VANGUARD SCOTTSDALE FDS (VONE)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
391
Reporting holders
$4.7B
Reported value
0.0%
Held as options
+19
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $490.4M | 1,447,810 | 0.03% | 35q | +11.5%+$50.6M |
| AMERIPRISE FINANCIAL INC | $282.8M | 834,987 | 0.06% | 31q | -54.1%-$333.9M |
| FMR LLC | $246.5M | 727,608 | 0.01% | 31q | -2.8%-$7.2M |
| UBS Group AG | $230.2M | 679,587 | 0.03% | 31q | -4.4%-$10.7M |
| STIFEL FINANCIAL CORP | $175.8M | 519,135 | 0.15% | 31q | +6.3%+$10.4M |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | $171.9M | 507,403 | 16.28% | 25q | -1.9%-$3.3M |
| Bank of New York Mellon Corp | $163.6M | 483,139 | 0.03% | 29q | +0.8%+$1.4M |
| BANK OF AMERICA CORP /DE/ | $160.2M | 472,836 | 0.01% | 31q | -14.9%-$28.0M |
| CITIGROUP INC | $155.5M | 459,097 | 0.05% | 31q | HELD |
| Jordan Park Group LLC | $146.5M | 432,391 | 7.43% | 5q | +6.1%+$8.4M |
| Apella Capital, LLC | $121.8M | 359,515 | 1.72% | 7q | +8.7%+$9.8M |
| RAYMOND JAMES FINANCIAL INC | $108.7M | 320,828 | 0.03% | 7q | +2.8%+$3.0M |
| Waverly Advisors, LLC | $99.7M | 294,301 | 0.58% | 31q | -1.0%-$958.2K |
| Cerity Partners LLC | $97.4M | 287,674 | 0.12% | 19q | -0.9%-$840.0K |
| MAI Capital Management | $86.9M | 256,565 | 0.33% | 26q | +58.4%+$32.1M |
| ENVESTNET ASSET MANAGEMENT INC | $85.0M | 250,978 | 0.02% | 31q | +6.4%+$5.1M |
| Flower City Capital | $82.7M | 244,063 | 36.40% | 16q | +1.4%+$1.1M |
| WELLS FARGO & COMPANY/MN | $75.7M | 223,611 | 0.01% | 31q | -51.4%-$80.1M |
| Summit Trail Advisors, LLC | $72.1M | 212,940 | 0.91% | new | NEW |
| Colter Lewis Investment Partners LLC | $62.9M | 185,576 | 27.94% | new | NEW |
| Beacon Pointe Advisors, LLC | $59.9M | 176,755 | 0.28% | 31q | +2.9%+$1.7M |
| Sherrill & Hutchins Financial Advisory, Inc | $52.8M | 155,798 | 25.23% | 11q | -1.1%-$578.2K |
| Heartwood Wealth Advisors LLC | $50.9M | 150,400 | 3.96% | 10q | +3.0%+$1.5M |
| Hilltop Partners LLC | $46.8M | 138,127 | 11.35% | 15q | -44.9%-$38.2M |
| GOLDMAN SACHS GROUP INC | $42.4M | 125,051 | 0.00% | 25q | +7.7%+$3.0M |
| JONES FINANCIAL COMPANIES LLLP | $41.8M | 126,472 | 0.02% | 15q | +28.1%+$9.2M |
| MERCER GLOBAL ADVISORS INC /ADV | $41.1M | 121,282 | 0.03% | 22q | +86.3%+$19.0M |
| HighTower Advisors, LLC | $39.6M | 116,860 | 0.04% | 22q | -1.7%-$693.0K |
| VANGUARD ADVISERS INC | $38.0M | 112,042 | 0.13% | 2q | -0.7%-$262.5K |
