VANGUARD SCOTTSDALE FDS (VONG)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
923
Reporting holders
$31.8B
Reported value
0.0%
Held as options
+90
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/ | $9.7B | 75,510,712 | 0.62% | 31q | -0.8%-$77.8M |
| UBS Group AG | $3.8B | 29,798,193 | 0.48% | 21q | +3.4%+$124.6M |
| LPL Financial LLC | $2.2B | 17,043,233 | 0.49% | 31q | +1.6%+$33.3M |
| MORGAN STANLEY | $1.3B | 10,112,210 | 0.07% | 35q | +3.9%+$48.0M |
| Cetera Investment Advisers | $1.2B | 9,549,145 | 1.11% | 23q | +0.6%+$7.3M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $724.2M | 5,666,238 | 2.49% | 2q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $691.5M | 5,410,693 | 0.16% | 31q | +6.8%+$43.9M |
| WELLS FARGO & COMPANY/MN | $574.2M | 4,492,677 | 0.09% | 31q | -47.0%-$509.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $543.7M | 4,253,714 | 0.10% | 3q | -18.0%-$119.0M |
| CITIGROUP INC | $457.2M | 3,577,452 | 0.15% | 15q | HELD |
| AMERIPRISE FINANCIAL INC | $449.0M | 3,510,147 | 0.09% | 31q | -55.8%-$568.0M |
| Sequoia Financial Advisors, LLC | $438.0M | 3,426,943 | 2.18% | 31q | -1.6%-$7.0M |
| RAYMOND JAMES FINANCIAL INC | $406.4M | 3,179,933 | 0.11% | 7q | +2.1%+$8.3M |
| TRUIST FINANCIAL CORP | $262.4M | 2,052,685 | 0.31% | 27q | +5.0%+$12.5M |
| COMMONWEALTH EQUITY SERVICES, LLC | $261.6M | 2,046,952 | 0.33% | 31q | +1.6%+$4.1M |
| Creative Planning | $257.0M | 2,010,520 | 0.15% | 31q | -6.5%-$17.8M |
| SageView Advisory Group, LLC | $246.9M | 1,931,426 | 8.09% | 15q | -6.4%-$16.8M |
| HighTower Advisors, LLC | $238.5M | 1,865,989 | 0.23% | 22q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $235.3M | 1,927,184 | 0.09% | 11q | -7.2%-$18.3M |
| Corient Private Wealth LP | $215.6M | 1,686,936 | 0.14% | 15q | +85.9%+$99.6M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $214.0M | 1,674,624 | 0.32% | new | NEW |
| Equitable Holdings, Inc. | $193.6M | 1,575,282 | 1.16% | 26q | +1.2%+$2.3M |
| OSAIC HOLDINGS, INC. | $186.0M | 1,455,258 | 0.22% | 26q | +5.3%+$9.4M |
| Pathstone Holdings, LLC | $177.2M | 1,386,338 | 0.52% | 11q | +10.8%+$17.2M |
| Cerity Partners LLC | $161.9M | 1,266,738 | 0.20% | 25q | +27.7%+$35.1M |
| Cresset Asset Management, LLC | $160.5M | 1,255,576 | 0.58% | 11q | +74.2%+$68.4M |
| FIFTH THIRD BANCORP | $158.8M | 1,242,770 | 0.26% | 31q | HELD |
| ROYAL BANK OF CANADA | $156.7M | 1,226,410 | 0.02% | 31q | -4.8%-$8.0M |
| Beacon Pointe Advisors, LLC | $152.2M | 1,190,589 | 0.71% | 31q | +10.9%+$15.0M |
| Apollon Wealth Management, LLC | $144.8M | 1,133,318 | 1.76% | 16q | +33.8%+$36.6M |
| Quent Capital, LLC | $143.1M | 1,119,968 | 8.79% | 19q | +2.3%+$3.2M |
| GOLDMAN SACHS GROUP INC | $140.3M | 1,097,771 | 0.01% | 31q | -16.1%-$26.9M |
| PRUDENTIAL FINANCIAL INC | $137.1M | 1,072,320 | 0.15% | 27q | -5.2%-$7.5M |
| JPMORGAN CHASE & CO | $124.2M | 989,491 | 0.01% | 31q | -1.8%-$2.3M |
| PNC Financial Services Group, Inc. | $122.4M | 957,966 | 0.06% | 31q | HELD |
| Aaron Wealth Advisors LLC | $102.0M | 797,921 | 5.18% | 23q | -7.5%-$8.3M |
