VANGUARD SCOTTSDALE FDS (VCSH)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,427
Reporting holders
$28.2B
Reported value
0.0%
Held as options
+6
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $6.2B | 79,080,073 | 0.40% | 31q | +4.6%+$273.0M |
| MORGAN STANLEY | $1.8B | 23,315,686 | 0.10% | 35q | +14.3%+$230.9M |
| ALLSTATE CORP | $1.0B | 12,908,899 | 10.19% | 2q | +2.3%+$23.1M |
| PRUDENTIAL PLC | $925.4M | 11,709,337 | 5.04% | 31q | -10.0%-$102.5M |
| ENVESTNET ASSET MANAGEMENT INC | $649.3M | 8,215,438 | 0.15% | 31q | +11.1%+$64.8M |
| WELLS FARGO & COMPANY/MN | $636.3M | 8,051,110 | 0.10% | 31q | -46.5%-$554.0M |
| UBS Group AG | $502.4M | 6,357,167 | 0.06% | 31q | +7.6%+$35.6M |
| NEPC LLC | $494.3M | 6,254,317 | 9.22% | 17q | +3.1%+$14.9M |
| ROYAL BANK OF CANADA | $452.8M | 5,730,032 | 0.07% | 31q | +8.8%+$36.6M |
| BARINGS LLC | $403.7M | 5,108,527 | 7.16% | 27q | HELD |
| Corient Private Wealth LP | $357.9M | 4,528,102 | 0.23% | 15q | +108.5%+$186.3M |
| RAYMOND JAMES FINANCIAL INC | $336.5M | 4,257,929 | 0.09% | 7q | +10.0%+$30.6M |
| LPL Financial LLC | $305.7M | 3,868,237 | 0.07% | 31q | +1.8%+$5.3M |
| Sequoia Financial Advisors, LLC | $290.2M | 3,671,995 | 1.45% | 31q | HELD |
| Bank of New York Mellon Corp | $278.4M | 3,523,298 | 0.05% | 31q | +6.0%+$15.7M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $253.2M | 3,204,213 | 0.20% | 31q | +5.2%+$12.5M |
| Financial Engines Advisors L.L.C. | $238.5M | 3,017,285 | 0.42% | 17q | +1.9%+$4.5M |
| MATHER GROUP, LLC. | $234.9M | 2,972,193 | 2.05% | 31q | +4.9%+$10.9M |
| AMERIPRISE FINANCIAL INC | $232.3M | 2,937,372 | 0.05% | 31q | -47.4%-$209.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $227.4M | 2,877,812 | 3.32% | 31q | +5.1%+$11.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $201.6M | 2,551,396 | 0.11% | 31q | +4.4%+$8.6M |
| GOLDMAN SACHS GROUP INC | $180.5M | 2,283,720 | 0.02% | 31q | -51.8%-$194.3M |
| TRUIST FINANCIAL CORP | $166.7M | 2,109,739 | 0.20% | 27q | +22.5%+$30.6M |
| Cerity Partners LLC | $163.9M | 2,075,356 | 0.20% | 23q | +15.9%+$22.5M |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $154.7M | 1,954,548 | 0.96% | 27q | -11.0%-$19.1M |
| JPMORGAN CHASE & CO | $154.2M | 1,948,411 | 0.01% | 31q | +50.5%+$51.7M |
| WestEnd Advisors, LLC | $153.6M | 1,942,950 | 3.42% | 10q | +33.4%+$38.4M |
| STIFEL FINANCIAL CORP | $129.9M | 1,643,651 | 0.11% | 31q | +18.2%+$20.0M |
| Farther Finance Advisors, LLC | $128.7M | 1,628,320 | 1.00% | 15q | +18.7%+$20.3M |
| Allspring Global Investments Holdings, LLC | $116.8M | 1,477,491 | 0.18% | 2q | HELD |
| EXCHANGE TRADED CONCEPTS, LLC | $115.7M | 1,464,138 | 0.26% | 5q | +131.3%+$65.7M |
| MAI Capital Management | $113.9M | 1,441,743 | 0.43% | 7q | +4.1%+$4.5M |
| Focus Partners Wealth | $112.6M | 1,425,061 | 0.12% | 11q | -18.3%-$25.3M |
| Creative Planning | $110.2M | 1,395,017 | 0.06% | 31q | +5.3%+$5.5M |
| Cetera Investment Advisers | $109.8M | 1,389,243 | 0.10% | 31q | +15.5%+$14.7M |
| RW Investment Management LLC | $104.6M | 1,323,784 | 9.18% | 14q | +3.8%+$3.9M |
| Allianz Asset Management GmbH | $103.3M | 1,307,706 | 0.09% | new | NEW |
