VANGUARD SCOTTSDALE FDS (VGIT)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
56
Reporting holders
$673.9M
Reported value
0.0%
Calls
0.0%
Puts
-928
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 |
|---|---|---|---|---|---|
| Acropolis Investment Management, LLC | $150.4M | 2,653,970 | 6.05% | 17q | -46.0%-$128.1M |
| Bangor Savings Bank | $131.6M | 2,322,605 | 10.02% | 32q | +1.1%+$1.5M |
| Valeo Financial Advisors, LLC | $76.9M | 1,437,865 | 1.62% | 23q | -17.1%-$15.8M |
| Pathway Financial Advisors LLC | $48.1M | 849,151 | 5.32% | 13q | +42.0%+$14.2M |
| Towneley Capital Management, Inc / DE | $34.8M | 614,724 | 6.90% | 12q | +1.2%+$425.3K |
| Emprise Bank | $30.5M | 538,288 | 11.66% | 11q | -6.6%-$2.1M |
| CYPRESS FINANCIAL PLANNING LLC | $25.0M | 441,394 | 6.70% | 11q | -32.7%-$12.1M |
| Farther Finance Advisors, LLC | $24.2M | 426,823 | 0.17% | 16q | +32.2%+$5.9M |
| Roth Financial Partners LLC | $20.9M | 368,053 | 6.23% | 13q | +10.1%+$1.9M |
| Friday Financial | $20.1M | 355,593 | 3.98% | 8q | +25.7%+$4.1M |
| Apella Capital, LLC | $17.9M | 316,744 | 0.23% | 21q | +310.9%+$13.6M |
| MassMutual Private Wealth & Trust, FSB | $13.5M | 237,706 | 0.36% | 12q | +0.6%+$84.4K |
| CogentBlue Wealth Advisors, LLC | $10.3M | 182,264 | 9.60% | 8q | +5.1%+$498.0K |
| Kaydan Wealth Management, Inc. | $7.4M | 130,185 | 2.53% | new | NEW |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $7.0M | 122,761 | 0.99% | new | NEW |
| Plan A Wealth LLC | $6.0M | 106,389 | 2.15% | 8q | +14.4%+$760.3K |
| Hickory Point Bank & Trust | $5.8M | 102,861 | 3.50% | 8q | +32.9%+$1.4M |
| Montecito Bank & Trust | $5.1M | 90,549 | 0.78% | 11q | -2.8%-$150.1K |
| Buska Wealth Management, LLC | $4.7M | 82,948 | 1.62% | 11q | -25.1%-$1.6M |
| SigFig Wealth Management, LLC | $4.2M | 73,869 | 0.10% | 8q | +47.7%+$1.4M |
| BURKETT FINANCIAL SERVICES, LLC | $4.0M | 70,272 | 1.20% | 12q | -30.5%-$1.7M |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $3.8M | 67,156 | 0.75% | 5q | -1.1%-$40.8K |
| Wedmont Private Capital | $3.6M | 63,422 | 0.09% | 20q | -1.3%-$48.9K |
| Whitcomb & Hess, Inc. | $2.6M | 45,354 | 0.55% | 16q | +5.7%+$138.6K |
| STABLEFORD CAPITAL II LLC | $1.6M | 27,767 | 0.55% | 14q | -67.8%-$3.3M |
| Legacy Wealth Asset Management, LLC | $1.5M | 26,285 | 0.33% | new | NEW |
| Pioneer Wealth Management Group | $1.3M | 23,818 | 0.32% | 6q | -2.9%-$40.5K |
| Balefire, LLC | $1.2M | 21,819 | 0.19% | 3q | -7.2%-$95.5K |
| TrueWealth Advisors, LLC | $1.2M | 21,027 | 0.27% | 3q | +2.0%+$23.2K |
| Crumly & Associates Inc. | $793.2K | 14,000 | 0.14% | 5q | +35.6%+$208.2K |
| SAPIENT CAPITAL LLC | $756.5K | 13,351 | 0.01% | 2q | -50.6%-$776.3K |
| Venture Visionary Partners LLC | $681.6K | 12,029 | 0.02% | 2q | -19.3%-$163.3K |
| First Heartland Consultants, Inc. | $620.9K | 10,958 | 0.04% | 6q | +11.1%+$61.9K |
| FC Advisory LLC | $598.7K | 10,567 | 0.16% | 32q | +34.7%+$154.3K |
| Midwest Financial Partners Investments, Inc. | $550.3K | 9,712 | 0.21% | 4q | +36.8%+$148.1K |
| Trust Co | $479.7K | 8,467 | 0.04% | 14q | -3.2%-$16.0K |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | $470.6K | 8,305 | 0.03% | 12q | HELD |
| Versant Capital Management, Inc | $439.2K | 7,751 | 0.04% | new | NEW |
| CoreCap Advisors, LLC | $433.2K | 7,646 | 0.01% | 19q | -3.9%-$17.5K |