| Rockefeller Capital Management L.P. | $97.7M | 764,316 | 0.15% | 22q | +6.7%+$6.2M |
| Global Strategic Investment Solutions, LLC | $87.9M | 687,743 | 7.79% | 22q | -1.1%-$967.8K |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $87.4M | 683,725 | 0.57% | 31q | -11.8%-$11.7M |
| LPWM LLC | $87.2M | 682,435 | 19.35% | 27q | +3.3%+$2.8M |
| WestHill Financial Advisors, Inc. | $83.7M | 655,188 | 14.26% | 22q | HELD |
| SCS Capital Management LLC | $81.6M | 638,200 | 0.77% | 6q | +9.7%+$7.2M |
| 93 Financial Group, LLC | $76.9M | 601,405 | 30.34% | 3q | HELD |
| Alliance Wealth Advisors, LLC /UT | $70.9M | 554,931 | 13.37% | 4q | +22.1%+$12.8M |
| Baltimore-Washington Financial Advisors, Inc. | $70.7M | 553,037 | 2.64% | 16q | +3.0%+$2.0M |
| EXCHANGE TRADED CONCEPTS, LLC | $69.9M | 547,254 | 0.16% | 5q | +132.1%+$39.8M |
| Waldron Private Wealth LLC | $68.3M | 534,614 | 2.37% | 31q | -2.2%-$1.5M |
| Hapanowicz & Associates Financial Services, Inc | $67.9M | 531,074 | 21.11% | 31q | +0.6%+$398.0K |
| Nadler Financial Group, Inc. | $67.2M | 525,540 | 5.69% | 31q | +0.8%+$527.7K |
| Wealthquest Corp | $67.1M | 525,384 | 4.24% | 20q | -9.8%-$7.3M |
| CAPTRUST FINANCIAL ADVISORS | $67.1M | 524,846 | 0.10% | 31q | -10.8%-$8.2M |
| Seven Bridges Advisors LLC | $66.5M | 519,988 | 32.04% | new | FIRST |
| CIBC Bancorp USA Inc. | $66.2M | 518,038 | 0.08% | 2q | +41.4%+$19.4M |
| VALLEY WEALTH MANAGERS, INC. | $64.8M | 507,390 | 3.75% | 21q | -4.6%-$3.1M |
| Modera Wealth Management, LLC | $63.9M | 499,958 | 0.68% | 15q | HELD |
| CITIZENS & NORTHERN CORP | $59.1M | 462,175 | 13.50% | 31q | +20.2%+$9.9M |
| NewEdge Advisors, LLC | $56.2M | 440,091 | 0.17% | new | NEW |
| STEPHENS INC /AR/ | $55.9M | 437,676 | 0.63% | 13q | -0.9%-$485.2K |
| COMMERCE BANK | $53.6M | 419,053 | 0.24% | 25q | +16.6%+$7.6M |
| Snowden Capital Advisors LLC | $53.4M | 417,425 | 1.26% | 10q | -5.2%-$2.9M |
| Mariner, LLC | $50.6M | 396,131 | 0.05% | 21q | -14.8%-$8.8M |
| Apella Capital, LLC | $50.3M | 402,893 | 0.71% | 23q | +13.3%+$5.9M |
| Bank of New York Mellon Corp | $50.0M | 391,233 | 0.01% | 24q | +4.2%+$2.0M |
| TIAA TRUST, NATIONAL ASSOCIATION | $48.8M | 382,105 | 2.89% | 12q | -1.1%-$518.4K |
| One Capital Management, LLC | $45.7M | 416,362 | 1.27% | 21q | HELD |
| Wealthspire Retirement, LLC | $45.0M | 352,091 | 2.47% | 26q | +3.7%+$1.6M |
| Clearstead Advisors, LLC | $44.5M | 347,785 | 0.42% | 15q | -11.2%-$5.6M |
| Tolleson Wealth Management, Inc. | $43.5M | 340,015 | 5.86% | 6q | HELD |
| FIRST NATIONAL BANK OF OMAHA | $43.2M | 344,539 | 1.22% | 3q | +18.8%+$6.8M |
| Atlantic Union Bankshares Corp | $42.3M | 331,269 | 0.71% | 23q | +13.7%+$5.1M |
| ASSETMARK, INC | $41.1M | 321,550 | 0.07% | 30q | -29.6%-$17.3M |
| Pacific Life Fund Advisors LLC | $40.9M | 319,951 | 4.50% | 9q | -7.3%-$3.2M |
| Summit Financial Strategies, Inc. | $39.7M | 310,757 | 2.79% | 3q | +24.9%+$7.9M |
| MML INVESTORS SERVICES, LLC | $39.5M | 308,934 | 0.08% | 31q | +12.3%+$4.3M |
| Lido Advisors, LLC | $39.4M | 308,350 | 0.11% | 10q | -6.8%-$2.9M |
