DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD SCOTTSDALE FDS (VGIT)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
987
Reporting holders
$33.4B
Reported value
0.0%
Calls
0.0%
Puts
+19
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/ | $5.2B | 88,414,545 | 0.34% | 31q | +6.5%+$316.2M |
| JPMORGAN CHASE & CO | $4.6B | 78,539,160 | 0.26% | 31q | -8.4%-$428.2M |
| Empower Advisory Group, LLC | $1.5B | 25,562,812 | 3.60% | 14q | +8.3%+$115.9M |
| MORGAN STANLEY | $1.4B | 23,677,846 | 0.07% | 35q | +2.2%+$29.8M |
| Employees Retirement System of Texas | $1.4B | 23,386,000 | 10.96% | 10q | HELD |
| Creative Planning | $1.2B | 21,003,636 | 0.72% | 31q | +9.4%+$106.4M |
| SCS Capital Management LLC | $1.2B | 20,007,805 | 11.15% | 12q | +3.9%+$44.8M |
| Focus Partners Wealth | $893.6M | 15,151,246 | 0.92% | 8q | +9.5%+$77.5M |
| UBS Group AG | $843.7M | 14,305,631 | 0.11% | 31q | +40.4%+$243.0M |
| ALLIANCEBERNSTEIN L.P. | $589.5M | 9,900,000 | 0.19% | 2q | +169624.0%+$589.2M |
| Focus Partners Advisor Solutions, LLC | $566.3M | 9,601,130 | 4.80% | 19q | +21.0%+$98.4M |
| NEPC LLC | $499.9M | 8,475,832 | 9.33% | 15q | +4.2%+$19.9M |
| ENVESTNET ASSET MANAGEMENT INC | $394.6M | 6,689,898 | 0.09% | 31q | +15.1%+$51.6M |
| MASECO LLP | $393.4M | 6,671,234 | 11.06% | 5q | +2.8%+$10.6M |
| AMERIPRISE FINANCIAL INC | $388.6M | 6,617,220 | 0.08% | 31q | +19.4%+$63.2M |
| Blue Trust, Inc. | $385.5M | 6,536,465 | 4.04% | 17q | -9.7%-$41.3M |
| Savant Capital, LLC | $384.2M | 6,509,112 | 1.13% | 9q | +9.6%+$33.5M |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | $373.5M | 6,332,861 | 5.39% | 18q | +3.4%+$12.3M |
| Cerity Partners LLC | $304.5M | 5,162,594 | 0.37% | 23q | +7.9%+$22.4M |
| WELLS FARGO & COMPANY/MN | $293.3M | 4,972,430 | 0.05% | 31q | +9.0%+$24.3M |
| WIT, LLC | $289.1M | 4,902,356 | 4.62% | 12q | +5839.8%+$284.3M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $247.5M | 4,196,999 | 3.25% | 10q | +6.7%+$15.4M |
| FMR LLC | $223.8M | 3,794,788 | 0.01% | 31q | -7.6%-$18.3M |
| Valmark Advisers, Inc. | $210.4M | 3,566,775 | 2.23% | 31q | +13.7%+$25.3M |
| MANNING & NAPIER ADVISORS LLC | $198.3M | 3,352,042 | 2.54% | 5q | +383.9%+$157.4M |
| Fisher Asset Management, LLC | $197.5M | 3,347,771 | 0.06% | 19q | -0.6%-$1.2M |
| RAYMOND JAMES FINANCIAL INC | $196.9M | 3,338,006 | 0.05% | 7q | +2.8%+$5.4M |
| HighTower Advisors, LLC | $193.4M | 3,279,242 | 0.19% | 22q | -2.1%-$4.1M |
| LPL Financial LLC | $182.5M | 3,093,781 | 0.04% | 31q | +13.5%+$21.7M |
| Foster Group, Inc. | $165.4M | 2,804,026 | 4.40% | 20q | +5.6%+$8.8M |
