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 |
|---|---|---|---|---|---|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
175,649
shares
|
$10.3 Million
0.88% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
172,690
shares
|
$10.1 Million
3.49% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Unison Advisors LLC
|
Feb 12, 2025 Q4 2024 |
172,530
shares
|
$10.1 Million
1.29% of portfolio
|
Q4 2024
Reduced 7.88%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
172,487
shares
|
$10.1 Million
4.29% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
170,180
shares
|
$9.99 Million
0.25% of portfolio
|
Q4 2024
Added 13.59%
|
|
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
167,600
shares
|
$9.83 Million
10.68% of portfolio
|
Q4 2024
Reduced 42.6%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
165,836
shares
|
$9.73 Million
0.17% of portfolio
|
Q4 2024
Added 7.09%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
165,349
shares
|
$9.7 Million
2.89% of portfolio
|
Q4 2024
Added 10.82%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
165,149
shares
|
$9.69 Million
0.89% of portfolio
|
Q4 2024
Added 35.07%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
164,951
shares
|
$9.68 Million
0.33% of portfolio
|
Q2 2023
New holding
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jan 24, 2025 Q4 2024 |
162,736
shares
|
$9.55 Million
7.8% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
160,855
shares
|
$9.44 Million
2.47% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Feb 13, 2025 Q4 2024 |
159,495
shares
|
$9.36 Million
7.07% of portfolio
|
Q4 2024
Added 4.29%
|
|
|
Capital Investment Services Of America, Inc.
|
Jan 27, 2025 Q4 2024 |
158,675
shares
|
$9.31 Million
0.93% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Feb 13, 2025 Q4 2024 |
157,612
shares
|
$9.25 Million
1.85% of portfolio
|
Q4 2024
Reduced 10.23%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
156,489
shares
|
$9.18 Million
0.14% of portfolio
|
Q4 2024
Added 4.19%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
154,302
shares
|
$9.05 Million
0.03% of portfolio
|
Q4 2024
Reduced 56.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
153,806
shares
|
$9.03 Million
0.32% of portfolio
|
Q4 2024
Added 11.84%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
153,452
shares
|
$9 Million
0.08% of portfolio
|
Q4 2024
Added 6.17%
|
|
|
Echo45 Advisors LLC
|
Jan 17, 2025 Q4 2024 |
152,890
shares
|
$8.97 Million
6.15% of portfolio
|
Q4 2024
Added 12.53%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Feb 04, 2025 Q4 2024 |
151,465
shares
|
$8.89 Million
5.3% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
ETF Portfolio Partners, Inc.
|
Jan 21, 2025 Q4 2024 |
148,580
shares
|
$8.72 Million
2.6% of portfolio
|
Q4 2024
Added 9.69%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
141,965
shares
|
$8.33 Million
0.59% of portfolio
|
Q4 2024
Added 13.34%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
141,548
shares
|
$8.31 Million
0.01% of portfolio
|
Q4 2024
Added 22.65%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
139,353
shares
|
$8.18 Million
2.12% of portfolio
|
Q4 2024
Added 38.4%
|