VANGUARD SCOTTSDALE FDS (VTHR)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
237
Reporting holders
$1.8B
Reported value
0.0%
Held as options
+10
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 |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | $209.7M | 632,550 | 0.04% | 30q | -48.2%-$195.2M |
| MORGAN STANLEY | $206.2M | 622,262 | 0.01% | 35q | +22.0%+$37.2M |
| LINCOLN NATIONAL CORP | $151.9M | 458,185 | 3.89% | 7q | -1.0%-$1.5M |
| TOMPKINS FINANCIAL CORP | $98.7M | 297,851 | 6.91% | 6q | -0.5%-$534.3K |
| GOLDMAN SACHS GROUP INC | $92.8M | 279,973 | 0.01% | 9q | +27.0%+$19.8M |
| UBS Group AG | $77.4M | 233,388 | 0.01% | 31q | +19.2%+$12.4M |
| Focus Partners Wealth | $74.0M | 223,425 | 0.08% | 11q | -3.7%-$2.8M |
| Callan Family Office, LLC | $72.6M | 219,190 | 1.42% | 3q | -1.5%-$1.1M |
| Cliffwater LLC | $42.9M | 129,315 | 10.67% | 24q | -37.1%-$25.3M |
| RAYMOND JAMES FINANCIAL INC | $37.8M | 113,987 | 0.01% | 7q | +35.6%+$9.9M |
| Gotham Asset Management, LLC | $36.6M | 110,567 | 0.09% | 10q | +108.9%+$19.1M |
| AQR CAPITAL MANAGEMENT LLC | $34.6M | 104,527 | 0.01% | 9q | +15.8%+$4.7M |
| Trustees of Dartmouth College | $32.5M | 98,053 | 9.71% | new | NEW |
| Cerity Partners LLC | $32.4M | 97,663 | 0.04% | 18q | -3.2%-$1.1M |
| DIVERSIFIED TRUST CO | $26.6M | 80,244 | 0.43% | 25q | HELD |
| LPL Financial LLC | $26.5M | 80,039 | 0.01% | 31q | -0.7%-$184.3K |
| Fund Evaluation Group, LLC | $25.2M | 75,890 | 0.68% | 5q | -12.9%-$3.7M |
| HighTower Advisors, LLC | $23.4M | 70,668 | 0.02% | 22q | +21.3%+$4.1M |
| Sovereign Investment Advisors, LLC | $22.4M | 67,720 | 4.21% | 3q | +2939.5%+$21.7M |
| OpenArc Corporate Advisory, LLC | $21.2M | 63,886 | 0.25% | 3q | -3.6%-$784.2K |
| PENNINGTON PARTNERS & CO., LLC | $21.1M | 63,752 | 6.77% | 7q | HELD |
| AlphaCore Capital LLC | $19.2M | 57,817 | 0.35% | 6q | +21.0%+$3.3M |
| MML INVESTORS SERVICES, LLC | $19.0M | 57,435 | 0.04% | 25q | +48.2%+$6.2M |
| Diversified Portfolios, Inc. | $18.9M | 57,120 | 1.37% | 26q | HELD |
| NewEdge Advisors, LLC | $17.8M | 53,773 | 0.05% | new | NEW |
| Mariner, LLC | $17.7M | 53,297 | 0.02% | 17q | +12.5%+$2.0M |
| BANK OF AMERICA CORP /DE/ | $17.0M | 51,192 | 0.00% | 31q | -1.5%-$260.8K |
| ENVESTNET ASSET MANAGEMENT INC | $16.2M | 49,013 | 0.00% | 31q | +6.4%+$982.0K |
| JPMORGAN CHASE & CO | $12.0M | 36,494 | 0.00% | 20q | -2.2%-$266.2K |
