DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD SCOTTSDALE FDS (VGLT)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
465
Reporting holders
$6.9B
Reported value
0.1%
Calls
0.0%
Puts
+24
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 |
|---|---|---|---|---|---|
| Empower Advisory Group, LLC | $933.6M | 16,920,030 | 2.23% | 11q | +8.9%+$75.9M |
| MORGAN STANLEY | $675.2M | 12,237,039 | 0.04% | 35q | +3.1%+$20.6M |
| VOYA INVESTMENT MANAGEMENT LLC | $519.7M | 9,417,607 | 0.45% | 13q | +10.6%+$49.8M |
| NEPC LLC | $488.9M | 8,860,856 | 9.12% | 12q | +5.4%+$25.3M |
| AMERIPRISE FINANCIAL INC | $387.4M | 7,157,906 | 0.08% | 31q | +3.5%+$13.0M |
| BANK OF AMERICA CORP /DE/ | $289.7M | 5,250,473 | 0.02% | 31q | HELD |
| Cassaday & Co Wealth Management LLC | $220.8M | 4,001,465 | 4.15% | 12q | -17.8%-$47.8M |
| ENVESTNET ASSET MANAGEMENT INC | $194.8M | 3,530,593 | 0.05% | 31q | +27.5%+$42.1M |
| MANNING & NAPIER ADVISORS LLC | $171.8M | 3,079,893 | 2.20% | 9q | +373.4%+$135.5M |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | $150.8M | 2,732,359 | 2.18% | 27q | +1.6%+$2.3M |
| LPL Financial LLC | $139.4M | 2,526,797 | 0.03% | 31q | +10.4%+$13.1M |
| Mirae Asset Global Investments Co., Ltd. | $107.1M | 1,941,156 | 0.16% | 21q | -18.3%-$24.0M |
| Treasurer of the State of North Carolina | $100.6M | 1,823,145 | 0.26% | new | NEW |
| Annex Advisory Services, LLC | $89.7M | 1,625,368 | 1.53% | 7q | +13989.5%+$89.1M |
| Strategic Financial Services, Inc. | $73.7M | 1,336,405 | 3.23% | 13q | +2.1%+$1.5M |
| Hamilton Capital Partners Inc. | $61.0M | 1,106,014 | 1.77% | 12q | +3.9%+$2.3M |
| UBS Group AG | $61.0M | 1,105,135 | 0.01% | 31q | -1.0%-$643.3K |
| SCS Capital Management LLC | $60.4M | 1,094,918 | 0.57% | 11q | +6.9%+$3.9M |
| Corient Private Wealth LP | $60.3M | 1,092,324 | 0.08% | 11q | -29.4%-$25.1M |
| Rainwater Charitable Foundation | $59.1M | 1,071,104 | 19.70% | 11q | +20.8%+$10.2M |
| TRUIST FINANCIAL CORP | $55.6M | 1,006,941 | 0.07% | 18q | -4.1%-$2.4M |
| Bank of New York Mellon Corp | $53.4M | 967,464 | 0.01% | 26q | +11.6%+$5.5M |
| RAYMOND JAMES FINANCIAL INC | $51.8M incl. $1.0M options PUT | 921,379 | 0.01% | 7q | +14.6%+$6.6M |
| JPMORGAN CHASE & CO | $49.7M | 891,785 | 0.00% | 29q | +30.2%+$11.5M |
| CITIGROUP INC | $46.6M | 843,868 | 0.02% | 30q | +1.4%+$650.0K |
| WELLS FARGO & COMPANY/MN | $46.5M | 843,296 | 0.01% | 31q | +6.5%+$2.9M |
| Barry Investment Advisors, LLC | $41.5M | 752,013 | 8.68% | 7q | +3.4%+$1.4M |
| TIFF ADVISORY SERVICES, LLC | $41.3M | 748,527 | 10.13% | 11q | HELD |
| ASSETMARK, INC | $40.1M | 726,063 | 0.07% | 27q | -9.5%-$4.2M |
