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 |
|---|---|---|---|---|---|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
201,331
shares
|
$11.8 Million
0.19% of portfolio
|
Q2 2025
Reduced 25.14%
|
|
|
Unison Advisors LLC
|
Jul 29, 2025 Q2 2025 |
199,467
shares
|
$11.7 Million
1.42% of portfolio
|
Q2 2025
Added 6.22%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
190,232
shares
|
$11.2 Million
0.35% of portfolio
|
Q2 2025
Added 15.13%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
188,575
shares
|
$11.1 Million
0.94% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
Deane Retirement Strategies, Inc.
|
Jul 11, 2025 Q2 2025 |
188,190
shares
|
$11.1 Million
4.99% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
186,941
shares
|
$11 Million
6.14% of portfolio
|
Q1 2025
Reduced 98.3%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
186,324
shares
|
$11 Million
4.41% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
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%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Aug 11, 2025 Q2 2025 |
185,835
shares
|
$10.9 Million
6.16% of portfolio
|
Q2 2025
Reduced 14.12%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
184,910
shares
|
$10.9 Million
3.08% of portfolio
|
Q4 2023
Added 5.0%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Aug 07, 2025 Q2 2025 |
183,428
shares
|
$10.8 Million
2.81% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
181,675
shares
|
$10.7 Million
0.01% of portfolio
|
Q2 2025
Added 53.31%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
180,782
shares
|
$10.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Hara Capital LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
180,054
shares
|
$10.6 Million
6.56% of portfolio
|
Q2 2025
Added 37.14%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
180,014
shares
|
$10.6 Million
0.13% of portfolio
|
Q2 2025
Added 9.01%
|
|
|
Orser Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
177,025
shares
|
$10.4 Million
7.76% of portfolio
|
Q2 2025
New holding
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Jul 29, 2025 Q2 2025 |
176,334
shares
|
$10.4 Million
1.94% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
176,146
shares
|
$10.4 Million
3.32% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
West Chester Capital Advisors, Inc
|
Aug 13, 2025 Q2 2025 |
175,605
shares
|
$10.3 Million
5.18% of portfolio
|
Q2 2025
Added 47.28%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
175,456
shares
|
$10.3 Million
0.17% of portfolio
|
Q2 2025
Added 5.54%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
175,241
shares
|
$10.3 Million
0.29% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
173,914
shares
|
$10.2 Million
1.3% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
172,814
shares
|
$10.2 Million
2.66% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
Metropolitan Life Insurance CO
New York, NY |
Aug 13, 2025 Q2 2025 |
172,531
shares
|
$10.1 Million
3.03% of portfolio
|
Q2 2025
New holding
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Aug 18, 2025 Q2 2025 |
172,190
shares
|
$10.1 Million
2.45% of portfolio
|
Q2 2025
Added 37.57%
|