VANGUARD SCOTTSDALE FDS (VTWG)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
217
Reporting holders
$797.0M
Reported value
0.2%
Held as options
+17
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/ | $88.8M | 308,503 | 0.01% | 31q | +1.0%+$901.9K |
| MORGAN STANLEY | $74.1M | 257,410 | 0.00% | 35q | +15.4%+$9.9M |
| Pathstone Holdings, LLC | $49.8M | 172,944 | 0.14% | 9q | +2.6%+$1.3M |
| ASSETMARK, INC | $32.5M | 113,045 | 0.06% | 30q | -1.5%-$504.6K |
| OSAIC HOLDINGS, INC. | $29.1M | 101,066 | 0.03% | 26q | +2.0%+$582.5K |
| TFC Financial Management, Inc. | $25.1M | 87,140 | 2.78% | 2q | +5.8%+$1.4M |
| LPL Financial LLC | $22.7M | 78,870 | 0.01% | 31q | +25.8%+$4.6M |
| AMERIPRISE FINANCIAL INC | $22.0M | 75,181 | 0.00% | 23q | -50.2%-$22.2M |
| WELLS FARGO & COMPANY/MN | $21.8M | 75,664 | 0.00% | 31q | -48.5%-$20.5M |
| Systelligence, LLC | $19.5M | 67,915 | 3.26% | 3q | -8.2%-$1.8M |
| QUEST INVESTMENT MANAGEMENT LLC | $19.3M | 66,964 | 2.25% | 3q | HELD |
| AMG National Trust Bank | $15.6M | 54,279 | 0.32% | 7q | +61.1%+$5.9M |
| Sound Income Strategies, LLC | $15.6M | 54,217 | 0.70% | 6q | +16.4%+$2.2M |
| UBS Group AG | $14.2M | 49,393 | 0.00% | 31q | -4.8%-$711.7K |
| Equitable Holdings, Inc. | $14.2M | 49,292 | 0.08% | 27q | -5.7%-$861.0K |
| ENVESTNET ASSET MANAGEMENT INC | $12.1M | 42,219 | 0.00% | 31q | -3.7%-$471.5K |
| WestHill Financial Advisors, Inc. | $11.9M | 41,503 | 2.03% | 22q | HELD |
| RAYMOND JAMES FINANCIAL INC | $11.4M | 39,615 | 0.00% | 7q | -1.5%-$178.9K |
| Rockefeller Capital Management L.P. | $11.3M | 39,370 | 0.02% | 24q | -3.5%-$413.1K |
| Cetera Investment Advisers | $10.7M | 37,169 | 0.01% | 23q | -2.4%-$262.6K |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $9.8M | 34,002 | 0.06% | 31q | +0.8%+$79.4K |
| Institute for Wealth Management, LLC. | $9.4M | 32,625 | 0.83% | 9q | -3.0%-$292.6K |
| LJI Wealth Management, LLC | $9.1M | 31,517 | 1.27% | 9q | -6.6%-$637.5K |
| STIFEL FINANCIAL CORP | $8.4M | 29,201 | 0.01% | 14q | +35.9%+$2.2M |
| Nvest Financial, LLC | $7.8M | 27,103 | 2.47% | 3q | +9.1%+$649.0K |
| WESTWOOD HOLDINGS GROUP INC | $6.9M | 23,922 | 0.05% | 19q | -12.5%-$982.7K |
| Fifth Third Securities, Inc. | $6.8M | 23,571 | 0.39% | 17q | -5.8%-$415.1K |
| Centric Wealth Management | $6.5M | 24,280 | 1.02% | 5q | +41.5%+$1.9M |
| ROYAL BANK OF CANADA | $6.5M | 22,662 | 0.00% | 31q | -21.0%-$1.7M |
