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 |
|---|---|---|---|---|---|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jul 15, 2025 Q2 2025 |
477,030
shares
|
$28 Million
5.57% of portfolio
|
Q2 2025
Reduced 39.31%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
475,243
shares
|
$27.9 Million
0.55% of portfolio
|
Q4 2022
Reduced 1.0%
|
|
|
Cambridge Associates LLC
Boston, MA |
May 15, 2025 Q1 2025 |
474,526
shares
|
$27.9 Million
0.8% of portfolio
|
Q1 2025
Reduced 15.21%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
469,418
shares
|
$27.6 Million
0.48% of portfolio
|
Q2 2024
Reduced 5.45%
|
|
|
Cordant, Inc.
Portland, OR |
Jul 14, 2025 Q2 2025 |
459,709
shares
|
$27 Million
13.04% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
456,534
shares
|
$26.8 Million
0.01% of portfolio
|
Q1 2025
Added 7.54%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
455,839
shares
|
$26.8 Million
0.86% of portfolio
|
Q1 2025
Added 7.3%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
455,101
shares
|
$26.7 Million
13.03% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
452,092
shares
|
$26.6 Million
0.41% of portfolio
|
Q1 2025
Reduced 7.65%
|
|
|
Main Street Investment Advisors LLC
|
Apr 30, 2025 Q1 2025 |
446,313
shares
|
$26.2 Million
3.93% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
441,459
shares
|
$25.9 Million
1.14% of portfolio
|
Q2 2025
Added 47.82%
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
419,170
shares
|
$24.6 Million
8.28% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
417,767
shares
|
$24.5 Million
6.86% of portfolio
|
Q1 2023
Added 5.89%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Apr 21, 2025 Q1 2025 |
392,554
shares
|
$23.1 Million
3.84% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
380,256
shares
|
$22.3 Million
1.55% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
376,705
shares
|
$22.1 Million
1.81% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
376,482
shares
|
$22.1 Million
1.27% of portfolio
|
Q1 2025
Reduced 8.09%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
375,608
shares
|
$22.1 Million
1.7% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
375,423
shares
|
$22.1 Million
0.2% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
375,084
shares
|
$22 Million
1.81% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Shah Capital Management
|
May 14, 2025 Q1 2025 |
373,988
shares
|
$22 Million
10.2% of portfolio
|
Q1 2025
Added 57.3%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
368,640
shares
|
$21.7 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Wolff Financial Management LLC
|
Jul 09, 2025 Q2 2025 |
361,736
shares
|
$21.3 Million
5.49% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
360,617
shares
|
$21.2 Million
1.57% of portfolio
|
Q1 2025
Added 1734.17%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
359,196
shares
|
$21.1 Million
1.98% of portfolio
|
Q1 2025
Reduced 9.52%
|