| Forum Financial Management, LP | $38.5M | 698,517 | 0.50% | 13q | -22.1%-$10.9M |
| Facet Wealth, Inc. | $38.4M | 696,801 | 0.55% | 6q | +15.2%+$5.1M |
| Focus Partners Wealth | $37.5M | 680,045 | 0.04% | 8q | -2.2%-$859.0K |
| Quadratic Capital Management LLC | $36.7M | 665,746 | 14.69% | 20q | +529.1%+$30.9M |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | $35.3M | 640,000 | 1.40% | 24q | HELD |
| Cambridge Investment Research Advisors, Inc. | $29.3M | 530,852 | 0.03% | 31q | +329.2%+$22.5M |
| Rockefeller Capital Management L.P. | $28.3M | 512,194 | 0.04% | 23q | +1.3%+$363.6K |
| Tortoise Investment Management, LLC | $27.4M | 495,847 | 2.04% | 15q | +13.0%+$3.2M |
| Checchi Capital Advisers, LLC | $27.3M | 494,116 | 1.23% | 28q | +11.1%+$2.7M |
| GOLDMAN SACHS GROUP INC | $26.3M | 475,919 | 0.00% | 31q | -31.9%-$12.3M |
| First Financial Bankshares Inc | $23.9M | 433,138 | 0.45% | 11q | +3.0%+$699.4K |
| Klaas Financial Asset Advisors, LLC | $23.7M | 429,599 | 2.95% | 2q | +9.1%+$2.0M |
| PRINCIPAL SECURITIES, INC. | $23.2M | 421,251 | 0.28% | 11q | +6.6%+$1.4M |
| GenWealth Group, Inc. | $22.9M | 414,334 | 3.56% | 25q | +5.2%+$1.1M |
| NOTTINGHAM ADVISORS, INC. | $22.2M | 290,316 | 2.65% | 25q | -27.9%-$8.6M |
| NATIONAL BANK OF CANADA /FI/ | $21.6M | 392,188 | 0.02% | 14q | -3.6%-$806.3K |
| GTS SECURITIES LLC | $20.5M | 371,068 | 0.43% | new | NEW |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | $20.3M | 367,012 | 4.98% | 4q | +15.3%+$2.7M |
| Gleason Group, Inc. | $19.9M | 359,953 | 1.73% | 5q | +1.2%+$233.6K |
| Harvest Portfolios Group Inc. | $19.8M | 358,561 | 0.28% | 12q | -27.3%-$7.4M |
| Obermeyer Wealth Partners | $19.6M | 356,030 | 0.80% | 4q | +10.4%+$1.8M |
| Wealthfront Advisers LLC | $19.2M | 348,668 | 0.04% | 20q | -25.1%-$6.5M |
| Betterment LLC | $18.5M | 335,755 | 0.03% | 21q | -2.8%-$525.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $18.5M | 342,500 | 0.03% | 14q | +2.4%+$442.4K |
| ROYAL BANK OF CANADA | $18.2M | 329,779 | 0.00% | 31q | -32.2%-$8.6M |
| FINANCIAL LIFE ADVISORS | $17.1M | 309,813 | 4.86% | 6q | +5.8%+$934.4K |
| WLTH Capital Management, LLC | $17.1M | 309,739 | 10.95% | 3q | +5.4%+$881.3K |
| Allworth Financial LP | $16.9M | 305,839 | 0.07% | 20q | -7.2%-$1.3M |
| Vident Advisory, LLC | $16.6M | 301,081 | 0.12% | 8q | +34.2%+$4.2M |
| HighTower Advisors, LLC | $16.4M | 297,973 | 0.02% | 16q | +3.4%+$546.1K |
| Professional Financial Management, Inc. | $16.2M | 293,907 | 16.45% | 3q | +20.5%+$2.8M |
| Penserra Capital Management LLC | $15.3M | 277,970 | 0.12% | 2q | -22.3%-$4.4M |
