Institutional Ownership Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH). We have compiled data on the 913 institutions that hold shares in the stock, with a total of 231 Million shares, which have been reported (via 13F filing form) to have a value of $13.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Nov 12, 2024 Q3 2024 |
125,038
shares
|
$7.28 Million
5.52% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
123,484
shares
|
$7.19 Million
0.09% of portfolio
|
Q3 2024
Added 25.09%
|
|
|
Signify Wealth
|
Oct 29, 2024 Q3 2024 |
123,083
shares
|
$7.16 Million
9.35% of portfolio
|
Q3 2024
Added 22.23%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
122,273
shares
|
$7.12 Million
0.68% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
121,750
shares
|
$7.09 Million
1.56% of portfolio
|
Q3 2024
Added 7.8%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
121,095
shares
|
$7.05 Million
0.67% of portfolio
|
Q3 2024
Added 10.83%
|
|
|
Biltmore Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
120,758
shares
|
$7.03 Million
2.95% of portfolio
|
Q3 2024
Added 4.34%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
119,101
shares
|
$6.93 Million
0.58% of portfolio
|
Q3 2024
Added 5.07%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
116,009
shares
|
$6.75 Million
0.43% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
115,411
shares
|
$6.72 Million
0.01% of portfolio
|
Q3 2024
Added 7.01%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
115,216
shares
|
$6.71 Million
0.22% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
American Trust
Lexington, KY |
Sep 11, 2024 Q2 2024 |
114,283
shares
|
$6.65 Million
0.57% of portfolio
|
Q2 2024
Added 298.87%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
113,619
shares
|
$6.61 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
113,601
shares
|
$6.61 Million
0.28% of portfolio
|
Q3 2022
Reduced 8.95%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
113,133
shares
|
$6.59 Million
0.11% of portfolio
|
Q3 2024
Added 41.54%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
110,163
shares
|
$6.41 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
109,611
shares
|
$6.38 Million
0.52% of portfolio
|
Q3 2024
Added 34.53%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
108,936
shares
|
$6.34 Million
0.09% of portfolio
|
Q3 2023
Added 174.15%
|
|
|
Marion Wealth Management
|
Oct 07, 2024 Q3 2024 |
108,160
shares
|
$6.3 Million
1.71% of portfolio
|
Q3 2024
Added 6.35%
|
|
|
Elmwood Wealth Management, Inc.
|
Oct 11, 2024 Q3 2024 |
107,834
shares
|
$6.28 Million
2.86% of portfolio
|
Q3 2024
Reduced 34.57%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
107,586
shares
|
$6.26 Million
3.77% of portfolio
|
Q2 2024
Added 7.72%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
107,044
shares
|
$6.23 Million
0.72% of portfolio
|
Q3 2024
Added 8.04%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
107,042
shares
|
$6.23 Million
0.26% of portfolio
|
Q2 2020
Reduced 48.55%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
103,664
shares
|
$6.03 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.47%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Oct 18, 2024 Q3 2024 |
103,017
shares
|
$6 Million
4.31% of portfolio
|
Q3 2024
Added 0.58%
|