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 274 Million shares, which have been reported (via 13F filing form) to have a value of $16.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
1,017,352
shares
|
$59.8 Million
0.33% of portfolio
|
Q1 2025
Added 13.27%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
1,008,471
shares
|
$59.2 Million
0.14% of portfolio
|
Q1 2025
Added 99.05%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
1,008,155
shares
|
$59.2 Million
0.16% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
1,000,206
shares
|
$58.8 Million
1.2% of portfolio
|
Q1 2025
Added 64.92%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
980,132
shares
|
$57.6 Million
1.5% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
974,643
shares
|
$57.3 Million
13.14% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
936,029
shares
|
$55 Million
17.08% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
881,242
shares
|
$51.8 Million
4.53% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jul 17, 2025 Q2 2025 |
860,921
shares
|
$50.6 Million
13.07% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
858,782
shares
|
$50.5 Million
4.14% of portfolio
|
Q2 2025
Added 4174.04%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
846,016
shares
|
$49.7 Million
2.14% of portfolio
|
Q4 2024
Added 21432.6%
|
|
|
Oak Harvest Investment Services
|
May 14, 2025 Q1 2025 |
828,640
shares
|
$48.7 Million
6.98% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
780,002
shares
|
$45.8 Million
0.01% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
775,036
shares
|
$45.5 Million
3.38% of portfolio
|
Q1 2025
Added 20.26%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
769,532
shares
|
$45.2 Million
1.2% of portfolio
|
Q1 2025
Reduced 19.28%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Apr 10, 2025 Q1 2025 |
758,711
shares
|
$44.6 Million
9.98% of portfolio
|
Q1 2025
Added 8.23%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
754,339
shares
|
$44.3 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
751,514
shares
|
$44.2 Million
4.96% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
748,434
shares
|
$44 Million
10.5% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Insight 2811, Inc.
Chicago, IL |
May 12, 2025 Q1 2025 |
743,568
shares
|
$43.7 Million
21.96% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
742,526
shares
|
$43.6 Million
5.84% of portfolio
|
Q1 2025
Reduced 6.57%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
732,827
shares
|
$43.1 Million
1.54% of portfolio
|
Q2 2025
Added 5.87%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
710,783
shares
|
$41.8 Million
5.31% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Mayport, LLC
|
Apr 22, 2025 Q1 2025 |
708,687
shares
|
$41.6 Million
11.58% of portfolio
|
Q1 2025
Added 13.38%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Apr 10, 2025 Q1 2025 |
699,157
shares
|
$41.1 Million
14.55% of portfolio
|
Q1 2025
Added 3.43%
|