Institutional Ownership Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH). We have compiled data on the 982 institutions that hold shares in the stock, with a total of 259 Million shares, which have been reported (via 13F filing form) to have a value of $15.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
32,828
shares
|
$1.92 Million
0.39% of portfolio
|
Q4 2024
Reduced 7.79%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
32,671
shares
|
$1.91 Million
0.09% of portfolio
|
Q4 2024
Reduced 5.92%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
32,538
shares
|
$1.9 Million
0.09% of portfolio
|
Q4 2024
Added 8.56%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
32,238
shares
|
$1.89 Million
0.05% of portfolio
|
Q4 2024
Added 29.0%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
32,171
shares
|
$1.88 Million
0.07% of portfolio
|
Q4 2024
Added 30.9%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
32,056
shares
|
$1.88 Million
0.19% of portfolio
|
Q4 2024
Added 9.43%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
31,999
shares
|
$1.87 Million
0.25% of portfolio
|
Q2 2024
Added 2.89%
|
|
|
Oak Family Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
31,692
shares
|
$1.86 Million
0.69% of portfolio
|
Q4 2024
Added 130.99%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
31,583
shares
|
$1.85 Million
0.23% of portfolio
|
Q4 2024
Reduced 10.04%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
30,890
shares
|
$1.81 Million
0.52% of portfolio
|
Q4 2024
Reduced 7.2%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
30,786
shares
|
$1.8 Million
1.96% of portfolio
|
Q3 2024
Reduced 21.56%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
30,771
shares
|
$1.8 Million
0.42% of portfolio
|
Q4 2024
Added 92.6%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
30,755
shares
|
$1.8 Million
0.26% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
30,736
shares
|
$1.8 Million
0.93% of portfolio
|
Q4 2024
Reduced 29.25%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
30,675
shares
|
$1.8 Million
0.04% of portfolio
|
Q3 2024
Added 15.52%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
30,563
shares
|
$1.79 Million
0.03% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
30,563
shares
|
$1.79 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.48%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
29,983
shares
|
$1.76 Million
0.58% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
29,805
shares
|
$1.74 Million
0.34% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
29,799
shares
|
$1.74 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
29,790
shares
|
$1.74 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Spectrum Financial Alliance LTD LLC
|
Feb 04, 2025 Q4 2024 |
29,699
shares
|
$1.74 Million
0.6% of portfolio
|
Q4 2024
Reduced 69.29%
|
|
|
Anchor Capital Advisors LLC
|
Feb 05, 2025 Q4 2024 |
29,260
shares
|
$1.71 Million
0.05% of portfolio
|
Q4 2024
Reduced 6.7%
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
29,164
shares
|
$1.71 Million
0.19% of portfolio
|
Q4 2024
Reduced 7.15%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
28,940
shares
|
$1.69 Million
0.05% of portfolio
|
Q4 2024
Added 1.22%
|