VANGUARD SCOTTSDALE FDS (VMBS)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
694
Reporting holders
$14.1B
Reported value
0.0%
Held as options
+2
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/ | $2.8B | 58,928,194 | 0.18% | 31q | +4.7%+$122.6M |
| ENVESTNET ASSET MANAGEMENT INC | $1.3B | 28,250,812 | 0.31% | 31q | +3.4%+$42.9M |
| JPMORGAN CHASE & CO | $1.2B | 26,485,779 | 0.07% | 31q | +6.6%+$77.4M |
| Bank of New York Mellon Corp | $496.4M | 10,605,591 | 0.08% | 31q | +1.8%+$8.8M |
| STIFEL FINANCIAL CORP | $478.2M | 10,216,170 | 0.40% | 31q | +17.5%+$71.4M |
| WELLS FARGO & COMPANY/MN | $456.2M | 9,746,512 | 0.07% | 31q | -48.1%-$422.6M |
| ASSETMARK, INC | $412.1M | 8,804,599 | 0.71% | 31q | -0.5%-$2.3M |
| MATHER GROUP, LLC. | $397.9M | 8,499,381 | 3.47% | 31q | +16.2%+$55.4M |
| RAYMOND JAMES FINANCIAL INC | $323.2M | 6,905,111 | 0.09% | 7q | +2.5%+$7.8M |
| LPL Financial LLC | $294.7M | 6,295,640 | 0.07% | 31q | HELD |
| TD PRIVATE CLIENT WEALTH LLC | $266.5M | 5,693,728 | 4.90% | 17q | +7.6%+$18.9M |
| MORGAN STANLEY | $257.1M | 5,492,517 | 0.01% | 35q | +4.0%+$9.8M |
| AMERIPRISE FINANCIAL INC | $239.0M | 5,108,101 | 0.05% | 31q | -49.7%-$235.8M |
| UBS Group AG | $226.3M | 4,833,728 | 0.03% | 31q | -8.5%-$21.1M |
| LINCOLN NATIONAL CORP | $181.7M | 3,880,622 | 4.65% | 31q | +2.4%+$4.2M |
| Merit Financial Group, LLC | $151.6M | 3,239,456 | 0.46% | 18q | +138.7%+$88.1M |
| Clearstead Advisors, LLC | $147.2M | 3,144,439 | 1.39% | 13q | +4.2%+$5.9M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $117.0M | 2,500,178 | 0.02% | 26q | +4.5%+$5.1M |
| Sixth Street Partners Management Company, L.P. | $117.0M | 2,500,178 | 0.02% | new | NEW |
| Focus Partners Wealth | $113.4M | 2,422,537 | 0.12% | 3q | -4.0%-$4.7M |
| KEYBANK NATIONAL ASSOCIATION/OH | $110.6M | 2,362,938 | 0.36% | 31q | +1.8%+$2.0M |
| GOLDMAN SACHS GROUP INC | $101.4M | 2,166,152 | 0.01% | 18q | +813.2%+$90.3M |
| ROYAL BANK OF CANADA | $88.3M | 1,886,157 | 0.01% | 31q | +3.4%+$2.9M |
| Valmark Advisers, Inc. | $83.3M | 1,779,883 | 0.88% | 31q | +11.8%+$8.8M |
| Alesco Advisors, LLC, An ESL Co | $79.7M | 1,703,018 | 1.83% | 3q | +6.7%+$5.0M |
| Ally Invest Advisors Inc. | $71.2M | 1,520,621 | 4.30% | 31q | +4.7%+$3.2M |
| CASTLEARK MANAGEMENT LLC | $69.6M | 1,487,800 | 1.88% | 7q | HELD |
| First Interstate Bank | $68.7M | 1,467,793 | 3.59% | 10q | +6.4%+$4.1M |
| Financial Engines Advisors L.L.C. | $65.5M | 1,399,365 | 0.12% | 17q | HELD |
| Cetera Investment Advisers | $60.9M | 1,300,292 | 0.06% | 26q | +2.9%+$1.7M |