| KEYBANK NATIONAL ASSOCIATION/OH | $15.1M | 273,035 | 0.05% | 31q | +3.3%+$480.2K |
| NewEdge Advisors, LLC | $14.8M | 268,341 | 0.04% | 15q | +891.8%+$13.3M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $14.6M | 264,300 | 0.04% | 5q | HELD |
| JOHNSON INVESTMENT COUNSEL INC | $13.7M | 248,842 | 0.10% | 2q | -0.8%-$114.2K |
| NorthRock Partners, LLC | $13.0M | 234,982 | 0.19% | 4q | -2.1%-$272.7K |
| Aurelius Family Office LLC | $13.0M | 234,900 | 5.11% | 7q | +7.5%+$905.0K |
| AE Wealth Management LLC | $12.9M | 233,894 | 0.06% | 31q | -5.6%-$762.5K |
| Baird Financial Group, Inc. | $12.8M | 232,484 | 0.02% | 16q | -15.2%-$2.3M |
| Jump Financial, LLC | $12.5M | 226,055 | 0.10% | 2q | +191.1%+$8.2M |
| Tidal Investments LLC | $12.5M | 225,704 | 0.02% | 2q | +3.0%+$366.5K |
| Warwick Investment Management, Inc. | $12.3M | 223,674 | 1.39% | 5q | +66.3%+$4.9M |
| Cetera Investment Advisers | $12.3M | 222,035 | 0.01% | 20q | +102.2%+$6.2M |
| Quadrature Capital Ltd | $12.0M | 218,231 | 0.10% | new | NEW |
| Vestmark Advisory Solutions, Inc. | $11.6M | 209,528 | 0.11% | 4q | +2.8%+$319.1K |
| MERCER GLOBAL ADVISORS INC /ADV | $11.5M | 208,753 | 0.01% | 4q | -39.8%-$7.6M |
| NewEdge Wealth, LLC | $11.5M | 208,224 | 0.11% | 23q | +62.1%+$4.4M |
| ELEVATION POINT WEALTH PARTNERS, LLC | $11.4M | 207,070 | 0.21% | 5q | +1.4%+$162.8K |
| Beacon Pointe Advisors, LLC | $11.3M | 204,620 | 0.05% | 13q | -5.0%-$590.8K |
| Ironwood Wealth Management, LLC. | $11.2M | 202,849 | 2.48% | 12q | -74.9%-$33.5M |
| Diversify Advisory Services, LLC | $11.2M | 208,119 | 0.19% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $11.2M | 208,119 | 0.19% | 9q | +15.5%+$1.5M |
| EP Wealth Advisors, LLC | $11.1M | 200,578 | 0.04% | 4q | +173.5%+$7.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $10.6M | 192,695 | 0.01% | 26q | -68.2%-$22.8M |
| Morningstar Investment Management LLC | $10.6M | 191,300 | 0.65% | 29q | HELD |
| VICUS CAPITAL | $10.5M | 190,073 | 0.68% | 14q | +1.0%+$98.9K |
| Compass Advisory Group LLC | $10.4M | 187,695 | 2.46% | 8q | +6.5%+$633.0K |
| Fisher Asset Management, LLC | $10.3M | 187,414 | 0.00% | 17q | -7.7%-$857.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10.2M incl. $6.2M options CALL+PUT | 74,139 | 0.00% | 22q | +128.5%+$5.8M |
| Federation des caisses Desjardins du Quebec | $10.0M | 180,563 | 0.03% | 12q | +3.6%+$341.7K |
| COURIER CAPITAL LLC | $9.7M | 176,434 | 0.49% | 7q | +14.1%+$1.2M |
| Global Retirement Partners, LLC | $9.1M | 164,477 | 0.14% | 16q | +11.1%+$909.5K |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | $8.7M | 157,455 | 2.23% | 10q | +8.7%+$695.7K |
