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 |
|---|---|---|---|---|---|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
26,961
shares
|
$1.58 Million
1.64% of portfolio
|
Q1 2025
Added 69.23%
|
|
|
Marshfield Associates
Washington, DC |
May 15, 2025 Q1 2025 |
26,867
shares
|
$1.58 Million
0.03% of portfolio
|
Q4 2023
Reduced 18.66%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
26,228
shares
|
$1.54 Million
0.0% of portfolio
|
Q1 2025
Added 47.61%
|
|
|
ETF Portfolio Partners, Inc.
|
Apr 09, 2025 Q1 2025 |
26,185
shares
|
$1.54 Million
0.46% of portfolio
|
Q1 2025
Reduced 82.38%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
26,066
shares
|
$1.53 Million
0.09% of portfolio
|
Q2 2025
Added 9.71%
|
|
|
Axs Investments LLC
Port Chester, NY |
May 09, 2025 Q1 2025 |
26,012
shares
|
$1.53 Million
0.46% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
25,763
shares
|
$1.51 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
25,606
shares
|
$1.5 Million
0.23% of portfolio
|
Q2 2025
Reduced 16.1%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
25,365
shares
|
$1.49 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Verity Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
25,227
shares
|
$1.48 Million
1.1% of portfolio
|
Q1 2025
Added 19.51%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
25,184
shares
|
$1.48 Million
0.94% of portfolio
|
Q4 2024
Added 1171.92%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 13, 2025 Q1 2025 |
24,841
shares
|
$1.46 Million
0.92% of portfolio
|
Q1 2025
Reduced 24.95%
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
24,840
shares
|
$1.46 Million
0.65% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Oak Grove Capital LLC
North Hampton, NH |
May 13, 2025 Q1 2025 |
24,750
shares
|
$1.45 Million
0.24% of portfolio
|
Q4 2024
Reduced 10.81%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Jul 21, 2025 Q2 2025 |
24,713
shares
|
$1.45 Million
1.33% of portfolio
|
Q2 2025
Added 76.82%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 06, 2025 Q1 2025 |
24,679
shares
|
$1.45 Million
0.56% of portfolio
|
Q1 2025
New holding
|
|
|
Miller Financial Services LLC
Marshall, MI |
May 05, 2025 Q1 2025 |
24,640
shares
|
$1.45 Million
2.08% of portfolio
|
Q1 2025
Added 7.7%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
24,534
shares
|
$1.44 Million
0.05% of portfolio
|
Q1 2025
Added 49.21%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
24,498
shares
|
$1.44 Million
0.06% of portfolio
|
Q1 2025
Added 164.61%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
24,354
shares
|
$1.43 Million
0.0% of portfolio
|
Q1 2025
Added 59.34%
|
|
|
Applied Capital LLC
|
Jul 17, 2025 Q2 2025 |
24,193
shares
|
$1.42 Million
0.66% of portfolio
|
Q2 2025
Added 77.63%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
24,151
shares
|
$1.42 Million
0.07% of portfolio
|
Q1 2025
Reduced 33.25%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
23,990
shares
|
$1.41 Million
0.1% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
23,889
shares
|
$1.4 Million
0.09% of portfolio
|
Q1 2025
Added 7.92%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
23,723
shares
|
$1.39 Million
0.12% of portfolio
|
Q1 2025
Added 61.77%
|