Institutional Ownership Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH). We have compiled data on the 916 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 |
|---|---|---|---|---|---|
|
Culbertson A N & CO Inc
|
Oct 16, 2024 Q3 2024 |
66,379
shares
|
$3.87 Million
0.64% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
66,214
shares
|
$3.86 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
65,621
shares
|
$3.83 Million
0.26% of portfolio
|
Q3 2024
Added 27.52%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
65,454
shares
|
$3.82 Million
0.06% of portfolio
|
Q3 2024
Added 6.64%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
64,790
shares
|
$3.78 Million
0.12% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 18, 2024 Q3 2024 |
64,124
shares
|
$3.74 Million
1.6% of portfolio
|
Q3 2024
Added 221.86%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
63,660
shares
|
$3.72 Million
2.59% of portfolio
|
Q2 2024
Reduced 66.07%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
63,434
shares
|
$3.7 Million
0.74% of portfolio
|
Q3 2024
Added 9.83%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
63,359
shares
|
$3.7 Million
0.86% of portfolio
|
Q4 2022
Added 34.79%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
62,671
shares
|
$3.66 Million
0.0% of portfolio
|
Q3 2024
Added 1401.1%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
62,584
shares
|
$3.65 Million
0.36% of portfolio
|
Q3 2024
Added 18.44%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
62,239
shares
|
$3.63 Million
1.57% of portfolio
|
Q3 2023
Reduced 13.0%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
61,843
shares
|
$3.61 Million
1.09% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
61,809
shares
|
$3.61 Million
0.98% of portfolio
|
Q3 2024
New holding
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
61,440
shares
|
$3.59 Million
0.91% of portfolio
|
Q2 2024
Added 7.87%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
61,056
shares
|
$3.56 Million
0.1% of portfolio
|
Q3 2024
Reduced 18.23%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
60,007
shares
|
$3.5 Million
3.77% of portfolio
|
Q3 2024
Added 9.86%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
59,857
shares
|
$3.49 Million
0.53% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
59,635
shares
|
$3.48 Million
0.26% of portfolio
|
Q3 2024
Reduced 94.23%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
59,453
shares
|
$3.47 Million
1.55% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
59,096
shares
|
$3.45 Million
0.55% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 12, 2024 Q3 2024 |
58,127
shares
|
$3.39 Million
0.59% of portfolio
|
Q3 2024
Reduced 7.22%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
56,762
shares
|
$3.31 Million
0.81% of portfolio
|
Q2 2024
Added 9.38%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
56,388
shares
|
$3.29 Million
4.55% of portfolio
|
Q3 2024
Reduced 65.51%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
55,811
shares
|
$3.26 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.63%
|