VANGUARD SCOTTSDALE FDS (VTWV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
187
Reporting holders
$611.7M
Reported value
0.0%
Held as options
+2
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/ | $81.9M | 418,871 | 0.01% | 31q | -1.6%-$1.3M |
| MORGAN STANLEY | $56.2M | 287,799 | 0.00% | 35q | +45.3%+$17.5M |
| Pathstone Holdings, LLC | $40.0M | 204,471 | 0.12% | 9q | -3.2%-$1.3M |
| COMMERCE BANK | $23.5M | 120,264 | 0.10% | 20q | -2.8%-$683.5K |
| LPL Financial LLC | $23.0M | 117,898 | 0.01% | 31q | +0.7%+$155.4K |
| Equitable Holdings, Inc. | $19.3M | 98,687 | 0.12% | 8q | +37.5%+$5.3M |
| QUEST INVESTMENT MANAGEMENT LLC | $19.1M | 97,643 | 2.23% | 2q | HELD |
| WELLS FARGO & COMPANY/MN | $18.6M | 95,396 | 0.00% | 31q | -46.8%-$16.4M |
| Rockefeller Capital Management L.P. | $16.9M | 86,298 | 0.03% | 22q | -5.0%-$891.0K |
| Savant Capital, LLC | $16.6M | 91,791 | 0.05% | 16q | +100.0%+$8.3M |
| Bragg Financial Advisors, Inc | $16.1M | 82,247 | 0.43% | 31q | -1.7%-$284.6K |
| AMERIPRISE FINANCIAL INC | $13.4M | 68,522 | 0.00% | 22q | -54.6%-$16.1M |
| FIRST AMERICAN TRUST, FSB | $13.1M | 67,143 | 0.79% | 2q | +22.0%+$2.4M |
| OSAIC HOLDINGS, INC. | $11.6M | 59,430 | 0.01% | 26q | -2.2%-$257.0K |
| WestHill Financial Advisors, Inc. | $11.3M | 57,957 | 1.93% | 22q | HELD |
| AMG National Trust Bank | $10.9M | 55,783 | 0.22% | 7q | +14.4%+$1.4M |
| Financial Advisory Corp | $9.8M | 50,160 | 1.30% | 7q | HELD |
| RAYMOND JAMES FINANCIAL INC | $9.1M | 46,658 | 0.00% | 7q | -2.4%-$226.7K |
| Institute for Wealth Management, LLC. | $8.4M | 42,835 | 0.74% | 13q | -1.2%-$103.2K |
| UBS Group AG | $8.2M | 41,836 | 0.00% | 31q | +8.6%+$644.6K |
| RWA WEALTH PARTNERS, LLC | $7.4M | 37,908 | 0.07% | 11q | +1.1%+$82.3K |
| JPMORGAN CHASE & CO | $6.6M | 33,847 | 0.00% | 25q | +8.3%+$507.6K |
| Cetera Investment Advisers | $6.3M | 32,275 | 0.01% | 10q | -4.0%-$261.3K |
| TRUIST FINANCIAL CORP | $5.6M | 28,883 | 0.01% | 21q | HELD |
| FRANKLIN RESOURCES INC | $5.1M | 26,233 | 0.00% | 31q | HELD |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | $5.1M | 26,196 | 0.20% | 22q | +8.4%+$396.5K |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $5.0M | 25,801 | 0.03% | 31q | -4.8%-$253.5K |
| ROYAL BANK OF CANADA | $5.0M | 25,540 | 0.00% | 31q | +118.6%+$2.7M |
| PW Nova Financial Services LLC | $4.9M | 25,260 | 1.06% | 3q | HELD |
| Virtue Capital Management, LLC | $4.9M | 25,100 | 0.66% | 21q | -16.8%-$993.4K |
