Institutional Ownership Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH). We have compiled data on the 916 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 |
|---|---|---|---|---|---|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
584,904
shares
|
$34.1 Million
26.71% of portfolio
|
Q3 2024
Reduced 7.59%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Oct 04, 2024 Q3 2024 |
581,552
shares
|
$33.9 Million
12.67% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2024 Q3 2024 |
567,159
shares
|
$33.1 Million
4.18% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
550,001
shares
|
$32.1 Million
0.93% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Mayport, LLC
|
Oct 16, 2024 Q3 2024 |
530,852
shares
|
$31 Million
10.14% of portfolio
|
Q3 2024
Added 13.31%
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
530,392
shares
|
$31 Million
3.95% of portfolio
|
Q3 2024
Added 8.27%
|
|
|
Scopus Asset Management, L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
522,500
shares
|
$30.5 Million
0.6% of portfolio
|
Q1 2024
Added 49.29%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
502,915
shares
|
$29.4 Million
7.13% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
500,214
shares
|
$29.2 Million
0.35% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
495,185
shares
|
$28.9 Million
0.44% of portfolio
|
Q3 2024
Added 2026.08%
|
|
|
Herr Investment Group LLC
Austin, TX |
Aug 12, 2024 Q2 2024 |
484,669
shares
|
$28.3 Million
1.91% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
484,487
shares
|
$28.3 Million
6.87% of portfolio
|
Q4 2023
Reduced 6.31%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
482,974
shares
|
$28.2 Million
0.79% of portfolio
|
Q3 2024
Added 6.71%
|
|
|
Cambridge Associates LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
482,601
shares
|
$28.2 Million
1.07% of portfolio
|
Q3 2024
New holding
|
|
|
Schiavi & CO LLC
Wilmington, DE |
Nov 13, 2024 Q3 2024 |
480,444
shares
|
$28 Million
10.31% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
479,765
shares
|
$28 Million
3.88% of portfolio
|
Q3 2024
Reduced 10.35%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
475,243
shares
|
$27.7 Million
0.55% of portfolio
|
Q4 2022
Reduced 1.0%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 14, 2024 Q3 2024 |
473,060
shares
|
$27.6 Million
10.73% of portfolio
|
Q3 2024
Added 13.19%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
469,418
shares
|
$27.4 Million
0.48% of portfolio
|
Q2 2024
Reduced 5.45%
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
468,095
shares
|
$27.3 Million
5.61% of portfolio
|
Q3 2024
Added 8.27%
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2024 Q3 2024 |
439,641
shares
|
$25.7 Million
13.27% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
426,495
shares
|
$24.9 Million
0.77% of portfolio
|
Q3 2024
Added 94.55%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
424,500
shares
|
$24.8 Million
0.56% of portfolio
|
Q3 2024
Reduced 34.65%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
424,379
shares
|
$24.8 Million
0.01% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
422,890
shares
|
$24.7 Million
2.38% of portfolio
|
Q3 2024
Reduced 3.69%
|