Institutional Ownership Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH). We have compiled data on the 1,024 institutions that hold shares in the stock, with a total of 274 Million shares, which have been reported (via 13F filing form) to have a value of $16.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
78,941
shares
|
$4.64 Million
0.29% of portfolio
|
Q1 2025
Reduced 20.43%
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
78,121
shares
|
$4.59 Million
0.92% of portfolio
|
Q2 2025
Reduced 8.36%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
77,991
shares
|
$4.58 Million
0.77% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
77,795
shares
|
$4.57 Million
2.68% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
77,749
shares
|
$4.57 Million
0.15% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
77,580
shares
|
$4.56 Million
0.05% of portfolio
|
Q1 2025
Reduced 36.14%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
76,983
shares
|
$4.52 Million
1.14% of portfolio
|
Q2 2025
Reduced 10.36%
|
|
|
Culbertson A N & CO Inc
|
May 15, 2025 Q1 2025 |
76,561
shares
|
$4.5 Million
0.72% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
76,531
shares
|
$4.5 Million
0.0% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
76,078
shares
|
$4.47 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
75,078
shares
|
$4.41 Million
0.34% of portfolio
|
Q1 2025
Reduced 39.29%
|
|
|
Triad Investment Management
|
Apr 12, 2024 Q1 2024 |
74,838
shares
|
$4.4 Million
5.58% of portfolio
|
Q1 2024
Reduced 0.07%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
74,494
shares
|
$4.38 Million
0.07% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
73,119
shares
|
$4.3 Million
0.56% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
73,048
shares
|
$4.29 Million
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
May 13, 2025 Q1 2025 |
73,047
shares
|
$4.29 Million
3.84% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
May 14, 2025 Q1 2025 |
72,710
shares
|
$4.27 Million
2.83% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
72,114
shares
|
$4.24 Million
1.23% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
71,619
shares
|
$4.21 Million
0.1% of portfolio
|
Q2 2025
Reduced 22.19%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
70,710
shares
|
$4.15 Million
0.66% of portfolio
|
Q1 2025
Added 8.49%
|
|
|
White Lighthouse Investment Management Inc.
|
May 12, 2025 Q1 2025 |
70,509
shares
|
$4.14 Million
0.74% of portfolio
|
Q1 2025
Reduced 4.8%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
70,283
shares
|
$4.13 Million
0.29% of portfolio
|
Q1 2025
Added 8.82%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
70,126
shares
|
$4.12 Million
0.9% of portfolio
|
Q1 2025
Added 23.54%
|
|
|
Advisory Research Inc
Chicago, IL |
May 14, 2025 Q1 2025 |
69,657
shares
|
$4.09 Million
0.78% of portfolio
|
Q2 2024
Added 120.66%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
69,178
shares
|
$4.06 Million
0.47% of portfolio
|
Q1 2025
Reduced 18.78%
|