| ADIRONDACK TRUST CO | $12.0M | 36,106 | 3.57% | 31q | +10.6%+$1.2M |
| COMMERCE BANK | $10.5M | 31,827 | 0.05% | 19q | +8.9%+$865.7K |
| Beacon Pointe Advisors, LLC | $10.5M | 31,768 | 0.05% | 3q | -11.0%-$1.3M |
| Greenspring Advisors, LLC | $9.7M | 29,339 | 0.54% | 3q | -1.0%-$101.1K |
| DB Fitzpatrick & Co, Inc | $9.0M | 27,098 | 3.54% | 19q | +87.0%+$4.2M |
| Bank of New York Mellon Corp | $8.8M | 26,455 | 0.00% | 5q | HELD |
| Cetera Investment Advisers | $8.6M | 25,920 | 0.01% | 11q | +1.9%+$157.1K |
| Pathstone Holdings, LLC | $8.3M | 25,149 | 0.02% | 11q | +2.6%+$212.1K |
| Pitcairn Wealth Advisors LLC | $7.9M | 23,750 | 0.86% | 3q | -6.0%-$504.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.8M | 26,533 | 0.01% | 9q | +14.7%+$1.0M |
| IEQ CAPITAL, LLC | $7.8M | 23,505 | 0.04% | 17q | +2.6%+$197.2K |
| Rockefeller Capital Management L.P. | $7.4M | 22,397 | 0.01% | 21q | +0.9%+$68.9K |
| Prosperity Consulting Group, LLC | $7.3M | 22,052 | 0.28% | 4q | -9.3%-$753.7K |
| GLENMEDE TRUST CO NA | $7.0M | 21,100 | 0.03% | 16q | HELD |
| Linscomb Wealth, Inc. | $6.3M | 18,939 | 0.27% | 31q | -5.2%-$341.0K |
| Kestra Advisory Services, LLC | $5.9M | 17,900 | 0.02% | 24q | +3.7%+$209.5K |
| CAPTRUST FINANCIAL ADVISORS | $5.9M | 17,737 | 0.01% | 31q | +10.0%+$532.3K |
| STIFEL FINANCIAL CORP | $5.8M | 17,542 | 0.00% | 19q | -4.8%-$290.0K |
| Tolleson Wealth Management, Inc. | $5.4M | 16,221 | 0.72% | 22q | HELD |
| WELLS FARGO & COMPANY/MN | $5.0M | 14,941 | 0.00% | 31q | -48.7%-$4.7M |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | $4.7M | 14,276 | 0.45% | 23q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.7M | 14,269 | 0.01% | 31q | -1.8%-$88.5K |
| Steward Partners Investment Advisory, LLC | $4.5M | 13,452 | 0.02% | 22q | -2.6%-$117.0K |
| Clearstead Advisors, LLC | $4.3M | 12,908 | 0.04% | 7q | -7.2%-$333.1K |
| Tennessee Valley Asset Management Partners | $4.2M | 12,784 | 0.47% | 16q | HELD |
| Lido Advisors, LLC | $3.8M | 11,452 | 0.01% | 8q | -5.6%-$223.4K |
| Financial Engines Advisors L.L.C. | $3.7M | 11,196 | 0.01% | 4q | -0.9%-$34.5K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $3.7M | 11,094 | 0.18% | 17q | -0.9%-$35.1K |
| Apella Capital, LLC | $3.7M | 11,069 | 0.05% | 5q | HELD |
| Coastline Trust Co | $3.6M | 10,852 | 0.32% | 11q | -3.0%-$112.7K |
| SageView Advisory Group, LLC | $3.6M | 10,784 | 0.12% | 3q | HELD |
