Institutional Ownership Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH). We have compiled data on the 952 institutions that hold shares in the stock, with a total of 256 Million shares, which have been reported (via 13F filing form) to have a value of $14.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
142
shares
|
$8,250
0.0% of portfolio
|
Q4 2024
Reduced 99.35%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
138
shares
|
$8,017
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
132
shares
|
$7,669
0.0% of portfolio
|
Q4 2024
Added 1366.67%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
106
shares
|
$6,158
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
101
shares
|
$5,868
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
100
shares
|
$5,810
0.0% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
100
shares
|
$5,810
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
94
shares
|
$5,461
0.0% of portfolio
|
Q3 2024
Reduced 87.21%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
86
shares
|
$4,996
0.0% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
74
shares
|
$4,299
0.0% of portfolio
|
Q4 2023
Reduced 54.6%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
67
shares
|
$3,892
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
64
shares
|
$3,718
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
59
shares
|
$3,427
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Feb 11, 2025 Q4 2024 |
57
shares
|
$3,311
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
44
shares
|
$2,556
0.0% of portfolio
|
Q4 2024
Reduced 94.5%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
44
shares
|
$2,556
0.0% of portfolio
|
Q4 2024
Reduced 56.44%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
41
shares
|
$2,382
0.0% of portfolio
|
Q3 2024
Reduced 12.77%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
35
shares
|
$2,033
0.0% of portfolio
|
Q2 2024
Reduced 98.47%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
33
shares
|
$1,917
0.0% of portfolio
|
Q4 2023
Reduced 56.0%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
19
shares
|
$1,103
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
17
shares
|
$987
0.0% of portfolio
|
Q4 2024
Reduced 22.73%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
8
shares
|
$464
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
7
shares
|
$406
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
7
shares
|
$406
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
6
shares
|
$348
0.0% of portfolio
|
Q3 2024
New holding
|