| OLD NATIONAL BANCORP /IN/ | $37.9M | 111,935 | 0.75% | 10q | +5.8%+$2.1M |
| Hirtle & Co., LLC | $35.8M | 105,694 | 1.18% | 20q | +11.8%+$3.8M |
| Cetera Investment Advisers | $33.7M | 99,482 | 0.03% | 10q | +0.6%+$213.4K |
| Pathstone Holdings, LLC | $32.7M | 96,431 | 0.10% | 11q | +42.9%+$9.8M |
| KEYBANK NATIONAL ASSOCIATION/OH | $28.8M | 85,086 | 0.09% | 31q | -22.2%-$8.2M |
| AQR CAPITAL MANAGEMENT LLC | $27.3M | 80,637 | 0.01% | 11q | +0.9%+$235.7K |
| CHOREO, LLC | $26.2M | 77,331 | 0.29% | 13q | +4.1%+$1.0M |
| MML INVESTORS SERVICES, LLC | $26.0M | 76,622 | 0.05% | 31q | +72.4%+$10.9M |
| LPL Financial LLC | $25.8M | 76,260 | 0.01% | 31q | -29.5%-$10.8M |
| CHERRYDALE WEALTH MANAGEMENT, LLC | $25.6M | 75,506 | 6.69% | 15q | +3.3%+$817.3K |
| 1900 WEALTH MANAGEMENT LLC | $25.2M | 74,306 | 1.40% | 12q | +2.6%+$631.7K |
| JPMORGAN CHASE & CO | $24.8M | 73,816 | 0.00% | 31q | +4.1%+$976.6K |
| Zhang Financial LLC | $23.6M | 69,623 | 0.69% | 18q | +239.5%+$16.6M |
| Stegner Investment Associates Inc. | $22.8M | 67,323 | 10.84% | 24q | HELD |
| NICOLET BANKSHARES INC | $21.7M | 64,114 | 0.69% | 3q | +4.2%+$876.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $21.3M | 62,305 | 0.04% | 26q | -2.3%-$503.5K |
| Arbor Investment Advisors, LLC | $18.1M | 53,349 | 2.05% | 26q | HELD |
| Modern Wealth Management, LLC | $17.1M | 50,499 | 0.20% | 9q | -13.5%-$2.7M |
| Focus Partners Wealth | $15.3M | 45,225 | 0.02% | 11q | +18.4%+$2.4M |
| Pitcairn Wealth Advisors LLC | $14.5M | 42,892 | 1.59% | 3q | -1.9%-$284.9K |
| Savant Capital, LLC | $14.2M | 44,773 | 0.04% | 16q | +112.2%+$7.5M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $13.7M | 40,358 | 0.01% | 31q | +0.5%+$70.1K |
| RHUMBLINE ADVISERS | $13.2M | 38,925 | 0.01% | 4q | -4.4%-$609.7K |
| NORTHERN TRUST CORP | $11.4M | 33,694 | 0.00% | 31q | HELD |
| Mariner, LLC | $11.4M | 33,698 | 0.01% | 20q | -9.9%-$1.3M |
| Creative Planning | $11.0M | 32,384 | 0.01% | 31q | +6.8%+$695.7K |
| COZAD ASSET MANAGEMENT INC | $10.8M | 31,881 | 0.70% | 25q | -6.6%-$766.5K |
| COLDSTREAM CAPITAL MANAGEMENT INC | $10.7M | 31,718 | 0.13% | 20q | -1.9%-$207.3K |
| M&T Bank Corp | $10.5M | 30,880 | 0.03% | 16q | +9.4%+$897.6K |
| ROYAL BANK OF CANADA | $10.4M | 30,736 | 0.00% | 31q | HELD |
| Thrive Wealth Management, LLC | $10.4M | 30,625 | 1.32% | 19q | -1.8%-$195.4K |
| FOUNDERS CAPITAL MANAGEMENT, LLC | $10.2M | 30,204 | 1.53% | 13q | HELD |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | $10.2M | 30,154 | 0.44% | 23q | -2.4%-$254.7K |