| Bleakley Financial Group, LLC | $3.6M | 10,726 | 0.05% | 3q | -44.5%-$2.9M |
| PNC Financial Services Group, Inc. | $3.3M | 10,046 | 0.00% | 15q | HELD |
| FSA Investment Group, LLC | $3.3M | 9,999 | 1.08% | 7q | -3.0%-$103.4K |
| 1900 WEALTH MANAGEMENT LLC | $3.2M | 9,510 | 0.18% | 22q | HELD |
| LANARK FINANCIAL, INC. | $3.1M | 9,435 | 0.21% | 12q | HELD |
| Waverly Advisors, LLC | $3.0M | 8,925 | 0.02% | 10q | HELD |
| ROYAL BANK OF CANADA | $2.8M | 8,414 | 0.00% | 31q | -56.1%-$3.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.6M | 7,911 | 0.00% | 13q | +1030.1%+$2.4M |
| Verus Financial Partners, Inc. | $2.6M | 7,775 | 0.22% | 16q | -0.7%-$19.2K |
| Embree Financial Group | $2.5M | 7,407 | 0.25% | 11q | -23.2%-$742.4K |
| Investment Advisory Group, LLC | $2.3M | 7,084 | 0.51% | 10q | +9.3%+$199.2K |
| Wedmont Private Capital | $2.3M | 7,023 | 0.06% | 17q | +20.1%+$391.9K |
| Silver Coast Investments LLC | $2.2M | 6,681 | 0.66% | 10q | +2.6%+$56.3K |
| Hardy Reed LLC | $2.2M | 6,674 | 0.14% | 16q | HELD |
| Operose Advisors LLC | $2.1M | 6,357 | 0.41% | 19q | +33.9%+$532.9K |
| EVOLUTION WEALTH MANAGEMENT INC. | $1.9M | 5,802 | 1.13% | 5q | HELD |
| FLAGSHIP HARBOR ADVISORS, LLC | $1.9M | 5,765 | 0.07% | 6q | +1.1%+$21.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.9M | 5,705 | 0.00% | 22q | +146.9%+$1.1M |
| WHITTIER TRUST CO | $1.9M | 5,660 | 0.02% | 31q | HELD |
| OSAIC HOLDINGS, INC. | $1.8M | 5,428 | 0.00% | 26q | +170.9%+$1.1M |
| ORRSTOWN FINANCIAL SERVICES INC | $1.7M | 5,159 | 0.25% | 8q | HELD |
| JOHNSON INVESTMENT COUNSEL INC | $1.7M | 5,034 | 0.01% | 31q | +4.8%+$76.9K |
| WESBANCO BANK INC | $1.7M | 5,005 | 0.04% | 8q | HELD |
| GREAT VALLEY ADVISOR GROUP, INC. | $1.6M | 4,911 | 0.03% | 21q | HELD |
| FMR LLC | $1.6M | 4,815 | 0.00% | 31q | +3.0%+$47.1K |
| Compass Financial Group, INC/SD | $1.5M | 4,665 | 0.18% | 15q | HELD |
| Centennial Bank/AR/ | $1.5M | 4,661 | 0.50% | 6q | HELD |
| Private Wealth Asset Management, LLC | $1.5M | 4,400 | 0.14% | 5q | HELD |
| Cresset Asset Management, LLC | $1.4M | 4,165 | 0.00% | 6q | HELD |
| Dakota Wealth Management | $1.4M | 4,113 | 0.03% | 3q | +1.0%+$13.9K |
| Creative Planning | $1.4M | 4,107 | 0.00% | 24q | -72.2%-$3.5M |
| World Investment Advisors | $1.4M | 4,654 | 0.02% | 19q | -11.5%-$176.9K |
| McCartney Wealth Management LLC | $1.3M | 4,033 | 1.01% | 3q | HELD |
| FIRST FINANCIAL BANK - TRUST DIVISION | $1.2M | 3,743 | 0.09% | 17q | HELD |