| Zhang Financial LLC | $4.3M | 21,923 | 0.13% | 2q | +983.2%+$3.9M |
| GOLDMAN SACHS GROUP INC | $4.1M | 20,883 | 0.00% | 22q | +0.7%+$27.8K |
| ENVESTNET ASSET MANAGEMENT INC | $3.9M | 19,788 | 0.00% | 31q | +5.1%+$186.3K |
| BlackRock, Inc. | $3.6M | 18,520 | 0.00% | 5q | -20.7%-$945.0K |
| Kestra Advisory Services, LLC | $3.6M | 18,241 | 0.01% | 24q | -49.1%-$3.4M |
| CIBC WORLD MARKET INC. | $3.4M | 17,352 | 0.01% | 31q | HELD |
| HighTower Advisors, LLC | $3.3M | 16,981 | 0.00% | 22q | -7.0%-$250.0K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $3.3M | 16,829 | 0.04% | 22q | HELD |
| Rodgers & Associates, LTD | $3.0M | 15,359 | 0.27% | 23q | -0.9%-$26.2K |
| Phoenix Wealth Advisors | $3.0M | 15,218 | 1.00% | 15q | +4.7%+$132.3K |
| Allegheny Financial Group | $3.0M | 15,129 | 0.31% | 17q | -5.0%-$155.8K |
| TWO SIGMA INVESTMENTS, LP | $2.9M | 14,800 | 0.00% | 2q | -39.8%-$1.9M |
| CAPTRUST FINANCIAL ADVISORS | $2.8M | 14,211 | 0.00% | 5q | +1.9%+$51.4K |
| NYL Investors LLC | $2.8M | 14,206 | 1.06% | 5q | HELD |
| Wealth Dimensions Group, Ltd. | $2.7M | 14,040 | 0.49% | 23q | HELD |
| D.A. DAVIDSON & CO. | $2.7M | 13,970 | 0.02% | 3q | HELD |
| Clearstead Advisors, LLC | $2.6M | 13,113 | 0.02% | 9q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.4M | 12,343 | 0.00% | 2q | +21.6%+$429.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.3M | 11,903 | 0.00% | 31q | -4.9%-$119.0K |
| Sowell Financial Services LLC | $2.3M | 11,666 | 0.07% | new | NEW |
| OPPENHEIMER & CO INC | $2.3M | 11,557 | 0.02% | 16q | +5.1%+$109.3K |
| Gibraltar Capital Management, Inc. | $2.2M | 11,250 | 0.34% | 6q | HELD |
| Gotham Asset Management, LLC | $2.1M | 10,547 | 0.00% | 4q | HELD |
| Summit Financial, LLC | $1.8M | 9,381 | 0.02% | 4q | -5.0%-$96.2K |
| Fifth Third Securities, Inc. | $1.8M | 9,152 | 0.10% | 17q | -18.2%-$397.3K |
| Baird Financial Group, Inc. | $1.7M | 8,927 | 0.00% | 31q | HELD |
| STIFEL FINANCIAL CORP | $1.7M | 8,846 | 0.00% | 31q | -0.7%-$12.5K |
| FourThought Financial Partners, LLC | $1.6M | 8,393 | 0.13% | 15q | -0.7%-$10.9K |
| Roundview Capital LLC | $1.6M | 8,379 | 0.09% | 25q | HELD |
| NICOLET BANKSHARES INC | $1.5M | 7,893 | 0.05% | 2q | -4.6%-$74.5K |
| TOBIAS FINANCIAL ADVISORS, INC. | $1.5M | 7,494 | 0.19% | 18q | HELD |
| GREAT VALLEY ADVISOR GROUP, INC. | $1.5M | 7,436 | 0.02% | 7q | +1.7%+$23.8K |
