Institutional Ownership Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH). We have compiled data on the 982 institutions that hold shares in the stock, with a total of 255 Million shares, which have been reported (via 13F filing form) to have a value of $15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Feb 18, 2025 Q4 2024 |
210,433
shares
|
$12.3 Million
1.76% of portfolio
|
Q4 2024
New holding
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
207,067
shares
|
$12.2 Million
4.28% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Conservest Capital Advisors, Inc.
|
Feb 05, 2025 Q4 2024 |
206,976
shares
|
$12.1 Million
1.25% of portfolio
|
Q4 2024
Added 9.79%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
203,100
shares
|
$11.9 Million
5.22% of portfolio
|
Q3 2023
Reduced 12.74%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
202,509
shares
|
$11.9 Million
1.01% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
198,815
shares
|
$11.7 Million
11.18% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
195,281
shares
|
$11.5 Million
1.17% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
194,585
shares
|
$11.4 Million
4.61% of portfolio
|
Q4 2024
Added 6.34%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
190,862
shares
|
$11.2 Million
0.34% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
189,744
shares
|
$11.1 Million
1.43% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Oct 07, 2024 Q3 2024 |
189,642
shares
|
$11.1 Million
10.02% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Feb 05, 2025 Q4 2024 |
189,560
shares
|
$11.1 Million
7.46% of portfolio
|
Q4 2024
Added 14.99%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
187,542
shares
|
$11 Million
0.06% of portfolio
|
Q4 2024
Added 45.41%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
186,066
shares
|
$10.9 Million
0.42% of portfolio
|
Q1 2024
Added 10.63%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
184,981
shares
|
$10.9 Million
1.43% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
184,910
shares
|
$10.9 Million
3.08% of portfolio
|
Q4 2023
Added 5.0%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
184,346
shares
|
$10.8 Million
2.36% of portfolio
|
Q4 2024
Added 51.41%
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
184,171
shares
|
$10.8 Million
6.82% of portfolio
|
Q4 2024
New holding
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
183,791
shares
|
$10.8 Million
3.81% of portfolio
|
Q4 2024
Reduced 32.87%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
182,512
shares
|
$10.7 Million
0.12% of portfolio
|
Q4 2024
Reduced 6.96%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Mar 06, 2025 Q4 2024 |
182,240
shares
|
$10.7 Million
5.74% of portfolio
|
Q4 2024
New holding
|
|
|
Scratch Capital LLC
Boise, ID |
Feb 06, 2025 Q4 2024 |
180,325
shares
|
$10.6 Million
12.81% of portfolio
|
Q4 2024
New holding
|
|
|
Deane Retirement Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
179,255
shares
|
$10.5 Million
5.35% of portfolio
|
Q4 2024
Reduced 34.4%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
177,994
shares
|
$10.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
177,484
shares
|
$10.4 Million
0.15% of portfolio
|
Q4 2024
Added 53.56%
|