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 |
|---|---|---|---|---|---|
|
Ddd Partners, LLC
|
Nov 12, 2024 Q3 2024 |
101,079
shares
|
$5.88 Million
0.65% of portfolio
|
Q3 2024
Added 17.77%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
100,854
shares
|
$5.87 Million
3.06% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
100,749
shares
|
$5.86 Million
4.86% of portfolio
|
Q1 2024
Reduced 13.23%
|
|
|
Compton Wealth Advisory Group, LLC
|
Oct 10, 2024 Q3 2024 |
100,685
shares
|
$5.86 Million
1.52% of portfolio
|
Q3 2024
Added 2745.01%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
99,047
shares
|
$5.77 Million
0.01% of portfolio
|
Q3 2024
Reduced 37.51%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
96,930
shares
|
$5.64 Million
0.4% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Spectrum Financial Alliance LTD LLC
|
Oct 18, 2024 Q3 2024 |
96,706
shares
|
$5.63 Million
2.04% of portfolio
|
Q3 2024
Reduced 12.01%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
96,562
shares
|
$5.62 Million
0.09% of portfolio
|
Q2 2024
Added 49.34%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
94,713
shares
|
$5.51 Million
0.1% of portfolio
|
Q3 2024
Added 6.19%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 17, 2024 Q2 2024 |
93,830
shares
|
$5.46 Million
4.41% of portfolio
|
Q2 2024
New holding
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
91,866
shares
|
$5.35 Million
0.07% of portfolio
|
Q3 2024
Added 42.43%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
90,866
shares
|
$5.29 Million
0.13% of portfolio
|
Q3 2024
Added 14.47%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
90,715
shares
|
$5.28 Million
3.27% of portfolio
|
Q3 2024
Added 41.24%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
89,840
shares
|
$5.23 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Oct 31, 2024 Q3 2024 |
89,193
shares
|
$5.19 Million
0.8% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
85,828
shares
|
$5 Million
0.49% of portfolio
|
Q3 2024
Reduced 72.26%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
85,572
shares
|
$4.98 Million
0.19% of portfolio
|
Q3 2024
Reduced 18.3%
|
|
|
Marotta Asset Management
|
Oct 03, 2024 Q3 2024 |
85,252
shares
|
$4.96 Million
0.99% of portfolio
|
Q3 2024
Added 5.19%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
85,112
shares
|
$4.95 Million
0.82% of portfolio
|
Q3 2024
Added 33.8%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
83,589
shares
|
$4.87 Million
0.63% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
83,127
shares
|
$4.84 Million
0.2% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
82,908
shares
|
$4.83 Million
1.08% of portfolio
|
Q3 2024
Reduced 14.45%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
81,888
shares
|
$4.77 Million
0.03% of portfolio
|
Q3 2024
Added 7.97%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
79,119
shares
|
$4.61 Million
2.47% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
77,793
shares
|
$4.53 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.12%
|