| Jordan Park Group LLC | $1.3M | 6,789 | 0.07% | 8q | -15.4%-$241.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.3M | 6,650 | 0.00% | 21q | +1.7%+$21.7K |
| Financial Engines Advisors L.L.C. | $1.2M | 6,380 | 0.00% | 5q | -11.1%-$155.4K |
| Morangie Management LLC | $1.2M | 5,929 | 0.96% | 7q | HELD |
| Ascentis Wealth Management, LLC | $1.1M | 437,829 | 0.06% | 2q | +26777.2%+$1.1M |
| Dickmeyer Boyce Financial Management, Inc. | $1.1M | 5,624 | 0.57% | 2q | +8.2%+$83.5K |
| Wrenne Financial Planning LLC | $1.1M | 5,544 | 0.37% | 5q | -7.5%-$87.6K |
| McLean Asset Management Corp | $1.1M | 5,464 | 0.14% | 17q | HELD |
| Mariner, LLC | $1.0M | 5,324 | 0.00% | 16q | +7.6%+$73.3K |
| Sigma Planning Corp | $1.0M | 5,318 | 0.03% | 10q | -16.7%-$207.9K |
| Brooklyn FI, LLC | $1.0M | 5,279 | 0.19% | 6q | HELD |
| Private Advisor Group, LLC | $884.0K | 4,523 | 0.00% | 31q | -95.3%-$17.8M |
| Lido Advisors, LLC | $869.4K | 4,448 | 0.00% | 14q | -9.1%-$86.8K |
| Michels Family Financial, LLC | $839.7K | 4,296 | 0.54% | 7q | -0.7%-$6.1K |
| BANK OF MONTREAL /CAN/ | $829.4K | 4,244 | 0.00% | 21q | HELD |
| IVC Wealth Advisors LLC | $819.6K | 4,194 | 0.32% | 23q | -3.1%-$26.4K |
| MONETA GROUP INVESTMENT ADVISORS LLC | $801.9K | 4,103 | 0.01% | 17q | HELD |
| Composition Wealth, LLC | $800.1K | 4,094 | 0.01% | 24q | HELD |
| NewEdge Advisors, LLC | $792.5K | 4,055 | 0.00% | 17q | HELD |
| Corient Private Wealth LP | $755.6K | 3,866 | 0.00% | 15q | +93.0%+$364.1K |
| 1900 WEALTH MANAGEMENT LLC | $725.7K | 3,713 | 0.04% | 20q | -6.4%-$49.8K |
| Clear Retirement Advice LLC | $706.1K | 3,613 | 0.48% | 3q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $667.8K | 3,415 | 0.00% | 9q | -6.9%-$49.7K |
| Kelsey Financial, LLC | $631.5K | 3,231 | 0.48% | 3q | -10.5%-$73.9K |
| MML INVESTORS SERVICES, LLC | $627.7K | 3,212 | 0.00% | 22q | +20.9%+$108.5K |
| AdvisorNet Financial, Inc | $620.2K | 3,173 | 0.03% | 31q | -1.4%-$8.8K |
| Tennessee Valley Asset Management Partners | $605.5K | 3,098 | 0.07% | 9q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $586.3K | 3,000 | 0.01% | 15q | HELD |
| NEUBERGER BERMAN GROUP LLC | $558.2K | 2,856 | 0.00% | 23q | HELD |
| Sound Financial Strategies Group, LLC | $547.2K | 2,800 | 0.35% | 2q | +2.1%+$11.1K |
| Stordahl Capital Management, Inc. | $540.4K | 2,765 | 0.10% | 31q | -1.6%-$8.8K |
| FIRST NATIONAL BANK OF OMAHA | $534.8K | 2,740 | 0.02% | 3q | HELD |
