Institutional Ownership Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH). We have compiled data on the 916 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 |
|---|---|---|---|---|---|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
6,648
shares
|
$388,043
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
6,597
shares
|
$385,066
0.1% of portfolio
|
Q1 2022
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
6,518
shares
|
$380,455
0.04% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
6,509
shares
|
$379,930
0.03% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
6,501
shares
|
$379,463
0.03% of portfolio
|
Q4 2022
Added 0.54%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Oct 22, 2024 Q3 2024 |
6,450
shares
|
$376,486
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
6,417
shares
|
$374,560
0.03% of portfolio
|
Q3 2024
Reduced 10.53%
|
|
|
Enclave Advisors LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
6,270
shares
|
$365,979
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
6,268
shares
|
$365,863
0.03% of portfolio
|
Q3 2024
Reduced 35.63%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Oct 10, 2024 Q3 2024 |
6,234
shares
|
$363,878
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
6,143
shares
|
$358,566
1.4% of portfolio
|
Q3 2024
Reduced 10.36%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
6,059
shares
|
$353,663
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Zwj Investment Counsel Inc
|
Oct 16, 2024 Q3 2024 |
5,941
shares
|
$346,776
0.01% of portfolio
|
Q2 2024
Added 60.92%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
5,932
shares
|
$346,250
0.0% of portfolio
|
Q3 2024
Added 5.35%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
5,906
shares
|
$344,733
0.26% of portfolio
|
Q3 2024
Added 7.34%
|
|
|
Emc Capital Management
Houston, TX |
Oct 28, 2024 Q3 2024 |
5,900
shares
|
$344,383
0.15% of portfolio
|
Q3 2024
Added 98233.33%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
5,785
shares
|
$337,670
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
5,764
shares
|
$336,444
0.02% of portfolio
|
Q3 2024
Added 43.2%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Oct 15, 2024 Q3 2024 |
5,590
shares
|
$326,288
0.11% of portfolio
|
Q3 2024
Reduced 32.49%
|
|
|
Easterly Investment Partners LLC
|
Nov 01, 2024 Q3 2024 |
5,514
shares
|
$321,852
0.03% of portfolio
|
Q2 2024
Added 3.37%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
5,430
shares
|
$316,949
0.31% of portfolio
|
Q3 2024
Added 25.06%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
5,400
shares
|
$315,198
0.0% of portfolio
|
Q1 2024
Reduced 91.06%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
5,400
shares
|
$315,198
0.02% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
5,319
shares
|
$310,470
0.04% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,291
shares
|
$308,835
0.05% of portfolio
|
Q3 2024
Reduced 10.05%
|