VANGUARD SCOTTSDALE FDS (BNDW)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
115
Reporting holders
$737.6M
Reported value
0.1%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $389.3M | 5,680,829 | 0.02% | 20q | +204.4%+$261.4M |
| VICTORY CAPITAL MANAGEMENT INC | $37.5M | 547,708 | 0.02% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $32.5M | 474,738 | 0.02% | 22q | +93.5%+$15.7M |
| Amicus Financial Advisors, LLC | $32.2M | 469,953 | 7.91% | 3q | +3.4%+$1.0M |
| Aurelius Family Office LLC | $25.7M | 375,706 | 10.14% | 7q | +5.6%+$1.4M |
| Waverly Advisors, LLC | $24.3M | 354,661 | 0.14% | 3q | HELD |
| BANK OF AMERICA CORP /DE/ | $23.3M | 340,318 | 0.00% | 31q | +5.1%+$1.1M |
| ENVESTNET ASSET MANAGEMENT INC | $18.9M | 275,549 | 0.00% | 22q | +10.9%+$1.9M |
| Two West Capital Advisors LLC | $18.1M | 267,551 | 9.01% | 9q | +5.0%+$859.3K |
| Applied Capital LLC | $16.9M | 247,229 | 5.46% | 17q | +12.5%+$1.9M |
| Beacon Pointe Advisors, LLC | $14.7M | 215,049 | 0.07% | 18q | +3.9%+$549.5K |
| JPMORGAN CHASE & CO | $9.2M | 133,185 | 0.00% | 5q | +531.6%+$7.7M |
| Stone Summit Wealth LLC | $8.8M | 128,126 | 2.23% | 4q | +3.4%+$285.4K |
| E-Wealth Partners, LLC | $7.7M | 112,873 | 5.59% | 2q | +16.3%+$1.1M |
| Mariner, LLC | $6.8M | 99,892 | 0.01% | 21q | +6.5%+$417.4K |
| Alhambra Investment Management LLC | $6.0M | 87,061 | 2.60% | 15q | +26.5%+$1.3M |
| ROYAL BANK OF CANADA | $5.7M | 83,314 | 0.00% | 31q | +0.6%+$33.7K |
| Five Pine Wealth Management | $5.5M | 80,901 | 3.14% | 7q | +3.6%+$191.5K |
| BlueCrest Capital Management Ltd | $4.5M | 65,002 | 0.15% | new | NEW |
| WELLS FARGO & COMPANY/MN | $4.4M | 63,734 | 0.00% | 27q | -66.7%-$8.8M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.2M | 61,777 | 0.00% | 10q | +1786.3%+$4.0M |
| LPL Financial LLC | $3.9M | 56,746 | 0.00% | 22q | -11.8%-$520.9K |
| Cogent Private Wealth, Inc. | $3.0M | 43,754 | 1.87% | 3q | +1209.2%+$2.8M |
| Professional Financial Advisors, LLC | $2.1M | 31,150 | 0.37% | 12q | -0.9%-$19.2K |
| CITADEL ADVISORS LLC | $2.1M | 25,132 | 0.00% | 6q | +23.2%+$401.7K |
| OneDigital Investment Advisors LLC | $1.9M | 27,395 | 0.02% | 3q | +14.0%+$229.8K |
| Geometric Wealth Advisors | $1.5M | 22,440 | 0.17% | 6q | +0.8%+$13.0K |
| Destiny Wealth Partners, LLC | $1.5M | 22,184 | 0.21% | 23q | -2.0%-$30.5K |
| Bleakley Financial Group, LLC | $1.5M | 21,773 | 0.02% | 11q | -3.1%-$47.1K |
| Inscription Capital, LLC | $1.1M | 16,717 | 0.10% | 19q | -1.7%-$19.3K |
| Maridea Wealth Management LLC | $1.0M | 14,860 | 0.11% | 7q | +50.6%+$342.2K |
| 17 CAPITAL PARTNERS, LLC | $990.3K | 14,451 | 0.45% | 4q | +28.5%+$219.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $944.1K | 13,776 | 0.00% | 2q | +182.7%+$610.1K |
| RIK SAYLOR FINANCIAL, INC. | $819.8K | 11,963 | 0.54% | 7q | -2.3%-$19.3K |
| RAYMOND JAMES FINANCIAL INC | $793.2K | 11,574 | 0.00% | 7q | +21.8%+$141.7K |
| CFS Investment Advisory Services, LLC | $693.7K | 10,172 | 0.05% | 3q | +55.0%+$246.1K |
| Apella Capital, LLC | $661.1K | 9,730 | 0.01% | 14q | -45.4%-$549.1K |
| Cetera Investment Advisers | $656.3K | 9,577 | 0.00% | 10q | +9.8%+$58.8K |