| FAS Wealth Partners, Inc. | $521.0K | 2,666 | 0.03% | 26q | +0.8%+$3.9K |
| LOM Asset Management Ltd | $508.1K | 2,600 | 0.13% | 3q | +90.9%+$242.0K |
| Curi Capital, LLC | $494.1K | 2,528 | 0.01% | 5q | HELD |
| Note Advisors, LLC | $493.9K | 2,527 | 0.21% | 7q | +1.5%+$7.2K |
| Wealthcare Advisory Partners LLC | $490.1K | 2,508 | 0.01% | 22q | +6.2%+$28.5K |
| Cornerstone Wealth Management, LLC | $446.5K | 2,285 | 0.02% | 14q | +11.5%+$45.9K |
Showing the largest 100 of 194 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 | 187 | $611.7M | 3,136,341 | 16 | 42 | 56 | 0.0% |
| Q1 2026 | 185 | $544.5M | 3,258,480 | 27 | 41 | 53 | 0.0% |
| Q4 2025 | 165 | $421.0M | 2,628,767 | 18 | 49 | 33 | 0.0% |
| Q3 2025 | 147 | $382.1M | 2,497,683 | 12 | 43 | 33 | 0.0% |
| Q2 2025 | 145 | $340.5M | 2,447,006 | 10 | 41 | 43 | 0.0% |
| Q1 2025 | 147 | $318.6M | 2,392,502 | 8 | 48 | 44 | 0.0% |
| Q4 2024 | 153 | $348.3M | 2,408,002 | 16 | 43 | 40 | 0.0% |
| Q3 2024 | 136 | $330.3M | 2,244,652 | 10 | 41 | 38 | 0.1% |
| Q2 2024 | 133 | $300.4M | 2,230,735 | 12 | 29 | 42 | 0.1% |
| Q1 2024 | 135 | $425.9M | 3,053,504 | 16 | 32 | 39 | 0.0% |
| Q4 2023 | 134 | $400.9M | 2,938,110 | 10 | 43 | 38 | 0.0% |
| Q3 2023 | 130 | $301.3M | 2,521,757 | 11 | 43 | 31 | 0.0% |
| Q2 2023 | 123 | $372.9M | 3,030,134 | 6 | 39 | 33 | 0.0% |
| Q1 2023 | 123 | $327.3M | 2,711,876 | 6 | 31 | 35 | 0.0% |
| Q4 2022 | 127 | $344.1M | 2,847,793 | 21 | 48 | 27 | 0.0% |
| Q3 2022 | 131 | $325.1M | 2,997,879 | 17 | 36 | 38 | 0.0% |
| Q2 2022 | 124 | $355.2M | 2,977,271 | 14 | 36 | 32 | 0.0% |
| Q1 2022 | 126 | $449.0M | 3,170,460 | 21 | 37 | 33 | 0.0% |
| Q4 2021 | 119 | $476.1M | 3,265,865 | 13 | 49 | 24 | 0.0% |
| Q3 2021 | 106 | $418.9M | 2,981,954 | 12 | 29 | 26 | 0.0% |
| Q2 2021 | 104 | $421.3M | 2,901,659 | 16 | 37 | 20 | 0.0% |
| Q1 2021 | 97 | $222.1M | 1,587,840 | 26 | 24 | 23 | 0.0% |
| Q4 2020 | 79 | $167.3M | 1,445,613 | 15 | 25 | 19 | 0.0% |
| Q3 2020 | 60 | $83.6M | 955,114 | 6 | 20 | 19 | 0.0% |
| Q2 2020 | 60 | $76.9M | 900,377 | 11 | 18 | 20 | 0.0% |
| Q1 2020 | 56 | $53.8M | 744,615 | 10 | 10 | 21 | 0.0% |
| Q4 2019 | 64 | $91.4M | 811,914 | 11 | 19 | 16 | 0.0% |
| Q3 2019 | 60 | $81.0M | 774,425 | 4 | 20 | 17 | 0.0% |
| Q2 2019 | 60 | $77.5M | 736,354 | 4 | 20 | 18 | 0.0% |
| Q1 2019 | 61 | $77.4M | 740,636 | 7 | 22 | 10 | 0.0% |
| Q4 2018 | 59 | $75.1M | 803,827 | 1 | 3 | 2 | 0.0% |