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 |
|---|---|---|---|---|---|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
41,453
shares
|
$2.42 Million
0.19% of portfolio
|
Q2 2024
Added 7.7%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2024 Q3 2024 |
40,977
shares
|
$2.39 Million
1.41% of portfolio
|
Q3 2024
Reduced 14.49%
|
|
|
Unconventional Investor, LLC
|
Nov 15, 2024 Q3 2024 |
39,927
shares
|
$2.33 Million
1.52% of portfolio
|
Q3 2024
Reduced 19.0%
|
|
|
Lake Hills Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
39,917
shares
|
$2.33 Million
1.58% of portfolio
|
Q3 2024
Added 92.73%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
39,508
shares
|
$2.31 Million
0.77% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
39,433
shares
|
$2.3 Million
0.83% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
39,372
shares
|
$2.3 Million
0.07% of portfolio
|
Q3 2024
Reduced 9.15%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Nov 13, 2024 Q3 2024 |
38,541
shares
|
$2.25 Million
1.36% of portfolio
|
Q3 2024
Added 12.85%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
38,176
shares
|
$2.23 Million
0.06% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
38,123
shares
|
$2.23 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
38,100
shares
|
$2.22 Million
0.56% of portfolio
|
Q3 2024
Added 208.2%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
37,404
shares
|
$2.18 Million
0.48% of portfolio
|
Q4 2020
Reduced 0.57%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
37,326
shares
|
$2.18 Million
0.03% of portfolio
|
Q3 2024
Added 52.28%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
37,077
shares
|
$2.16 Million
0.81% of portfolio
|
Q3 2024
Reduced 13.18%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
36,814
shares
|
$2.15 Million
0.62% of portfolio
|
Q2 2023
Added 6.82%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
35,602
shares
|
$2.08 Million
0.4% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
35,373
shares
|
$2.06 Million
0.4% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
35,108
shares
|
$2.05 Million
0.27% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
34,769
shares
|
$2.03 Million
0.44% of portfolio
|
Q3 2024
Added 25.24%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
34,726
shares
|
$2.03 Million
0.1% of portfolio
|
Q3 2024
Reduced 19.6%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
34,719
shares
|
$2.03 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.89%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
34,500
shares
|
$2.01 Million
0.02% of portfolio
|
Q1 2024
Reduced 9.18%
|
|
|
Sea Bridge Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
34,462
shares
|
$2.01 Million
0.51% of portfolio
|
Q3 2024
Reduced 75.15%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
34,368
shares
|
$2.01 Million
0.07% of portfolio
|
Q3 2024
Added 72.09%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
33,823
shares
|
$1.97 Million
0.53% of portfolio
|
Q3 2024
Reduced 9.19%
|