VANGUARD SCOTTSDALE FDS (VCSH)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
75
Reporting holders
$583.7M
Reported value
0.0%
Calls
0.0%
Puts
-1,417
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | $145.0M | 1,877,636 | 1.02% | 16q | +15.3%+$19.3M |
| Apella Capital, LLC | $39.3M | 509,079 | 0.50% | 26q | +43.6%+$11.9M |
| Sunburst Financial Group, LLC | $38.7M | 501,101 | 6.13% | 28q | +8.4%+$3.0M |
| CYPRESS FINANCIAL PLANNING LLC | $34.6M | 447,489 | 9.26% | 18q | -3.3%-$1.2M |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $30.4M | 393,600 | 4.33% | 12q | +32.4%+$7.4M |
| Bath Savings Trust Co | $26.8M | 347,014 | 2.78% | 24q | +1.9%+$494.9K |
| Towneley Capital Management, Inc / DE | $26.1M | 337,464 | 5.17% | 12q | +1.1%+$281.5K |
| KWMG, LLC | $24.2M | 313,400 | 1.74% | 32q | +7.7%+$1.7M |
| Hiley Hunt Wealth Management | $22.5M | 291,906 | 8.76% | 12q | +6.5%+$1.4M |
| Valeo Financial Advisors, LLC | $21.9M | 283,265 | 0.46% | 32q | -51.4%-$23.1M |
| Factor Wealth Management LTD | $20.5M | 265,466 | 3.14% | 8q | -8.8%-$2.0M |
| Graves Light Lenhart Wealth, Inc. | $20.0M | 259,160 | 1.87% | 32q | -14.1%-$3.3M |
| MassMutual Private Wealth & Trust, FSB | $17.6M | 227,770 | 0.46% | 32q | -3.4%-$619.8K |
| Platt Investment Counsel, LLC | $13.4M | 174,010 | 9.25% | 11q | +20.2%+$2.3M |
| Grove Bank & Trust | $13.2M | 170,927 | 1.31% | 32q | -3.7%-$510.4K |
| Conrad Siegel Investment Advisors, Inc. | $9.3M | 119,980 | 1.50% | 12q | -1.0%-$96.2K |
| Montecito Bank & Trust | $7.2M | 92,833 | 1.09% | 31q | +0.5%+$36.8K |
| GAMMA Investing LLC | $6.0M | 77,414 | 0.20% | 12q | +288.4%+$4.4M |
| Kure Advisory, LLC | $5.8M | 74,784 | 2.67% | 12q | +5.3%+$292.8K |
| TITLEIST ASSET MANAGEMENT, LLC | $5.6M | 72,097 | 0.36% | 15q | -1.1%-$63.0K |
| Gladwyn Financial Advisors, Inc. | $5.2M | 67,226 | 3.32% | 6q | +2.6%+$130.4K |
| Planning Strategies Inc. | $4.2M | 54,614 | 2.50% | 2q | +1.3%+$54.9K |
| JUNCTURE WEALTH STRATEGIES, LLC | $4.2M | 54,559 | 1.08% | 32q | +1.7%+$68.5K |
| Galvin, Gaustad & Stein, LLC | $3.8M | 49,194 | 0.29% | 24q | -3.8%-$149.2K |
| FINANCIAL MANAGEMENT NETWORK INC | $3.1M | 39,905 | 0.44% | 3q | +5.9%+$170.4K |
| Avidian Wealth Enterprises, LLC | $2.9M | 37,689 | 0.08% | 21q | +2.0%+$56.5K |
| ARMSTRONG ADVISORY GROUP, INC | $2.9M | 37,105 | 0.17% | 16q | HELD |
| Exchange Bank | $2.6M | 34,169 | 1.63% | 14q | +26.0%+$544.9K |
| AMERICAN NATIONAL BANK & TRUST | $2.1M | 27,119 | 0.19% | 8q | +11.7%+$219.2K |
| Rosenberg Matthew Hamilton | $1.8M | 22,807 | 0.32% | 27q | -2.1%-$37.9K |
| Trinity Financial Advisors LLC | $1.5M | 19,709 | 0.39% | 7q | -16.2%-$293.5K |
| Wedmont Private Capital | $1.4M | 18,604 | 0.03% | 20q | -47.7%-$1.3M |