| Windward Private Wealth Management Inc. | $39.3M | 307,150 | 12.56% | 23q | +2.3%+$872.6K |
| Steele Capital Management, Inc. | $39.1M | 306,208 | 1.44% | 11q | HELD |
| M&T Bank Corp | $38.8M | 303,485 | 0.11% | 17q | +104.7%+$19.8M |
| TD PRIVATE CLIENT WEALTH LLC | $38.7M | 302,869 | 0.71% | 23q | +4.3%+$1.6M |
| Highland Financial Advisors, LLC | $38.3M | 299,639 | 8.42% | 17q | +21.4%+$6.7M |
| D.A. DAVIDSON & CO. | $36.9M | 288,920 | 0.20% | 28q | +3.5%+$1.2M |
| LVW Advisors, LLC | $36.8M | 288,259 | 3.18% | 30q | -9.8%-$4.0M |
| Haverford Trust Co | $33.7M | 263,796 | 0.29% | 5q | +11.3%+$3.4M |
| NICOLET BANKSHARES INC | $33.5M | 262,461 | 1.07% | 2q | -1.1%-$388.2K |
| GLENMEDE TRUST CO NA | $32.2M | 251,667 | 0.14% | 10q | +33.0%+$8.0M |
| AMG National Trust Bank | $30.4M | 237,808 | 0.62% | 7q | +270.2%+$22.2M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $30.0M | 235,188 | 0.05% | 12q | -2.3%-$718.2K |
| Advisors Capital Management, LLC | $29.9M | 233,717 | 0.32% | 7q | +18.1%+$4.6M |
| Cynosure Group, LLC | $29.7M | 232,626 | 4.47% | 6q | -11.5%-$3.9M |
| &PARTNERS | $28.5M | 222,661 | 0.12% | 9q | +1.8%+$512.7K |
| Global Retirement Partners, LLC | $28.2M | 220,568 | 0.43% | 16q | +14.2%+$3.5M |
| Arrowroot Family Office, LLC | $28.0M | 218,720 | 8.00% | 12q | +5.8%+$1.5M |
| CONDOR CAPITAL MANAGEMENT | $27.2M | 212,590 | 2.04% | 26q | -1.9%-$537.3K |
| Bernardo Wealth Planning LLC | $27.1M | 212,221 | 4.63% | 31q | +3.7%+$957.7K |
| Perkins Coie Trust Co | $26.4M | 206,319 | 4.37% | 27q | +1.9%+$485.0K |
| Planning Strategies Inc. | $26.3M | 205,539 | 16.39% | new | FIRST |
| Wealth Dimensions Group, Ltd. | $26.3M | 205,402 | 4.70% | 23q | +0.5%+$136.9K |
| STIFEL FINANCIAL CORP | $26.2M | 205,056 | 0.02% | 28q | +12.1%+$2.8M |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | $25.7M | 201,440 | 0.37% | 12q | -3.3%-$873.5K |
| Procyon Advisors, LLC | $23.4M | 182,886 | 1.01% | 10q | +12.1%+$2.5M |
Showing the largest 100 of 952 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 | 923 | $31.8B | 249,440,161 | 111 | 311 | 226 | 0.0% |
| Q1 2026 | 833 | $27.7B | 250,646,607 | 81 | 285 | 234 | 0.0% |
| Q4 2025 | 826 | $21.2B | 174,555,848 | 75 | 256 | 212 | 0.0% |
| Q3 2025 | 754 | $17.9B | 149,675,323 | 79 | 236 | 217 | 0.0% |
| Q2 2025 | 715 | $16.6B | 151,557,638 | 88 | 245 | 182 | 0.0% |
| Q1 2025 | 676 | $13.5B | 145,666,236 | 61 | 227 | 187 | 0.0% |
| Q4 2024 | 702 | $14.0B | 135,609,226 | 95 | 229 | 162 | 0.0% |
| Q3 2024 | 598 | $12.8B | 132,230,702 | 57 | 200 | 156 | 0.0% |
| Q2 2024 | 570 | $12.4B | 132,691,007 | 65 | 192 | 152 | 0.0% |
| Q1 2024 | 536 | $12.7B | 146,208,946 | 63 | 176 | 149 | 0.0% |
| Q4 2023 | 494 | $10.8B | 138,207,000 | 60 | 146 | 129 | 0.0% |
| Q3 2023 | 426 | $8.3B | 121,378,588 | 45 | 143 | 115 | 0.0% |
| Q2 2023 | 408 | $8.0B | 113,161,814 | 54 | 127 | 116 | 0.0% |
| Q1 2023 | 370 | $6.8B | 108,720,328 | 45 | 135 | 96 | 0.0% |
| Q4 2022 | 335 | $5.6B | 101,038,098 | 54 | 142 | 59 | 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% |