| CAPTRUST FINANCIAL ADVISORS | $10.1M | 29,929 | 0.02% | 8q | +33.1%+$2.5M |
| Rialto Wealth Management, LLC | $10.1M | 29,688 | 1.99% | 7q | -6.7%-$720.5K |
| Owl Creek Wealth Partners LLC | $10.0M | 29,573 | 2.93% | 2q | +1.3%+$131.4K |
| FourThought Financial Partners, LLC | $9.7M | 28,769 | 0.75% | 15q | -2.0%-$202.6K |
| Crusonia Wealth Advisors LLC | $9.3M | 27,524 | 1.53% | 3q | -1.7%-$157.5K |
| COMMERCE BANK | $9.3M | 27,318 | 0.04% | 23q | +6.7%+$584.6K |
| Nova R Wealth, Inc. | $9.0M | 26,655 | 2.63% | 17q | -3.4%-$313.7K |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $9.0M | 26,626 | 0.05% | 2q | +4.4%+$382.1K |
| SAPIENT CAPITAL LLC | $9.0M | 26,458 | 0.06% | 11q | +101.0%+$4.5M |
| Navigate Wealth Management, LLC | $8.9M | 26,535 | 5.53% | 2q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $8.7M | 25,789 | 0.01% | 31q | +4.6%+$384.8K |
| FIFTH THIRD BANCORP | $8.6M | 25,435 | 0.01% | 27q | -0.6%-$50.8K |
| Capstone Financial Advisors, Inc. | $7.7M | 22,634 | 0.37% | 17q | HELD |
| Alesco Advisors, LLC, An ESL Co | $7.5M | 22,119 | 0.17% | 18q | -0.9%-$68.1K |
| Allworth Financial LP | $7.4M | 21,917 | 0.03% | 26q | -3.9%-$304.5K |
| PRECEDENT WEALTH PARTNERS, LLC | $7.4M | 21,793 | 1.23% | 6q | +20.3%+$1.2M |
| Hapanowicz & Associates Financial Services, Inc | $7.3M | 21,485 | 2.26% | 31q | -2.6%-$197.1K |
| Note Advisors, LLC | $7.2M | 21,373 | 3.14% | 7q | -3.2%-$235.8K |
| Brown Financial Advisory | $7.2M | 21,172 | 3.00% | 23q | HELD |
| SouthState Bank Corp | $6.9M | 20,394 | 0.29% | 6q | -5.6%-$407.5K |
| Arete Wealth Advisors, LLC | $6.9M | 20,254 | 0.15% | 7q | +53.7%+$2.4M |
| Brooklyn FI, LLC | $6.6M | 19,425 | 1.20% | 6q | -0.5%-$35.5K |
| Napier Financial, LLC | $6.5M | 19,114 | 1.35% | 3q | +3.0%+$190.0K |
| Aaron Wealth Advisors LLC | $6.0M | 17,861 | 0.31% | 19q | -1.2%-$76.2K |
| FIRST MANHATTAN CO. LLC. | $6.0M | 17,633 | 0.02% | 26q | -1.3%-$81.0K |
| Arax Advisory Partners | $5.9M | 17,451 | 0.04% | 5q | +26.3%+$1.2M |
| Gotham Asset Management, LLC | $5.9M | 17,412 | 0.01% | 5q | HELD |
| OSAIC HOLDINGS, INC. | $5.7M | 16,786 | 0.01% | 26q | +208.5%+$3.9M |
| LPWM LLC | $5.7M | 16,780 | 1.26% | 27q | +3.7%+$205.3K |
| Francis Financial, Inc. | $5.5M | 16,268 | 0.90% | 5q | +16.1%+$764.8K |
| TRUIST FINANCIAL CORP | $5.2M | 15,459 | 0.01% | 27q | +3.3%+$166.0K |
| Baird Financial Group, Inc. | $5.2M | 15,448 | 0.01% | 19q | HELD |
