Institutional Ownership Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH). We have compiled data on the 1,029 institutions that hold shares in the stock, with a total of 273 Million shares, which have been reported (via 13F filing form) to have a value of $16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
50,503
shares
|
$2.97 Million
1.84% of portfolio
|
Q2 2025
Added 4.13%
|
|
|
Seven Springs Wealth Group, LLC
|
May 15, 2025 Q1 2025 |
50,431
shares
|
$2.96 Million
1.08% of portfolio
|
Q1 2025
Reduced 24.56%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
50,202
shares
|
$2.95 Million
0.02% of portfolio
|
Q1 2025
Added 19.91%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
49,838
shares
|
$2.93 Million
0.13% of portfolio
|
Q2 2025
Added 49.37%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
May 13, 2025 Q1 2025 |
49,677
shares
|
$2.92 Million
0.95% of portfolio
|
Q1 2025
Added 26.17%
|
|
|
Curran Financial Partners, LLC
|
Jul 21, 2025 Q2 2025 |
49,614
shares
|
$2.91 Million
0.75% of portfolio
|
Q2 2025
Added 16.12%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
49,378
shares
|
$2.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.56%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
49,145
shares
|
$2.89 Million
1.26% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
48,996
shares
|
$2.88 Million
0.32% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
48,146
shares
|
$2.83 Million
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
47,631
shares
|
$2.8 Million
0.23% of portfolio
|
Q2 2025
Added 10.51%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
May 05, 2025 Q1 2025 |
47,254
shares
|
$2.78 Million
3.02% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
46,388
shares
|
$2.73 Million
0.47% of portfolio
|
Q2 2025
Reduced 9.99%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
45,918
shares
|
$2.7 Million
0.15% of portfolio
|
Q2 2025
Reduced 22.92%
|
|
|
Quattro Financial Advisors LLC
|
Jul 21, 2025 Q2 2025 |
45,816
shares
|
$2.69 Million
1.0% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
45,802
shares
|
$2.69 Million
0.93% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
45,517
shares
|
$2.67 Million
0.97% of portfolio
|
Q2 2025
Reduced 7.7%
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
May 01, 2025 Q1 2025 |
45,485
shares
|
$2.67 Million
0.97% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
45,295
shares
|
$2.66 Million
0.55% of portfolio
|
Q1 2024
Added 200.96%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
45,207
shares
|
$2.66 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Windward Private Wealth Management Inc.
|
Jul 21, 2025 Q2 2025 |
45,034
shares
|
$2.65 Million
0.96% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
44,893
shares
|
$2.64 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.18%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
May 06, 2025 Q1 2025 |
44,708
shares
|
$2.63 Million
1.33% of portfolio
|
Q1 2025
Added 8.65%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
44,339
shares
|
$2.6 Million
0.23% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
44,137
shares
|
$2.59 Million
1.06% of portfolio
|
Q1 2025
Added 54.69%
|