VANGUARD SCOTTSDALE FDS (VONG)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
36
Reporting holders
$258.1M
Reported value
0.0%
Calls
0.0%
Puts
-923
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 |
|---|---|---|---|---|---|
| Seven Bridges Advisors LLC | $68.0M | 527,762 | 30.76% | 2q | +1.5%+$1.0M |
| Apella Capital, LLC | $58.4M | 440,631 | 0.74% | 24q | +9.4%+$5.0M |
| VALLEY WEALTH MANAGERS, INC. | $52.8M | 409,211 | 3.00% | 22q | -19.3%-$12.7M |
| Planning Strategies Inc. | $29.2M | 226,311 | 17.27% | 2q | +10.1%+$2.7M |
| Investors Research Corp | $10.2M | 79,143 | 1.79% | 15q | HELD |
| Venture Visionary Partners LLC | $7.0M | 54,246 | 0.18% | 16q | -2.8%-$200.6K |
| Crumly & Associates Inc. | $5.3M | 41,414 | 0.95% | 12q | -2.8%-$153.3K |
| Farther Finance Advisors, LLC | $4.9M | 37,913 | 0.03% | 16q | -4.2%-$213.5K |
| SAPIENT CAPITAL LLC | $3.7M | 28,915 | 0.05% | 12q | -67.6%-$7.8M |
| STEPH & CO | $3.1M | 24,360 | 0.80% | 21q | +10.1%+$287.9K |
| Wedmont Private Capital | $2.5M | 18,845 | 0.06% | 20q | -5.6%-$145.4K |
| ELEVATION WEALTH PARTNERS, LLC | $1.4M | 10,882 | 0.39% | 11q | -0.6%-$8.3K |
| RFG - Bristol Wealth Advisors, LLC | $1.4M | 10,685 | 0.33% | 8q | HELD |
| DAVIDSON TRUST CO | $1.3M | 9,740 | 0.50% | 11q | HELD |
| AMERICAN NATIONAL BANK & TRUST | $1.1M | 8,590 | 0.10% | 32q | HELD |
| CoreCap Advisors, LLC | $1.1M | 8,562 | 0.03% | 11q | +19.6%+$181.3K |
| Capital Planning LLC | $1.0M | 8,012 | 0.27% | 16q | HELD |
| Lee, Kelleher & Klein Wealth Management | $991.1K | 7,687 | 0.51% | 8q | HELD |
| Green Ridge Wealth Planning LLC | $756.9K | 5,871 | 0.30% | 4q | +7.9%+$55.4K |
| TITLEIST ASSET MANAGEMENT, LLC | $584.0K | 4,529 | 0.04% | 15q | HELD |
| Legacy Wealth Asset Management, LLC | $492.4K | 3,819 | 0.11% | 24q | HELD |
| Avidian Wealth Enterprises, LLC | $468.4K | 3,633 | 0.01% | 3q | +16.6%+$66.7K |
| Retireful, LLC | $413.6K | 3,208 | 0.36% | new | NEW |
| Balefire, LLC | $302.2K | 2,344 | 0.05% | 6q | -20.1%-$76.1K |
| ARMSTRONG ADVISORY GROUP, INC | $254.2K | 1,972 | 0.02% | 16q | +51.7%+$86.6K |
| INSPIRION WEALTH ADVISORS, LLC | $253.0K | 1,962 | 0.03% | 4q | HELD |
| EASTERN BANK | $246.9K | 1,915 | 0.00% | 9q | -42.1%-$179.7K |
| Roxbury Financial LLC | $233.4K | 1,810 | 0.18% | 8q | HELD |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $203.1K | 1,575 | 0.12% | 2q | HELD |
| Trust Co | $172.3K | 1,336 | 0.01% | 14q | +58.3%+$63.4K |
| GoalVest Advisory LLC | $166.7K | 1,293 | 0.03% | 4q | -43.6%-$128.9K |