| Strategic Financial Services, Inc. | $165.0M | 2,797,607 | 7.23% | 16q | +3.5%+$5.5M |
| Acropolis Investment Management, LLC | $162.6M | 2,756,549 | 6.41% | 16q | +27.5%+$35.1M |
| Corient Private Wealth LP | $150.6M | 2,546,562 | 0.21% | 15q | -39.4%-$98.0M |
| Cambridge Investment Research Advisors, Inc. | $140.0M | 2,372,966 | 0.16% | 31q | +176.5%+$89.3M |
| Bangor Savings Bank | $135.4M | 2,296,384 | 9.96% | 31q | +8.0%+$10.1M |
| ROYAL BANK OF CANADA | $114.2M | 1,936,951 | 0.02% | 31q | +5.0%+$5.5M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $114.1M | 1,948,930 | 0.19% | 12q | +1.9%+$2.1M |
| First Interstate Bank | $113.7M | 1,927,652 | 5.93% | 17q | +7.1%+$7.5M |
| Kestra Investment Management, LLC | $111.8M | 1,895,511 | 2.17% | 5q | -36.7%-$64.9M |
| Cetera Investment Advisers | $107.0M | 1,813,821 | 0.10% | 27q | +7.1%+$7.0M |
| Valeo Financial Advisors, LLC | $93.3M | 1,734,316 | 1.97% | 22q | -12.8%-$13.7M |
| Perigon Wealth Management, LLC | $93.1M | 1,578,346 | 1.46% | 8q | -4.1%-$4.0M |
| Atria Investments, Inc | $92.7M | 1,572,298 | 0.93% | 31q | +5.1%+$4.5M |
| Bank of New York Mellon Corp | $91.0M | 1,543,283 | 0.01% | 19q | -2.1%-$2.0M |
| BURNEY CO/ | $89.8M | 1,522,975 | 2.42% | 9q | +11.0%+$8.9M |
| Badgley Phelps Wealth Managers, LLC | $87.9M | 1,489,697 | 1.54% | 15q | +1.8%+$1.6M |
| Modern Wealth Management, LLC | $84.9M | 1,439,692 | 1.01% | 7q | +286.1%+$62.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $81.0M | 1,374,152 | 0.01% | 3q | -7.7%-$6.8M |
| Sand Hill Global Advisors, LLC | $80.3M | 1,360,880 | 2.42% | 11q | +7.1%+$5.3M |
| Miller Investment Management, LP | $76.7M | 1,300,506 | 7.01% | 4q | -1.9%-$1.5M |
| Hanson & Doremus Investment Management | $76.0M | 1,288,716 | 7.73% | 13q | +8.9%+$6.2M |
| Retirement Systems of Alabama | $75.2M | 1,275,570 | 0.23% | 5q | HELD |
| Penserra Capital Management LLC | $72.6M | 1,230,388 | 0.56% | 2q | +30.2%+$16.8M |
| Cliffwater LLC | $70.8M | 1,200,527 | 17.63% | 11q | +55.5%+$25.3M |
| Cardinal Point Capital Management ULC | $70.0M | 1,186,491 | 3.96% | 12q | +4.0%+$2.7M |
| NORTHWEST WEALTH MANAGEMENT, LLC | $69.6M | 1,180,006 | 9.18% | 31q | +13.5%+$8.3M |
| LIBRA WEALTH LLC | $64.4M | 1,092,189 | 16.47% | 17q | +0.6%+$357.8K |
| RiverFront Investment Group, LLC | $62.9M | 1,067,286 | 0.83% | 31q | +0.6%+$389.8K |
| Tanglewood Wealth Management, Inc. | $60.5M | 1,026,225 | 5.15% | 17q | -19.9%-$15.0M |
| Apollon Wealth Management, LLC | $58.8M | 997,614 | 0.71% | 7q | +8.7%+$4.7M |
| CAPE COD FIVE CENTS SAVINGS BANK | $58.6M | 992,735 | 4.76% | 8q | +122.9%+$32.3M |
| TRUIST FINANCIAL CORP | $58.2M | 987,030 | 0.07% | 31q | +4.6%+$2.5M |
