VANGUARD SCOTTSDALE FDS (VTWO)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
712
Reporting holders
$13.1B
Reported value
0.1%
Held as options
+60
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/ | $3.0B | 24,964,224 | 0.20% | 31q | +4.7%+$137.0M |
| UBS Group AG | $1.6B | 13,062,676 | 0.20% | 21q | +1.9%+$30.2M |
| MORGAN STANLEY | $1.1B | 8,955,617 | 0.06% | 35q | HELD |
| NEOS Investment Management LLC | $1.0B | 8,513,553 | 3.81% | 9q | +28.9%+$231.8M |
| US BANCORP \DE\ | $716.0M | 5,896,669 | 0.78% | 31q | +2.4%+$16.8M |
| WELLS FARGO & COMPANY/MN | $495.0M | 4,076,388 | 0.08% | 31q | -45.5%-$413.5M |
| ENVESTNET ASSET MANAGEMENT INC | $438.7M | 3,612,932 | 0.10% | 31q | HELD |
| EXCHANGE TRADED CONCEPTS, LLC | $359.5M | 2,960,708 | 0.82% | 3q | +133.8%+$205.7M |
| JONES FINANCIAL COMPANIES LLLP | $354.5M | 2,947,269 | 0.14% | 17q | -29.8%-$150.4M |
| GOLDMAN SACHS GROUP INC | $345.9M | 2,849,165 | 0.03% | 31q | -3.1%-$11.1M |
| STIFEL FINANCIAL CORP | $275.5M | 2,269,264 | 0.23% | 23q | +53.4%+$95.9M |
| JPMORGAN CHASE & CO | $224.9M | 1,861,145 | 0.01% | 31q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $218.9M | 1,803,053 | 0.04% | 3q | -25.2%-$73.7M |
| LPL Financial LLC | $148.9M | 1,226,242 | 0.03% | 31q | +14.5%+$18.8M |
| TRUIST FINANCIAL CORP | $137.5M | 1,132,212 | 0.16% | 30q | +66.3%+$54.8M |
| NEUBERGER BERMAN GROUP LLC | $104.7M | 862,639 | 0.07% | 10q | -0.8%-$881.6K |
| BANK OF MONTREAL /CAN/ | $94.0M | 774,422 | 0.03% | 23q | +12.5%+$10.4M |
| RAYMOND JAMES FINANCIAL INC | $89.9M | 740,209 | 0.02% | 7q | +4.3%+$3.7M |
| AMG National Trust Bank | $76.4M | 628,901 | 1.57% | 7q | +17.0%+$11.1M |
| MAI Capital Management | $76.2M | 627,845 | 0.29% | 7q | +7430.8%+$75.2M |
| Henshaw Capital LLC | $70.7M | 582,050 | 2.30% | 26q | HELD |
| AMERIPRISE FINANCIAL INC | $68.8M | 566,229 | 0.01% | 31q | -51.5%-$73.0M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $51.0M | 420,000 | 0.07% | 3q | -16.3%-$10.0M |
| Venturi Wealth Management, LLC | $50.5M | 415,648 | 1.95% | 23q | -2.8%-$1.5M |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $47.0M | 387,207 | 0.24% | 31q | -18.4%-$10.6M |
| Turim 21 Investimentos Ltda. | $44.7M | 121,344 | 7.29% | 2q | +4.3%+$1.9M |
| WESBANCO BANK INC | $42.7M | 352,082 | 1.06% | 8q | +28.9%+$9.6M |
| ROYAL BANK OF CANADA | $37.7M | 310,408 | 0.01% | 31q | -12.6%-$5.4M |
| Envestnet Portfolio Solutions, Inc. | $36.8M | 302,916 | 0.18% | 12q | +49.8%+$12.2M |
| Waverly Advisors, LLC | $35.7M | 294,285 | 0.21% | 31q | -7.2%-$2.8M |
