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 |
|---|---|---|---|---|---|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
333,256
shares
|
$19.5 Million
2.01% of portfolio
|
Q3 2024
Added 8.84%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Oct 24, 2024 Q3 2024 |
323,789
shares
|
$18.9 Million
6.2% of portfolio
|
Q3 2024
Reduced 23.06%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
323,229
shares
|
$18.9 Million
2.26% of portfolio
|
Q2 2022
Reduced 4.84%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
322,436
shares
|
$18.8 Million
1.44% of portfolio
|
Q3 2024
Added 248.92%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
319,294
shares
|
$18.6 Million
0.12% of portfolio
|
Q2 2023
Reduced 98.86%
|
|
|
Wolff Financial Management LLC
|
Oct 24, 2024 Q3 2024 |
312,327
shares
|
$18.2 Million
5.01% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
309,283
shares
|
$18.1 Million
5.11% of portfolio
|
Q2 2022
Added 0.05%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
305,730
shares
|
$17.8 Million
0.41% of portfolio
|
Q3 2024
Added 5954.06%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
302,202
shares
|
$17.6 Million
6.92% of portfolio
|
Q3 2024
Added 18.03%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
300,050
shares
|
$17.5 Million
5.14% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
296,867
shares
|
$17.3 Million
1.25% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
292,000
shares
|
$17 Million
20.19% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Hilton Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
287,315
shares
|
$16.8 Million
1.39% of portfolio
|
Q3 2024
Reduced 12.18%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
283,656
shares
|
$16.6 Million
3.23% of portfolio
|
Q3 2024
Added 15.03%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
283,602
shares
|
$16.6 Million
0.05% of portfolio
|
Q3 2024
Added 567.17%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
277,873
shares
|
$16.2 Million
6.83% of portfolio
|
Q3 2024
Added 7.52%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
273,886
shares
|
$16 Million
3.59% of portfolio
|
Q3 2024
Added 12.46%
|
|
|
Deane Retirement Strategies, Inc.
|
Oct 03, 2024 Q3 2024 |
273,248
shares
|
$15.9 Million
8.03% of portfolio
|
Q3 2024
New holding
|
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
263,591
shares
|
$15.4 Million
0.19% of portfolio
|
Q3 2024
Reduced 6.64%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
260,378
shares
|
$15.2 Million
3.64% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
258,586
shares
|
$15.1 Million
0.19% of portfolio
|
Q3 2024
Added 34.89%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
252,263
shares
|
$14.7 Million
0.71% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
249,859
shares
|
$14.6 Million
9.07% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
246,627
shares
|
$14.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 15.71%
|
|
|
Human Investing LLC
|
Oct 28, 2024 Q3 2024 |
245,491
shares
|
$14.3 Million
2.63% of portfolio
|
Q3 2024
Added 4.55%
|