| CBIZ Investment Advisory Services, LLC | $5.2M | 17,674 | 0.19% | 17q | HELD |
| CMH Wealth Management LLC | $5.2M | 15,258 | 0.79% | 13q | -0.7%-$35.9K |
| REGIONS FINANCIAL CORP | $5.1M | 15,137 | 0.03% | 31q | HELD |
| Keystone Financial Group | $4.8M | 14,048 | 0.28% | 8q | +18.4%+$740.8K |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | $4.7M | 13,818 | 0.07% | 4q | HELD |
| Clearstead Advisors, LLC | $4.3M | 12,654 | 0.04% | 15q | +53.7%+$1.5M |
Showing the largest 100 of 407 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 | 391 | $4.7B | 13,898,576 | 45 | 96 | 97 | 0.0% |
| Q1 2026 | 372 | $4.3B | 14,569,631 | 35 | 105 | 88 | 0.0% |
| Q4 2025 | 367 | $4.2B | 13,552,485 | 27 | 91 | 81 | 0.0% |
| Q3 2025 | 333 | $3.7B | 12,341,148 | 29 | 78 | 99 | 0.0% |
| Q2 2025 | 322 | $3.4B | 12,193,098 | 38 | 92 | 82 | 0.0% |
| Q1 2025 | 302 | $2.8B | 11,141,969 | 23 | 79 | 91 | 0.0% |
| Q4 2024 | 304 | $2.9B | 10,891,215 | 25 | 70 | 89 | 0.0% |
| Q3 2024 | 275 | $2.8B | 10,738,876 | 22 | 78 | 81 | 0.0% |
| Q2 2024 | 265 | $2.6B | 10,683,542 | 21 | 59 | 73 | 0.0% |
| Q1 2024 | 251 | $2.8B | 11,862,021 | 28 | 71 | 69 | 0.0% |
| Q4 2023 | 244 | $2.4B | 11,048,604 | 29 | 81 | 61 | 0.1% |
| Q3 2023 | 219 | $1.9B | 9,798,011 | 15 | 58 | 62 | 0.9% |
| Q2 2023 | 219 | $1.9B | 9,547,407 | 21 | 52 | 75 | 0.0% |
| Q1 2023 | 198 | $2.0B | 10,622,581 | 22 | 45 | 69 | 0.1% |
| Q4 2022 | 181 | $1.9B | 11,128,539 | 26 | 70 | 37 | 0.1% |
| Q3 2022 | 195 | $1.6B | 9,648,713 | 20 | 62 | 46 | 0.0% |
| Q2 2022 | 192 | $1.5B | 8,612,486 | 18 | 53 | 48 | 0.0% |
| Q1 2022 | 189 | $1.6B | 7,533,431 | 20 | 46 | 44 | 0.0% |
| Q4 2021 | 178 | $1.6B | 7,502,191 | 19 | 54 | 37 | 0.0% |
| Q3 2021 | 153 | $1.4B | 6,720,957 | 11 | 46 | 33 | 0.0% |
| Q2 2021 | 151 | $1.3B | 6,305,025 | 13 | 45 | 38 | 0.0% |
| Q1 2021 | 148 | $1.2B | 6,616,217 | 17 | 41 | 38 | 0.0% |
| Q4 2020 | 139 | $1.0B | 5,922,631 | 18 | 41 | 34 | 0.0% |
| Q3 2020 | 123 | $857.2M | 5,534,591 | 16 | 30 | 43 | 0.0% |
| Q2 2020 | 114 | $752.7M | 5,259,076 | 18 | 30 | 32 | 0.0% |
| Q1 2020 | 103 | $522.6M | 4,423,752 | 22 | 30 | 22 | 0.0% |
| Q4 2019 | 98 | $528.3M | 3,569,274 | 18 | 27 | 24 | 0.0% |
| Q3 2019 | 85 | $525.9M | 3,860,888 | 5 | 15 | 27 | 0.0% |
| Q2 2019 | 86 | $519.4M | 3,854,105 | 7 | 25 | 27 | 0.0% |
| Q1 2019 | 87 | $425.4M | 3,274,024 | 13 | 20 | 20 | 0.0% |
| Q4 2018 | 78 | $349.6M | 3,049,259 | 2 | 2 | 0 | 0.0% |