DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD SCOTTSDALE FDS (VCSH)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
1,492
Reporting holders
$28.7B
Reported value
0.0%
Calls
0.0%
Puts
+6
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $6.2B | 79,080,073 | 0.40% | 31q | +4.6%+$273.0M |
| MORGAN STANLEY | $1.8B | 23,315,686 | 0.10% | 35q | +14.3%+$230.9M |
| ALLSTATE CORP | $1.0B | 12,908,899 | 10.19% | 2q | +2.3%+$23.1M |
| PRUDENTIAL PLC | $925.4M | 11,709,337 | 5.04% | 31q | -10.0%-$102.5M |
| ENVESTNET ASSET MANAGEMENT INC | $649.3M | 8,215,438 | 0.15% | 31q | +11.1%+$64.8M |
| WELLS FARGO & COMPANY/MN | $636.3M | 8,051,110 | 0.10% | 31q | +6.9%+$41.1M |
| UBS Group AG | $502.4M | 6,357,167 | 0.06% | 31q | +7.6%+$35.6M |
| NEPC LLC | $494.3M | 6,254,317 | 9.22% | 17q | +3.1%+$14.9M |
| ROYAL BANK OF CANADA | $452.8M | 5,730,032 | 0.07% | 31q | +8.8%+$36.6M |
| BARINGS LLC | $403.7M | 5,108,527 | 7.16% | 27q | HELD |
| RAYMOND JAMES FINANCIAL INC | $336.5M | 4,257,929 | 0.09% | 7q | +10.0%+$30.6M |
| LPL Financial LLC | $305.7M | 3,868,237 | 0.07% | 31q | +1.8%+$5.3M |
| Sequoia Financial Advisors, LLC | $290.2M | 3,671,995 | 1.45% | 31q | HELD |
| Bank of New York Mellon Corp | $278.4M | 3,523,298 | 0.05% | 31q | +6.0%+$15.7M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $253.2M | 3,204,213 | 0.20% | 31q | +5.2%+$12.5M |
| Financial Engines Advisors L.L.C. | $238.5M | 3,017,285 | 0.42% | 17q | +1.9%+$4.5M |
| MATHER GROUP, LLC. | $234.9M | 2,972,193 | 2.05% | 31q | +4.9%+$10.9M |
| AMERIPRISE FINANCIAL INC | $232.3M | 2,937,372 | 0.05% | 31q | +5.2%+$11.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $227.4M | 2,877,812 | 3.32% | 31q | +5.1%+$11.0M |
| Janney Montgomery Scott LLC | $207.2M | 2,622,076 | 0.40% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $201.6M | 2,551,396 | 0.11% | 31q | +4.4%+$8.6M |
| South Dakota Investment Council | $186.1M | 2,355,122 | 3.19% | 3q | +31.9%+$45.0M |
| GOLDMAN SACHS GROUP INC | $180.5M | 2,283,720 | 0.02% | 31q | -51.8%-$194.3M |
| Corient Private Wealth LP | $178.0M | 2,251,764 | 0.25% | 15q | +3.7%+$6.4M |
| TRUIST FINANCIAL CORP | $166.7M | 2,109,739 | 0.20% | 27q | +22.5%+$30.6M |
| Cerity Partners LLC | $163.9M | 2,075,356 | 0.20% | 23q | +15.9%+$22.5M |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $154.7M | 1,954,548 | 0.96% | 27q | -11.0%-$19.1M |
| JPMORGAN CHASE & CO | $154.2M | 1,948,411 | 0.01% | 31q | +50.5%+$51.7M |
| WestEnd Advisors, LLC | $153.6M | 1,942,950 | 3.42% | 10q | +33.4%+$38.4M |
| STIFEL FINANCIAL CORP | $129.9M | 1,643,651 | 0.11% | 31q | +18.2%+$20.0M |
| Farther Finance Advisors, LLC | $128.7M | 1,628,320 | 1.00% | 15q | +18.7%+$20.3M |
| Strategic Financial Services, Inc. | $121.3M | 1,534,255 | 5.31% | 31q | +5.7%+$6.6M |
| Allspring Global Investments Holdings, LLC | $116.8M | 1,477,491 | 0.18% | 2q | HELD |
