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 |
|---|---|---|---|---|---|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
May 09, 2025 Q1 2025 |
216,389
shares
|
$12.7 Million
8.77% of portfolio
|
Q1 2025
Added 14.15%
|
|
|
Conservest Capital Advisors, Inc.
|
May 05, 2025 Q1 2025 |
215,655
shares
|
$12.7 Million
1.34% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
215,141
shares
|
$12.6 Million
1.5% of portfolio
|
Q2 2025
Added 13.58%
|
|
|
Alta Advisers LTD
|
Apr 25, 2025 Q1 2025 |
212,750
shares
|
$12.5 Million
5.42% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Jul 11, 2025 Q2 2025 |
205,345
shares
|
$12.1 Million
9.1% of portfolio
|
Q2 2025
Added 6.75%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
204,676
shares
|
$12 Million
0.42% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
204,250
shares
|
$12 Million
0.37% of portfolio
|
Q1 2025
Added 7.01%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
203,100
shares
|
$11.9 Million
5.22% of portfolio
|
Q3 2023
Reduced 12.74%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
202,768
shares
|
$11.9 Million
3.86% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
202,703
shares
|
$11.9 Million
11.75% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
202,509
shares
|
$11.9 Million
1.01% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
200,110
shares
|
$11.8 Million
1.13% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
194,440
shares
|
$11.4 Million
6.88% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
191,711
shares
|
$11.3 Million
0.03% of portfolio
|
Q1 2025
Added 24.24%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
191,260
shares
|
$11.2 Million
1.07% of portfolio
|
Q1 2025
Added 15.81%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
190,994
shares
|
$11.2 Million
0.07% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
188,945
shares
|
$11.1 Million
5.86% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
188,575
shares
|
$11.1 Million
0.94% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
Deane Retirement Strategies, Inc.
|
Jul 11, 2025 Q2 2025 |
188,190
shares
|
$11.1 Million
4.99% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Unison Advisors LLC
|
May 06, 2025 Q1 2025 |
187,789
shares
|
$11 Million
1.41% of portfolio
|
Q1 2025
Added 8.84%
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
187,502
shares
|
$11 Million
2.36% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
186,941
shares
|
$11 Million
6.14% of portfolio
|
Q1 2025
Reduced 98.3%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
186,324
shares
|
$10.9 Million
4.41% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
186,066
shares
|
$10.9 Million
0.42% of portfolio
|
Q1 2024
Added 10.63%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
185,352
shares
|
$10.9 Million
0.02% of portfolio
|
Q1 2025
Added 4.13%
|