| HighTower Advisors, LLC | $60.6M | 1,295,464 | 0.06% | 22q | +1.6%+$970.8K |
| Angeles Investment Advisors, LLC | $56.7M | 1,210,865 | 3.40% | 4q | -12.6%-$8.2M |
| EP Wealth Advisors, LLC | $53.7M | 1,148,037 | 0.21% | 5q | +191.8%+$35.3M |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | $50.9M | 1,087,794 | 3.43% | 24q | -0.5%-$266.1K |
| Bell Investment Advisors, Inc | $50.1M | 1,069,422 | 7.35% | 19q | +1.6%+$805.6K |
| Garde Capital, Inc. | $47.8M | 1,020,835 | 2.14% | new | NEW |
| NorthRock Partners, LLC | $45.4M | 970,465 | 0.66% | 4q | +1.4%+$626.6K |
| Bell Bank | $45.3M | 967,430 | 1.73% | 7q | +7.7%+$3.3M |
| Acropolis Investment Management, LLC | $45.2M | 963,069 | 0.94% | 31q | +79.7%+$20.0M |
| BANK OF HAWAII | $43.8M | 936,753 | 2.16% | 35q | +1.1%+$473.6K |
| OSAIC HOLDINGS, INC. | $42.8M | 914,540 | 0.05% | 26q | +6.5%+$2.6M |
| SOFI WEALTH, LLC | $40.6M | 867,101 | 1.63% | 7q | +4.2%+$1.6M |
| Kestra Investment Management, LLC | $40.3M | 859,919 | 0.78% | 9q | +23.5%+$7.7M |
| Diversify Advisory Services, LLC | $40.2M | 867,745 | 0.67% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $40.2M | 867,745 | 0.67% | 9q | -2.1%-$841.9K |
| MANNING & NAPIER ADVISORS LLC | $39.3M | 836,947 | 0.50% | 9q | +18.1%+$6.0M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $39.0M | 840,336 | 0.07% | 18q | +5.0%+$1.9M |
| TRUIST FINANCIAL CORP | $38.5M | 822,300 | 0.05% | 31q | +1.7%+$632.2K |
| 1832 Asset Management L.P. | $38.4M | 821,240 | 0.02% | 18q | +3.6%+$1.3M |
| Rockefeller Capital Management L.P. | $38.2M | 816,589 | 0.06% | 31q | -2.9%-$1.1M |
| Orion Porfolio Solutions, LLC | $37.8M | 807,948 | 0.29% | 14q | +16.1%+$5.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $35.6M | 760,848 | 0.01% | 3q | -11.2%-$4.5M |
| Envestnet Portfolio Solutions, Inc. | $34.7M | 742,284 | 0.17% | 12q | +2.7%+$903.3K |
| Goodman Financial Corp | $34.3M | 732,842 | 5.30% | 3q | +9.1%+$2.9M |
| Evergreen Advisors, LLC | $33.4M | 714,446 | 7.14% | 14q | +3.1%+$1.0M |
| SYON CAPITAL LLC | $32.7M | 698,411 | 1.42% | 2q | +43.3%+$9.9M |
| First Financial Bankshares Inc | $32.6M | 697,422 | 0.61% | 11q | -25.8%-$11.3M |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $31.9M | 681,746 | 0.40% | 34q | +2.9%+$914.1K |
| HBK Sorce Advisory LLC | $30.9M | 669,524 | 0.59% | 15q | +3.7%+$1.1M |
| POWER WEALTH MANAGEMENT LLC | $30.8M | 658,862 | 10.60% | 11q | +3.6%+$1.1M |
| Employees' Retirement Fund of the City of Fort Worth | $30.5M | 652,168 | 10.90% | 5q | +22.7%+$5.6M |
