# VANGUARD SCOTTSDALE FDS (VMBS)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/VMBS/

- Reporting holders: 38
- Reported value: $155.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Intelligence Driven Advisers, LLC](https://holderbook.com/funds/1819955-intelligence-driven-advisers-llc/) | $21.2M | 478,271 | 3.7% | 9 |
| [Hamilton Capital, LLC](https://holderbook.com/funds/1646639-hamilton-capital-llc/) | $20.9M | 470,933 | 1.2% | 17 |
| [Whitcomb & Hess, Inc.](https://holderbook.com/funds/1813577-whitcomb-hess-inc/) | $19.2M | 432,362 | 4.1% | 22 |
| [Insight Wealth Strategies, LLC](https://holderbook.com/funds/1749914-insight-wealth-strategies-llc/) | $17.7M | 397,559 | 1.7% | 1 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $17.2M | 386,372 | 0.7% | 32 |
| [Mendota Financial Group, LLC](https://holderbook.com/funds/1964538-mendota-financial-group-llc/) | $9.8M | 220,376 | 6.1% | 13 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $8.4M | 188,884 | 0.2% | 32 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $6.7M | 150,631 | 0.2% | 27 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $6.4M | 145,062 | 0.0% | 16 |
| [FIRST FINANCIAL BANK - TRUST DIVISION](https://holderbook.com/funds/1315339-first-financial-bank-trust-division/) | $5.3M | 118,428 | 0.4% | 20 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $3.6M | 82,146 | 0.2% | 18 |
| [FC Advisory LLC](https://holderbook.com/funds/1683754-fc-advisory-llc/) | $3.6M | 81,471 | 0.9% | 32 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $2.5M | 55,341 | 1.3% | 8 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $2.2M | 49,556 | 0.5% | 24 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $2.0M | 45,094 | 0.2% | 11 |
| [Ridgewood Investments LLC](https://holderbook.com/funds/1703556-ridgewood-investments-llc/) | $1.7M | 38,904 | 0.6% | 31 |
| [BRIGHTON SECURITIES CORP.](https://holderbook.com/funds/14213-brighton-securities-corp/) | $1.5M | 33,187 | 0.6% | 6 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $1.1M | 25,546 | 0.3% | 17 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $880.2K | 19,906 | 0.0% | 4 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $790.7K | 17,805 | 0.0% | 16 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $678.4K | 15,276 | 0.0% | 12 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $454.9K | 10,243 | 0.0% | 11 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $430.3K | 9,688 | 0.0% | 2 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $350.7K | 7,896 | 0.1% | 6 |
| [Cassilly Financial Group LLC](https://holderbook.com/funds/2090777-cassilly-financial-group-llc/) | $314.2K | 7,076 | 0.2% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 38 | $155.9M |
| Q2 2026 | 720 | $15.7B |
| Q1 2026 | 713 | $14.0B |
| Q4 2025 | 698 | $13.0B |
| Q3 2025 | 629 | $15.9B |
| Q2 2025 | 629 | $12.8B |
| Q1 2025 | 621 | $17.4B |
| Q4 2024 | 631 | $18.0B |
| Q3 2024 | 594 | $17.0B |
| Q2 2024 | 587 | $16.4B |
| Q1 2024 | 580 | $16.5B |
| Q4 2023 | 581 | $17.2B |

