Institutional Ownership Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH). We have compiled data on the 965 institutions that hold shares in the stock, with a total of 261 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 |
|---|---|---|---|---|---|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
4,425
shares
|
$257,800
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
David R. Rahn & Associates Inc.
|
Feb 04, 2025 Q4 2024 |
4,409
shares
|
$256,868
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
4,394
shares
|
$255,994
0.72% of portfolio
|
Q4 2024
Added 372.47%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
4,394
shares
|
$255,994
0.02% of portfolio
|
Q4 2024
Added 102.49%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Feb 13, 2025 Q4 2024 |
4,363
shares
|
$254,188
0.23% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Gitterman Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
4,327
shares
|
$252,091
0.11% of portfolio
|
Q4 2024
Reduced 7.7%
|
|
|
Planning Center, Inc.
|
Jan 22, 2025 Q4 2024 |
4,321
shares
|
$251,741
0.04% of portfolio
|
Q3 2023
Reduced 2.31%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
4,266
shares
|
$248,537
0.03% of portfolio
|
Q4 2024
Added 5.41%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
4,250
shares
|
$247,605
0.03% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 16, 2025 Q4 2024 |
4,248
shares
|
$247,488
0.15% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
4,206
shares
|
$245,041
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
4,194
shares
|
$244,342
0.02% of portfolio
|
Q4 2024
Reduced 7.21%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
4,193
shares
|
$244,284
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
4,130
shares
|
$240,613
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
|
$239,215
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
|
$238,807
0.11% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
4,096
shares
|
$238,632
0.02% of portfolio
|
Q4 2024
Reduced 5.21%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
4,066
shares
|
$236,885
0.01% of portfolio
|
Q4 2024
Reduced 8.36%
|
|
|
Brickley Wealth Management
|
Jan 27, 2025 Q4 2024 |
4,008
shares
|
$233,506
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
|
$233,040
0.08% of portfolio
|
Q2 2024
Reduced 26.4%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
3,973
shares
|
$231,466
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
3,955
shares
|
$230,418
0.05% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
3,934
shares
|
$229,194
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
3,924
shares
|
$228,612
0.04% of portfolio
|
Q1 2024
Reduced 35.46%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
3,920
shares
|
$228,379
0.05% of portfolio
|
Q3 2022
Added 3.98%
|