| Conrad Siegel Investment Advisors, Inc. | $416.1K | 7,344 | 0.07% | new | NEW |
| ARMSTRONG ADVISORY GROUP, INC | $407.3K | 7,189 | 0.02% | 16q | -73.1%-$1.1M |
| Successful Portfolios LLC | $342.0K | 6,051 | 0.16% | 8q | HELD |
| Cassilly Financial Group LLC | $335.8K | 5,926 | 0.23% | 2q | -34.4%-$176.0K |
| Iowa State Bank | $298.7K | 5,271 | 0.05% | 7q | HELD |
| Avidian Wealth Enterprises, LLC | $246.1K | 4,343 | 0.01% | new | NEW |
| WALLER FINANCIAL PLANNING GROUP, INC | $231.6K | 4,087 | 0.05% | 10q | -1.4%-$3.3K |
| Oak Grove Capital LLC | $226.6K | 4,000 | 0.01% | 4q | HELD |
| EASTERN BANK | $109.4K | 1,930 | 0.00% | 9q | -62.7%-$183.9K |
| Paladin Partners, LLC | $83.3K | 1,470 | 0.05% | 2q | HELD |
| Rosenberg Matthew Hamilton | $40.5K | 715 | 0.01% | new | NEW |
| GK Wealth Management LLC | $31.4K | 555 | 0.02% | new | NEW |
| GILPIN WEALTH MANAGEMENT, LLC | $28.3K | 500 | 0.02% | 4q | HELD |
| GAMMA Investing LLC | $24.3K | 429 | 0.00% | 10q | -21.9%-$6.8K |
| TOTH FINANCIAL ADVISORY CORP | $13.5K | 238 | 0.00% | 5q | HELD |
| Investors Research Corp | $9.2K | 163 | 0.00% | 25q | +340.5%+$7.1K |
| Olistico Wealth, LLC | $3.9K | 69 | 0.00% | 4q | -57.7%-$5.3K |
| CX Institutional | $248 | 4,381 | 0.01% | 7q | +5.5% |
| Polaris Financial Partners | $5 | 91 | 0.00% | new | FIRST |
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 | 56 | $673.9M | 11,974,728 | 8 | 19 | 22 | 0.0% |
| Q2 2026 | 984 | $34.3B | 581,622,012 | 91 | 479 | 240 | 0.0% |
| Q1 2026 | 960 | $32.4B | 545,229,813 | 113 | 467 | 219 | 0.0% |
| Q4 2025 | 927 | $27.2B | 462,619,404 | 99 | 445 | 175 | 0.0% |
| Q3 2025 | 821 | $29.3B | 488,450,131 | 65 | 387 | 211 | 0.0% |
| Q2 2025 | 824 | $24.0B | 401,605,287 | 92 | 355 | 226 | 0.0% |
| Q1 2025 | 812 | $23.8B | 400,789,049 | 89 | 348 | 227 | 0.0% |
| Q4 2024 | 813 | $24.1B | 415,541,550 | 96 | 334 | 215 | 0.0% |
| Q3 2024 | 715 | $28.2B | 466,238,872 | 80 | 345 | 172 | 0.0% |
| Q2 2024 | 683 | $26.4B | 453,915,090 | 62 | 328 | 168 | 0.0% |
| Q1 2024 | 664 | $27.1B | 462,542,996 | 81 | 305 | 170 | 0.0% |
| Q4 2023 | 663 | $19.0B | 321,053,130 | 110 | 254 | 183 | 0.0% |
| Q3 2023 | 572 | $13.0B | 227,840,349 | 81 | 239 | 156 | 0.0% |
| Q2 2023 | 555 | $9.3B | 157,875,522 | 66 | 236 | 151 | 0.0% |
| Q1 2023 | 511 | $9.1B | 151,500,056 | 70 | 199 | 145 | 0.0% |
| Q4 2022 | 491 | $10.5B | 178,822,942 | 80 | 156 | 166 | 0.0% |
| Q3 2022 | 434 | $8.4B | 143,512,109 | 53 | 160 | 148 | 0.0% |
| Q2 2022 | 415 | $6.5B | 105,640,749 | 58 | 140 | 155 | 0.0% |
| Q1 2022 | 405 | $5.6B | 89,413,105 | 54 | 133 | 149 | 0.0% |
| Q4 2021 | 407 | $6.6B | 98,588,904 | 47 | 155 | 104 | 0.0% |
| Q3 2021 | 370 | $5.2B | 77,193,391 | 33 | 146 | 110 | 0.0% |
| Q2 2021 | 358 | $4.8B | 70,182,207 | 41 | 129 | 114 | 0.1% |
| Q1 2021 | 348 | $4.3B | 63,780,694 | 42 | 125 | 106 | 0.1% |
| Q4 2020 | 337 | $3.9B | 56,697,633 | 39 | 120 | 95 | 0.0% |
| Q3 2020 | 303 | $4.3B | 61,216,870 | 46 | 112 | 69 | 0.0% |
| Q2 2020 | 277 | $4.2B | 59,879,083 | 46 | 93 | 77 | 0.0% |
| Q1 2020 | 256 | $3.8B | 56,192,342 | 51 | 78 | 82 | 0.0% |
| Q4 2019 | 232 | $3.3B | 49,323,042 | 29 | 87 | 60 | 0.0% |
| Q3 2019 | 209 | $3.2B | 47,547,932 | 25 | 85 | 54 | 0.0% |
| Q2 2019 | 202 | $3.1B | 46,257,657 | 30 | 86 | 50 | 0.0% |
| Q1 2019 | 194 | $2.4B | 37,079,386 | 40 | 65 | 51 | 0.0% |
| Q4 2018 | 177 | $2.2B | 34,723,809 | 2 | 5 | 3 | 0.0% |