DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD SCOTTSDALE FDS (VCLT)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
365
Reporting holders
$5.4B
Reported value
0.3%
Calls
0.2%
Puts
+15
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $1.5B | 19,710,947 | 0.08% | 35q | +20.7%+$254.5M |
| State of Tennessee, Department of Treasury | $250.8M | 3,332,943 | 0.75% | 31q | +5.7%+$13.6M |
| Meiji Yasuda Life Insurance Co | $213.2M | 2,833,000 | 7.07% | 24q | HELD |
| UBS Group AG | $191.3M | 2,541,754 | 0.02% | 31q | +5.6%+$10.1M |
| Allianz SE | $181.8M | 2,416,012 | 1.92% | 3q | HELD |
| BANK OF AMERICA CORP /DE/ | $181.7M | 2,414,196 | 0.01% | 31q | HELD |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | $149.0M | 1,980,590 | 1.75% | 5q | +48.3%+$48.5M |
| WELLS FARGO & COMPANY/MN | $117.8M | 1,564,873 | 0.02% | 31q | -8.4%-$10.9M |
| BNP PARIBAS FINANCIAL MARKETS | $113.5M | 1,507,936 | 0.04% | 2q | HELD |
| JPMORGAN CHASE & CO | $100.3M | 1,321,336 | 0.01% | 31q | +447.2%+$82.0M |
| iA Global Asset Management Inc. | $85.0M | 1,130,059 | 1.01% | new | NEW |
| CITIGROUP INC | $84.7M | 1,125,185 | 0.03% | 31q | +5662.8%+$83.2M |
| LPL Financial LLC | $75.4M | 1,002,390 | 0.02% | 31q | +22.4%+$13.8M |
| GDS Wealth Management | $71.6M | 951,292 | 3.41% | 10q | +14.0%+$8.8M |
| CITADEL ADVISORS LLC | $69.1M incl. $5.5M options CALL+PUT | 846,095 | 0.01% | 28q | +582.4%+$59.0M |
| ROYAL BANK OF CANADA | $68.0M | 904,047 | 0.01% | 31q | +6.0%+$3.9M |
| Employees' Retirement Fund of the City of Fort Worth | $57.3M | 761,600 | 20.46% | 15q | +65.0%+$22.6M |
| Davidson Capital Management Inc. | $54.7M | 726,874 | 8.76% | 7q | +3.0%+$1.6M |
| GLOBE LIFE INC. | $53.0M | 704,500 | 12.57% | 12q | HELD |
| ALLIANCEBERNSTEIN L.P. | $51.1M | 683,525 | 0.02% | 7q | +1.4%+$703.0K |
| NYL Investors LLC | $48.8M | 647,899 | 18.69% | 31q | +0.8%+$367.0K |
| Angeles Investment Advisors, LLC | $45.3M | 602,320 | 2.72% | 11q | -15.5%-$8.3M |
| Sanctuary Advisors, LLC | $45.1M | 598,717 | 0.21% | 9q | +0.7%+$325.0K |
| STATE STREET CORP | $43.0M | 571,871 | 0.00% | 3q | -23.9%-$13.5M |
| BlackRock, Inc. | $43.0M | 570,850 | 0.00% | 8q | HELD |
| Gallagher Fiduciary Advisors, LLC | $42.2M | 561,226 | 1.39% | 6q | -99.1%-$4.6B |
| RAYMOND JAMES FINANCIAL INC | $40.2M | 534,848 | 0.01% | 7q | +5.1%+$2.0M |
| Advisory Alpha, LLC | $40.0M | 531,412 | 0.98% | 17q | +0.7%+$259.9K |
| ENVESTNET ASSET MANAGEMENT INC | $39.9M | 529,936 | 0.01% | 31q | +5.1%+$1.9M |
| Ocean Park Asset Management, LLC | $39.1M | 519,400 | 1.88% | new | NEW |