| Focus Partners Wealth | $626.1K | 9,136 | 0.00% | 2q | +0.9%+$5.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $607.2K | 8,860 | 0.00% | 15q | +0.8%+$4.6K |
| Valmark Advisers, Inc. | $581.4K | 8,484 | 0.01% | 10q | +4.2%+$23.6K |
| Clark Asset Management, LLC | $566.7K | 8,270 | 0.04% | new | NEW |
| Avise Financial Cooperative, Inc. | $554.1K | 8,085 | 0.39% | new | NEW |
| Perigon Wealth Management, LLC | $548.0K | 7,996 | 0.01% | 3q | +60.4%+$206.4K |
| Kings Path Partners LLC | $539.7K | 7,876 | 0.14% | 9q | -50.0%-$540.4K |
| OSAIC HOLDINGS, INC. | $530.2K | 7,737 | 0.00% | 26q | -10.6%-$62.8K |
| ABLE Financial Group, LLC | $500.3K | 7,300 | 0.08% | new | NEW |
| Ethos Financial Group, LLC | $484.6K | 7,171 | 0.03% | 5q | +7.0%+$31.6K |
| Bedminster, LLC | $472.8K | 6,899 | 0.40% | 3q | +44.8%+$146.2K |
| TSA Wealth Managment LLC | $445.2K | 6,496 | 0.13% | new | NEW |
| Sanctuary Advisors, LLC | $435.7K | 6,358 | 0.00% | 3q | +94.6%+$211.8K |
| Stonehage Fleming Financial Services Holdings Ltd | $396.4K | 5,784 | 0.01% | 28q | HELD |
| Stratos Wealth Partners, LTD. | $396.2K | 5,781 | 0.00% | 4q | +19.7%+$65.2K |
| Clark Capital Management Group, Inc. | $390.8K | 5,702 | 0.00% | 3q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $389.8K | 5,738 | 0.00% | 19q | -62.7%-$654.7K |
| Symmetry Partners, LLC | $377.3K | 5,506 | 0.02% | 7q | -21.3%-$102.2K |
| Savant Capital, LLC | $371.4K | 5,426 | 0.00% | new | NEW |
| Creative Planning | $350.8K | 5,119 | 0.00% | 17q | HELD |
| Lido Advisors, LLC | $329.3K | 4,805 | 0.00% | 14q | -1.6%-$5.2K |
| Wealthspire Advisors, LLC | $300.5K | 4,385 | 0.00% | 7q | HELD |
| SIMON QUICK ADVISORS, LLC | $298.0K | 4,348 | 0.01% | 2q | HELD |
| Arcadia Wealth Management, Inc. | $285.5K | 4,166 | 0.14% | 7q | -28.5%-$113.7K |
| BENJAMIN EDWARDS INC | $275.9K | 4,017 | 0.00% | 4q | +5.6%+$14.6K |
| American Investment Services, Inc. | $254.0K | 3,707 | 0.05% | 15q | HELD |
| Endowment Wealth Management, Inc. | $249.7K | 3,643 | 0.10% | 3q | +7.4%+$17.2K |
| Newport Capital Group, LLC | $248.5K | 3,626 | 0.14% | 2q | +14.8%+$32.1K |
| MML INVESTORS SERVICES, LLC | $248.2K | 3,621 | 0.00% | 25q | +8.8%+$20.1K |
| MONEYWISE, INC. | $245.7K | 3,586 | 0.09% | 22q | -1.6%-$4.0K |
| Quadrature Capital Ltd | $243.4K | 3,552 | 0.00% | new | NEW |
| SAGE FINANCIAL GROUP INC | $242.9K | 3,545 | 0.01% | 3q | -6.1%-$15.7K |
| Capstone Financial Advisors, Inc. | $241.8K | 3,528 | 0.01% | 11q | +0.9%+$2.1K |
| StoneX Group Inc. | $239.9K | 3,500 | 0.01% | 2q | -0.8%-$1.9K |
| Alpha Financial Advisors, LLC | $234.7K | 3,425 | 0.06% | 15q | -40.1%-$156.9K |
| Wedmont Private Capital | $233.7K | 3,440 | 0.01% | 6q | HELD |
| Aegis Wealth Management LLC | $223.3K | 3,259 | 0.11% | 4q | HELD |
| Gould Capital, LLC | $221.6K | 3,233 | 0.12% | 5q | -66.1%-$432.4K |
| Ascent Group, LLC | $219.4K | 3,201 | 0.01% | new | NEW |
| Luminvest Wealth Management LLC | $211.0K | 3,078 | 0.05% | 9q | -43.3%-$161.2K |
| Focus Partners Advisor Solutions, LLC | $207.3K | 3,025 | 0.00% | 2q | HELD |
| S.A. Mason LLC | $183.9K | 2,683 | 0.06% | new | NEW |
| Farther Finance Advisors, LLC | $172.8K | 2,521 | 0.00% | 8q | -83.4%-$869.4K |
| VANGUARD ADVISERS INC | $123.7K | 1,806 | 0.00% | 2q | -10.1%-$13.9K |