| OAKWORTH CAPITAL, INC. | $103.2M | 1,308,576 | 4.91% | 31q | +3.8%+$3.8M |
| Steele Capital Management, Inc. | $102.4M | 1,295,469 | 3.77% | 11q | HELD |
| BARCLAYS PLC | $98.8M | 1,250,001 | 0.02% | 18q | HELD |
| Kohmann Bosshard Financial Services, LLC | $90.1M | 1,139,709 | 7.64% | 31q | +15.6%+$12.1M |
| BANK OF MONTREAL /CAN/ | $89.2M | 1,129,203 | 0.03% | 31q | +4.9%+$4.2M |
| Busey Bank | $86.6M | 1,095,725 | 2.10% | 31q | +2.6%+$2.2M |
| OSAIC HOLDINGS, INC. | $85.4M | 1,079,984 | 0.10% | 26q | +19.0%+$13.7M |
| First Financial Bankshares Inc | $85.2M | 1,077,848 | 1.59% | 11q | +2.6%+$2.2M |
| Stonebridge Capital Advisors LLC | $83.7M | 1,059,425 | 5.35% | 20q | +5.2%+$4.2M |
| Hilton Capital Management, LLC | $83.6M | 1,057,913 | 5.69% | 31q | +1.3%+$1.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $81.2M | 1,027,085 | 0.01% | 17q | +5.8%+$4.5M |
| Sixth Street Partners Management Company, L.P. | $81.2M | 1,027,085 | 0.01% | new | NEW |
| Baird Financial Group, Inc. | $80.1M | 1,013,991 | 0.11% | 31q | +7.5%+$5.6M |
| Rockbridge Investment Management, LCC | $77.6M | 982,481 | 6.31% | 25q | +4.5%+$3.3M |
| PRINCIPAL FINANCIAL GROUP INC | $75.3M | 952,411 | 0.04% | 22q | +48.3%+$24.5M |
| KEYBANK NATIONAL ASSOCIATION/OH | $74.6M | 943,988 | 0.25% | 31q | -1.1%-$834.6K |
| Mariner, LLC | $72.4M | 916,200 | 0.08% | 31q | +9.9%+$6.5M |
| Lutz Financial Services LLC | $71.3M | 901,823 | 4.34% | 31q | +4.7%+$3.2M |
| DAVENPORT & Co LLC | $71.3M | 901,572 | 0.35% | 31q | +6.9%+$4.6M |
| Savant Capital, LLC | $70.7M | 896,755 | 0.21% | 16q | +327.1%+$54.2M |
| BNP PARIBAS FINANCIAL MARKETS | $69.6M | 881,000 | 0.02% | 21q | -1.5%-$1.1M |
| Quantum Financial Planning Services, Inc. | $68.5M | 866,220 | 21.22% | 7q | +1.3%+$881.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $68.1M | 861,732 | 0.04% | 30q | +92.5%+$32.7M |
| BENJAMIN EDWARDS INC | $67.8M | 857,672 | 0.62% | 30q | +10.3%+$6.3M |
| Rockefeller Capital Management L.P. | $67.4M | 853,291 | 0.10% | 31q | +6.7%+$4.3M |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | $66.6M | 843,105 | 2.47% | 17q | HELD |
| Modera Wealth Management, LLC | $66.3M | 838,602 | 0.71% | 20q | -2.5%-$1.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | $64.7M | 818,148 | 0.08% | 31q | +5.9%+$3.6M |
| VICTORY CAPITAL MANAGEMENT INC | $63.1M | 798,921 | 0.04% | 21q | +35.7%+$16.6M |
| NISA INVESTMENT ADVISORS, LLC | $62.8M | 795,228 | 0.20% | 30q | +10323.8%+$62.2M |
| Resonant Capital Advisors, LLC | $62.0M | 784,392 | 2.96% | 27q | +1.9%+$1.2M |
| Liquid Strategies, LLC | $60.8M | 769,472 | 8.30% | 24q | +5.5%+$3.2M |
| North Star Investment Management Corp. | $59.2M | 748,474 | 3.21% | 28q | +1.3%+$742.6K |
| Retirement Systems of Alabama | $55.8M | 705,675 | 0.17% | 31q | HELD |
| TD PRIVATE CLIENT WEALTH LLC | $55.6M | 703,186 | 1.02% | 27q | +1.2%+$647.3K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $55.6M | 703,045 | 0.70% | 34q | HELD |
| RiverFront Investment Group, LLC | $53.7M | 679,419 | 0.71% | 31q | -23.0%-$16.0M |
| Capital Investment Services of America, Inc. | $53.4M | 675,310 | 5.23% | 31q | HELD |