| SHELTON CAPITAL MANAGEMENT | $1.2M | 3,715 | 0.02% | 2q | HELD |
| PVG ASSET MANAGEMENT CORP | $1.2M | 3,673 | 0.70% | 2q | +198.9%+$810.0K |
| MYCIO WEALTH PARTNERS, LLC | $1.2M | 3,632 | 0.23% | 5q | +76.0%+$519.7K |
| MAI Capital Management | $1.2M | 3,582 | 0.00% | 7q | +7.8%+$86.2K |
| Wealthspire Advisors, LLC | $1.1M | 3,437 | 0.01% | 16q | +0.6%+$6.6K |
| Sequoia Financial Advisors, LLC | $1.1M | 3,318 | 0.01% | 11q | HELD |
Showing the largest 100 of 247 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 | 237 | $1.8B | 5,541,684 | 23 | 54 | 62 | 0.0% |
| Q1 2026 | 227 | $1.7B | 5,752,675 | 20 | 59 | 50 | 0.0% |
| Q4 2025 | 222 | $1.5B | 4,890,917 | 27 | 48 | 46 | 0.0% |
| Q3 2025 | 198 | $1.2B | 4,153,189 | 14 | 37 | 61 | 0.0% |
| Q2 2025 | 195 | $1.1B | 4,212,249 | 21 | 54 | 42 | 0.0% |
| Q1 2025 | 189 | $929.3M | 3,766,933 | 20 | 57 | 34 | 0.0% |
| Q4 2024 | 179 | $990.9M | 3,815,035 | 22 | 38 | 37 | 0.0% |
| Q3 2024 | 151 | $720.6M | 2,840,714 | 11 | 38 | 29 | 0.0% |
| Q2 2024 | 150 | $686.1M | 2,863,044 | 14 | 33 | 36 | 0.0% |
| Q1 2024 | 140 | $710.3M | 3,050,322 | 18 | 29 | 33 | 0.0% |
| Q4 2023 | 127 | $545.1M | 2,559,733 | 11 | 34 | 26 | 0.0% |
| Q3 2023 | 120 | $401.3M | 2,104,301 | 4 | 23 | 38 | 0.0% |
| Q2 2023 | 119 | $456.5M | 2,316,850 | 10 | 30 | 31 | 0.0% |
| Q1 2023 | 114 | $439.4M | 2,716,047 | 10 | 29 | 27 | 0.0% |
| Q4 2022 | 103 | $354.4M | 2,060,311 | 13 | 27 | 28 | 0.0% |
| Q3 2022 | 122 | $399.4M | 2,472,815 | 13 | 32 | 29 | 0.0% |
| Q2 2022 | 121 | $372.8M | 2,200,822 | 16 | 36 | 23 | 0.0% |
| Q1 2022 | 119 | $399.6M | 1,978,568 | 18 | 31 | 24 | 0.0% |
| Q4 2021 | 107 | $383.4M | 1,777,715 | 9 | 34 | 17 | 0.0% |
| Q3 2021 | 101 | $306.5M | 1,542,304 | 3 | 22 | 27 | 0.0% |
| Q2 2021 | 106 | $317.0M | 1,590,573 | 14 | 29 | 25 | 0.0% |
| Q1 2021 | 98 | $263.8M | 1,422,283 | 18 | 23 | 19 | 0.0% |
| Q4 2020 | 84 | $226.9M | 1,303,354 | 8 | 21 | 15 | 0.0% |
| Q3 2020 | 80 | $175.0M | 1,149,639 | 10 | 13 | 24 | 0.0% |
| Q2 2020 | 75 | $137.4M | 979,935 | 10 | 16 | 21 | 0.0% |
| Q1 2020 | 72 | $98.9M | 859,819 | 10 | 16 | 20 | 0.0% |
| Q4 2019 | 73 | $122.3M | 835,968 | 11 | 19 | 13 | 0.0% |
| Q3 2019 | 66 | $108.6M | 803,513 | 7 | 14 | 15 | 0.0% |
| Q2 2019 | 61 | $98.4M | 735,121 | 5 | 16 | 14 | 0.0% |
| Q1 2019 | 63 | $103.5M | 796,745 | 8 | 11 | 23 | 0.0% |
| Q4 2018 | 61 | $88.8M | 777,900 | 0 | 2 | 2 | 0.0% |