| Federation des caisses Desjardins du Quebec | $114.5K | 1,671 | 0.00% | 6q | HELD |
| Ashton Thomas Private Wealth, LLC | $77.2K | 1,127 | 0.00% | 2q | HELD |
| DecisionPoint Financial, LLC | $64.1K | 939 | 0.01% | 15q | HELD |
| Continuum Advisory, LLC | $53.9K | 787 | 0.00% | new | NEW |
| CoreCap Advisors, LLC | $53.0K | 773 | 0.00% | 10q | HELD |
| Bogart Wealth, LLC | $29.0K | 423 | 0.00% | 11q | HELD |
| Ameritas Advisory Services, LLC | $28.8K | 420 | 0.00% | new | NEW |
| Capital Investment Advisory Services, LLC | $28.8K | 420 | 0.00% | 11q | HELD |
| Betterment LLC | $28.0K | 408,910 | 0.05% | 9q | +9.9%+$2.5K |
| Steward Partners Investment Advisory, LLC | $19.6K | 286 | 0.00% | new | NEW |
| Geneos Wealth Management Inc. | $18.5K | 270 | 0.00% | 14q | HELD |
| Blue Trust, Inc. | $13.7K | 200 | 0.00% | new | NEW |
| Timbuktu Capital Management, LLC | $13.7K | 200 | 0.02% | new | FIRST |
| Transamerica Financial Advisors, LLC | $12.5K | 182 | 0.00% | new | NEW |
| Your Advocates Ltd., LLP | $11.8K | 172 | 0.00% | 2q | +38.7%+$3.3K |
| Peachtree Investment Partners, LLC | $11.3K | 166 | 0.00% | 15q | +3.8% |
| Atlantic Union Bankshares Corp | $10.3K | 150 | 0.00% | new | NEW |
| Robinswood Financial LLC | $9.4K | 137 | 0.00% | 3q | +77.9%+$4.1K |
Showing the largest 100 of 118 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 115 | $737.6M | 10,761,089 | 20 | 44 | 24 | 0.1% |
| Q1 2026 | 111 | $397.6M | 5,817,577 | 13 | 41 | 32 | 0.0% |
| Q4 2025 | 110 | $521.7M | 7,589,237 | 22 | 43 | 21 | 0.0% |
| Q3 2025 | 92 | $382.3M | 5,485,268 | 10 | 30 | 23 | 0.0% |
| Q2 2025 | 90 | $377.9M | 5,452,982 | 10 | 30 | 22 | 0.0% |
| Q1 2025 | 98 | $389.3M | 5,659,790 | 15 | 30 | 30 | 0.0% |
| Q4 2024 | 100 | $420.8M | 6,171,277 | 14 | 34 | 17 | 0.0% |
| Q3 2024 | 86 | $149.7M | 2,120,260 | 8 | 30 | 24 | 0.0% |
| Q2 2024 | 89 | $152.7M | 2,246,227 | 8 | 29 | 26 | 0.0% |
| Q1 2024 | 86 | $141.1M | 2,063,532 | 12 | 32 | 24 | 0.0% |
| Q4 2023 | 84 | $153.2M | 2,214,018 | 11 | 25 | 31 | 0.0% |
| Q3 2023 | 77 | $150.6M | 2,269,760 | 7 | 32 | 22 | 0.0% |
| Q2 2023 | 82 | $137.1M | 2,002,726 | 15 | 26 | 21 | 0.0% |
| Q1 2023 | 74 | $110.9M | 1,607,416 | 5 | 24 | 22 | 0.0% |
| Q4 2022 | 78 | $109.5M | 1,624,695 | 20 | 18 | 17 | 0.0% |
| Q3 2022 | 74 | $124.8M | 1,863,752 | 7 | 27 | 20 | 0.0% |
| Q2 2022 | 85 | $147.0M | 2,096,313 | 22 | 19 | 22 | 0.0% |
| Q1 2022 | 73 | $188.2M | 2,608,563 | 9 | 29 | 19 | 0.0% |
| Q4 2021 | 81 | $172.3M | 2,295,464 | 11 | 24 | 24 | 0.0% |
| Q3 2021 | 76 | $116.8M | 1,462,520 | 16 | 29 | 15 | 0.0% |
| Q2 2021 | 66 | $96.8M | 1,203,887 | 9 | 21 | 22 | 0.0% |
| Q1 2021 | 65 | $110.6M | 1,388,737 | 19 | 20 | 13 | 0.0% |
| Q4 2020 | 51 | $100.9M | 1,227,864 | 9 | 15 | 11 | 0.0% |
| Q3 2020 | 44 | $68.9M | 842,121 | 11 | 16 | 11 | 0.0% |
| Q2 2020 | 33 | $93.3M | 1,144,146 | 6 | 13 | 8 | 0.0% |
| Q1 2020 | 35 | $142.3M | 1,791,273 | 18 | 8 | 4 | 0.0% |
| Q4 2019 | 23 | $89.7M | 1,140,548 | 7 | 8 | 2 | 0.0% |
| Q3 2019 | 13 | $68.3M | 848,596 | 3 | 4 | 3 | 0.0% |
| Q2 2019 | 10 | $61.9M | 785,145 | 2 | 5 | 1 | 0.0% |
| Q1 2019 | 10 | $55.5M | 721,951 | 5 | 3 | 2 | 0.0% |
| Q4 2018 | 7 | $42.4M | 566,800 | 0 | 0 | 0 | 0.0% |