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 |
|---|---|---|---|---|---|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
5,290
shares
|
$308,777
0.11% of portfolio
|
Q3 2024
Added 27.5%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
5,280
shares
|
$308,193
0.06% of portfolio
|
Q3 2024
Reduced 7.68%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
5,275
shares
|
$307,901
0.0% of portfolio
|
Q3 2024
Reduced 36.31%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
5,252
shares
|
$306,559
0.01% of portfolio
|
Q3 2024
Reduced 26.54%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Oct 07, 2024 Q3 2024 |
5,250
shares
|
$306,442
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
My Personal Cfo, LLC
|
Oct 21, 2024 Q3 2024 |
5,236
shares
|
$305,625
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
5,205
shares
|
$303,815
0.03% of portfolio
|
Q3 2024
Reduced 7.4%
|
|
|
D.B. Root & Company, LLC
|
Oct 31, 2024 Q3 2024 |
5,174
shares
|
$302,006
0.1% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
5,150
shares
|
$300,605
0.01% of portfolio
|
Q3 2024
Reduced 9.57%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
5,121
shares
|
$298,912
0.0% of portfolio
|
Q3 2024
Reduced 17.1%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
5,050
shares
|
$294,768
0.01% of portfolio
|
Q2 2024
Added 5.58%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 16, 2024 Q3 2024 |
5,022
shares
|
$293,134
0.17% of portfolio
|
Q3 2024
Reduced 62.18%
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
5,015
shares
|
$292,725
0.4% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 12, 2024 Q3 2024 |
4,975
shares
|
$290,390
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
4,926
shares
|
$287,530
0.01% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
|
Spinnaker Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
4,877
shares
|
$284,670
0.07% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,825
shares
|
$281,635
0.0% of portfolio
|
Q3 2022
Reduced 97.14%
|
|
|
Kraft Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
4,767
shares
|
$278,249
0.23% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 13, 2024 Q3 2024 |
4,733
shares
|
$276,265
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
4,697
shares
|
$274,163
0.01% of portfolio
|
Q3 2024
Reduced 10.53%
|
|
|
Gitterman Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
4,688
shares
|
$273,638
0.12% of portfolio
|
Q3 2024
Reduced 99.73%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4,683
shares
|
$273,346
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
4,652
shares
|
$271,537
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
4,628
shares
|
$270,136
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
4,520
shares
|
$263,832
0.02% of portfolio
|
Q3 2023
Reduced 65.25%
|