VANGUARD SCOTTSDALE FDS (VGSH)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
62
Reporting holders
$281.2M
Reported value
0.0%
Calls
0.0%
Puts
-1,037
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 |
|---|---|---|---|---|---|
| SHAH CAPITAL MANAGEMENT | $32.3M | 561,531 | 5.34% | 18q | +46.9%+$10.3M |
| Farther Finance Advisors, LLC | $29.4M | 510,487 | 0.21% | 16q | +50.0%+$9.8M |
| MassMutual Private Wealth & Trust, FSB | $29.3M | 508,628 | 0.77% | 17q | +3.0%+$856.8K |
| Apella Capital, LLC | $27.2M | 472,752 | 0.35% | 24q | +26.4%+$5.7M |
| Grove Bank & Trust | $26.1M | 453,648 | 2.60% | 17q | -22.7%-$7.7M |
| Kure Advisory, LLC | $16.8M | 292,570 | 7.78% | 12q | +5.0%+$808.1K |
| Whitcomb & Hess, Inc. | $16.2M | 281,232 | 3.47% | 18q | +2.3%+$369.8K |
| Montecito Bank & Trust | $14.6M | 253,374 | 2.21% | 25q | +2.7%+$381.7K |
| Acropolis Investment Management, LLC | $14.3M | 248,575 | 0.58% | 17q | -73.6%-$39.8M |
| Biltmore Wealth Management, LLC | $8.6M | 149,767 | 2.67% | 13q | +7.6%+$611.1K |
| Aventus Investment Advisors, Inc. | $8.5M | 147,522 | 6.20% | 6q | +2.6%+$215.2K |
| Marotta Asset Management | $7.7M | 133,587 | 1.31% | 27q | +7.9%+$563.1K |
| Echo45 Advisors LLC | $6.7M | 116,104 | 3.05% | 20q | +6.9%+$432.9K |
| Councilor Wealth, LLC | $3.9M | 68,096 | 1.62% | 3q | +73.7%+$1.7M |
| Oak Grove Capital LLC | $3.2M | 56,200 | 0.15% | 10q | -3.4%-$115.1K |
| Successful Portfolios LLC | $2.9M | 50,771 | 1.35% | 20q | -1.7%-$51.3K |
| TITLEIST ASSET MANAGEMENT, LLC | $2.5M | 43,273 | 0.16% | 15q | -75.2%-$7.6M |
| MOODY NATIONAL BANK TRUST DIVISION | $2.5M | 43,219 | 0.21% | 8q | HELD |
| Legacy Wealth Asset Management, LLC | $2.3M | 40,405 | 0.51% | 24q | +35.4%+$607.5K |
| Ridgewood Investments LLC | $2.2M | 38,892 | 0.83% | 22q | -2.7%-$62.6K |
| AMERICAN NATIONAL BANK & TRUST | $2.1M | 36,720 | 0.19% | 8q | +12.7%+$238.9K |
| Wedmont Private Capital | $1.6M | 28,027 | 0.04% | 20q | -49.5%-$1.6M |
| Intelligence Driven Advisers, LLC | $1.6M | 27,535 | 0.27% | 14q | -33.8%-$810.8K |
| Valeo Financial Advisors, LLC | $1.5M | 26,710 | 0.03% | 28q | -26.2%-$546.5K |
| CoreCap Advisors, LLC | $1.2M | 20,334 | 0.03% | 11q | +4.6%+$51.6K |
| TrueWealth Advisors, LLC | $1.2M | 20,232 | 0.26% | 18q | -4.9%-$60.3K |
| Hummer Financial Advisory Services Inc | $1.2M | 20,000 | 0.75% | 24q | HELD |
| Hardin Capital Partners, LLC | $1.1M | 19,621 | 0.55% | 10q | +0.8%+$8.8K |
| Great Waters Wealth Management | $1.1M | 18,663 | 0.10% | 16q | -1.4%-$15.2K |
| Planning Strategies Inc. | $1.1M | 18,400 | 0.63% | 2q | -4.5%-$49.8K |
| Roth Financial Partners LLC | $868.0K | 15,080 | 0.26% | 11q | +49.0%+$285.5K |
| ARMSTRONG ADVISORY GROUP, INC | $793.9K | 13,793 | 0.05% | 16q | -4.8%-$40.4K |
| Towneley Capital Management, Inc / DE | $678.5K | 11,787 | 0.13% | 12q | +0.9%+$6.1K |
| Peterson Wealth Advisors, LLC | $654.7K | 11,374 | 0.08% | 14q | -12.5%-$93.3K |
| Lake Hills Wealth Management, LLC | $581.6K | 10,104 | 0.27% | 11q | HELD |
| Veracity Capital LLC | $528.9K | 9,189 | 0.14% | 8q | -11.5%-$68.6K |
