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 |
|---|---|---|---|---|---|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Oct 11, 2024 Q3 2024 |
725
shares
|
$42,202
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
722
shares
|
$42,027
0.01% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
696
shares
|
$40,514
0.01% of portfolio
|
Q3 2024
Reduced 14.71%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
672
shares
|
$39,117
0.01% of portfolio
|
Q3 2024
Added 320.0%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
662
shares
|
$38,535
0.0% of portfolio
|
Q3 2021
Reduced 54.81%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
657
shares
|
$38,243
0.0% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
560
shares
|
$32,597
0.01% of portfolio
|
Q2 2024
Reduced 55.56%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
550
shares
|
$32,015
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
525
shares
|
$30,560
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Hbc Financial Services, Pllc
|
Nov 06, 2024 Q3 2024 |
506
shares
|
$29,454
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
502
shares
|
$29,221
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
441
shares
|
$25,670
0.01% of portfolio
|
Q2 2024
Reduced 10.91%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
414
shares
|
$24,098
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
395
shares
|
$22,992
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
385
shares
|
$22,410
0.01% of portfolio
|
Q1 2024
Reduced 50.96%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
381
shares
|
$22,178
0.01% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
341
shares
|
$19,849
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
315
shares
|
$18,336
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
310
shares
|
$18,045
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
301
shares
|
$17,521
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
284
shares
|
$16,531
0.02% of portfolio
|
Q3 2024
Reduced 99.27%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
257
shares
|
$14,959
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
255
shares
|
$14,843
0.01% of portfolio
|
Q3 2024
Reduced 15.0%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
255
shares
|
$14,843
0.0% of portfolio
|
Q4 2023
Reduced 60.09%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
253
shares
|
$14,727
0.0% of portfolio
|
Q1 2024
New holding
|