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 |
|---|---|---|---|---|---|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
23,095
shares
|
$1.34 Million
0.13% of portfolio
|
Q2 2024
Reduced 16.91%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
22,929
shares
|
$1.33 Million
0.34% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Oct 08, 2024 Q3 2024 |
22,786
shares
|
$1.33 Million
0.3% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
22,490
shares
|
$1.31 Million
0.31% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
22,456
shares
|
$1.31 Million
0.48% of portfolio
|
Q3 2024
Added 5472.21%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
22,421
shares
|
$1.31 Million
0.03% of portfolio
|
Q3 2024
Added 195.4%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
22,327
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
22,063
shares
|
$1.28 Million
0.04% of portfolio
|
Q1 2024
Reduced 39.8%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
22,007
shares
|
$1.28 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
21,913
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
21,909
shares
|
$1.28 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
21,545
shares
|
$1.25 Million
0.64% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
21,218
shares
|
$1.24 Million
0.03% of portfolio
|
Q2 2024
Added 20.9%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
20,938
shares
|
$1.22 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
20,758
shares
|
$1.21 Million
0.04% of portfolio
|
Q3 2022
Added 100.0%
|
|
|
Verity Wealth Advisors
|
Oct 02, 2024 Q3 2024 |
20,309
shares
|
$1.18 Million
0.84% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
La Fleur & Godfrey LLC
|
Oct 16, 2024 Q3 2024 |
20,180
shares
|
$1.17 Million
0.16% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
20,107
shares
|
$1.17 Million
0.03% of portfolio
|
Q3 2024
Added 6.8%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
20,076
shares
|
$1.17 Million
0.24% of portfolio
|
Q3 2024
Added 17.57%
|
|
|
Hummer Financial Advisory Services Inc
|
Oct 15, 2024 Q3 2024 |
20,000
shares
|
$1.16 Million
0.94% of portfolio
|
Q4 2020
New holding
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
19,899
shares
|
$1.16 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
19,727
shares
|
$1.15 Million
0.31% of portfolio
|
Q3 2024
Reduced 19.37%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
19,627
shares
|
$1.14 Million
0.07% of portfolio
|
Q2 2024
Reduced 2.16%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
19,404
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2024
Reduced 21.06%
|
|
|
De Dora Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
19,353
shares
|
$1.13 Million
0.33% of portfolio
|
Q2 2023
Added 6.66%
|