VANGUARD SCOTTSDALE FDS (VMBS)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
38
Reporting holders
$155.9M
Reported value
0.0%
Calls
0.0%
Puts
-682
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 |
|---|---|---|---|---|---|
| Intelligence Driven Advisers, LLC | $21.2M | 478,271 | 3.67% | 9q | -3.6%-$783.8K |
| Hamilton Capital, LLC | $20.9M | 470,933 | 1.17% | 17q | +1.6%+$334.6K |
| Whitcomb & Hess, Inc. | $19.2M | 432,362 | 4.11% | 22q | +2.8%+$516.4K |
| Insight Wealth Strategies, LLC | $17.7M | 397,559 | 1.75% | new | NEW |
| Acropolis Investment Management, LLC | $17.2M | 386,372 | 0.69% | 32q | -59.9%-$25.6M |
| Mendota Financial Group, LLC | $9.8M | 220,376 | 6.07% | 13q | +8.1%+$734.0K |
| MassMutual Private Wealth & Trust, FSB | $8.4M | 188,884 | 0.22% | 32q | -7.2%-$648.8K |
| SigFig Wealth Management, LLC | $6.7M | 150,631 | 0.17% | 27q | +1.2%+$76.5K |
| Farther Finance Advisors, LLC | $6.4M | 145,062 | 0.05% | 16q | -33.6%-$3.3M |
| FIRST FINANCIAL BANK - TRUST DIVISION | $5.3M | 118,428 | 0.38% | 20q | -0.5%-$27.5K |
| First Heartland Consultants, Inc. | $3.6M | 82,146 | 0.24% | 18q | -1.7%-$63.2K |
| FC Advisory LLC | $3.6M | 81,471 | 0.95% | 32q | +1.9%+$68.4K |
| Retirement Wealth Solutions LLC | $2.5M | 55,341 | 1.30% | 8q | HELD |
| Legacy Wealth Asset Management, LLC | $2.2M | 49,556 | 0.48% | 24q | +171.4%+$1.4M |
| Central Pacific Bank - Trust Division | $2.0M | 45,094 | 0.21% | 11q | +58.6%+$739.6K |
| Ridgewood Investments LLC | $1.7M | 38,904 | 0.64% | 31q | -13.9%-$279.7K |
| BRIGHTON SECURITIES CORP. | $1.5M | 33,187 | 0.62% | 6q | +4.1%+$57.8K |
| Prosperity Planning, Inc. | $1.1M | 25,546 | 0.25% | 17q | HELD |
| Apella Capital, LLC | $880.2K | 19,906 | 0.01% | 4q | +54.7%+$311.1K |
| ROCKLAND TRUST CO | $790.7K | 17,805 | 0.03% | 16q | HELD |
| Avidian Wealth Enterprises, LLC | $678.4K | 15,276 | 0.02% | 12q | +4.8%+$31.3K |
| CoreCap Advisors, LLC | $454.9K | 10,243 | 0.01% | 11q | +79.4%+$201.3K |
| Venture Visionary Partners LLC | $430.3K | 9,688 | 0.01% | 2q | -1.0%-$4.1K |
| Balefire, LLC | $350.7K | 7,896 | 0.06% | 6q | -11.7%-$46.4K |
| Cassilly Financial Group LLC | $314.2K | 7,076 | 0.21% | 4q | -50.0%-$314.2K |
| Emergent Wealth Advisors, LLC | $295.6K | 6,656 | 0.15% | 7q | -6.1%-$19.2K |
| Successful Portfolios LLC | $216.4K | 4,900 | 0.10% | 9q | +0.8%+$1.8K |
| Versant Capital Management, Inc | $156.5K | 3,525 | 0.01% | 8q | -53.7%-$181.5K |
| Wealth Enhancement Trust Services, Inc. | $119.8K | 2,698 | 0.01% | 4q | -50.0%-$119.8K |
| Rosenberg Matthew Hamilton | $104.5K | 2,353 | 0.02% | 26q | +214.6%+$71.3K |
| Bangor Savings Bank | $22.5K | 507 | 0.00% | 18q | HELD |
| GK Wealth Management LLC | $21.9K | 494 | 0.01% | new | NEW |
| TOMPKINS FINANCIAL CORP | $18.0K | 406 | 0.00% | 4q | -12.1%-$2.5K |
| EASTERN BANK | $10.0K | 225 | 0.00% | 9q | HELD |
| VALLEY WEALTH MANAGERS, INC. | $9.1K | 206 | 0.00% | 18q | -5.5% |
| ELEVATION WEALTH PARTNERS, LLC | $7.7K | 173 | 0.00% | 14q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $4.0K | 89 | 0.00% | new | NEW |
| MJT & Associates Financial Advisory Group, Inc. | $449 | 11 | 0.00% | 7q | HELD |
| CX Institutional | $2 | 36 | 0.00% | 2q | HELD |
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 | 38 | $155.9M | 3,510,256 | 3 | 13 | 15 | 0.0% |
| Q2 2026 | 720 | $15.7B | 335,479,323 | 59 | 308 | 200 | 0.0% |
| Q1 2026 | 713 | $14.0B | 298,858,811 | 68 | 321 | 186 | 0.0% |
| Q4 2025 | 698 | $13.0B | 275,927,652 | 73 | 295 | 166 | 0.0% |
| Q3 2025 | 629 | $15.9B | 339,100,840 | 54 | 279 | 175 | 0.0% |
| Q2 2025 | 629 | $12.8B | 276,777,157 | 65 | 254 | 194 | 0.0% |
| Q1 2025 | 621 | $17.4B | 376,072,810 | 57 | 252 | 202 | 0.0% |
| Q4 2024 | 631 | $18.0B | 396,551,315 | 65 | 265 | 160 | 0.0% |
| Q3 2024 | 594 | $17.0B | 359,570,087 | 64 | 265 | 167 | 0.0% |
| Q2 2024 | 587 | $16.4B | 362,282,347 | 65 | 242 | 179 | 0.0% |
| Q1 2024 | 580 | $16.5B | 361,789,663 | 61 | 246 | 167 | 0.0% |
| Q4 2023 | 581 | $17.2B | 371,588,813 | 64 | 215 | 176 | 0.0% |
| Q3 2023 | 538 | $14.5B | 330,425,419 | 53 | 220 | 164 | 0.0% |
| Q2 2023 | 537 | $14.3B | 311,866,368 | 64 | 207 | 159 | 0.0% |
| Q1 2023 | 515 | $14.3B | 307,038,739 | 62 | 206 | 154 | 0.0% |
| Q4 2022 | 525 | $13.5B | 295,644,649 | 64 | 168 | 196 | 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% |