Institutional Ownership Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH). We have compiled data on the 982 institutions that hold shares in the stock, with a total of 259 Million shares, which have been reported (via 13F filing form) to have a value of $15.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
4,518
shares
|
$264,483
0.05% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Defender Capital, Llc.
|
Jan 23, 2025 Q4 2024 |
4,500
shares
|
$263,430
0.1% of portfolio
|
Q4 2024
Reduced 99.4%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
4,462
shares
|
$261,205
0.01% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
4,437
shares
|
$259,741
0.01% of portfolio
|
Q4 2022
Added 22.0%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
4,425
shares
|
$259,039
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
David R. Rahn & Associates Inc.
|
Feb 04, 2025 Q4 2024 |
4,409
shares
|
$258,102
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
4,394
shares
|
$257,224
0.72% of portfolio
|
Q4 2024
Added 372.47%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
4,394
shares
|
$257,224
0.02% of portfolio
|
Q4 2024
Added 102.49%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Feb 13, 2025 Q4 2024 |
4,363
shares
|
$255,410
0.23% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Gitterman Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
4,327
shares
|
$253,302
0.11% of portfolio
|
Q4 2024
Reduced 7.7%
|
|
|
Planning Center, Inc.
|
Jan 22, 2025 Q4 2024 |
4,321
shares
|
$252,951
0.04% of portfolio
|
Q3 2023
Reduced 2.31%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
4,266
shares
|
$249,731
0.03% of portfolio
|
Q4 2024
Added 5.41%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
4,250
shares
|
$248,795
0.03% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 16, 2025 Q4 2024 |
4,248
shares
|
$248,677
0.15% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
4,206
shares
|
$246,219
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
4,194
shares
|
$245,516
0.02% of portfolio
|
Q4 2024
Reduced 7.21%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
4,193
shares
|
$245,458
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
4,130
shares
|
$241,770
0.0% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
4,106
shares
|
$240,365
0.04% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Jan 02, 2025 Q4 2024 |
4,099
shares
|
$239,955
0.11% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
4,096
shares
|
$239,779
0.02% of portfolio
|
Q4 2024
Reduced 5.21%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
4,066
shares
|
$238,023
0.01% of portfolio
|
Q4 2024
Reduced 8.36%
|
|
|
Brickley Wealth Management
|
Jan 27, 2025 Q4 2024 |
4,008
shares
|
$234,628
0.05% of portfolio
|
Q4 2023
Reduced 2.46%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
4,000
shares
|
$234,160
0.08% of portfolio
|
Q2 2024
Reduced 26.4%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
3,973
shares
|
$232,579
0.01% of portfolio
|
Q4 2024
New holding
|