| BRANDYWINE OAK PRIVATE WEALTH LLC | $57.5M | 974,352 | 4.36% | 14q | +7.1%+$3.8M |
| Klaas Financial Asset Advisors, LLC | $55.6M | 942,378 | 6.92% | 3q | +9.2%+$4.7M |
| Vident Advisory, LLC | $54.1M | 917,662 | 0.39% | 7q | +22.0%+$9.8M |
| CITIGROUP INC | $53.8M | 911,958 | 0.02% | 31q | -39.7%-$35.4M |
| VANGUARD ADVISERS INC | $53.6M | 908,764 | 0.18% | 2q | +12.5%+$6.0M |
| Opus Capital Group, LLC | $53.5M | 906,409 | 5.18% | 15q | +7.0%+$3.5M |
| OAKWORTH CAPITAL, INC. | $50.1M | 851,504 | 2.38% | 11q | +6.4%+$3.0M |
| BlueSky Wealth Advisors, LLC | $49.7M | 842,326 | 5.75% | 2q | +7.8%+$3.6M |
| LAZARD ASSET MANAGEMENT LLC | $48.0M | 814,571 | 0.07% | 8q | +14.3%+$6.0M |
| Kathmere Capital Management, LLC | $47.1M | 799,263 | 2.49% | 8q | +11.5%+$4.9M |
| Summit Trail Advisors, LLC | $46.4M | 785,893 | 0.58% | 12q | -2.3%-$1.1M |
| Nova R Wealth, Inc. | $45.9M | 777,537 | 13.38% | 17q | +14.9%+$5.9M |
| Sage Mountain Advisors LLC | $45.8M | 776,955 | 2.82% | 22q | +8.8%+$3.7M |
| OSAIC HOLDINGS, INC. | $45.8M | 776,899 | 0.05% | 26q | +19.1%+$7.3M |
| COLDSTREAM CAPITAL MANAGEMENT INC | $45.6M | 773,476 | 0.57% | 10q | -46.0%-$38.8M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $45.6M | 772,897 | 2.17% | 20q | +8.6%+$3.6M |
| Kestra Advisory Services, LLC | $45.1M | 764,919 | 0.15% | 24q | HELD |
| JOHNSON INVESTMENT COUNSEL INC | $44.2M | 748,612 | 0.32% | 2q | +3.0%+$1.3M |
| CAPTRUST FINANCIAL ADVISORS | $43.1M | 731,329 | 0.07% | 28q | -4.2%-$1.9M |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | $42.7M | 723,935 | 3.38% | 19q | +7.0%+$2.8M |
| Portland Global Advisors LLC | $41.0M | 695,107 | 3.90% | 21q | +4.1%+$1.6M |
| MilWealth Group LLC | $40.5M | 686,632 | 8.64% | 26q | +8.1%+$3.0M |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | $39.7M | 673,161 | 1.40% | 22q | +3.2%+$1.2M |
| ALBION FINANCIAL GROUP /UT | $39.5M | 670,080 | 2.29% | 24q | +5.4%+$2.0M |
| JONES FINANCIAL COMPANIES LLLP | $39.3M | 664,050 | 0.02% | 23q | +17.2%+$5.8M |
| Secure Asset Management, LLC | $39.2M | 664,284 | 5.49% | 8q | +6.9%+$2.5M |
| CYPRESS FINANCIAL PLANNING LLC | $38.7M | 655,795 | 9.37% | 10q | +7.2%+$2.6M |
| MASTER'S WEALTH MANAGEMENT INC. | $38.3M | 649,981 | 11.54% | 3q | +5.8%+$2.1M |
| BSW Wealth Partners | $36.9M | 625,686 | 4.10% | 17q | +12.6%+$4.1M |
| ASSETMARK, INC | $36.7M | 621,416 | 0.06% | 17q | -9.6%-$3.9M |
| Dakota Wealth Management | $36.1M | 612,868 | 0.69% | 12q | +21.4%+$6.4M |
| Towneley Capital Management, Inc / DE | $35.8M | 607,217 | 7.03% | 11q | +1.5%+$532.7K |
| Evergreen Advisors, LLC | $35.5M | 601,308 | 7.57% | 14q | +3.6%+$1.2M |
