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 |
|---|---|---|---|---|---|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
4,518
shares
|
$263,715
0.06% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
4,512
shares
|
$263,365
0.03% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
4,457
shares
|
$260,155
0.21% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
4,437
shares
|
$258,987
0.01% of portfolio
|
Q4 2022
Added 22.0%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
4,437
shares
|
$258,987
0.02% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
4,431
shares
|
$258,637
0.02% of portfolio
|
Q3 2024
Added 9.6%
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
4,425
shares
|
$258,287
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
4,321
shares
|
$252,216
0.01% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
4,321
shares
|
$252,216
0.02% of portfolio
|
Q3 2024
Reduced 8.8%
|
|
|
Planning Center, Inc.
|
Nov 12, 2024 Q3 2024 |
4,321
shares
|
$252,216
0.04% of portfolio
|
Q3 2023
Reduced 2.31%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
4,293
shares
|
$250,582
0.07% of portfolio
|
Q2 2024
Added 2.46%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
4,262
shares
|
$248,772
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Jacobsen Capital Management
|
Oct 25, 2024 Q3 2024 |
4,242
shares
|
$247,605
0.11% of portfolio
|
Q3 2024
Reduced 14.89%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
4,240
shares
|
$247,488
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Oct 03, 2024 Q3 2024 |
4,161
shares
|
$242,877
0.15% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
4,130
shares
|
$241,068
0.0% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
4,111
shares
|
$239,959
0.0% of portfolio
|
Q3 2024
Added 46.14%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
4,106
shares
|
$239,667
0.05% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
4,081
shares
|
$238,207
0.08% of portfolio
|
Q3 2024
Added 4384.62%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
4,080
shares
|
$238,149
0.09% of portfolio
|
Q2 2024
Reduced 22.92%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
4,070
shares
|
$237,565
0.03% of portfolio
|
Q3 2024
Reduced 18.52%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
4,047
shares
|
$236,223
0.03% of portfolio
|
Q3 2024
Reduced 25.66%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
4,008
shares
|
$233,946
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Brickley Wealth Management
|
Nov 04, 2024 Q3 2024 |
4,008
shares
|
$233,946
0.05% of portfolio
|
Q4 2023
Reduced 2.46%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
4,000
shares
|
$233,480
0.08% of portfolio
|
Q2 2024
Reduced 26.4%
|