VANGUARD SCOTTSDALE FDS (VTC)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
140
Reporting holders
$1.1B
Reported value
0.0%
Held as options
+9
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 |
|---|---|---|---|---|---|
| NEPC LLC | $379.7M | 4,943,439 | 7.08% | 12q | +5.6%+$20.0M |
| Wedmont Private Capital | $111.6M | 1,469,754 | 3.06% | 19q | +8.4%+$8.6M |
| Pathstone Holdings, LLC | $75.2M | 979,361 | 0.22% | new | NEW |
| Capital Asset Advisory Services LLC | $56.5M | 735,952 | 2.05% | 15q | +2.8%+$1.5M |
| AXXCESS WEALTH MANAGEMENT, LLC | $56.3M | 732,637 | 0.90% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $43.5M | 565,786 | 0.00% | 31q | +4.6%+$1.9M |
| Warwick Investment Management, Inc. | $39.8M | 517,656 | 4.46% | 5q | +50.5%+$13.3M |
| CITADEL ADVISORS LLC | $32.0M | 416,368 | 0.00% | 9q | +1128.9%+$29.4M |
| MML INVESTORS SERVICES, LLC | $25.9M | 336,814 | 0.05% | 26q | +13.0%+$3.0M |
| UBS Group AG | $15.0M | 194,820 | 0.00% | 31q | -14.4%-$2.5M |
| LPL Financial LLC | $14.6M | 189,689 | 0.00% | 31q | +8.0%+$1.1M |
| CoreCap Advisors, LLC | $13.2M | 172,305 | 0.39% | 6q | +11.1%+$1.3M |
| Beacon Pointe Advisors, LLC | $12.5M | 163,219 | 0.06% | 3q | +6.0%+$707.8K |
| SAX WEALTH ADVISORS, LLC | $10.8M | 140,829 | 0.44% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10.7M | 139,635 | 0.00% | new | NEW |
| Concurrent Investment Advisors, LLC | $10.5M | 136,096 | 0.09% | new | NEW |
| SUCCESSION FINANCIAL, INC. | $10.4M | 135,694 | 9.91% | new | FIRST |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $9.0M | 117,355 | 0.00% | 3q | HELD |
| North Dakota State Investment Board | $7.5M | 98,039 | 0.31% | 3q | -73.0%-$20.3M |
| ROYAL BANK OF CANADA | $7.2M | 93,243 | 0.00% | 30q | -17.1%-$1.5M |
| JANE STREET GROUP, LLC | $6.4M | 83,219 | 0.00% | 2q | +513.2%+$5.3M |
| Drucker Wealth 3.0, LLC | $5.9M | 77,049 | 0.94% | 9q | -1.4%-$81.5K |
| TITLEIST ASSET MANAGEMENT, LLC | $5.6M | 72,409 | 0.37% | 7q | -1.2%-$67.0K |
| ENVESTNET ASSET MANAGEMENT INC | $5.4M | 70,908 | 0.00% | 29q | +15.0%+$711.1K |
| Corient Private Wealth LP | $5.0M | 64,694 | 0.00% | 5q | +65.7%+$2.0M |
| Smartleaf Asset Management LLC | $4.4M | 57,056 | 0.14% | 2q | HELD |
| TRUIST FINANCIAL CORP | $4.0M | 52,618 | 0.00% | 11q | +1.0%+$38.3K |
| BFSG, LLC | $4.0M | 51,631 | 0.35% | 20q | +1.4%+$52.8K |
| Perigon Wealth Management, LLC | $3.7M | 48,263 | 0.06% | 8q | +18.2%+$570.0K |
