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 |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
17,796
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
Added 56.05%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
17,686
shares
|
$1.04 Million
0.05% of portfolio
|
Q1 2025
Added 31.38%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
May 14, 2025 Q1 2025 |
17,322
shares
|
$1.02 Million
1.6% of portfolio
|
Q1 2025
Reduced 46.36%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
17,255
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2025
Reduced 49.99%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
17,132
shares
|
$1 Million
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
16,984
shares
|
$995,432
0.17% of portfolio
|
Q4 2024
Added 68.11%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
16,872
shares
|
$988,867
0.01% of portfolio
|
Q1 2025
Reduced 13.24%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
16,805
shares
|
$984,941
0.03% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Mmbg Investment Advisors Co.
|
Apr 25, 2025 Q1 2025 |
16,615
shares
|
$973,805
0.11% of portfolio
|
Q3 2024
Added 37.43%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
16,552
shares
|
$970,112
0.05% of portfolio
|
Q1 2025
Reduced 22.27%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
16,305
shares
|
$955,636
0.1% of portfolio
|
Q2 2025
Added 62.27%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
16,177
shares
|
$948,133
0.23% of portfolio
|
Q2 2025
Added 8.34%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
16,164
shares
|
$947,372
0.18% of portfolio
|
Q1 2021
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
16,077
shares
|
$942,272
0.03% of portfolio
|
Q1 2025
Added 5.31%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
16,028
shares
|
$939,401
0.07% of portfolio
|
Q1 2025
Added 41.32%
|
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
16,001
shares
|
$937,818
0.18% of portfolio
|
Q2 2025
Reduced 8.99%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
15,989
shares
|
$937,115
0.53% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
F
|
May 14, 2025 Q1 2025 |
15,864
shares
|
$929,789
0.04% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
15,847
shares
|
$928,792
0.05% of portfolio
|
Q2 2025
Reduced 34.11%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
15,714
shares
|
$920,997
0.03% of portfolio
|
Q1 2025
Added 6.64%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
15,592
shares
|
$913,847
0.07% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
15,394
shares
|
$902,242
0.17% of portfolio
|
Q1 2025
Reduced 10.19%
|
|
|
Addis & Hill, Inc
Wayne, PA |
Jul 11, 2025 Q2 2025 |
15,393
shares
|
$902,183
0.59% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
15,295
shares
|
$896,439
0.22% of portfolio
|
Q1 2025
Added 190.72%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jul 15, 2025 Q2 2025 |
15,282
shares
|
$895,678
0.81% of portfolio
|
Q2 2025
Added 15.39%
|