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 |
---|---|---|---|---|---|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
7,435
shares
|
$432,791
0.05% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
7,435
shares
|
$432,791
0.0% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
7,401
shares
|
$430,812
0.01% of portfolio
|
Q3 2024
Added 181.41%
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
7,253
shares
|
$422,197
0.02% of portfolio
|
Q3 2024
Added 18.36%
|
|
Kendall Capital Management
|
Nov 08, 2024 Q3 2024 |
7,205
shares
|
$419,403
0.13% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
Sfmg, LLC
|
Aug 14, 2024 Q2 2024 |
7,172
shares
|
$417,482
0.04% of portfolio
|
Q1 2024
Reduced 8.74%
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Nov 08, 2024 Q3 2024 |
7,160
shares
|
$416,783
0.15% of portfolio
|
Q3 2024
Added 1.07%
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
7,088
shares
|
$412,592
0.24% of portfolio
|
Q3 2024
Added 0.5%
|
|
Pacific Financial Group Inc
|
Nov 13, 2024 Q3 2024 |
7,079
shares
|
$412,068
0.31% of portfolio
|
Q3 2024
Added 0.51%
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
7,045
shares
|
$410,089
0.03% of portfolio
|
Q3 2024
Added 1.62%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
7,021
shares
|
$408,692
0.01% of portfolio
|
Q3 2024
Added 82.08%
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
6,929
shares
|
$403,337
0.02% of portfolio
|
Q1 2023
New holding
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
6,912
shares
|
$402,347
0.03% of portfolio
|
Q4 2023
Reduced 7.36%
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,896
shares
|
$401,416
0.11% of portfolio
|
Q3 2024
Added 2.18%
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
6,873
shares
|
$400,077
0.16% of portfolio
|
Q3 2024
Reduced 78.94%
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
6,869
shares
|
$399,844
0.03% of portfolio
|
Q2 2022
New holding
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
6,851
shares
|
$398,796
0.1% of portfolio
|
Q3 2024
Added 10.71%
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
6,840
shares
|
$398,156
0.0% of portfolio
|
Q3 2024
Added 10.11%
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
6,827
shares
|
$397,399
0.32% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 31, 2024 Q3 2024 |
6,821
shares
|
$397,050
0.2% of portfolio
|
Q3 2024
Added 8.98%
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
6,809
shares
|
$396,351
0.02% of portfolio
|
Q3 2024
Added 7.18%
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
6,795
shares
|
$395,536
0.05% of portfolio
|
Q3 2024
Added 14.18%
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
6,794
shares
|
$395,478
0.03% of portfolio
|
Q3 2024
Reduced 38.19%
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
6,648
shares
|
$386,980
0.06% of portfolio
|
Q3 2023
New holding
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
6,597
shares
|
$384,011
0.1% of portfolio
|
Q1 2022
New holding
|