| Marble Wealth, LLC | $3.3M | 42,753 | 0.50% | 3q | -4.6%-$157.7K |
| STIFEL FINANCIAL CORP | $3.1M | 40,069 | 0.00% | 15q | -43.4%-$2.4M |
| Valpey Financial Services, LLC | $2.9M | 38,411 | 1.76% | 5q | +1.7%+$49.6K |
| TD Waterhouse Canada Inc. | $2.6M | 34,466 | 0.01% | 19q | -2.8%-$76.0K |
| Raine Group LLC | $2.5M | 32,347 | 28.04% | 14q | -17.2%-$514.5K |
| CreativeOne Wealth, LLC | $2.2M | 28,596 | 0.05% | 6q | -2.0%-$45.1K |
| Fort Point Capital Partners LLC | $2.0M | 25,816 | 0.14% | 15q | +22.7%+$366.9K |
| AMERIPRISE FINANCIAL INC | $1.9M | 25,044 | 0.00% | 25q | -52.6%-$2.1M |
| RWA WEALTH PARTNERS, LLC | $1.9M | 24,633 | 0.02% | 16q | -10.9%-$231.9K |
| Chicago Partners Investment Group LLC | $1.7M | 22,803 | 0.03% | 17q | -12.9%-$254.2K |
| NATIONAL BANK OF CANADA /FI/ | $1.6M | 21,196 | 0.00% | 15q | +2.0%+$31.5K |
| GOLDMAN SACHS GROUP INC | $1.5M | 20,050 | 0.00% | 8q | +37.4%+$419.4K |
| NISA INVESTMENT ADVISORS, LLC | $1.4M | 18,648 | 0.00% | 2q | +1.3%+$17.9K |
| Private Advisor Group, LLC | $1.4M | 17,914 | 0.01% | 30q | -38.9%-$875.4K |
| GDS Wealth Management | $1.3M | 16,672 | 0.06% | 15q | -10.4%-$148.8K |
| RFG Advisory, LLC | $1.2M | 16,056 | 0.02% | 10q | -25.1%-$412.8K |
| Legacy Edge Advisors, LLC | $1.2M | 15,200 | 0.06% | 10q | +95.3%+$571.8K |
| Cetera Investment Advisers | $1.2M | 15,217 | 0.00% | 15q | +6.3%+$69.5K |
| MORGAN STANLEY | $1.2M | 15,007 | 0.00% | 24q | HELD |
| OSAIC HOLDINGS, INC. | $1.1M | 14,877 | 0.00% | 26q | +23.3%+$215.7K |
| Topsail Wealth Management, LLC | $1.1M | 14,851 | 0.15% | 7q | +1.1%+$12.6K |
| OneDigital Investment Advisors LLC | $1.1M | 14,108 | 0.01% | 4q | -62.5%-$1.8M |
| Hamilton Capital, LLC | $1.1M | 14,001 | 0.05% | 3q | HELD |
| RAYMOND JAMES FINANCIAL INC | $1.0M | 13,598 | 0.00% | 7q | +11.6%+$108.2K |
| BNP PARIBAS | $946.4K | 12,323 | 0.03% | 10q | +18.5%+$147.7K |
| Kelsey Financial, LLC | $905.9K | 11,796 | 0.69% | 3q | +27.0%+$192.7K |
| Nicholas Wealth, LLC. | $817.4K | 10,644 | 0.45% | 2q | +38.1%+$225.4K |
| Savvy Advisors, Inc. | $811.3K | 10,564 | 0.02% | 9q | +1.0%+$7.7K |
| Sanctuary Advisors, LLC | $758.4K | 9,875 | 0.00% | 9q | HELD |
| Breakwater Investment Management | $731.5K | 9,525 | 0.25% | 9q | -24.1%-$231.9K |
| Note Advisors, LLC | $715.0K | 9,310 | 0.31% | 7q | HELD |
| Rare Wolf Capital LLC | $706.4K | 9,198 | 0.45% | 3q | +10.2%+$65.3K |