| COURIER CAPITAL LLC | $28.8M | 615,210 | 1.44% | 13q | +12.4%+$3.2M |
| Pathstone Holdings, LLC | $26.4M | 562,991 | 0.08% | 11q | +10.3%+$2.5M |
| MML INVESTORS SERVICES, LLC | $25.5M | 544,568 | 0.05% | 31q | +17.6%+$3.8M |
| VICTORY CAPITAL MANAGEMENT INC | $24.6M | 525,552 | 0.01% | 28q | HELD |
| Savvy Advisors, Inc. | $24.5M | 522,340 | 0.52% | 11q | +13.3%+$2.9M |
| Baker Avenue Asset Management, LP | $23.5M | 501,186 | 0.44% | 16q | HELD |
| SeaBridge Investment Advisors LLC | $23.4M | 499,622 | 3.38% | 16q | +10.6%+$2.2M |
| Intelligence Driven Advisers, LLC | $23.2M | 495,921 | 3.77% | 8q | +4.6%+$1.0M |
| ST GERMAIN D J CO INC | $23.2M | 494,591 | 0.83% | 16q | +1.9%+$423.2K |
| Triad Wealth Partners, LLC | $23.0M | 499,229 | 1.35% | new | NEW |
| Zurich Insurance Group Ltd/FI | $21.9M | 467,648 | 0.15% | 21q | HELD |
| PROFFITT & GOODSON INC | $21.8M | 465,598 | 2.99% | 31q | +8.1%+$1.6M |
| CreativeOne Wealth, LLC | $21.7M | 464,458 | 0.47% | 31q | +8.6%+$1.7M |
| Hamilton Capital, LLC | $21.7M | 463,399 | 1.07% | 16q | -2.8%-$615.8K |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $20.4M | 436,568 | 2.95% | 6q | +1.8%+$352.9K |
| ALLIANCEBERNSTEIN L.P. | $19.9M | 422,983 | 0.01% | 31q | -0.9%-$181.4K |
| Whitcomb & Hess, Inc. | $19.7M | 420,735 | 4.25% | 21q | +3.4%+$646.9K |
| Clark Asset Management, LLC | $19.6M | 419,593 | 1.54% | 15q | +8.4%+$1.5M |
| RKL Wealth Management LLC | $19.3M | 412,846 | 1.54% | 31q | +3.9%+$725.4K |
| Strategic Investment Advisors / MI | $19.0M | 405,224 | 1.15% | 31q | +1.0%+$185.9K |
| United Asset Strategies, Inc. | $18.9M | 402,952 | 1.33% | 24q | -3.8%-$742.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $18.8M | 401,855 | 0.01% | 22q | +113.3%+$10.0M |
| Quantum Financial Advisors, LLC | $18.8M | 401,594 | 1.86% | 17q | +3.7%+$670.0K |
| Rialto Wealth Management, LLC | $18.5M | 396,019 | 3.67% | 7q | -6.8%-$1.3M |
| MA Private Wealth | $18.1M | 387,032 | 2.70% | 31q | +22.5%+$3.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $18.0M | 385,450 | 0.01% | 21q | -25.4%-$6.1M |
| Connecticut Wealth Management, LLC | $17.4M | 372,730 | 0.65% | 6q | +3.5%+$596.0K |
| Onyx Bridge Wealth Group LLC | $17.1M | 365,376 | 1.54% | 22q | +17.3%+$2.5M |
| OLD NATIONAL BANCORP /IN/ | $16.9M | 360,149 | 0.34% | 23q | +10.1%+$1.5M |
| Robinswood Financial LLC | $16.4M | 350,470 | 4.70% | 13q | +5.0%+$787.5K |
| ZEVIN ASSET MANAGEMENT LLC | $16.3M | 349,217 | 2.29% | 3q | -4.1%-$699.8K |
| Family CFO Inc | $16.2M | 346,727 | 6.25% | 19q | +7.4%+$1.1M |