| RIVERSEDGE ADVISORS, LLC | $6.3M | 21,783 | 0.83% | 26q | -2.0%-$130.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6.2M | 21,507 | 0.00% | 6q | -31.8%-$2.9M |
| HighTower Advisors, LLC | $5.9M | 20,675 | 0.01% | 22q | -15.7%-$1.1M |
| Kestra Advisory Services, LLC | $5.8M | 20,081 | 0.02% | 24q | -41.9%-$4.2M |
| TD Waterhouse Canada Inc. | $5.5M | 19,203 | 0.01% | 10q | -2.4%-$132.9K |
| Virtue Capital Management, LLC | $5.4M | 18,829 | 0.72% | 21q | +8.5%+$422.9K |
| Vestmark Advisory Solutions, Inc. | $5.2M | 18,061 | 0.05% | new | NEW |
| CITADEL ADVISORS LLC | $5.1M | 11,843 | 0.00% | 5q | HELD |
| Savant Capital, LLC | $5.1M | 19,787 | 0.02% | 12q | +99.3%+$2.5M |
| GOLDMAN SACHS GROUP INC | $5.1M | 17,654 | 0.00% | 22q | +91.7%+$2.4M |
| RWA WEALTH PARTNERS, LLC | $5.1M | 17,629 | 0.05% | 11q | +3.2%+$158.2K |
| JPMORGAN CHASE & CO | $5.0M | 17,538 | 0.00% | 22q | +68.0%+$2.0M |
| Allegheny Financial Group | $4.7M | 16,440 | 0.50% | 17q | -2.2%-$105.3K |
| IVC Wealth Advisors LLC | $4.7M | 16,314 | 1.83% | 23q | -1.7%-$80.6K |
| COMMERCE BANK | $4.7M | 16,180 | 0.02% | 18q | +12.3%+$510.6K |
| Creative Planning | $3.9M | 13,520 | 0.00% | 25q | -1.2%-$48.3K |
| Vermillion Wealth Management, Inc. | $3.9M | 13,504 | 0.91% | 7q | +6.1%+$222.1K |
| FIDUCIENT ADVISORS LLC | $3.7M | 12,911 | 0.53% | new | NEW |
| National Philanthropic Trust | $3.5M | 12,147 | 0.05% | 4q | +2.0%+$67.9K |
| Grey Fox Wealth Advisors, LLC | $3.4M | 11,822 | 0.53% | 15q | +6.4%+$203.1K |
| Summit Financial, LLC | $3.3M | 11,504 | 0.04% | 4q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $3.2M | 11,099 | 0.00% | 3q | +13.5%+$379.2K |
| Concurrent Investment Advisors, LLC | $3.1M | 10,722 | 0.03% | 10q | -1.3%-$40.6K |
| FIFTH THIRD BANCORP | $3.0M | 10,456 | 0.00% | 2q | HELD |
| Bragg Financial Advisors, Inc | $3.0M | 10,450 | 0.08% | 25q | +2.3%+$68.2K |
| Clearstead Advisors, LLC | $2.8M | 9,607 | 0.03% | 9q | HELD |
| NYL Investors LLC | $2.7M | 9,482 | 1.05% | 5q | HELD |
| D.A. DAVIDSON & CO. | $2.7M | 9,380 | 0.01% | 3q | HELD |
| OPPENHEIMER & CO INC | $2.7M | 9,278 | 0.03% | 16q | +14.3%+$334.6K |
| IEQ CAPITAL, LLC | $2.7M | 9,222 | 0.01% | 7q | -21.0%-$705.7K |
| TRUIST FINANCIAL CORP | $2.6M | 9,113 | 0.00% | 27q | +0.5%+$13.8K |
| GREAT VALLEY ADVISOR GROUP, INC. | $2.5M | 8,825 | 0.04% | 7q | HELD |
| MML INVESTORS SERVICES, LLC | $2.2M | 7,781 | 0.00% | 31q | +5.9%+$125.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 6,563 | 0.00% | 31q | -2.1%-$40.3K |
