Institutional Ownership Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH). We have compiled data on the 913 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 |
|---|---|---|---|---|---|
|
Unison Advisors LLC
|
Oct 08, 2024 Q3 2024 |
187,291
shares
|
$10.9 Million
1.34% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 15, 2024 Q3 2024 |
187,156
shares
|
$10.9 Million
1.43% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
186,066
shares
|
$10.8 Million
0.42% of portfolio
|
Q1 2024
Added 10.63%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
185,790
shares
|
$10.8 Million
0.35% of portfolio
|
Q3 2024
Added 15.49%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
184,910
shares
|
$10.8 Million
3.08% of portfolio
|
Q4 2023
Added 5.0%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 30, 2024 Q3 2024 |
184,497
shares
|
$10.7 Million
1.44% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
183,834
shares
|
$10.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
182,976
shares
|
$10.7 Million
4.23% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
178,076
shares
|
$10.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 20.74%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
178,058
shares
|
$10.4 Million
0.05% of portfolio
|
Q3 2024
Added 20.19%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Nov 08, 2024 Q3 2024 |
176,095
shares
|
$10.3 Million
2.34% of portfolio
|
Q3 2024
Added 89.56%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
175,566
shares
|
$10.2 Million
2.09% of portfolio
|
Q3 2024
Added 35.53%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
174,130
shares
|
$10.1 Million
1.14% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
172,697
shares
|
$10.1 Million
3.62% of portfolio
|
Q3 2024
Added 14.18%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
172,352
shares
|
$10 Million
2.57% of portfolio
|
Q3 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Oct 10, 2024 Q3 2024 |
169,351
shares
|
$9.86 Million
4.19% of portfolio
|
Q3 2024
Added 10.26%
|
|
|
B&D White Capital Company, LLC
|
Nov 08, 2024 Q3 2024 |
168,582
shares
|
$9.81 Million
1.72% of portfolio
|
Q3 2024
Added 4606.37%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
167,285
shares
|
$9.74 Million
0.85% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
164,951
shares
|
$9.6 Million
0.33% of portfolio
|
Q2 2023
New holding
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Oct 15, 2024 Q3 2024 |
164,854
shares
|
$9.6 Million
6.95% of portfolio
|
Q3 2024
Added 11.8%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
162,493
shares
|
$9.46 Million
0.25% of portfolio
|
Q3 2024
Added 109.81%
|
|
|
Capital Investment Services Of America, Inc.
|
Oct 30, 2024 Q3 2024 |
162,375
shares
|
$9.45 Million
0.96% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Oct 11, 2024 Q3 2024 |
161,763
shares
|
$9.42 Million
8.11% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
161,575
shares
|
$9.41 Million
0.72% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Values First Advisors, Inc.
|
Oct 23, 2024 Q3 2024 |
157,942
shares
|
$9.19 Million
5.12% of portfolio
|
Q3 2024
Added 104.13%
|