| Windward Private Wealth Management Inc. | $16.2M | 345,088 | 5.17% | 23q | +0.6%+$91.7K |
| 1834 INVESTMENT ADVISORS CO | $16.1M | 344,888 | 1.83% | 17q | +7.2%+$1.1M |
| NewEdge Advisors, LLC | $15.9M | 339,899 | 0.05% | new | NEW |
| MGO ONE SEVEN LLC | $15.9M | 339,221 | 0.26% | 7q | +13.4%+$1.9M |
| FEDERATED HERMES, INC. | $15.8M | 338,547 | 0.02% | 9q | -40.1%-$10.6M |
| Allworth Financial LP | $15.8M | 337,411 | 0.07% | 29q | -5.0%-$840.0K |
| STALEY CAPITAL ADVISERS INC | $15.6M | 332,625 | 0.61% | 13q | HELD |
Showing the largest 100 of 713 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 | 694 | $14.1B | 300,567,412 | 58 | 296 | 198 | 0.0% |
| Q1 2026 | 692 | $13.9B | 295,270,243 | 65 | 315 | 181 | 0.0% |
| Q4 2025 | 677 | $12.8B | 272,585,785 | 70 | 288 | 162 | 0.0% |
| Q3 2025 | 610 | $15.8B | 335,498,685 | 53 | 268 | 171 | 0.0% |
| Q2 2025 | 602 | $12.6B | 272,369,357 | 62 | 242 | 188 | 0.0% |
| Q1 2025 | 591 | $17.1B | 368,737,121 | 54 | 240 | 194 | 0.0% |
| Q4 2024 | 603 | $17.7B | 389,222,308 | 62 | 256 | 149 | 0.0% |
| Q3 2024 | 558 | $16.6B | 351,092,874 | 62 | 251 | 153 | 0.0% |
| Q2 2024 | 545 | $16.1B | 354,133,047 | 62 | 229 | 165 | 0.0% |
| Q1 2024 | 537 | $16.1B | 352,606,999 | 58 | 228 | 155 | 0.0% |
| Q4 2023 | 533 | $16.7B | 359,467,441 | 58 | 194 | 162 | 0.0% |
| Q3 2023 | 496 | $14.1B | 322,284,573 | 50 | 203 | 152 | 0.0% |
| Q2 2023 | 485 | $13.9B | 302,119,689 | 59 | 188 | 144 | 0.0% |
| Q1 2023 | 457 | $13.9B | 297,453,784 | 56 | 187 | 135 | 0.0% |
| Q4 2022 | 438 | $12.5B | 274,269,914 | 51 | 140 | 163 | 0.0% |
| Q3 2022 | 490 | $12.5B | 277,807,730 | 42 | 148 | 200 | 0.1% |
| Q2 2022 | 518 | $13.2B | 274,857,718 | 63 | 129 | 230 | 0.0% |
| Q1 2022 | 527 | $12.4B | 246,569,074 | 67 | 166 | 189 | 0.0% |
| Q4 2021 | 533 | $13.7B | 259,954,087 | 43 | 185 | 165 | 0.0% |
| Q3 2021 | 486 | $13.5B | 253,532,287 | 41 | 215 | 139 | 0.0% |
| Q2 2021 | 473 | $13.2B | 246,803,466 | 43 | 206 | 128 | 0.0% |
| Q1 2021 | 483 | $12.1B | 226,476,165 | 49 | 232 | 117 | 0.0% |
| Q4 2020 | 464 | $11.3B | 209,164,690 | 53 | 204 | 97 | 0.0% |
| Q3 2020 | 408 | $9.9B | 182,695,744 | 50 | 200 | 78 | 0.0% |
| Q2 2020 | 398 | $9.2B | 169,088,079 | 66 | 154 | 111 | 0.0% |
| Q1 2020 | 377 | $9.3B | 176,043,217 | 55 | 139 | 135 | 0.0% |
| Q4 2019 | 371 | $8.8B | 166,330,091 | 46 | 164 | 68 | 0.0% |
| Q3 2019 | 320 | $8.3B | 155,645,771 | 36 | 153 | 72 | 0.0% |
| Q2 2019 | 309 | $7.9B | 148,309,209 | 40 | 141 | 83 | 0.0% |
| Q1 2019 | 296 | $6.5B | 124,948,245 | 45 | 117 | 78 | 0.0% |
| Q4 2018 | 268 | $6.0B | 116,743,154 | 3 | 9 | 7 | 0.0% |