VANGUARD SCOTTSDALE FDS (VGSH)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,055
Reporting holders
$19.2B
Reported value
0.0%
Held as options
+29
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 |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | $2.8B | 47,301,997 | 0.15% | 31q | -8.7%-$263.8M |
| MORGAN STANLEY | $1.6B | 28,332,310 | 0.09% | 35q | +1.9%+$31.2M |
| BANK OF AMERICA CORP /DE/ | $692.3M | 11,894,773 | 0.04% | 31q | +3.2%+$21.3M |
| Baird Financial Group, Inc. | $648.1M | 11,135,791 | 0.89% | 31q | +9.7%+$57.1M |
| UBS Group AG | $545.1M | 9,365,484 | 0.07% | 31q | +46.7%+$173.5M |
| ALLIANCEBERNSTEIN L.P. | $516.1M | 8,815,679 | 0.17% | 5q | +89691.0%+$515.5M |
| NORTHERN TRUST CORP | $474.7M | 8,157,125 | 0.06% | 20q | +2.4%+$11.1M |
| Corient Private Wealth LP | $299.3M | 5,142,420 | 0.19% | 15q | +111.0%+$157.4M |
| WELLS FARGO & COMPANY/MN | $288.6M | 4,958,141 | 0.05% | 31q | -56.4%-$373.3M |
| Cerity Partners LLC | $287.4M | 4,938,833 | 0.35% | 23q | -6.2%-$19.0M |
| NorthRock Partners, LLC | $274.2M | 4,710,769 | 3.98% | 13q | -3.2%-$9.1M |
| RWA WEALTH PARTNERS, LLC | $260.0M | 4,467,285 | 2.49% | 18q | -12.4%-$36.9M |
| GOLDMAN SACHS GROUP INC | $247.3M | 4,249,118 | 0.02% | 31q | -51.6%-$264.1M |
| LPL Financial LLC | $238.8M | 4,102,272 | 0.05% | 31q | -8.4%-$22.0M |
| ENVESTNET ASSET MANAGEMENT INC | $231.2M | 3,972,823 | 0.05% | 31q | -2.3%-$5.5M |
| AMERIPRISE FINANCIAL INC | $207.9M | 3,581,286 | 0.04% | 31q | -43.9%-$162.8M |
| M&T Bank Corp | $199.8M | 3,432,890 | 0.59% | 31q | +58.8%+$74.0M |
| RAYMOND JAMES FINANCIAL INC | $193.7M | 3,328,556 | 0.05% | 7q | -7.6%-$15.8M |
| Arlington Trust Co LLC | $193.3M | 3,321,662 | 16.34% | 11q | +7.4%+$13.3M |
| Pure Financial Advisors, LLC | $174.8M | 3,002,732 | 2.22% | 24q | +8.0%+$13.0M |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | $162.3M | 2,789,417 | 5.73% | 31q | -4.4%-$7.4M |
| CITIGROUP INC | $147.0M | 2,526,390 | 0.05% | 31q | +3.8%+$5.4M |
| WIT, LLC | $141.1M | 2,425,179 | 2.25% | 2q | +103.9%+$71.9M |
| NewEdge Wealth, LLC | $134.6M | 2,312,922 | 1.35% | 23q | +3.2%+$4.2M |
| TD PRIVATE CLIENT WEALTH LLC | $128.1M | 2,200,571 | 2.35% | 27q | +6.3%+$7.6M |
| HighTower Advisors, LLC | $125.7M | 2,159,237 | 0.12% | 22q | +13.5%+$14.9M |
| ROYAL BANK OF CANADA | $124.2M | 2,133,484 | 0.02% | 31q | -14.0%-$20.2M |
| OSAIC HOLDINGS, INC. | $123.5M | 2,121,965 | 0.15% | 26q | +20.1%+$20.6M |
| MAI Capital Management | $117.0M | 2,010,515 | 0.44% | 7q | +6.6%+$7.3M |