| MAI Capital Management | $113.9M | 1,441,743 | 0.43% | 7q | +4.1%+$4.5M |
| Focus Partners Wealth | $112.6M | 1,425,061 | 0.12% | 11q | -18.3%-$25.3M |
| Creative Planning | $110.2M | 1,395,017 | 0.06% | 31q | +5.3%+$5.5M |
| Cetera Investment Advisers | $109.8M | 1,389,243 | 0.10% | 31q | +15.5%+$14.7M |
| RW Investment Management LLC | $104.6M | 1,323,784 | 9.18% | 14q | +3.8%+$3.9M |
| Allianz Asset Management GmbH | $103.3M | 1,307,706 | 0.08% | new | NEW |
| OAKWORTH CAPITAL, INC. | $103.2M | 1,308,576 | 4.91% | 31q | +3.8%+$3.8M |
| Steele Capital Management, Inc. | $102.4M | 1,295,469 | 3.77% | 11q | HELD |
| BARCLAYS PLC | $98.8M | 1,250,001 | 0.02% | 18q | HELD |
| Kohmann Bosshard Financial Services, LLC | $90.1M | 1,139,709 | 7.64% | 31q | +15.6%+$12.1M |
| BANK OF MONTREAL /CAN/ | $89.2M | 1,129,203 | 0.03% | 31q | +4.9%+$4.2M |
| Busey Bank | $86.6M | 1,095,725 | 2.10% | 31q | +2.6%+$2.2M |
| OSAIC HOLDINGS, INC. | $85.4M | 1,079,984 | 0.10% | 26q | +19.0%+$13.7M |
| First Financial Bankshares Inc | $85.2M | 1,077,848 | 1.59% | 11q | +2.6%+$2.2M |
| Stonebridge Capital Advisors LLC | $83.7M | 1,059,425 | 5.35% | 20q | +5.2%+$4.2M |
| Hilton Capital Management, LLC | $83.6M | 1,057,913 | 5.69% | 31q | +1.3%+$1.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $81.2M | 1,027,085 | 0.01% | 17q | +5.8%+$4.5M |
| Baird Financial Group, Inc. | $80.1M | 1,013,991 | 0.11% | 31q | +7.5%+$5.6M |
| Smithfield Trust Co | $78.1M | 987,399 | 3.12% | 31q | +2.8%+$2.1M |
| Rockbridge Investment Management, LCC | $77.6M | 982,481 | 6.31% | 25q | +4.5%+$3.3M |
| PRINCIPAL FINANCIAL GROUP INC | $75.3M | 952,411 | 0.04% | 22q | +48.3%+$24.5M |
| KEYBANK NATIONAL ASSOCIATION/OH | $74.6M | 943,988 | 0.25% | 31q | -1.1%-$834.6K |
| Mariner, LLC | $72.4M | 916,200 | 0.08% | 31q | +9.9%+$6.5M |
| Lutz Financial Services LLC | $71.3M | 901,823 | 4.34% | 31q | +4.7%+$3.2M |
| DAVENPORT & Co LLC | $71.3M | 901,572 | 0.35% | 31q | +6.9%+$4.6M |
| Savant Capital, LLC | $70.7M | 896,755 | 0.21% | 16q | +327.1%+$54.2M |
| BNP PARIBAS FINANCIAL MARKETS | $69.6M | 881,000 | 0.02% | 21q | -1.5%-$1.1M |
| Quantum Financial Planning Services, Inc. | $68.5M | 866,220 | 21.22% | 7q | +1.3%+$881.0K |
| BENJAMIN EDWARDS INC | $67.8M | 857,672 | 0.62% | 30q | +10.3%+$6.3M |
| Rockefeller Capital Management L.P. | $67.4M | 853,291 | 0.10% | 31q | +6.7%+$4.3M |
| Cambridge Investment Research Advisors, Inc. | $67.3M | 851,650 | 0.08% | 31q | +105.0%+$34.5M |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | $66.6M | 843,105 | 2.47% | 17q | HELD |
| Modera Wealth Management, LLC | $66.3M | 838,602 | 0.71% | 20q | -2.5%-$1.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | $64.7M | 818,148 | 0.08% | 31q | +5.9%+$3.6M |
| VICTORY CAPITAL MANAGEMENT INC | $63.1M | 798,921 | 0.04% | 21q | +35.7%+$16.6M |
| NISA INVESTMENT ADVISORS, LLC | $62.8M | 795,228 | 0.20% | 30q | +10323.8%+$62.2M |