| KING LUTHER CAPITAL MANAGEMENT CORP | $702.3K | 9,144 | 0.00% | 15q | -3.0%-$21.7K |
| Axis Wealth Partners, LLC | $697.9K | 9,087 | 0.33% | 7q | +5.2%+$34.6K |
| Integrated Wealth Concepts LLC | $645.3K | 8,403 | 0.00% | 6q | +57.6%+$235.9K |
| Pinnacle Bancorp, Inc. | $567.6K | 7,391 | 0.15% | 26q | -3.4%-$19.9K |
| CRA Financial Services, LLC | $533.4K | 6,945 | 0.06% | 4q | +1.5%+$7.7K |
| Farther Finance Advisors, LLC | $517.8K | 6,742 | 0.00% | 6q | -2.4%-$12.6K |
| John W. Brooker & Co., CPAs | $510.6K | 6,648 | 0.62% | new | NEW |
| Cerity Partners LLC | $489.8K | 6,377 | 0.00% | 2q | +3.6%+$17.1K |
| Creative Planning | $479.1K | 6,239 | 0.00% | 18q | -5.0%-$25.3K |
| Fiera Capital Corp | $453.3K | 5,902 | 0.00% | 7q | HELD |
| AE Wealth Management LLC | $449.2K | 5,849 | 0.00% | 27q | -0.6%-$2.6K |
| Sound Income Strategies, LLC | $435.7K | 5,673 | 0.02% | 4q | -20.1%-$109.7K |
| ALTFEST L J & CO INC | $411.0K | 5,352 | 0.04% | 17q | +13.0%+$47.2K |
| Golden State Wealth Management, LLC | $404.3K | 5,263 | 0.04% | 7q | +1.3%+$5.0K |
| OneAscent Wealth Management LLC | $381.8K | 4,971 | 0.11% | 13q | +1.1%+$4.1K |
| GUIDANCE CAPITAL, INC | $374.2K | 4,927 | 0.08% | new | NEW |
| Tempo Wealth, LLC | $372.2K | 4,847 | 0.06% | 3q | +1.2%+$4.5K |
| Mutual Advisors, LLC | $359.6K | 4,683 | 0.01% | 23q | +20.1%+$60.3K |
| Kestra Advisory Services, LLC | $355.5K | 4,629 | 0.00% | 5q | -50.1%-$357.3K |
| HARBOUR INVESTMENTS, INC. | $329.3K | 4,288 | 0.00% | 13q | +3.3%+$10.4K |
| DiPaolo Financial Group, Inc. | $307.7K | 4,006 | 0.20% | 3q | HELD |
| Ameritas Advisory Services, LLC | $306.4K | 3,989 | 0.01% | new | NEW |
| SEAMOUNT FINANCIAL GROUP INC | $297.2K | 3,870 | 0.12% | 11q | +1.1%+$3.1K |
| Financial Engines Advisors L.L.C. | $295.4K | 3,846 | 0.00% | 7q | -35.0%-$158.8K |
| Busey Bank | $293.8K | 3,825 | 0.01% | 10q | HELD |
| Peachtree Investment Partners, LLC | $278.9K | 3,632 | 0.09% | 25q | HELD |
| NewEdge Advisors, LLC | $278.4K | 3,625 | 0.00% | 4q | -63.3%-$479.2K |
| JPMORGAN CHASE & CO | $278.2K | 3,604 | 0.00% | 14q | -84.6%-$1.5M |
| BANK OF MONTREAL /CAN/ | $271.0K | 3,529 | 0.00% | 7q | -5.7%-$16.4K |
| TWO SIGMA SECURITIES, LLC | $254.8K | 3,318 | 0.02% | 3q | +7.6%+$18.0K |
| McKinley Carter Wealth Services, Inc. | $252.1K | 3,282 | 0.01% | 4q | +12.3%+$27.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $250.2K | 3,257 | 0.00% | 14q | -0.6%-$1.6K |