| HighTower Advisors, LLC | $51.6M | 653,324 | 0.05% | 22q | +4.2%+$2.1M |
| EP Wealth Advisors, LLC | $51.2M | 647,467 | 0.20% | 18q | +10.5%+$4.9M |
| PROFFITT & GOODSON INC | $48.7M | 615,981 | 6.69% | 31q | +7.4%+$3.3M |
| William Mack & Associates, Inc. | $48.2M | 610,226 | 17.00% | 7q | +53.6%+$16.8M |
| BCK Partners, Inc. | $47.9M | 605,856 | 23.08% | 23q | +6.2%+$2.8M |
| Johnson Bixby & Associates, LLC | $47.1M | 596,046 | 5.26% | 17q | HELD |
| STEPHENS INC /AR/ | $46.1M | 583,585 | 0.52% | 31q | +0.6%+$291.7K |
| DMKC Advisory Services, LLC | $45.0M | 570,005 | 8.51% | new | NEW |
| Marks Wealth, LLC | $45.0M | 569,042 | 9.74% | 3q | +4.0%+$1.7M |
| Eaton-Cambridge Inc. | $43.8M | 554,837 | 12.32% | 11q | +1.3%+$546.1K |
| AMI INVESTMENT MANAGEMENT INC | $43.8M | 554,008 | 9.31% | 31q | +1.7%+$738.0K |
| Wealthspire Advisors, LLC | $43.7M | 553,373 | 0.24% | 18q | +16.0%+$6.0M |
| FRANKLIN RESOURCES INC | $43.2M | 546,586 | 0.01% | 31q | HELD |
| Valeo Financial Advisors, LLC | $41.5M | 582,653 | 0.88% | 31q | -37.0%-$24.4M |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $41.2M | 521,512 | 2.39% | 30q | +2.7%+$1.1M |
| Zurich Insurance Group Ltd/FI | $40.5M | 512,721 | 0.28% | 21q | HELD |
| MML INVESTORS SERVICES, LLC | $40.2M | 509,087 | 0.08% | 31q | +19.4%+$6.5M |
| OLD NATIONAL BANCORP /IN/ | $38.6M | 488,005 | 0.77% | 31q | +10.1%+$3.5M |
| FIFTH THIRD BANCORP | $38.4M | 486,211 | 0.06% | 31q | +85.4%+$17.7M |
| American Money Management, LLC | $38.4M | 485,306 | 5.48% | 21q | +8.0%+$2.8M |
| Aptus Capital Advisors, LLC | $37.9M | 479,180 | 0.26% | 27q | +3.4%+$1.2M |
| Goodman Financial Corp | $37.8M | 478,256 | 5.84% | 25q | +8.7%+$3.0M |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | $37.7M | 480,140 | 7.68% | 31q | -7.7%-$3.1M |
| Kestra Advisory Services, LLC | $37.0M | 467,983 | 0.12% | 24q | +162.0%+$22.9M |
| ASSETMARK, INC | $36.6M | 463,040 | 0.06% | 31q | +1429.1%+$34.2M |
Showing the largest 100 of 1,483 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 | 1,427 | $28.2B | 356,350,744 | 88 | 673 | 369 | 0.0% |
| Q1 2026 | 1,421 | $27.5B | 346,547,759 | 118 | 642 | 380 | 0.0% |
| Q4 2025 | 1,385 | $24.1B | 302,846,953 | 88 | 622 | 359 | 0.0% |
| Q3 2025 | 1,295 | $23.6B | 295,452,495 | 66 | 595 | 363 | 0.0% |
| Q2 2025 | 1,292 | $23.3B | 293,455,188 | 83 | 479 | 463 | 0.0% |
| Q1 2025 | 1,264 | $23.1B | 292,301,068 | 76 | 495 | 421 | 0.1% |
| Q4 2024 | 1,261 | $22.8B | 292,556,080 | 70 | 484 | 390 | 0.0% |
| Q3 2024 | 1,169 | $23.5B | 296,899,341 | 69 | 419 | 455 | 0.0% |
| Q2 2024 | 1,167 | $23.0B | 298,904,521 | 67 | 417 | 462 | 0.0% |
| Q1 2024 | 1,166 | $27.2B | 351,421,008 | 54 | 422 | 470 | 0.1% |
| Q4 2023 | 1,189 | $25.5B | 330,115,357 | 67 | 335 | 505 | 0.0% |
| Q3 2023 | 1,115 | $24.3B | 329,203,730 | 63 | 349 | 477 | 0.0% |
| Q2 2023 | 1,121 | $23.1B | 307,515,062 | 69 | 357 | 461 | 0.0% |
| Q1 2023 | 1,114 | $24.0B | 315,703,344 | 65 | 363 | 451 | 0.0% |
| Q4 2022 | 1,081 | $24.4B | 324,374,543 | 80 | 285 | 488 | 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% |