| AE Wealth Management LLC | $35.2M | 289,507 | 0.16% | 25q | +2.6%+$892.3K |
| FIRST CITIZENS BANK & TRUST CO | $31.8M | 261,877 | 0.48% | 24q | +61.0%+$12.0M |
| MOODY NATIONAL BANK TRUST DIVISION | $31.6M | 260,175 | 2.62% | 25q | +28.3%+$7.0M |
| Rockefeller Capital Management L.P. | $31.0M | 255,238 | 0.05% | 28q | +27.8%+$6.7M |
| Lido Advisors, LLC | $28.5M | 234,831 | 0.08% | 15q | -15.2%-$5.1M |
| Cetera Investment Advisers | $27.1M | 223,431 | 0.02% | 23q | +1.0%+$271.0K |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | $25.0M | 206,297 | 2.37% | 24q | -10.3%-$2.9M |
| OSAIC HOLDINGS, INC. | $24.3M | 199,997 | 0.03% | 26q | +10.2%+$2.2M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $23.4M | 192,676 | 0.01% | 31q | +1.0%+$229.4K |
| GLENMEDE TRUST CO NA | $22.4M | 184,661 | 0.10% | 7q | +7.2%+$1.5M |
| S. R. Schill & Associates | $20.5M | 168,515 | 12.35% | 24q | -11.6%-$2.7M |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | $20.1M | 165,262 | 0.71% | 14q | +44.1%+$6.1M |
| Focus Partners Wealth | $20.1M | 165,195 | 0.02% | 11q | -7.2%-$1.6M |
| ALERUS FINANCIAL NA | $19.0M | 156,705 | 0.83% | 5q | -3.1%-$612.9K |
| MML INVESTORS SERVICES, LLC | $18.8M | 155,114 | 0.04% | 31q | +18.1%+$2.9M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $18.6M | 152,902 | 0.01% | 18q | +4.4%+$778.1K |
| LBMC INVESTMENT ADVISORS, LLC | $18.1M | 149,225 | 0.98% | 31q | HELD |
| Corient Private Wealth LP | $18.0M | 148,373 | 0.01% | 15q | +69.5%+$7.4M |
| Cadent Capital Advisors, LLC | $17.8M | 146,404 | 3.66% | 5q | +2.5%+$436.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $17.5M | 144,231 | 0.02% | 31q | -7.1%-$1.3M |
| Cerity Partners LLC | $17.5M | 143,888 | 0.02% | 29q | -3.5%-$632.4K |
| Fusion Capital, LLC | $17.3M | 142,253 | 4.01% | 27q | +1.4%+$246.5K |
| CENTRAL VALLEY ADVISORS, LLC | $16.6M | 136,486 | 4.25% | 7q | -2.1%-$348.5K |
| SVB WEALTH LLC | $16.1M | 132,310 | 1.01% | 11q | -9.9%-$1.8M |
| BNP PARIBAS FINANCIAL MARKETS | $15.9M | 131,213 | 0.01% | 8q | -52.3%-$17.5M |
| PNC Financial Services Group, Inc. | $15.8M | 130,473 | 0.01% | 31q | +0.6%+$101.6K |
| Pathstone Holdings, LLC | $15.0M | 123,634 | 0.04% | 11q | +3.1%+$458.0K |
| Rockbridge Investment Management, LCC | $14.8M | 121,911 | 1.20% | 8q | +6.1%+$848.4K |
| LVW Advisors, LLC | $14.6M | 120,557 | 1.26% | 31q | +70.3%+$6.0M |
| WELLINGTON MANAGEMENT GROUP LLP | $14.1M | 116,435 | 0.00% | 6q | -5.0%-$743.6K |
| CIBC WORLD MARKET INC. | $13.8M | 113,442 | 0.02% | 31q | -6.4%-$935.2K |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $13.8M | 113,415 | 1.19% | 15q | +4.4%+$580.5K |