| Resonant Capital Advisors, LLC | $62.0M | 784,392 | 2.96% | 27q | +1.9%+$1.2M |
| Liquid Strategies, LLC | $60.8M | 769,472 | 8.30% | 24q | +5.5%+$3.2M |
| North Star Investment Management Corp. | $59.2M | 748,474 | 3.21% | 28q | +1.3%+$742.6K |
| EXCHANGE TRADED CONCEPTS, LLC | $57.9M | 732,069 | 0.26% | 5q | +15.7%+$7.8M |
| Retirement Systems of Alabama | $55.8M | 705,675 | 0.17% | 31q | HELD |
| TD PRIVATE CLIENT WEALTH LLC | $55.6M | 703,186 | 1.02% | 27q | +1.2%+$647.3K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $55.6M | 703,045 | 0.70% | 34q | HELD |
| RiverFront Investment Group, LLC | $53.7M | 679,419 | 0.71% | 31q | -23.0%-$16.0M |
| Capital Investment Services of America, Inc. | $53.4M | 675,310 | 5.23% | 31q | HELD |
| HighTower Advisors, LLC | $51.6M | 653,324 | 0.05% | 22q | +4.2%+$2.1M |
| EP Wealth Advisors, LLC | $51.2M | 647,467 | 0.20% | 18q | +10.5%+$4.9M |
| PROFFITT & GOODSON INC | $48.7M | 615,981 | 6.69% | 31q | +7.4%+$3.3M |
| William Mack & Associates, Inc. | $48.2M | 610,226 | 17.00% | 7q | +53.6%+$16.8M |
| BCK Partners, Inc. | $47.9M | 605,856 | 23.08% | 23q | +6.2%+$2.8M |
| Johnson Bixby & Associates, LLC | $47.1M | 596,046 | 5.26% | 17q | HELD |
| STEPHENS INC /AR/ | $46.1M | 583,585 | 0.52% | 31q | +0.6%+$291.7K |
| DMKC Advisory Services, LLC | $45.0M | 570,005 | 8.51% | new | NEW |
| Marks Wealth, LLC | $45.0M | 569,042 | 9.74% | 3q | +4.0%+$1.7M |
| Eaton-Cambridge Inc. | $43.8M | 554,837 | 12.32% | 11q | +1.3%+$546.1K |
| AMI INVESTMENT MANAGEMENT INC | $43.8M | 554,008 | 9.31% | 31q | +1.7%+$738.0K |
| Wealthspire Advisors, LLC | $43.7M | 553,373 | 0.24% | 18q | +16.0%+$6.0M |
| FRANKLIN RESOURCES INC | $43.2M | 546,586 | 0.01% | 31q | HELD |
| Valeo Financial Advisors, LLC | $41.5M | 582,653 | 0.88% | 31q | -37.0%-$24.4M |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $41.2M | 521,512 | 2.39% | 30q | +2.7%+$1.1M |
| Zurich Insurance Group Ltd/FI | $40.5M | 512,721 | 0.28% | 21q | HELD |
| MML INVESTORS SERVICES, LLC | $40.2M | 509,087 | 0.08% | 31q | +19.4%+$6.5M |
| OLD NATIONAL BANCORP /IN/ | $38.6M | 488,005 | 0.77% | 31q | +10.1%+$3.5M |
| FIFTH THIRD BANCORP | $38.4M | 486,211 | 0.06% | 31q | +85.4%+$17.7M |
| American Money Management, LLC | $38.4M | 485,306 | 5.48% | 21q | +8.0%+$2.8M |
| Aptus Capital Advisors, LLC | $37.9M | 479,180 | 0.26% | 27q | +3.4%+$1.2M |
| Goodman Financial Corp | $37.8M | 478,256 | 5.84% | 25q | +8.7%+$3.0M |
Showing the largest 100 of 1,492 reported holders.
Q2 2026 in brief
In Q2 2026, 1,492 managers that file Form 13F reported holding Vanguard Scottsdale Fds (VCSH), $28.7B in all. 111 managers opened a position and 105 sold out completely, against 1,486 holders the quarter before. Largest holders: Bank Of America Corp /De/, Morgan Stanley and Allstate Corp. Largest new positions: Janney Montgomery Scott Llc ($207.2M), Allianz Asset Management Gmbh ($103.3M) and Dmkc Advisory Services, Llc ($45.0M).
