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 |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
908,739
shares
|
$52.9 Million
0.36% of portfolio
|
Q3 2024
Added 6213.32%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
906,854
shares
|
$52.8 Million
1.51% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
897,569
shares
|
$52.2 Million
0.13% of portfolio
|
Q3 2024
Added 28.04%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 07, 2024 Q3 2024 |
897,040
shares
|
$52.2 Million
13.31% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
875,229
shares
|
$50.9 Million
1.13% of portfolio
|
Q3 2024
Reduced 12.03%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
858,536
shares
|
$50 Million
16.29% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
Eagle Ridge Investment Management
|
Oct 23, 2024 Q3 2024 |
850,413
shares
|
$49.5 Million
4.4% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
805,323
shares
|
$46.9 Million
0.49% of portfolio
|
Q3 2024
Added 18.29%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
792,722
shares
|
$46.1 Million
5.46% of portfolio
|
Q3 2024
Added 7.57%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
789,310
shares
|
$45.9 Million
12.95% of portfolio
|
Q3 2024
Reduced 35.0%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
771,192
shares
|
$44.9 Million
3.79% of portfolio
|
Q3 2024
Added 2126.18%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2024 Q3 2024 |
761,133
shares
|
$44.3 Million
22.57% of portfolio
|
Q3 2024
Reduced 4.82%
|
|
|
Oak Harvest Investment Services
|
Oct 25, 2024 Q3 2024 |
759,547
shares
|
$44.2 Million
6.46% of portfolio
|
Q3 2024
Reduced 10.56%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
758,823
shares
|
$44.2 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Oct 28, 2024 Q3 2024 |
755,244
shares
|
$44 Million
10.61% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Defender Capital, Llc.
|
Oct 21, 2024 Q3 2024 |
750,753
shares
|
$43.7 Million
15.37% of portfolio
|
Q3 2024
Reduced 16.61%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
719,270
shares
|
$41.9 Million
0.01% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
693,782
shares
|
$40.4 Million
10.39% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
681,276
shares
|
$39.7 Million
18.6% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
675,109
shares
|
$39.3 Million
1.55% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
673,965
shares
|
$39.2 Million
4.99% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Oct 03, 2024 Q3 2024 |
667,745
shares
|
$38.9 Million
9.08% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
665,709
shares
|
$38.8 Million
0.91% of portfolio
|
Q3 2024
Added 9.11%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
660,746
shares
|
$38.5 Million
1.32% of portfolio
|
Q3 2024
Added 119.5%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
603,938
shares
|
$35.2 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.09%
|