| Allspring Global Investments Holdings, LLC | $37.9M | 503,759 | 0.06% | 19q | -0.6%-$234.3K |
| AMERIPRISE FINANCIAL INC | $37.3M | 495,059 | 0.01% | 31q | -5.9%-$2.4M |
| BENJAMIN EDWARDS INC | $36.3M | 482,700 | 0.33% | 30q | -4.9%-$1.9M |
| CASTLEARK MANAGEMENT LLC | $33.7M | 448,330 | 0.91% | 5q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $33.3M incl. $18.2M options CALL+PUT | 201,234 | 0.00% | 31q | +476.5%+$27.6M |
| Insight Wealth Strategies, LLC | $31.4M | 420,326 | 3.06% | 20q | +16.2%+$4.4M |
| ALERUS FINANCIAL NA | $30.4M | 403,549 | 1.33% | 26q | -1.2%-$361.6K |
| HighTower Advisors, LLC | $29.6M | 392,706 | 0.03% | 22q | +7.4%+$2.0M |
| Cambridge Investment Research Advisors, Inc. | $29.3M | 389,078 | 0.03% | 31q | +66.9%+$11.7M |
| 1832 Asset Management L.P. | $28.9M | 384,091 | 0.01% | 18q | +3.1%+$862.5K |
| MML INVESTORS SERVICES, LLC | $28.2M | 375,307 | 0.06% | 31q | +36.1%+$7.5M |
| FIDUCIENT ADVISORS LLC | $27.9M | 371,100 | 4.00% | 14q | +5.0%+$1.3M |
| Quadrature Capital Ltd | $25.8M | 342,627 | 0.22% | new | NEW |
| Mirae Asset Global Investments Co., Ltd. | $25.3M | 335,681 | 0.04% | 29q | +3.6%+$871.5K |
| Bramshill Investments, LLC | $22.8M | 303,536 | 1.75% | 9q | -3.3%-$777.1K |
| SWAN Capital LLC | $22.1M | 293,502 | 7.56% | 12q | +5.6%+$1.2M |
| COUNTRY TRUST BANK | $20.7M | 275,683 | 0.36% | 4q | -85.2%-$119.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $20.1M | 267,014 | 0.00% | 3q | HELD |
| CAPITAL ADVISORS INC/OK | $19.9M | 265,037 | 0.29% | new | NEW |
| DOW CHEMICAL CO /DE/ | $19.9M | 264,221 | 8.70% | 9q | -21.3%-$5.4M |
| Berkeley Capital Partners, LLC | $17.9M | 238,015 | 3.69% | 31q | +7.0%+$1.2M |
| Cetera Investment Advisers | $17.0M | 226,154 | 0.02% | 26q | +0.6%+$100.8K |
| OSAIC HOLDINGS, INC. | $16.8M | 222,799 | 0.02% | 26q | -0.8%-$138.6K |
| JANE STREET GROUP, LLC | $16.7M | 222,049 | 0.00% | 9q | -60.1%-$25.1M |
| EXCHANGE TRADED CONCEPTS, LLC | $16.6M | 220,058 | 0.08% | 5q | +16.6%+$2.4M |
| Boyd Wealth Management, LLC | $15.5M | 206,584 | 5.88% | new | NEW |
| NICOLET BANKSHARES INC | $15.2M | 202,549 | 0.48% | 2q | -2.3%-$363.3K |
| RFG Holdings, Inc. | $15.2M | 201,796 | 3.18% | 2q | +11.0%+$1.5M |
| NewEdge Wealth, LLC | $14.4M | 191,908 | 0.14% | 12q | +3.1%+$429.7K |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | $13.6M | 180,653 | 1.10% | 31q | +2.2%+$287.0K |
| Tidal Investments LLC | $13.5M | 180,426 | 0.02% | new | NEW |
| GUGGENHEIM CAPITAL LLC | $13.5M | 179,275 | 0.08% | 25q | +3.1%+$404.5K |