| EASTERN BANK | $1.3M | 17,310 | 0.02% | 9q | +5.6%+$71.1K |
| VALLEY WEALTH MANAGERS, INC. | $1.3M | 16,308 | 0.07% | 18q | -4.6%-$60.9K |
| YHB Investment Advisors, Inc. | $1.3M | 16,204 | 0.08% | 25q | +5.3%+$63.4K |
| GILPIN WEALTH MANAGEMENT, LLC | $1.1M | 13,872 | 0.72% | 4q | -1.6%-$17.4K |
| CHAPIN DAVIS, INC. | $1.0M | 13,216 | 0.20% | 16q | +1.1%+$11.1K |
| Prosperity Planning, Inc. | $946.7K | 12,255 | 0.21% | 18q | +13.7%+$114.2K |
| Atlas Brown,Inc. | $910.4K | 11,785 | 0.24% | 32q | -1.6%-$14.9K |
| TILIA FIDUCIARY PARTNERS, INC. | $862.5K | 11,164 | 0.20% | 20q | +68.3%+$350.0K |
| Gridiron Partners, LLC | $846.7K | 10,961 | 0.42% | 12q | HELD |
| ANB BANK | $806.9K | 10,445 | 0.29% | 8q | -7.6%-$66.4K |
| Cooper Financial Group | $770.6K | 9,976 | 0.06% | 18q | +3.5%+$26.2K |
| FC Advisory LLC | $667.8K | 8,645 | 0.17% | 17q | +0.7%+$4.8K |
| ATWOOD & PALMER INC | $656.6K | 8,500 | 0.03% | 17q | HELD |
| Bank of New Hampshire | $628.9K | 8,141 | 0.14% | 20q | -5.9%-$39.5K |
| SAPIENT CAPITAL LLC | $611.7K | 7,919 | 0.01% | 2q | -50.0%-$611.7K |
| Weaver Consulting Group | $563.7K | 7,297 | 0.11% | 18q | -1.4%-$8.0K |
| RFG - Bristol Wealth Advisors, LLC | $556.3K | 7,201 | 0.13% | 8q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $414.3K | 5,363 | 0.12% | 15q | +1186.1%+$382.1K |
| Stonebridge Financial Group, LLC | $387.1K | 5,011 | 0.03% | 8q | +1.5%+$5.8K |
| Ridgewood Investments LLC | $368.9K | 4,775 | 0.14% | 31q | HELD |
| Invariant Investment Management | $350.8K | 4,555 | 0.20% | 4q | HELD |
| CoreCap Advisors, LLC | $335.2K | 4,339 | 0.01% | 19q | +3.9%+$12.7K |
| AVAII WEALTH MANAGEMENT, LLC | $317.9K | 4,128 | 0.09% | 19q | HELD |
| Great Waters Wealth Management | $298.7K | 3,866 | 0.03% | 16q | +12.4%+$33.0K |
| First Heartland Consultants, Inc. | $285.2K | 3,692 | 0.02% | 3q | -17.3%-$59.6K |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | $276.3K | 3,577 | 0.02% | 32q | HELD |
| Investors Research Corp | $252.6K | 3,270 | 0.04% | 27q | +3.0%+$7.4K |
| Coastline Trust Co | $243.5K | 3,152 | 0.02% | 32q | -8.7%-$23.3K |
| TOTH FINANCIAL ADVISORY CORP | $228.0K | 2,951 | 0.02% | 32q | -3.3%-$7.7K |
| Monument Capital Management | $227.1K | 2,939 | 0.05% | new | NEW |
| EPIQ PARTNERS, LLC | $210.0K | 2,719 | 0.09% | new | NEW |
| Paladin Partners, LLC | $209.3K | 2,709 | 0.13% | 2q | HELD |
| GK Wealth Management LLC | $169.7K | 2,197 | 0.10% | 2q | -55.7%-$213.6K |
| Pacifica Partners Inc. | $137.2K | 1,779 | 0.04% | 28q | HELD |
| TOMPKINS FINANCIAL CORP | $128.2K | 1,660 | 0.01% | 3q | HELD |
| Hickory Point Bank & Trust | $117.9K | 1,526 | 0.07% | 3q | HELD |
| Bangor Savings Bank | $53.2K | 689 | 0.00% | 32q | HELD |
