Institutional Ownership Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH). We have compiled data on the 1,042 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 $16.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
43,506,691
shares
|
$2.55 Billion
0.2% of portfolio
|
Q1 2025
Added 15.65%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
20,478,670
shares
|
$1.2 Billion
0.08% of portfolio
|
Q2 2025
Reduced 7.98%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
8,737,169
shares
|
$512 Million
0.04% of portfolio
|
Q2 2025
Added 26.45%
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
7,300,821
shares
|
$428 Million
10.92% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
6,692,698
shares
|
$392 Million
0.06% of portfolio
|
Q2 2025
Added 6.82%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
5,950,761
shares
|
$349 Million
0.05% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
5,751,500
shares
|
$337 Million
0.62% of portfolio
|
Q2 2025
Added 18.52%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
4,282,925
shares
|
$251 Million
2.81% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
4,150,000
shares
|
$243 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.78%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
4,103,319
shares
|
$240 Million
7.09% of portfolio
|
Q2 2025
Added 6.3%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
3,913,888
shares
|
$229 Million
2.93% of portfolio
|
Q2 2025
Added 167.81%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,770,766
shares
|
$221 Million
0.05% of portfolio
|
Q2 2025
Added 21.72%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
3,677,985
shares
|
$216 Million
0.39% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
3,296,136
shares
|
$193 Million
0.06% of portfolio
|
Q2 2025
Added 10.19%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
3,180,410
shares
|
$186 Million
0.07% of portfolio
|
Q2 2025
Added 19.85%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
3,162,507
shares
|
$185 Million
0.65% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
2,950,380
shares
|
$173 Million
0.23% of portfolio
|
Q2 2025
Added 164.17%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
2,656,654
shares
|
$156 Million
0.04% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,618,804
shares
|
$153 Million
6.35% of portfolio
|
Q2 2025
Reduced 41.72%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,415,792
shares
|
$142 Million
0.03% of portfolio
|
Q2 2025
Added 33.61%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,328,663
shares
|
$136 Million
0.05% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,321,017
shares
|
$136 Million
2.38% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
2,147,713
shares
|
$126 Million
2.3% of portfolio
|
Q2 2025
Added 6.1%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
2,043,482
shares
|
$120 Million
5.68% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
2,038,812
shares
|
$119 Million
0.02% of portfolio
|
Q2 2025
Reduced 12.99%
|