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 |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
48,259
shares
|
$2.81 Million
0.1% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
48,157
shares
|
$2.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
48,146
shares
|
$2.8 Million
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
47,830
shares
|
$2.78 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
47,830
shares
|
$2.78 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
47,648
shares
|
$2.77 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
47,569
shares
|
$2.77 Million
0.31% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
Nov 15, 2024 Q3 2024 |
47,442
shares
|
$2.76 Million
1.04% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
46,055
shares
|
$2.68 Million
0.22% of portfolio
|
Q3 2024
Added 16.98%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
45,733
shares
|
$2.66 Million
0.02% of portfolio
|
Q3 2024
Reduced 13.33%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
45,295
shares
|
$2.64 Million
0.55% of portfolio
|
Q1 2024
Added 200.96%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Nov 14, 2024 Q3 2024 |
45,289
shares
|
$2.64 Million
1.84% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
45,083
shares
|
$2.62 Million
0.18% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 08, 2024 Q3 2024 |
44,995
shares
|
$2.62 Million
1.3% of portfolio
|
Q3 2024
Added 14.8%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
44,253
shares
|
$2.58 Million
0.92% of portfolio
|
Q3 2024
Added 6.68%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
43,848
shares
|
$2.55 Million
0.46% of portfolio
|
Q3 2024
Reduced 6.27%
|
|
|
Successful Portfolios LLC
|
Oct 09, 2024 Q3 2024 |
43,840
shares
|
$2.55 Million
1.75% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
43,444
shares
|
$2.53 Million
1.32% of portfolio
|
Q3 2024
Reduced 8.67%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Oct 08, 2024 Q3 2024 |
43,360
shares
|
$2.52 Million
0.18% of portfolio
|
Q3 2024
Reduced 14.48%
|
|
|
Db Fitzpatrick & Co, Inc
|
Oct 16, 2024 Q3 2024 |
42,232
shares
|
$2.46 Million
2.21% of portfolio
|
Q3 2024
Added 24.52%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
41,955
shares
|
$2.44 Million
0.02% of portfolio
|
Q3 2024
Reduced 51.63%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
41,638
shares
|
$2.42 Million
0.12% of portfolio
|
Q3 2024
Reduced 19.42%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
41,575
shares
|
$2.42 Million
0.46% of portfolio
|
Q3 2024
Added 20.87%
|
|
|
Estate Counselors, LLC
|
Nov 12, 2024 Q3 2024 |
41,469
shares
|
$2.41 Million
0.66% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
41,453
shares
|
$2.41 Million
0.19% of portfolio
|
Q2 2024
Added 7.7%
|