| CHAPIN DAVIS, INC. | $501.1K | 8,706 | 0.10% | 5q | HELD |
| DOLIVER ADVISORS, LP | $499.6K | 8,680 | 0.11% | 2q | +0.9%+$4.5K |
| Whalen Wealth Management Inc. | $484.8K | 8,423 | 0.21% | 3q | +0.6%+$3.0K |
| EASTERN BANK | $472.3K | 8,205 | 0.01% | 9q | -19.1%-$111.2K |
| VALLEY WEALTH MANAGERS, INC. | $456.9K | 7,938 | 0.03% | 16q | -15.5%-$83.6K |
| Trinity Financial Advisors LLC | $435.0K | 7,557 | 0.11% | new | NEW |
| First Heartland Consultants, Inc. | $402.6K | 6,995 | 0.03% | 5q | +7.7%+$28.8K |
| Venture Visionary Partners LLC | $350.0K | 6,080 | 0.01% | 2q | -15.2%-$62.9K |
| Kaizen Financial Strategies | $299.4K | 5,202 | 0.12% | 7q | -39.2%-$192.7K |
| WALLER FINANCIAL PLANNING GROUP, INC | $284.6K | 4,944 | 0.06% | 2q | +19.2%+$45.9K |
| Rosenberg Matthew Hamilton | $269.1K | 4,675 | 0.05% | 9q | +689.7%+$235.0K |
| TOMPKINS FINANCIAL CORP | $257.1K | 4,467 | 0.02% | 5q | HELD |
| KFA Private Wealth Group, LLC | $243.2K | 4,225 | 0.06% | new | NEW |
| Freestate Advisors LLC | $243.0K | 4,221 | 0.19% | 3q | +1.2%+$2.8K |
| Versant Capital Management, Inc | $216.3K | 3,758 | 0.02% | 32q | HELD |
| Balefire, LLC | $208.2K | 3,617 | 0.03% | 5q | -19.2%-$49.4K |
| Castleview Partners, LLC | $203.5K | 3,536 | 0.09% | 2q | HELD |
| General Partner, Inc. | $161.2K | 2,800 | 0.09% | 8q | +3.7%+$5.8K |
| Wealth Enhancement Trust Services, Inc. | $55.8K | 969 | 0.01% | 4q | -50.0%-$55.8K |
| ELEVATION WEALTH PARTNERS, LLC | $45.6K | 792 | 0.01% | 15q | HELD |
| Olistico Wealth, LLC | $34.6K | 601 | 0.01% | 4q | +2125.9%+$33.0K |
| Bangor Savings Bank | $25.2K | 437 | 0.00% | 5q | -12.6%-$3.6K |
| Investors Research Corp | $14.7K | 255 | 0.00% | 25q | HELD |
| GK Wealth Management LLC | $12.5K | 218 | 0.01% | new | NEW |
| Pacifica Partners Inc. | $7.8K | 135 | 0.00% | 26q | -92.2%-$92.0K |
| GILPIN WEALTH MANAGEMENT, LLC | $3.4K | 59 | 0.00% | 2q | HELD |
| CX Institutional | $330 | 5,732 | 0.01% | 7q | -55.2% |
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 | 62 | $281.2M | 4,885,697 | 3 | 26 | 23 | 0.0% |
| Q2 2026 | 1,099 | $20.1B | 344,433,848 | 106 | 462 | 339 | 0.0% |
| Q1 2026 | 1,064 | $20.3B | 347,121,420 | 113 | 458 | 298 | 0.0% |
| Q4 2025 | 1,047 | $17.4B | 296,407,467 | 108 | 425 | 271 | 0.0% |
| Q3 2025 | 941 | $16.5B | 279,419,984 | 79 | 409 | 277 | 0.0% |
| Q2 2025 | 950 | $15.1B | 257,394,903 | 81 | 390 | 300 | 0.0% |
| Q1 2025 | 937 | $15.4B | 261,676,460 | 95 | 381 | 284 | 0.0% |
| Q4 2024 | 912 | $14.3B | 246,455,406 | 61 | 357 | 280 | 0.0% |
| Q3 2024 | 850 | $14.2B | 240,923,355 | 70 | 351 | 275 | 0.0% |
| Q2 2024 | 850 | $14.2B | 245,384,488 | 75 | 328 | 289 | 0.0% |
| Q1 2024 | 843 | $18.3B | 315,205,602 | 66 | 328 | 298 | 0.0% |
| Q4 2023 | 864 | $19.0B | 325,325,900 | 74 | 288 | 318 | 0.1% |
| Q3 2023 | 814 | $15.8B | 273,411,773 | 81 | 295 | 292 | 0.1% |
| Q2 2023 | 806 | $15.5B | 269,169,973 | 90 | 313 | 254 | 0.0% |
| Q1 2023 | 766 | $13.4B | 229,431,924 | 96 | 309 | 218 | 0.1% |
| Q4 2022 | 733 | $12.3B | 213,614,697 | 116 | 251 | 211 | 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% |