Institutional Ownership Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH). We have compiled data on the 1,030 institutions that hold shares in the stock, with a total of 273 Million shares, which have been reported (via 13F filing form) to have a value of $16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sage Financial Management Group, Inc.
|
Jul 21, 2025 Q2 2025 |
5,879
shares
|
$344,568
0.12% of portfolio
|
Q2 2025
Reduced 7.34%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
5,848
shares
|
$342,751
0.02% of portfolio
|
Q1 2025
Reduced 7.73%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
May 08, 2025 Q1 2025 |
5,759
shares
|
$337,534
0.14% of portfolio
|
Q1 2025
Reduced 98.84%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Apr 21, 2025 Q1 2025 |
5,676
shares
|
$332,670
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
5,653
shares
|
$331,322
0.06% of portfolio
|
Q1 2025
Added 13.77%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
5,612
shares
|
$328,919
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
5,600
shares
|
$328,216
0.09% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
5,564
shares
|
$326,106
0.0% of portfolio
|
Q1 2025
Reduced 15.77%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
5,502
shares
|
$322,472
0.05% of portfolio
|
Q2 2025
Reduced 4.16%
|
|
|
Easterly Investment Partners LLC
|
May 02, 2025 Q1 2025 |
5,489
shares
|
$321,710
0.03% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
5,324
shares
|
$312,039
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,291
shares
|
$310,105
0.05% of portfolio
|
Q3 2024
Reduced 10.05%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
5,284
shares
|
$309,695
0.36% of portfolio
|
Q1 2025
Reduced 8.52%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jul 15, 2025 Q2 2025 |
5,250
shares
|
$307,702
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
My Personal Cfo, LLC
|
Jul 21, 2025 Q2 2025 |
5,236
shares
|
$306,881
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
5,224
shares
|
$306,178
0.02% of portfolio
|
Q2 2025
Added 15.91%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
5,174
shares
|
$303,248
0.09% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
5,125
shares
|
$300,376
0.09% of portfolio
|
Q2 2025
Reduced 26.76%
|
|
|
Gibraltar Capital Management, Inc.
|
Apr 29, 2025 Q1 2025 |
5,111
shares
|
$299,555
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
5,102
shares
|
$299,028
0.19% of portfolio
|
Q2 2025
Added 20.05%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Apr 21, 2025 Q1 2025 |
5,079
shares
|
$297,680
0.23% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
5,063
shares
|
$296,742
0.08% of portfolio
|
Q4 2024
Added 17.94%
|
|
|
Pacific Financial Group Inc
|
Jul 21, 2025 Q2 2025 |
4,983
shares
|
$292,053
0.23% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
4,972
shares
|
$291,408
0.04% of portfolio
|
Q1 2025
Added 16.55%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
4,924
shares
|
$288,595
0.05% of portfolio
|
Q1 2025
Reduced 24.92%
|