| Fairfield University | $12.9M | 105,913 | 5.21% | 2q | HELD |
| Zuckerman Investment Group, LLC | $12.7M | 104,587 | 1.07% | 25q | +0.5%+$64.1K |
| MERCER GLOBAL ADVISORS INC /ADV | $12.7M | 104,386 | 0.01% | 21q | +101.4%+$6.4M |
| Cresset Asset Management, LLC | $12.2M | 100,163 | 0.04% | 13q | -24.0%-$3.8M |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | $12.1M | 100,000 | 0.48% | 31q | HELD |
| Vise Technologies, Inc. | $12.1M | 99,914 | 0.14% | 17q | +7.2%+$811.5K |
| FIFTH THIRD BANCORP | $11.4M | 94,141 | 0.02% | 25q | +7.3%+$781.0K |
| COMMERCE BANK | $11.4M | 93,742 | 0.05% | 21q | +20.4%+$1.9M |
| JOHNSON INVESTMENT COUNSEL INC | $11.3M | 93,417 | 0.08% | 12q | +501.7%+$9.5M |
| Beacon Pointe Advisors, LLC | $11.3M | 93,231 | 0.05% | 22q | -13.8%-$1.8M |
| Creative Planning | $11.1M | 91,496 | 0.01% | 31q | +2.9%+$315.0K |
| First Western Trust Bank | $11.0M | 90,853 | 0.54% | 18q | -1.6%-$182.5K |
| HighTower Advisors, LLC | $10.7M | 88,369 | 0.01% | 22q | -1.7%-$187.6K |
| Encompass More Asset Management | $10.7M | 88,061 | 1.56% | new | NEW |
| Myriad Asset Management Advisors LLC | $10.6M | 87,623 | 2.51% | new | NEW |
| BLAIR WILLIAM & CO/IL | $10.5M | 86,277 | 0.03% | 31q | +4.3%+$430.1K |
| Heritage Investment Group, Inc. | $10.3M | 84,809 | 1.38% | 17q | -3.4%-$358.9K |
| 1900 WEALTH MANAGEMENT LLC | $10.3M | 84,487 | 0.57% | 23q | -8.5%-$948.5K |
| FIRST NATIONAL BANK OF OMAHA | $10.0M | 82,917 | 0.28% | 14q | -2.0%-$204.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10.0M | 18,952 | 0.00% | 26q | HELD |
| Gotham Asset Management, LLC | $9.9M | 81,562 | 0.02% | 3q | +54.4%+$3.5M |
| EP Wealth Advisors, LLC | $9.8M | 80,591 | 0.04% | 11q | +4.3%+$403.4K |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | $9.8M | 80,454 | 7.30% | 11q | -5.5%-$568.2K |
| CHOREO, LLC | $9.6M | 78,873 | 0.11% | 13q | +9.6%+$835.4K |
| Financial & Tax Architects, LLC | $9.6M | 78,760 | 2.02% | 22q | +7.9%+$697.3K |
| Kingdom Financial Group LLC. | $9.4M | 77,417 | 2.40% | 13q | +4.1%+$369.4K |
| Farther Finance Advisors, LLC | $9.1M | 75,312 | 0.07% | 15q | -1.3%-$123.6K |
| Financial Engines Advisors L.L.C. | $9.0M | 74,418 | 0.02% | 6q | -6.9%-$674.2K |
| First Citizens Asset Management, Inc. | $8.6M | 71,124 | 2.76% | 16q | +6.3%+$510.1K |
| Summit Financial Consulting LLC | $8.3M | 68,479 | 5.64% | 2q | -6.1%-$543.7K |
| Baird Financial Group, Inc. | $8.3M | 68,341 | 0.01% | 31q | +1.8%+$144.4K |
