that hold shares in the stock, with a total of 286 Million shares, which have been reported (via 13F filing form) to have a value of $16.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Delta Investment Management, LLC
|
Jul 31, 2025 Q2 2025 |
301,650
shares
|
$17.7 Million
4.18% of portfolio
|
Q2 2025
Reduced 8.2%
|
|
|
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%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
290,893
shares
|
$17.1 Million
0.33% of portfolio
|
Q2 2025
Added 4733.72%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
290,334
shares
|
$17.1 Million
1.66% of portfolio
|
Q2 2025
Added 65.61%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
288,779
shares
|
$17 Million
0.63% of portfolio
|
Q2 2025
Reduced 57.6%
|
|
|
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%
|
|
|
Allen Investment Management LLC
|
Aug 07, 2025 Q2 2025 |
281,813
shares
|
$16.6 Million
0.19% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Human Investing LLC
|
Aug 01, 2025 Q2 2025 |
275,354
shares
|
$16.2 Million
2.57% of portfolio
|
Q2 2025
Added 3.49%
|
|
|
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%
|
|
|
Scratch Capital LLC
Boise, ID |
Jul 11, 2025 Q2 2025 |
260,819
shares
|
$15.3 Million
12.47% of portfolio
|
Q2 2025
Added 18.04%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
258,971
shares
|
$15.2 Million
2.8% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
257,776
shares
|
$15.2 Million
0.87% of portfolio
|
Q2 2025
Added 7.89%
|
|
|
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%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
245,464
shares
|
$14.4 Million
3.72% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 05, 2025 Q2 2025 |
244,484
shares
|
$14.4 Million
0.24% of portfolio
|
Q2 2025
Added 1112.12%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
243,618
shares
|
$14.3 Million
0.02% of portfolio
|
Q2 2025
Added 7.79%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
239,491
shares
|
$14.1 Million
2.52% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
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%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
237,605
shares
|
$14 Million
0.97% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
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%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
235,580
shares
|
$13.9 Million
0.28% of portfolio
|
Q2 2025
Added 15.79%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
231,711
shares
|
$13.6 Million
5.13% of portfolio
|
Q2 2025
Added 13.99%
|