Q2 2026 is the latest quarter whose 13F deadline has passed. A 13F shows long US stock positions at quarter end, filed up to 45 days later; an adviser and a sub-adviser can both report the same shares.
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 | 666 | $5.2B | 67,477,320 | 49 | 311 | 180 | 0.0% |
| Q2 2026 | 1,492 | $28.7B | 362,987,388 | 89 | 694 | 390 | 0.0% |
| Q1 2026 | 1,486 | $27.1B | 341,963,064 | 120 | 668 | 398 | 0.0% |
| Q4 2025 | 1,453 | $24.9B | 311,755,623 | 94 | 648 | 375 | 0.0% |
| Q3 2025 | 1,356 | $24.3B | 303,410,639 | 72 | 620 | 382 | 0.0% |
| Q2 2025 | 1,362 | $24.0B | 302,245,009 | 85 | 505 | 489 | 0.0% |
| Q1 2025 | 1,336 | $23.9B | 302,567,187 | 80 | 521 | 450 | 0.1% |
| Q4 2024 | 1,335 | $34.8B | 446,610,682 | 70 | 518 | 415 | 0.0% |
| Q3 2024 | 1,255 | $35.7B | 450,708,797 | 77 | 449 | 487 | 0.0% |
| Q2 2024 | 1,253 | $61.9B | 799,440,202 | 70 | 451 | 498 | 0.0% |
| Q1 2024 | 1,260 | $28.3B | 366,064,907 | 55 | 469 | 502 | 0.0% |
| Q4 2023 | 1,294 | $26.6B | 344,040,948 | 69 | 364 | 544 | 0.0% |
| Q3 2023 | 1,223 | $25.3B | 342,465,878 | 67 | 382 | 517 | 0.0% |
| Q2 2023 | 1,234 | $24.4B | 324,332,379 | 75 | 398 | 503 | 0.0% |
| Q1 2023 | 1,244 | $25.6B | 336,499,709 | 72 | 409 | 499 | 0.0% |
| Q4 2022 | 1,279 | $30.6B | 406,989,947 | 97 | 329 | 607 | 0.0% |
| Q3 2022 | 1,214 | $969.7B | 13,055,127,504 | 82 | 364 | 550 | 0.0% |
| Q2 2022 | 1,229 | $914.5B | 11,992,513,923 | 86 | 352 | 561 | 0.0% |
| Q1 2022 | 1,249 | $387.5B | 4,964,428,140 | 71 | 421 | 520 | 0.0% |
| Q4 2021 | 1,275 | $299.6B | 3,687,390,704 | 76 | 465 | 388 | 0.0% |
| Q3 2021 | 1,127 | $300.8B | 3,650,943,277 | 69 | 530 | 275 | 0.0% |
| Q2 2021 | 1,111 | $276.3B | 3,341,086,674 | 87 | 504 | 304 | 0.0% |
| Q1 2021 | 1,087 | $213.4B | 2,586,677,281 | 96 | 504 | 306 | 0.0% |
| Q4 2020 | 1,047 | $167.1B | 2,007,866,507 | 79 | 444 | 257 | 0.0% |
| Q3 2020 | 927 | $150.4B | 1,815,644,364 | 87 | 448 | 214 | 0.0% |
| Q2 2020 | 881 | $129.9B | 1,571,281,677 | 101 | 378 | 238 | 0.0% |
| Q1 2020 | 836 | $119.3B | 1,510,870,074 | 91 | 288 | 318 | 0.0% |
| Q4 2019 | 833 | $138.5B | 1,709,562,685 | 66 | 328 | 213 | 0.0% |
| Q3 2019 | 724 | $93.4B | 1,152,825,938 | 51 | 316 | 204 | 0.0% |
| Q2 2019 | 710 | $102.2B | 1,267,082,026 | 49 | 275 | 241 | 0.0% |
| Q1 2019 | 717 | $111.0B | 1,392,018,344 | 58 | 277 | 240 | 0.0% |
| Q4 2018 | 699 | $83.6B | 1,072,472,410 | 6 | 12 | 19 | 0.0% |