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 |
---|---|---|---|---|---|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Jul 21, 2025 Q2 2025 |
30,072
shares
|
$1.76 Million
0.36% of portfolio
|
Q2 2025
Added 2.25%
|
|
Transcendent Capital Group LLC
Edmond, OK |
May 01, 2025 Q1 2025 |
30,047
shares
|
$1.76 Million
0.99% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
29,497
shares
|
$1.73 Million
0.06% of portfolio
|
Q1 2025
Added 1.92%
|
|
Anchor Capital Advisors LLC
|
May 13, 2025 Q1 2025 |
29,260
shares
|
$1.71 Million
0.06% of portfolio
|
Q4 2024
Reduced 6.7%
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
29,176
shares
|
$1.71 Million
0.06% of portfolio
|
Q1 2025
Reduced 47.98%
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
28,945
shares
|
$1.7 Million
0.06% of portfolio
|
Q1 2025
Reduced 92.29%
|
|
Estate Counselors, LLC
|
May 14, 2025 Q1 2025 |
28,845
shares
|
$1.69 Million
0.47% of portfolio
|
Q1 2025
Reduced 29.56%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
28,692
shares
|
$1.68 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.48%
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
28,660
shares
|
$1.68 Million
0.33% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
28,592
shares
|
$1.68 Million
0.18% of portfolio
|
Q2 2025
Added 95.76%
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Apr 28, 2025 Q1 2025 |
28,473
shares
|
$1.67 Million
1.66% of portfolio
|
Q1 2025
Added 0.76%
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
28,327
shares
|
$1.66 Million
0.1% of portfolio
|
Q1 2025
Added 6.79%
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
28,276
shares
|
$1.66 Million
0.35% of portfolio
|
Q1 2025
Added 4.18%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
28,205
shares
|
$1.65 Million
0.01% of portfolio
|
Q1 2025
Reduced 28.02%
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
28,186
shares
|
$1.65 Million
0.17% of portfolio
|
Q3 2022
New holding
|
|
Shayne & Co., LLC
|
May 02, 2025 Q1 2025 |
28,125
shares
|
$1.65 Million
0.41% of portfolio
|
Q4 2024
Added 78.91%
|
|
Frontier Asset Management, LLC
Sheridan, WY |
May 07, 2025 Q1 2025 |
27,992
shares
|
$1.64 Million
0.62% of portfolio
|
Q1 2025
Reduced 38.28%
|
|
Viawealth, LLC
Overland Park, KS |
May 07, 2025 Q1 2025 |
27,859
shares
|
$1.63 Million
1.01% of portfolio
|
Q1 2025
Reduced 22.02%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
27,836
shares
|
$1.63 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
27,818
shares
|
$1.63 Million
0.16% of portfolio
|
Q1 2025
Reduced 49.82%
|
|
Circle Wealth Management, LLC
Summit, NJ |
May 14, 2025 Q1 2025 |
27,659
shares
|
$1.62 Million
0.04% of portfolio
|
Q1 2025
Added 23.36%
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
27,407
shares
|
$1.61 Million
0.38% of portfolio
|
Q1 2024
New holding
|
|
Barton Investment Management
|
Jul 21, 2025 Q2 2025 |
27,389
shares
|
$1.61 Million
0.17% of portfolio
|
Q2 2025
Added 9.91%
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
27,164
shares
|
$1.59 Million
0.23% of portfolio
|
Q2 2024
Reduced 4.56%
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Apr 17, 2025 Q1 2025 |
27,019
shares
|
$1.58 Million
0.44% of portfolio
|
Q1 2025
Added 4.71%
|