| NEPC LLC | $116.0M | 1,993,299 | 2.16% | 12q | HELD |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | $106.8M | 1,835,215 | 1.54% | 8q | +9.6%+$9.4M |
| Elm Partners Management LLC | $91.5M | 1,571,335 | 3.28% | 26q | +34.8%+$23.6M |
| FJ Investments, LLC | $90.2M | 1,550,014 | 4.90% | new | NEW |
| Miller Investment Management, LP | $89.5M | 1,537,843 | 8.18% | 16q | -8.1%-$7.9M |
| Blue Trust, Inc. | $88.9M | 1,527,935 | 0.93% | 17q | -12.0%-$12.1M |
| New York Life Investment Management LLC | $88.8M | 1,526,211 | 0.62% | 11q | -33.2%-$44.1M |
| Capital Investment Advisors, LLC | $82.8M | 1,421,932 | 1.09% | 3q | +25.2%+$16.6M |
| Beacon Pointe Advisors, LLC | $81.8M | 1,405,234 | 0.38% | 18q | -2.6%-$2.2M |
| First Financial Bankshares Inc | $78.9M | 1,356,427 | 1.48% | 11q | +1.9%+$1.4M |
| Focus Partners Wealth | $78.8M | 1,353,304 | 0.08% | 11q | -8.7%-$7.5M |
| Valmark Advisers, Inc. | $78.6M | 1,350,317 | 0.83% | 31q | +7.1%+$5.2M |
| PATTEN & PATTEN INC/TN | $77.2M | 1,327,074 | 4.09% | 7q | +58.3%+$28.4M |
| TRUSTMARK BANK TRUST DEPARTMENT | $74.9M | 1,287,710 | 4.46% | 15q | -16.2%-$14.5M |
| Oak Harvest Investment Services | $74.7M | 1,284,004 | 6.98% | 23q | +4.6%+$3.3M |
| MAYPORT, LLC | $74.6M | 1,281,135 | 11.56% | 19q | +6.3%+$4.4M |
| Creative Planning | $74.5M | 1,280,012 | 0.04% | 31q | -6.1%-$4.8M |
| Beacon Bank & Trust | $73.8M | 1,267,362 | 7.07% | 3q | +104.2%+$37.6M |
| Advisory Alpha, LLC | $72.0M | 1,236,917 | 1.77% | 18q | +1.6%+$1.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $70.6M | 1,212,961 | 1.03% | 28q | +5.5%+$3.7M |
| COLDSTREAM CAPITAL MANAGEMENT INC | $67.0M | 1,150,794 | 0.84% | 8q | -15.7%-$12.5M |
| PRESILIUM PRIVATE WEALTH, LLC | $65.4M | 1,123,054 | 10.03% | 14q | +11.3%+$6.6M |
| Chemistry Wealth Management LLC | $64.4M | 1,107,162 | 10.31% | 18q | +4.3%+$2.7M |
| Cornerstone Wealth Advisors, Inc. | $63.2M | 1,086,658 | 13.25% | 22q | +3.3%+$2.0M |
| Warwick Investment Management, Inc. | $61.6M | 1,059,194 | 6.92% | 5q | +62.8%+$23.8M |
| Falcon Wealth Planning | $60.1M | 1,032,635 | 3.79% | 23q | +6.5%+$3.7M |
| Cetera Investment Advisers | $58.6M | 1,007,231 | 0.05% | 29q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $57.8M | 993,531 | 0.01% | 3q | -3.4%-$2.0M |
| TRUIST FINANCIAL CORP | $55.0M | 944,315 | 0.07% | 31q | -11.6%-$7.2M |
| Acropolis Investment Management, LLC | $54.9M | 940,740 | 1.15% | 16q | +64.2%+$21.5M |
| Foster Group, Inc. | $53.9M | 925,588 | 1.43% | 14q | +7.0%+$3.5M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $52.1M | 895,293 | 0.03% | 29q | +48.7%+$17.1M |