| PRINCIPAL FINANCIAL GROUP INC | $12.7M | 169,000 | 0.01% | 3q | +333.3%+$9.8M |
| NISA INVESTMENT ADVISORS, LLC | $12.5M | 165,774 | 0.04% | 31q | +1.3%+$155.5K |
| PNC Financial Services Group, Inc. | $12.1M | 160,489 | 0.01% | 31q | -76.5%-$39.2M |
| SEI INVESTMENTS CO | $11.9M | 158,190 | 0.01% | 24q | -35.8%-$6.6M |
| Providence First Trust Co | $11.6M | 154,326 | 3.25% | 24q | +12.0%+$1.2M |
| Seven Springs Wealth Group, LLC | $11.5M | 152,727 | 2.51% | 2q | -2.8%-$334.9K |
| Prospect Financial Services LLC | $11.3M | 150,149 | 5.72% | 11q | +18.6%+$1.8M |
| ONTARIO TEACHERS PENSION PLAN BOARD | $11.0M | 145,740 | 0.07% | new | NEW |
| Cordoba Advisory Partners LLC | $10.7M | 142,287 | 2.27% | 3q | +5.0%+$508.8K |
| CHOREO, LLC | $10.7M | 141,849 | 0.12% | 2q | -3.1%-$346.0K |
| Janney Montgomery Scott LLC | $10.0M | 133,018 | 0.02% | 29q | +1.8%+$181.8K |
| GOLDMAN SACHS GROUP INC | $10.0M | 132,965 | 0.00% | 31q | -61.8%-$16.2M |
| San Luis Wealth Advisors LLC | $9.6M | 127,872 | 1.45% | 5q | +11.7%+$1.0M |
| Bank of New York Mellon Corp | $9.6M | 127,507 | 0.00% | 31q | +37.0%+$2.6M |
| AMG National Trust Bank | $9.3M | 123,017 | 0.19% | 14q | -20.3%-$2.4M |
| LeConte Wealth Management, LLC | $9.0M | 119,483 | 4.90% | 6q | -1.1%-$99.9K |
| JONES FINANCIAL COMPANIES LLLP | $8.7M | 114,466 | 0.00% | 10q | +3.6%+$298.9K |
| Sellwood Investment Partners LLC | $8.5M | 112,414 | 2.98% | 7q | +6.7%+$534.3K |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | $8.2M | 108,330 | 2.09% | 10q | +6.4%+$493.3K |
| NewEdge Advisors, LLC | $8.1M | 107,892 | 0.02% | 15q | -0.5%-$41.8K |
| TRUIST FINANCIAL CORP | $8.1M | 107,283 | 0.01% | 27q | +3.2%+$252.3K |
| One Wealth Map LLC | $8.0M | 110,719 | 3.62% | 11q | +8.9%+$650.8K |
| Retirement Planning Group, LLC | $7.9M | 104,536 | 0.20% | new | NEW |
| Lighthouse Financial LLC | $7.3M | 96,703 | 3.77% | 7q | -11.4%-$935.7K |
| Antonelli Financial Advisors, LLC | $7.2M | 96,194 | 4.96% | 7q | -2.0%-$146.2K |
| RiverFront Investment Group, LLC | $7.2M | 95,304 | 0.09% | 15q | +4.7%+$320.5K |
| RHL GROUP, LLC | $6.9M | 92,132 | 5.75% | 3q | -44.1%-$5.5M |
| &PARTNERS | $6.9M | 91,828 | 0.03% | 10q | +52.6%+$2.4M |
| Concurrent Investment Advisors, LLC | $6.8M | 90,868 | 0.06% | 3q | +8.4%+$527.6K |
| MONETA GROUP INVESTMENT ADVISORS LLC | $6.8M | 90,813 | 0.05% | 4q | -9.5%-$714.6K |
| NOTTINGHAM ADVISORS, INC. | $6.7M | 92,236 | 0.80% | 10q | +62.4%+$2.6M |
| Marion Wealth Management | $6.6M | 88,051 | 1.35% | 11q | +3.1%+$198.8K |