| Keystone Global Partners, LLC | $1.9M | 6,543 | 0.71% | 6q | -17.3%-$393.3K |
| GTS SECURITIES LLC | $1.8M | 6,363 | 0.04% | 2q | -52.1%-$2.0M |
| CAPTRUST FINANCIAL ADVISORS | $1.8M | 6,337 | 0.00% | 26q | +2.1%+$37.4K |
| OPPENHEIMER ASSET MANAGEMENT INC. | $1.7M | 5,981 | 0.02% | 22q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $1.7M | 5,852 | 0.00% | 7q | +139.4%+$980.4K |
| BROWN ADVISORY INC | $1.6M | 5,465 | 0.00% | 31q | HELD |
| Mariner, LLC | $1.5M | 5,381 | 0.00% | 6q | +7.1%+$103.0K |
| Prosperity Consulting Group, LLC | $1.5M | 5,356 | 0.06% | 7q | -1.2%-$19.0K |
| Stratos Wealth Partners, LTD. | $1.5M | 5,220 | 0.02% | 31q | HELD |
| FourThought Financial Partners, LLC | $1.4M | 4,734 | 0.11% | 15q | -1.5%-$21.3K |
| NICOLET BANKSHARES INC | $1.3M | 4,588 | 0.04% | 2q | -4.2%-$57.8K |
| TD PRIVATE CLIENT WEALTH LLC | $1.2M | 4,338 | 0.02% | 6q | +30.7%+$293.1K |
| VANCE WEALTH, LLC | $1.2M | 4,157 | 0.27% | 17q | -1.2%-$15.0K |
| JONES FINANCIAL COMPANIES LLLP | $1.2M | 4,125 | 0.00% | 11q | +20.8%+$201.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.1M | 3,991 | 0.00% | 31q | -3.5%-$41.4K |
| NewEdge Advisors, LLC | $1.0M | 3,649 | 0.00% | new | NEW |
| MONETA GROUP INVESTMENT ADVISORS LLC | $991.5K | 3,447 | 0.01% | 14q | HELD |
| 1900 WEALTH MANAGEMENT LLC | $987.6K | 3,433 | 0.05% | 22q | +0.8%+$7.5K |
| FIRST NATIONAL BANK OF OMAHA | $957.4K | 3,362 | 0.03% | 3q | -12.2%-$133.3K |
| Private Advisor Group, LLC | $910.8K | 3,166 | 0.00% | 12q | -95.6%-$19.6M |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | $884.3K | 3,074 | 0.40% | 11q | -11.8%-$117.9K |
| Gotham Asset Management, LLC | $863.0K | 3,000 | 0.00% | 6q | HELD |
| Financial Engines Advisors L.L.C. | $859.9K | 2,989 | 0.00% | 5q | -10.0%-$95.2K |
| Curi Capital, LLC | $840.3K | 2,921 | 0.01% | 5q | HELD |
| Belvedere Trading LLC | $831.4K | 2,890 | 0.00% | new | NEW |
| Chicago Partners Investment Group LLC | $817.7K | 2,995 | 0.02% | 15q | HELD |
| Michels Family Financial, LLC | $785.5K | 2,731 | 0.50% | 7q | -1.0%-$8.1K |
| Elm3 Financial Group, LLC | $777.3K | 2,702 | 0.53% | 3q | -16.6%-$154.2K |
| Quantinno Capital Management LP | $773.6K | 2,689 | 0.00% | 3q | +42.7%+$231.6K |
| Tower Research Capital LLC (TRC) | $749.1K | 2,604 | 0.02% | 2q | -48.9%-$717.8K |
| Arkadios Wealth Advisors | $722.7K | 2,512 | 0.01% | 5q | HELD |