| LEVEL FOUR ADVISORY SERVICES, LLC | $249.9K | 3,254 | 0.01% | new | NEW |
| Quantinno Capital Management LP | $238.4K | 3,103 | 0.00% | new | NEW |
| American Investment Services, Inc. | $231.2K | 3,011 | 0.05% | 4q | HELD |
| Oregon Pacific Wealth Management, LLC | $230.1K | 2,996 | 0.22% | 7q | HELD |
| Stratos Wealth Partners, LTD. | $224.6K | 2,924 | 0.00% | new | NEW |
| Kraft, Davis & Associates, LLC | $213.6K | 2,813 | 0.04% | 3q | HELD |
| STEPHENS INC /AR/ | $211.2K | 2,750 | 0.00% | 21q | HELD |
Showing the largest 100 of 149 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 | 140 | $1.1B | 13,701,376 | 17 | 52 | 38 | 0.0% |
| Q1 2026 | 131 | $896.8M | 11,663,177 | 16 | 53 | 34 | 0.0% |
| Q4 2025 | 132 | $868.8M | 11,183,987 | 14 | 49 | 32 | 0.0% |
| Q3 2025 | 117 | $713.6M | 9,107,643 | 15 | 51 | 21 | 0.0% |
| Q2 2025 | 108 | $674.5M | 8,733,779 | 10 | 32 | 30 | 0.0% |
| Q1 2025 | 103 | $633.7M | 8,278,136 | 9 | 35 | 33 | 0.0% |
| Q4 2024 | 106 | $624.6M | 8,260,991 | 20 | 31 | 28 | 0.0% |
| Q3 2024 | 88 | $586.3M | 7,418,636 | 10 | 30 | 25 | 0.0% |
| Q2 2024 | 92 | $557.0M | 7,342,699 | 11 | 32 | 23 | 0.0% |
| Q1 2024 | 89 | $554.6M | 7,254,504 | 13 | 34 | 21 | 0.0% |
| Q4 2023 | 91 | $481.9M | 6,225,320 | 16 | 29 | 26 | 0.0% |
| Q3 2023 | 71 | $481.8M | 6,653,491 | 14 | 28 | 19 | 0.0% |
| Q2 2023 | 69 | $662.3M | 8,754,823 | 7 | 33 | 13 | 0.0% |
| Q1 2023 | 71 | $581.4M | 7,582,453 | 15 | 20 | 21 | 0.0% |
| Q4 2022 | 59 | $544.9M | 7,242,993 | 13 | 17 | 17 | 0.1% |
| Q3 2022 | 72 | $205.5M | 2,827,338 | 9 | 23 | 20 | 0.2% |
| Q2 2022 | 71 | $174.5M | 2,257,629 | 11 | 16 | 30 | 0.2% |
| Q1 2022 | 67 | $210.4M | 2,514,184 | 6 | 20 | 25 | 0.2% |
| Q4 2021 | 76 | $196.5M | 2,160,542 | 11 | 31 | 15 | 0.4% |
| Q3 2021 | 65 | $165.8M | 1,816,785 | 9 | 29 | 11 | 0.0% |
| Q2 2021 | 63 | $243.2M | 2,643,936 | 8 | 21 | 19 | 0.0% |
| Q1 2021 | 63 | $172.3M | 1,927,570 | 7 | 26 | 17 | 0.0% |
| Q4 2020 | 69 | $160.3M | 1,703,988 | 10 | 33 | 10 | 0.0% |
| Q3 2020 | 62 | $137.2M | 1,488,809 | 13 | 33 | 7 | 0.0% |
| Q2 2020 | 51 | $98.0M | 1,066,918 | 15 | 19 | 10 | 0.0% |
| Q1 2020 | 42 | $77.8M | 910,723 | 13 | 14 | 5 | 0.0% |
| Q4 2019 | 31 | $55.1M | 622,158 | 8 | 16 | 0 | 0.0% |
| Q3 2019 | 26 | $44.9M | 507,327 | 3 | 11 | 4 | 0.0% |
| Q2 2019 | 24 | $30.6M | 353,130 | 11 | 5 | 3 | 0.0% |
| Q1 2019 | 15 | $22.5M | 268,090 | 7 | 3 | 1 | 0.0% |
| Q4 2018 | 10 | $12.7M | 158,376 | 0 | 0 | 1 | 0.0% |