Institutional Ownership Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH). We have compiled data on the 1,029 institutions that hold shares in the stock, with a total of 274 Million shares, which have been reported (via 13F filing form) to have a value of $16.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
100
shares
|
$5,875
0.0% of portfolio
|
Q2 2023
New holding
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
82
shares
|
$4,817
0.0% of portfolio
|
Q1 2025
Reduced 66.12%
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
74
shares
|
$4,347
0.0% of portfolio
|
Q4 2023
Reduced 54.6%
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
60
shares
|
$3,525
0.0% of portfolio
|
Q1 2025
New holding
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
60
shares
|
$3,525
0.0% of portfolio
|
Q1 2025
New holding
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
59
shares
|
$3,466
0.0% of portfolio
|
Q2 2022
New holding
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
57
shares
|
$3,348
0.0% of portfolio
|
Q3 2024
New holding
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
44
shares
|
$2,585
0.0% of portfolio
|
Q4 2024
Reduced 94.5%
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
41
shares
|
$2,408
0.0% of portfolio
|
Q3 2024
Reduced 12.77%
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
35
shares
|
$2,056
0.0% of portfolio
|
Q2 2024
Reduced 98.47%
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
33
shares
|
$1,938
0.0% of portfolio
|
Q4 2023
Reduced 56.0%
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
32
shares
|
$1,880
0.0% of portfolio
|
Q1 2025
New holding
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
26
shares
|
$1,527
0.0% of portfolio
|
Q4 2024
New holding
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
17
shares
|
$998
0.0% of portfolio
|
Q4 2024
Reduced 22.73%
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
15
shares
|
$881
0.0% of portfolio
|
Q2 2025
New holding
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
15
shares
|
$881
0.0% of portfolio
|
Q1 2025
Reduced 65.91%
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
May 15, 2025 Q1 2025 |
15
shares
|
$881
0.94% of portfolio
|
Q1 2025
Added 99746.67%
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
8
shares
|
$470
0.0% of portfolio
|
Q2 2024
New holding
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
8
shares
|
$470
0.0% of portfolio
|
Q1 2025
New holding
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
7
shares
|
$411
0.0% of portfolio
|
Q4 2022
New holding
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
7
shares
|
$411
0.0% of portfolio
|
Q2 2024
New holding
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
6
shares
|
$352
0.0% of portfolio
|
Q3 2024
New holding
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
3
shares
|
$176
0.0% of portfolio
|
Q4 2024
New holding
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
2
shares
|
$117
0.0% of portfolio
|
Q1 2025
New holding
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
1
shares
|
$58
0.0% of portfolio
|
Q1 2025
New holding
|