| TOMPKINS FINANCIAL CORP | $69.9K | 542 | 0.00% | 12q | HELD |
| Central Pacific Bank - Trust Division | $20.1K | 156 | 0.00% | 11q | -3.7% |
| TOTH FINANCIAL ADVISORY CORP | $9.0K | 70 | 0.00% | new | NEW |
| MassMutual Private Wealth & Trust, FSB | $8.6K | 67 | 0.00% | new | NEW |
| GK Wealth Management LLC | $4.9K | 38 | 0.00% | new | NEW |
| LBJ Family Wealth Advisors, Ltd. | $1.9K | 14,730 | 0.97% | 21q | +4.3% |
| JACOBS & CO/CA | $270 | 2,100 | 0.02% | 6q | 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 | 36 | $258.1M | 1,989,049 | 4 | 9 | 11 | 0.0% |
| Q2 2026 | 959 | $33.3B | 260,693,758 | 113 | 320 | 239 | 0.0% |
| Q1 2026 | 863 | $28.2B | 255,715,395 | 82 | 297 | 243 | 0.0% |
| Q4 2025 | 859 | $21.8B | 178,806,122 | 77 | 268 | 221 | 0.0% |
| Q3 2025 | 787 | $18.5B | 154,574,204 | 84 | 248 | 227 | 0.0% |
| Q2 2025 | 752 | $17.2B | 157,513,562 | 93 | 259 | 192 | 0.0% |
| Q1 2025 | 715 | $14.1B | 151,487,562 | 64 | 242 | 199 | 0.0% |
| Q4 2024 | 741 | $14.6B | 141,540,757 | 99 | 245 | 168 | 0.0% |
| Q3 2024 | 637 | $13.1B | 136,205,264 | 59 | 216 | 165 | 0.0% |
| Q2 2024 | 616 | $13.0B | 138,574,378 | 75 | 210 | 161 | 0.0% |
| Q1 2024 | 581 | $13.1B | 151,744,642 | 66 | 194 | 160 | 0.0% |
| Q4 2023 | 543 | $11.3B | 144,096,772 | 66 | 166 | 136 | 0.0% |
| Q3 2023 | 472 | $8.7B | 127,273,672 | 51 | 157 | 127 | 0.0% |
| Q2 2023 | 458 | $8.5B | 119,470,475 | 62 | 141 | 132 | 0.0% |
| Q1 2023 | 422 | $7.2B | 115,196,458 | 54 | 156 | 107 | 0.0% |
| Q4 2022 | 402 | $7.4B | 134,782,376 | 64 | 164 | 78 | 0.0% |
| Q3 2022 | 357 | $4.7B | 86,627,872 | 47 | 143 | 73 | 0.0% |
| Q2 2022 | 336 | $3.6B | 63,225,570 | 45 | 124 | 90 | 0.0% |
| Q1 2022 | 338 | $4.6B | 89,979,739 | 41 | 116 | 81 | 0.0% |
| Q4 2021 | 336 | $4.8B | 61,571,831 | 35 | 109 | 81 | 0.0% |
| Q3 2021 | 298 | $4.0B | 55,863,325 | 43 | 106 | 71 | 0.0% |
| Q2 2021 | 272 | $3.8B | 54,994,693 | 38 | 221 | 8 | 0.0% |
| Q1 2021 | 264 | $3.0B | 12,823,128 | 33 | 86 | 73 | 0.0% |
| Q4 2020 | 252 | $3.2B | 12,918,310 | 23 | 75 | 69 | 0.0% |
| Q3 2020 | 225 | $2.8B | 12,546,335 | 29 | 64 | 71 | 0.0% |
| Q2 2020 | 203 | $2.4B | 12,072,677 | 38 | 65 | 59 | 0.0% |
| Q1 2020 | 179 | $1.8B | 11,944,405 | 31 | 63 | 51 | 0.0% |
| Q4 2019 | 176 | $2.0B | 10,934,505 | 25 | 61 | 44 | 0.0% |
| Q3 2019 | 145 | $1.7B | 10,311,296 | 11 | 47 | 44 | 0.0% |
| Q2 2019 | 148 | $1.6B | 9,668,114 | 18 | 54 | 44 | 0.0% |
| Q1 2019 | 138 | $1.3B | 8,321,909 | 19 | 41 | 44 | 0.0% |
| Q4 2018 | 131 | $1.0B | 7,788,007 | 2 | 1 | 4 | 0.0% |