| Wealth Dimensions Group, Ltd. | $51.4M | 882,471 | 9.20% | 17q | +4.8%+$2.3M |
| Strata Wealth Advisors, LLC | $50.3M | 865,062 | 12.28% | 14q | +2.7%+$1.3M |
| Wellspring Financial Advisors, LLC | $50.3M | 863,583 | 3.31% | 4q | +12.2%+$5.5M |
| INSIGHT 2811, INC. | $49.6M | 852,297 | 19.19% | 30q | HELD |
| VANGUARD ADVISERS INC | $47.7M | 819,197 | 0.16% | 2q | +11.8%+$5.0M |
| Klaas Financial Asset Advisors, LLC | $46.9M | 806,570 | 5.85% | 2q | +8.9%+$3.8M |
| Retirement Planning Group, LLC | $45.2M | 776,178 | 1.15% | 10q | -20.7%-$11.8M |
| Mariner, LLC | $44.8M | 768,955 | 0.05% | 20q | +6.4%+$2.7M |
| McLean Asset Management Corp | $44.6M | 767,727 | 5.90% | 22q | +172.6%+$28.2M |
| Portland Global Advisors LLC | $44.0M | 756,714 | 4.18% | 23q | -12.6%-$6.4M |
| Vernal Point Advisors, LLC | $43.4M | 746,524 | 14.67% | 11q | +57.2%+$15.8M |
| MERCER GLOBAL ADVISORS INC /ADV | $42.3M | 727,182 | 0.03% | 21q | +58.8%+$15.7M |
| ASSETMARK, INC | $42.3M | 726,811 | 0.07% | 22q | +127410.7%+$42.3M |
| American Money Management, LLC | $41.7M | 716,987 | 5.96% | 16q | +2.9%+$1.2M |
| BROWN ADVISORY INC | $40.9M | 702,665 | 0.06% | 16q | +19.4%+$6.7M |
| Pacific Sage Partners, LLC | $40.7M | 699,446 | 5.78% | 11q | +9.8%+$3.6M |
| First Command Advisory Services, Inc. | $40.1M | 689,411 | 0.24% | 12q | -37.2%-$23.7M |
| 1834 INVESTMENT ADVISORS CO | $38.9M | 667,988 | 4.40% | 17q | -3.2%-$1.3M |
| Human Investing LLC | $38.7M | 663,335 | 2.66% | 23q | +103.8%+$19.7M |
| NOMURA ASSET MANAGEMENT CO LTD | $38.1M | 654,977 | 0.08% | 9q | -60.2%-$57.6M |
| GOULD ASSET MANAGEMENT LLC /CA/ | $37.8M | 649,524 | 5.96% | 31q | +6.8%+$2.4M |
| Rockefeller Capital Management L.P. | $37.8M | 648,947 | 0.06% | 30q | +6.6%+$2.3M |
| OLD NATIONAL BANCORP /IN/ | $37.3M | 641,271 | 0.74% | 31q | +1.6%+$601.3K |
| University of Illinois Foundation | $36.1M | 619,536 | 6.44% | new | NEW |
| Johns Hopkins University | $35.9M | 616,877 | 2.40% | 8q | HELD |
| Arista Wealth Management, LLC | $35.7M | 614,178 | 3.86% | 15q | +3.1%+$1.1M |
| JOHNSON INVESTMENT COUNSEL INC | $35.6M | 612,364 | 0.26% | 2q | +2.3%+$815.6K |
| Haverford Trust Co | $35.2M | 604,658 | 0.30% | 5q | +3.8%+$1.3M |
| Facet Wealth, Inc. | $35.0M | 601,790 | 0.50% | 14q | -0.7%-$242.6K |
| Westerkirk Capital Inc. | $34.8M | 597,540 | 3.34% | 3q | HELD |
| Bleakley Financial Group, LLC | $34.5M | 592,890 | 0.44% | 15q | +5.3%+$1.7M |
| Grove Bank & Trust | $34.2M | 586,889 | 3.39% | 16q | +90.4%+$16.2M |
| BANK OF MONTREAL /CAN/ | $34.0M | 583,471 | 0.01% | 31q | +36.5%+$9.1M |