| McMill Wealth Management | $6.6M | 79,437 | 1.57% | 2q | -15.5%-$1.2M |
| Rakuten Investment Management, Inc. | $6.5M | 85,166 | 0.02% | 25q | -51.1%-$6.8M |
| Revisor Wealth Management LLC | $6.4M | 85,111 | 1.54% | 10q | -28.8%-$2.6M |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | $6.4M | 84,549 | 0.12% | 24q | -6.0%-$404.7K |
| RENAISSANCE TECHNOLOGIES LLC | $6.0M | 80,292 | 0.01% | new | NEW |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | $6.0M | 79,500 | 0.24% | 2q | -33.8%-$3.0M |
Showing the largest 100 of 365 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 126 | $484.5M | 7,071,082 | 14 | 53 | 35 | 0.0% |
| Q2 2026 | 365 | $5.4B | 71,919,676 | 44 | 140 | 111 | 0.4% |
| Q1 2026 | 350 | $4.9B | 65,462,701 | 42 | 145 | 104 | 0.4% |
| Q4 2025 | 364 | $4.0B | 52,858,378 | 44 | 157 | 86 | 0.4% |
| Q3 2025 | 341 | $4.2B | 54,261,387 | 45 | 143 | 94 | 0.6% |
| Q2 2025 | 327 | $7.0B | 91,840,104 | 34 | 124 | 104 | 0.2% |
| Q1 2025 | 344 | $10.4B | 136,463,473 | 39 | 124 | 103 | 0.1% |
| Q4 2024 | 356 | $10.6B | 141,511,440 | 45 | 142 | 94 | 0.1% |
| Q3 2024 | 332 | $10.8B | 133,230,983 | 44 | 153 | 72 | 0.1% |
| Q2 2024 | 310 | $6.9B | 91,023,517 | 38 | 119 | 92 | 0.2% |
| Q1 2024 | 310 | $6.0B | 76,724,082 | 66 | 113 | 79 | 0.3% |
| Q4 2023 | 285 | $4.8B | 59,309,131 | 54 | 91 | 86 | 0.3% |
| Q3 2023 | 246 | $4.3B | 60,408,729 | 36 | 83 | 77 | 0.3% |
| Q2 2023 | 245 | $4.3B | 54,185,745 | 35 | 111 | 52 | 0.2% |
| Q1 2023 | 226 | $4.1B | 50,915,552 | 30 | 93 | 51 | 0.2% |
| Q4 2022 | 227 | $3.4B | 44,891,961 | 40 | 67 | 68 | 0.5% |
| Q3 2022 | 204 | $7.6B | 103,821,268 | 25 | 70 | 65 | 0.4% |
| Q2 2022 | 211 | $116.9B | 1,440,929,061 | 29 | 78 | 55 | 0.0% |
| Q1 2022 | 216 | $84.0B | 897,033,365 | 32 | 68 | 57 | 0.0% |
| Q4 2021 | 217 | $10.5B | 99,257,211 | 20 | 74 | 62 | 0.1% |
| Q3 2021 | 197 | $8.6B | 80,932,250 | 20 | 77 | 57 | 0.1% |
| Q2 2021 | 203 | $31.8B | 297,312,876 | 22 | 71 | 59 | 0.0% |
| Q1 2021 | 202 | $25.1B | 248,166,025 | 18 | 79 | 53 | 0.0% |
| Q4 2020 | 207 | $25.1B | 225,501,563 | 28 | 74 | 55 | 0.1% |
| Q3 2020 | 192 | $23.4B | 219,277,277 | 24 | 75 | 47 | 0.0% |
| Q2 2020 | 181 | $23.8B | 224,550,865 | 41 | 62 | 51 | 0.0% |
| Q1 2020 | 166 | $21.0B | 215,589,645 | 34 | 48 | 51 | 0.1% |
| Q4 2019 | 178 | $5.4B | 52,849,118 | 23 | 65 | 41 | 0.1% |
| Q3 2019 | 158 | $2.1B | 20,731,542 | 30 | 68 | 32 | 0.5% |
| Q2 2019 | 140 | $1.7B | 17,665,354 | 22 | 59 | 30 | 0.1% |
| Q1 2019 | 136 | $1.4B | 15,885,135 | 22 | 37 | 39 | 0.1% |
| Q4 2018 | 129 | $1.1B | 13,064,199 | 4 | 5 | 5 | 0.2% |