| Permanent Capital Management, LP | $35.4M | 600,884 | 4.75% | 7q | +0.8%+$297.6K |
| Pathway Financial Advisors LLC | $35.2M | 597,935 | 4.10% | 12q | +9.4%+$3.0M |
| Thrivent Financial for Lutherans | $34.7M | 588,188 | 0.06% | 31q | -11.8%-$4.6M |
| Emprise Bank | $34.0M | 576,131 | 12.52% | 10q | -2.1%-$726.8K |
| MAI Capital Management | $34.0M | 575,908 | 0.13% | 7q | +94.4%+$16.5M |
Showing the largest 100 of 988 reported holders. The count of 987 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
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 | 442 | $5.0B | 88,679,619 | 47 | 199 | 127 | 0.0% |
| Q2 2026 | 987 | $33.4B | 566,784,743 | 90 | 480 | 244 | 0.0% |
| Q1 2026 | 968 | $31.8B | 534,478,494 | 113 | 468 | 223 | 0.0% |
| Q4 2025 | 932 | $27.2B | 462,591,308 | 100 | 446 | 175 | 0.0% |
| Q3 2025 | 822 | $29.3B | 488,456,811 | 65 | 388 | 211 | 0.0% |
| Q2 2025 | 825 | $24.0B | 401,611,032 | 92 | 355 | 227 | 0.0% |
| Q1 2025 | 813 | $23.8B | 400,786,389 | 89 | 348 | 228 | 0.0% |
| Q4 2024 | 814 | $24.1B | 415,548,446 | 96 | 334 | 215 | 0.0% |
| Q3 2024 | 715 | $28.2B | 466,238,872 | 80 | 346 | 172 | 0.0% |
| Q2 2024 | 683 | $26.4B | 453,915,090 | 62 | 328 | 168 | 0.0% |
| Q1 2024 | 667 | $27.1B | 462,700,279 | 81 | 306 | 171 | 0.0% |
| Q4 2023 | 665 | $19.0B | 321,073,798 | 110 | 254 | 183 | 0.0% |
| Q3 2023 | 573 | $13.0B | 227,843,966 | 81 | 239 | 157 | 0.0% |
| Q2 2023 | 556 | $9.3B | 157,880,639 | 66 | 236 | 152 | 0.0% |
| Q1 2023 | 512 | $9.1B | 151,505,904 | 70 | 199 | 146 | 0.0% |
| Q4 2022 | 492 | $10.5B | 178,837,715 | 80 | 151 | 176 | 0.0% |
| Q3 2022 | 429 | $62.0B | 1,063,809,721 | 50 | 158 | 149 | 0.0% |
| Q2 2022 | 413 | $59.8B | 978,081,813 | 58 | 140 | 155 | 0.0% |
| Q1 2022 | 403 | $55.1B | 875,014,523 | 54 | 133 | 149 | 0.0% |
| Q4 2021 | 404 | $61.9B | 931,940,264 | 46 | 153 | 105 | 0.0% |
| Q3 2021 | 369 | $38.5B | 569,719,398 | 33 | 146 | 110 | 0.0% |
| Q2 2021 | 358 | $32.8B | 484,298,910 | 41 | 128 | 115 | 0.0% |
| Q1 2021 | 345 | $32.2B | 478,076,987 | 42 | 123 | 106 | 0.0% |
| Q4 2020 | 336 | $28.7B | 414,095,389 | 39 | 120 | 95 | 0.0% |
| Q3 2020 | 303 | $30.2B | 428,531,188 | 46 | 112 | 69 | 0.0% |
| Q2 2020 | 277 | $25.8B | 365,782,873 | 46 | 94 | 78 | 0.0% |
| Q1 2020 | 255 | $13.5B | 192,921,557 | 51 | 78 | 81 | 0.0% |
| Q4 2019 | 232 | $5.8B | 87,457,869 | 29 | 86 | 61 | 0.0% |
| Q3 2019 | 209 | $19.8B | 297,241,988 | 25 | 85 | 54 | 0.0% |
| Q2 2019 | 200 | $19.7B | 298,929,169 | 29 | 87 | 48 | 0.0% |
| Q1 2019 | 194 | $2.5B | 39,115,348 | 40 | 65 | 51 | 0.0% |
| Q4 2018 | 177 | $2.3B | 36,361,170 | 2 | 5 | 3 | 0.0% |