| FRANKLIN RESOURCES INC | $33.7M | 578,966 | 0.01% | 31q | +1.8%+$607.1K |
| Alta Advisers Ltd | $33.1M | 569,513 | 7.51% | 31q | +20.2%+$5.6M |
| Concord Wealth Partners | $33.1M | 568,549 | 3.79% | 3q | +5.0%+$1.6M |
| STEPHENS INC /AR/ | $32.6M | 559,865 | 0.37% | 17q | +8.6%+$2.6M |
| Concord Asset Management, LLC/VA | $32.5M | 558,762 | 5.04% | 2q | +3.9%+$1.2M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $32.3M | 554,807 | 0.00% | 15q | +2.6%+$809.7K |
Showing the largest 100 of 1,093 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 | 1,055 | $19.2B | 329,772,882 | 102 | 443 | 326 | 0.0% |
| Q1 2026 | 1,026 | $19.7B | 337,071,909 | 108 | 438 | 295 | 0.0% |
| Q4 2025 | 1,003 | $16.9B | 287,073,742 | 103 | 407 | 262 | 0.0% |
| Q3 2025 | 901 | $16.0B | 271,152,775 | 75 | 393 | 262 | 0.0% |
| Q2 2025 | 902 | $14.6B | 247,920,272 | 76 | 374 | 280 | 0.0% |
| Q1 2025 | 888 | $14.8B | 251,498,029 | 88 | 358 | 274 | 0.0% |
| Q4 2024 | 863 | $13.7B | 235,674,084 | 59 | 336 | 266 | 0.0% |
| Q3 2024 | 794 | $13.3B | 225,063,676 | 62 | 331 | 257 | 0.0% |
| Q2 2024 | 793 | $13.4B | 230,708,231 | 72 | 309 | 267 | 0.0% |
| Q1 2024 | 779 | $17.3B | 298,314,802 | 64 | 305 | 270 | 0.0% |
| Q4 2023 | 798 | $17.8B | 305,893,918 | 71 | 259 | 295 | 0.1% |
| Q3 2023 | 745 | $13.5B | 235,178,559 | 73 | 274 | 261 | 0.1% |
| Q2 2023 | 731 | $13.2B | 229,123,088 | 85 | 278 | 233 | 0.0% |
| Q1 2023 | 679 | $11.0B | 188,032,888 | 90 | 272 | 193 | 0.1% |
| Q4 2022 | 616 | $8.3B | 143,754,002 | 99 | 207 | 177 | 0.0% |
| Q3 2022 | 657 | $9.6B | 166,704,872 | 82 | 230 | 220 | 0.1% |
| Q2 2022 | 646 | $9.1B | 154,304,140 | 118 | 185 | 226 | 0.0% |
| Q1 2022 | 578 | $8.2B | 138,996,603 | 87 | 188 | 181 | 0.0% |
| Q4 2021 | 556 | $9.4B | 154,430,874 | 59 | 169 | 175 | 0.0% |
| Q3 2021 | 517 | $8.7B | 142,308,069 | 57 | 173 | 165 | 0.0% |
| Q2 2021 | 496 | $8.1B | 132,502,860 | 43 | 158 | 183 | 0.0% |
| Q1 2021 | 503 | $5.3B | 85,480,025 | 57 | 172 | 166 | 0.0% |
| Q4 2020 | 479 | $4.9B | 79,725,886 | 47 | 160 | 156 | 0.0% |
| Q3 2020 | 432 | $4.7B | 75,054,165 | 62 | 167 | 119 | 0.0% |
| Q2 2020 | 407 | $4.4B | 70,121,499 | 80 | 147 | 109 | 0.0% |
| Q1 2020 | 360 | $3.8B | 61,824,631 | 96 | 106 | 98 | 0.0% |
| Q4 2019 | 289 | $3.0B | 49,022,440 | 34 | 116 | 64 | 0.0% |
| Q3 2019 | 265 | $2.7B | 44,248,790 | 38 | 103 | 57 | 0.0% |
| Q2 2019 | 244 | $2.8B | 45,153,596 | 32 | 87 | 71 | 0.0% |
| Q1 2019 | 248 | $2.2B | 37,212,025 | 35 | 84 | 76 | 0.0% |
| Q4 2018 | 246 | $3.3B | 54,671,926 | 9 | 6 | 1 | 0.0% |