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 |
|---|---|---|---|---|---|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
184,910
shares
|
$10.9 Million
3.08% of portfolio
|
Q4 2023
Added 5.0%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Apr 15, 2025 Q1 2025 |
182,390
shares
|
$10.7 Million
4.82% of portfolio
|
Q1 2025
Reduced 19.8%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
180,836
shares
|
$10.6 Million
0.8% of portfolio
|
Q1 2025
Added 88.8%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
179,852
shares
|
$10.6 Million
2.09% of portfolio
|
Q1 2025
Added 14.11%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Apr 15, 2025 Q1 2025 |
178,510
shares
|
$10.5 Million
1.44% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Orser Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
177,025
shares
|
$10.4 Million
7.76% of portfolio
|
Q2 2025
New holding
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Apr 25, 2025 Q1 2025 |
176,531
shares
|
$10.4 Million
2.88% of portfolio
|
Q1 2025
Reduced 53.73%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Apr 30, 2025 Q1 2025 |
175,774
shares
|
$10.3 Million
5.47% of portfolio
|
Q1 2025
Added 225.42%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
175,241
shares
|
$10.3 Million
0.29% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
173,709
shares
|
$10.2 Million
0.28% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
172,814
shares
|
$10.2 Million
2.66% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
171,497
shares
|
$10.1 Million
0.18% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
171,193
shares
|
$10.1 Million
3.54% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
167,561
shares
|
$9.84 Million
0.74% of portfolio
|
Q1 2025
Added 81.26%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
166,240
shares
|
$9.77 Million
0.18% of portfolio
|
Q1 2025
Added 104.21%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
165,229
shares
|
$9.71 Million
0.39% of portfolio
|
Q1 2025
Added 854.86%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
165,135
shares
|
$9.7 Million
0.14% of portfolio
|
Q1 2025
Added 5.52%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
164,951
shares
|
$9.69 Million
0.33% of portfolio
|
Q2 2023
New holding
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Apr 14, 2025 Q1 2025 |
163,604
shares
|
$9.61 Million
8.15% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Hilton Capital Management, LLC
|
May 13, 2025 Q1 2025 |
163,299
shares
|
$9.59 Million
0.88% of portfolio
|
Q1 2025
Added 20.01%
|
|
|
Bank Of Nova Scotia
|
Jul 02, 2025 Q1 2025 |
162,085
shares
|
$9.52 Million
0.02% of portfolio
|
Q1 2025
Added 51.69%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jul 10, 2025 Q2 2025 |
161,732
shares
|
$9.5 Million
2.47% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
159,058
shares
|
$9.34 Million
2.6% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Capital Investment Services Of America, Inc.
|
Apr 16, 2025 Q1 2025 |
158,675
shares
|
$9.32 Million
1.01% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
156,551
shares
|
$9.2 Million
0.68% of portfolio
|
Q1 2025
Added 10.27%
|