Institutional Ownership Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH). We have compiled data on the 965 institutions that hold shares in the stock, with a total of 261 Million shares, which have been reported (via 13F filing form) to have a value of $15.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
466,665
shares
|
$27.2 Million
0.77% of portfolio
|
Q4 2024
Reduced 15.15%
|
|
|
Main Street Investment Advisors LLC
|
Feb 14, 2025 Q4 2024 |
465,322
shares
|
$27.1 Million
3.93% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Cordant, Inc.
Portland, OR |
Jan 14, 2025 Q4 2024 |
453,461
shares
|
$26.4 Million
13.88% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Jan 29, 2025 Q4 2024 |
443,261
shares
|
$25.8 Million
5.36% of portfolio
|
Q4 2024
Added 6.53%
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
426,700
shares
|
$24.9 Million
12.62% of portfolio
|
Q4 2024
Added 15.01%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
424,833
shares
|
$24.8 Million
0.74% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
424,521
shares
|
$24.7 Million
0.01% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
New York Life Investment Management LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
420,641
shares
|
$24.5 Million
0.25% of portfolio
|
Q4 2024
Reduced 47.77%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
418,743
shares
|
$24.4 Million
5.71% of portfolio
|
Q3 2024
Added 11.66%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
417,767
shares
|
$24.3 Million
6.86% of portfolio
|
Q1 2023
Added 5.89%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
416,774
shares
|
$24.3 Million
5.13% of portfolio
|
Q4 2024
Added 10.33%
|
|
|
Level Financial Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
415,409
shares
|
$24.2 Million
9.6% of portfolio
|
Q4 2024
Added 6.77%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
411,440
shares
|
$24 Million
0.06% of portfolio
|
Q4 2024
Reduced 54.16%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
409,623
shares
|
$23.9 Million
1.18% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
396,986
shares
|
$23.1 Million
2.16% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jan 23, 2025 Q4 2024 |
389,847
shares
|
$22.7 Million
3.7% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
388,765
shares
|
$22.6 Million
1.99% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Feb 07, 2025 Q4 2024 |
381,483
shares
|
$22.2 Million
6.1% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
375,423
shares
|
$21.9 Million
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
368,964
shares
|
$21.5 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
365,035
shares
|
$21.3 Million
0.07% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
363,734
shares
|
$21.2 Million
1.45% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
361,009
shares
|
$21 Million
1.76% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
359,110
shares
|
$20.9 Million
0.43% of portfolio
|
Q4 2024
Reduced 15.4%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
358,874
shares
|
$20.9 Million
0.21% of portfolio
|
Q4 2024
Added 5.79%
|