| Olistico Wealth, LLC | $36.5K | 473 | 0.02% | new | NEW |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | $36.1K | 467 | 0.01% | new | NEW |
| Trust Co | $28.0K | 362 | 0.00% | 2q | HELD |
| Matrix Trust Co | $19.0K | 246,595 | 2.77% | 21q | +0.8% |
| PROFESSIONAL ADVISORY SERVICES INC | $6.3K | 81,230 | 0.75% | 5q | +4.2% |
| Aventus Investment Advisors, Inc. | $4.2K | 54 | 0.00% | 6q | HELD |
| Davis Capital Management | $2.4K | 31 | 0.00% | 13q | HELD |
| WoodTrust Financial Corp | $454 | 5,872 | 0.06% | 5q | -4.0% |
| CX Institutional | $86 | 1,108 | 0.00% | new | NEW |
| Versant Capital Management, Inc | $15 | 0 | 0.00% | 5q | HELD |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 75 | $583.7M | 7,556,578 | 4 | 31 | 23 | 0.0% |
| Q2 2026 | 1,492 | $30.1B | 386,018,894 | 93 | 697 | 390 | 0.0% |
| Q1 2026 | 1,476 | $27.9B | 352,391,278 | 122 | 664 | 396 | 0.0% |
| Q4 2025 | 1,450 | $24.9B | 311,744,196 | 96 | 648 | 374 | 0.0% |
| Q3 2025 | 1,354 | $24.3B | 303,323,231 | 73 | 618 | 380 | 0.0% |
| Q2 2025 | 1,363 | $24.1B | 302,419,950 | 88 | 504 | 488 | 0.1% |
| Q1 2025 | 1,337 | $23.9B | 302,563,624 | 81 | 520 | 448 | 0.1% |
| Q4 2024 | 1,334 | $34.8B | 446,569,621 | 73 | 517 | 414 | 0.0% |
| Q3 2024 | 1,254 | $35.8B | 450,696,827 | 77 | 449 | 486 | 0.0% |
| Q2 2024 | 1,252 | $61.9B | 799,424,379 | 70 | 451 | 497 | 0.0% |
| Q1 2024 | 1,258 | $28.3B | 365,517,238 | 56 | 466 | 501 | 0.1% |
| Q4 2023 | 1,292 | $26.6B | 343,999,001 | 71 | 363 | 543 | 0.1% |
| Q3 2023 | 1,223 | $25.3B | 342,459,383 | 68 | 382 | 516 | 0.1% |
| Q2 2023 | 1,233 | $24.4B | 324,325,034 | 75 | 397 | 503 | 0.0% |
| Q1 2023 | 1,244 | $25.6B | 336,493,891 | 72 | 409 | 498 | 0.0% |
| Q4 2022 | 1,279 | $30.6B | 406,983,569 | 97 | 342 | 580 | 0.0% |
| Q3 2022 | 1,230 | $25.5B | 343,444,962 | 84 | 369 | 554 | 0.1% |
| Q2 2022 | 1,236 | $26.1B | 342,637,604 | 89 | 354 | 560 | 0.0% |
| Q1 2022 | 1,254 | $25.7B | 329,150,672 | 72 | 425 | 518 | 0.0% |
| Q4 2021 | 1,280 | $25.8B | 317,283,915 | 76 | 468 | 388 | 0.0% |
| Q3 2021 | 1,129 | $25.4B | 308,514,638 | 69 | 530 | 277 | 0.0% |
| Q2 2021 | 1,114 | $25.4B | 307,688,108 | 88 | 506 | 302 | 0.0% |
| Q1 2021 | 1,093 | $24.3B | 295,479,180 | 98 | 505 | 306 | 0.0% |
| Q4 2020 | 1,048 | $23.0B | 276,696,148 | 81 | 446 | 253 | 0.1% |
| Q3 2020 | 927 | $18.7B | 225,288,164 | 86 | 450 | 212 | 0.0% |
| Q2 2020 | 883 | $15.3B | 185,615,837 | 102 | 378 | 238 | 0.0% |
| Q1 2020 | 839 | $12.4B | 159,238,564 | 93 | 289 | 317 | 0.0% |
| Q4 2019 | 835 | $14.4B | 178,763,903 | 68 | 330 | 212 | 0.0% |
| Q3 2019 | 727 | $14.2B | 175,308,835 | 52 | 317 | 204 | 0.0% |
| Q2 2019 | 712 | $13.1B | 162,825,283 | 50 | 276 | 241 | 0.0% |
| Q1 2019 | 718 | $13.5B | 169,109,001 | 58 | 277 | 241 | 0.0% |
| Q4 2018 | 702 | $10.3B | 131,651,094 | 6 | 12 | 19 | 0.0% |