| Rinkey Investments | $8.2M | 149,291 | 1.94% | 8q | +2.5%+$197.5K |
| Focus Financial Network, Inc. | $8.1M | 147,527 | 0.25% | 8q | +63.7%+$3.2M |
| BIP Wealth, LLC | $8.1M | 147,024 | 0.23% | new | NEW |
| Hennion & Walsh Asset Management, Inc. | $7.9M | 143,347 | 0.23% | 22q | +5.1%+$384.8K |
| OSAIC HOLDINGS, INC. | $7.9M | 142,829 | 0.01% | 26q | +15.7%+$1.1M |
| Towneley Capital Management, Inc / DE | $7.9M | 142,551 | 1.54% | 11q | +1.8%+$141.6K |
| Janney Montgomery Scott LLC | $7.8M | 141,365 | 0.02% | new | NEW |
Showing the largest 100 of 465 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 | 166 | $963.1M | 19,193,984 | 21 | 69 | 44 | 0.0% |
| Q2 2026 | 465 | $6.9B | 125,116,287 | 65 | 194 | 130 | 0.2% |
| Q1 2026 | 441 | $6.5B | 116,732,647 | 50 | 182 | 124 | 0.4% |
| Q4 2025 | 451 | $6.7B | 119,510,075 | 57 | 180 | 117 | 0.2% |
| Q3 2025 | 406 | $6.5B | 113,254,396 | 53 | 152 | 140 | 0.2% |
| Q2 2025 | 409 | $6.4B | 113,541,193 | 55 | 164 | 128 | 0.2% |
| Q1 2025 | 417 | $6.6B | 113,701,754 | 64 | 149 | 128 | 0.4% |
| Q4 2024 | 416 | $6.3B | 114,423,345 | 48 | 155 | 125 | 0.3% |
| Q3 2024 | 417 | $13.5B | 219,147,912 | 77 | 159 | 117 | 0.4% |
| Q2 2024 | 373 | $12.1B | 209,562,901 | 53 | 154 | 104 | 0.4% |
| Q1 2024 | 370 | $12.6B | 213,469,213 | 63 | 166 | 89 | 0.1% |
| Q4 2023 | 356 | $9.3B | 150,557,050 | 80 | 159 | 76 | 0.3% |
| Q3 2023 | 294 | $4.7B | 84,095,858 | 53 | 123 | 82 | 0.4% |
| Q2 2023 | 287 | $4.0B | 63,747,591 | 59 | 126 | 62 | 0.5% |
| Q1 2023 | 251 | $3.2B | 47,827,059 | 56 | 108 | 55 | 0.4% |
| Q4 2022 | 236 | $2.7B | 43,939,942 | 54 | 96 | 53 | 0.3% |
| Q3 2022 | 200 | $2.7B | 42,828,336 | 44 | 62 | 57 | 0.3% |
| Q2 2022 | 182 | $3.5B | 50,399,531 | 41 | 61 | 54 | 0.1% |
| Q1 2022 | 176 | $8.1B | 100,158,344 | 34 | 64 | 58 | 0.1% |
| Q4 2021 | 177 | $7.6B | 85,402,885 | 25 | 70 | 39 | 0.1% |
| Q3 2021 | 164 | $5.8B | 65,577,007 | 29 | 52 | 60 | 0.1% |
| Q2 2021 | 150 | $6.1B | 69,219,688 | 27 | 61 | 41 | 0.0% |
| Q1 2021 | 142 | $5.2B | 63,335,766 | 29 | 55 | 35 | 0.0% |
| Q4 2020 | 132 | $2.2B | 22,888,071 | 17 | 63 | 24 | 0.0% |
| Q3 2020 | 139 | $37.7B | 378,525,480 | 39 | 55 | 25 | 0.0% |
| Q2 2020 | 117 | $37.0B | 369,717,381 | 28 | 37 | 36 | 0.0% |
| Q1 2020 | 118 | $35.0B | 346,885,154 | 35 | 31 | 31 | 0.0% |
| Q4 2019 | 101 | $1.9B | 22,310,102 | 18 | 38 | 26 | 0.0% |
| Q3 2019 | 98 | $2.0B | 22,545,369 | 20 | 31 | 36 | 0.0% |
| Q2 2019 | 92 | $925.9M | 11,338,552 | 24 | 26 | 24 | 0.0% |
| Q1 2019 | 81 | $857.6M | 11,030,267 | 17 | 21 | 25 | 0.0% |
| Q4 2018 | 80 | $526.3M | 7,044,610 | 0 | 2 | 0 | 0.0% |