| Cornerstone Wealth Management, LLC | $681.6K | 2,369 | 0.03% | 11q | +0.9%+$6.0K |
| Global Retirement Partners, LLC | $667.5K | 2,320 | 0.01% | 16q | +30.3%+$155.1K |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | $624.6K | 2,171 | 0.03% | 31q | HELD |
| Avantax Planning Partners, Inc. | $611.3K | 2,125 | 0.02% | 2q | HELD |
| Gladstone Institutional Advisory LLC | $606.4K | 2,108 | 0.02% | 16q | -39.9%-$402.5K |
| Modera Wealth Management, LLC | $584.5K | 2,032 | 0.01% | 15q | HELD |
Showing the largest 100 of 223 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 | 217 | $797.0M | 2,767,491 | 29 | 51 | 63 | 0.2% |
| Q1 2026 | 200 | $676.3M | 2,943,064 | 28 | 54 | 49 | 0.2% |
| Q4 2025 | 186 | $579.6M | 2,448,659 | 25 | 43 | 50 | 0.1% |
| Q3 2025 | 162 | $518.2M | 2,213,531 | 16 | 40 | 48 | 0.1% |
| Q2 2025 | 153 | $489.9M | 2,349,703 | 16 | 49 | 36 | 0.0% |
| Q1 2025 | 149 | $419.6M | 2,250,198 | 11 | 40 | 41 | 0.1% |
| Q4 2024 | 156 | $457.8M | 2,178,833 | 21 | 31 | 33 | 0.0% |
| Q3 2024 | 142 | $488.4M | 2,357,227 | 13 | 44 | 39 | 0.0% |
| Q2 2024 | 135 | $442.7M | 2,310,403 | 13 | 39 | 30 | 0.0% |
| Q1 2024 | 134 | $391.0M | 1,992,521 | 19 | 33 | 38 | 0.0% |
| Q4 2023 | 131 | $373.0M | 2,034,302 | 16 | 45 | 29 | 0.0% |
| Q3 2023 | 117 | $291.7M | 1,785,128 | 13 | 30 | 34 | 0.0% |
| Q2 2023 | 108 | $340.3M | 1,931,298 | 3 | 30 | 32 | 0.0% |
| Q1 2023 | 104 | $274.0M | 1,663,592 | 8 | 34 | 32 | 0.0% |
| Q4 2022 | 106 | $252.6M | 1,621,543 | 19 | 32 | 27 | 0.0% |
| Q3 2022 | 113 | $263.8M | 1,757,896 | 13 | 37 | 28 | 0.0% |
| Q2 2022 | 108 | $241.9M | 1,611,825 | 17 | 41 | 21 | 0.0% |
| Q1 2022 | 113 | $247.6M | 1,332,880 | 17 | 41 | 27 | 0.0% |
| Q4 2021 | 110 | $278.9M | 1,307,395 | 8 | 40 | 21 | 0.0% |
| Q3 2021 | 107 | $244.0M | 1,142,289 | 12 | 30 | 25 | 0.0% |
| Q2 2021 | 100 | $258.6M | 1,140,212 | 11 | 26 | 28 | 0.0% |
| Q1 2021 | 97 | $247.9M | 1,134,333 | 17 | 31 | 24 | 0.0% |
| Q4 2020 | 84 | $189.3M | 907,090 | 14 | 22 | 18 | 0.0% |
| Q3 2020 | 68 | $138.4M | 857,680 | 7 | 20 | 18 | 0.0% |
| Q2 2020 | 64 | $118.8M | 789,533 | 16 | 13 | 20 | 0.0% |
| Q1 2020 | 52 | $87.7M | 759,821 | 5 | 15 | 18 | 0.0% |
| Q4 2019 | 62 | $123.6M | 793,096 | 7 | 14 | 23 | 0.0% |
| Q3 2019 | 62 | $121.0M | 864,715 | 4 | 21 | 16 | 0.0% |
| Q2 2019 | 60 | $124.5M | 848,636 | 3 | 20 | 18 | 0.0% |
| Q1 2019 | 61 | $125.3M | 875,911 | 5 | 17 | 19 | 0.0% |
| Q4 2018 | 61 | $98.0M | 803,795 | 1 | 1 | 3 | 0.0% |