| Kestra Advisory Services, LLC | $8.3M | 68,089 | 0.03% | 24q | -8.7%-$784.3K |
| Sumitomo Mitsui Trust Group, Inc. | $8.0M | 66,140 | 0.00% | 19q | -2.9%-$241.6K |
| Mariner, LLC | $8.0M | 65,617 | 0.01% | 21q | -12.3%-$1.1M |
| Rathbones Group PLC | $7.7M | 63,206 | 0.03% | 28q | -2.7%-$215.9K |
| Mesirow Financial Investment Management, Inc. | $7.5M | 61,528 | 0.12% | 11q | -12.7%-$1.1M |
| LifeWealth Investments, LLC | $7.4M | 60,828 | 1.97% | 7q | +5.0%+$354.8K |
| Prudent Man Advisors, LLC | $7.4M | 60,741 | 1.69% | 9q | +290.1%+$5.5M |
Showing the largest 100 of 743 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 | 712 | $13.1B | 107,544,694 | 85 | 211 | 196 | 0.1% |
| Q1 2026 | 652 | $10.7B | 106,248,716 | 79 | 221 | 165 | 0.1% |
| Q4 2025 | 628 | $8.7B | 87,536,405 | 65 | 207 | 133 | 0.2% |
| Q3 2025 | 582 | $7.8B | 79,313,166 | 73 | 166 | 163 | 0.3% |
| Q2 2025 | 553 | $7.7B | 88,087,177 | 59 | 201 | 143 | 0.5% |
| Q1 2025 | 544 | $6.0B | 74,310,751 | 52 | 192 | 143 | 0.2% |
| Q4 2024 | 565 | $6.0B | 67,070,396 | 55 | 195 | 126 | 0.2% |
| Q3 2024 | 501 | $6.2B | 68,506,671 | 78 | 177 | 112 | 0.6% |
| Q2 2024 | 461 | $4.8B | 58,238,045 | 54 | 153 | 125 | 0.1% |
| Q1 2024 | 439 | $6.3B | 75,244,824 | 53 | 148 | 114 | 0.2% |
| Q4 2023 | 424 | $4.8B | 59,566,048 | 56 | 142 | 101 | 0.2% |
| Q3 2023 | 374 | $3.7B | 51,817,878 | 29 | 126 | 97 | 0.2% |
| Q2 2023 | 371 | $3.8B | 49,990,414 | 43 | 122 | 99 | 0.1% |
| Q1 2023 | 355 | $3.7B | 50,768,399 | 36 | 118 | 90 | 0.2% |
| Q4 2022 | 341 | $2.7B | 38,479,818 | 52 | 118 | 69 | 0.2% |
| Q3 2022 | 368 | $2.6B | 39,655,049 | 37 | 120 | 99 | 0.2% |
| Q2 2022 | 376 | $3.1B | 45,934,448 | 34 | 113 | 121 | 0.2% |
| Q1 2022 | 396 | $6.1B | 73,425,901 | 63 | 144 | 97 | 0.1% |
| Q4 2021 | 382 | $4.6B | 51,439,902 | 44 | 154 | 66 | 0.3% |
| Q3 2021 | 339 | $3.5B | 39,721,780 | 35 | 135 | 75 | 0.3% |
| Q2 2021 | 328 | $2.6B | 27,541,738 | 41 | 263 | 13 | 0.2% |
| Q1 2021 | 313 | $2.4B | 13,323,284 | 61 | 110 | 70 | 0.3% |
| Q4 2020 | 266 | $1.7B | 10,385,919 | 44 | 86 | 50 | 0.3% |
| Q3 2020 | 219 | $868.6M | 7,173,777 | 27 | 52 | 69 | 0.0% |
| Q2 2020 | 204 | $777.3M | 6,721,055 | 43 | 61 | 50 | 0.1% |
| Q1 2020 | 176 | $446.8M | 4,912,664 | 31 | 54 | 46 | 0.2% |
| Q4 2019 | 177 | $707.6M | 5,274,532 | 19 | 55 | 40 | 0.0% |
| Q3 2019 | 164 | $472.6M | 3,886,333 | 18 | 41 | 43 | 0.1% |
| Q2 2019 | 160 | $512.2M | 4,104,847 | 14 | 42 | 43 | 0.0% |
| Q1 2019 | 167 | $496.3M | 4,027,911 | 19 | 37 | 51 | 0.2% |
| Q4 2018 | 166 | $470.6M | 4,380,771 | 2 | 5 | 4 | 0.0% |