DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD SCOTTSDALE FDS (VONG)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
960
Reporting holders
$32.4B
Reported value
0.0%
Calls
0.0%
Puts
+90
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/ | $9.7B | 75,510,712 | 0.62% | 31q | -0.8%-$77.8M |
| UBS Group AG | $3.8B | 29,798,193 | 0.48% | 21q | +3.4%+$124.6M |
| LPL Financial LLC | $2.2B | 17,043,233 | 0.49% | 31q | +1.6%+$33.3M |
| MORGAN STANLEY | $1.3B | 10,112,210 | 0.07% | 35q | +3.9%+$48.0M |
| Cetera Investment Advisers | $1.2B | 9,549,145 | 1.11% | 23q | +0.6%+$7.3M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $724.2M | 5,666,238 | 2.49% | 2q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $691.5M | 5,410,693 | 0.16% | 31q | +6.8%+$43.9M |
| WELLS FARGO & COMPANY/MN | $574.2M | 4,492,677 | 0.09% | 31q | +5.9%+$32.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $543.7M | 4,253,714 | 0.10% | 3q | -18.0%-$119.0M |
| CITIGROUP INC | $457.2M | 3,577,452 | 0.15% | 15q | HELD |
| AMERIPRISE FINANCIAL INC | $449.0M | 3,510,147 | 0.09% | 31q | -11.7%-$59.5M |
| Sequoia Financial Advisors, LLC | $438.0M | 3,426,943 | 2.18% | 31q | -1.6%-$7.0M |
| RAYMOND JAMES FINANCIAL INC | $406.4M | 3,179,933 | 0.11% | 7q | +2.1%+$8.3M |
| Janney Montgomery Scott LLC | $263.4M | 2,060,897 | 0.51% | 7q | +14.2%+$32.9M |
| TRUIST FINANCIAL CORP | $262.4M | 2,052,685 | 0.31% | 27q | +5.0%+$12.5M |
| COMMONWEALTH EQUITY SERVICES, LLC | $261.6M | 2,046,952 | 0.33% | 31q | +1.6%+$4.1M |
| Creative Planning | $257.0M | 2,010,520 | 0.15% | 31q | -6.5%-$17.8M |
| SageView Advisory Group, LLC | $246.9M | 1,931,426 | 8.09% | 15q | -6.4%-$16.8M |
| HighTower Advisors, LLC | $238.5M | 1,865,989 | 0.23% | 22q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $235.3M | 1,927,184 | 0.09% | 11q | -7.2%-$18.3M |
| JABODON PT CO | $218.4M | 1,708,907 | 21.43% | 3q | +4.6%+$9.5M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $214.0M | 1,674,624 | 0.32% | new | NEW |
| Equitable Holdings, Inc. | $193.6M | 1,575,282 | 1.16% | 26q | +1.2%+$2.3M |
| OSAIC HOLDINGS, INC. | $186.0M | 1,455,258 | 0.22% | 26q | +5.3%+$9.4M |
| Pathstone Holdings, LLC | $177.2M | 1,386,338 | 0.52% | 11q | +10.8%+$17.2M |
| Cerity Partners LLC | $161.9M | 1,266,738 | 0.20% | 25q | +27.7%+$35.1M |
| Cresset Asset Management, LLC | $160.5M | 1,255,576 | 0.58% | 11q | +74.2%+$68.4M |
| FIFTH THIRD BANCORP | $158.8M | 1,242,770 | 0.26% | 31q | HELD |
| ROYAL BANK OF CANADA | $156.7M | 1,226,410 | 0.02% | 31q | -4.8%-$8.0M |
| Beacon Pointe Advisors, LLC | $152.2M | 1,190,589 | 0.71% | 31q | +10.9%+$15.0M |
| Apollon Wealth Management, LLC | $144.8M | 1,133,318 | 1.76% | 16q | +33.8%+$36.6M |
| Quent Capital, LLC | $143.1M | 1,119,968 | 8.79% | 19q | +2.3%+$3.2M |
| GOLDMAN SACHS GROUP INC | $140.3M | 1,097,771 | 0.01% | 31q | -16.1%-$26.9M |
| PRUDENTIAL FINANCIAL INC | $137.1M | 1,072,320 | 0.15% | 27q | -5.2%-$7.5M |
| JPMORGAN CHASE & CO | $124.2M | 989,491 | 0.01% | 31q | -1.8%-$2.3M |
| PNC Financial Services Group, Inc. | $122.4M | 957,966 | 0.06% | 31q | HELD |
| Corient Private Wealth LP | $107.8M | 843,403 | 0.15% | 15q | -7.1%-$8.2M |
| Aaron Wealth Advisors LLC | $102.0M | 797,921 | 5.18% | 23q | -7.5%-$8.3M |
| Rockefeller Capital Management L.P. | $97.7M | 764,316 | 0.15% | 22q | +6.7%+$6.2M |
| Global Strategic Investment Solutions, LLC | $87.9M | 687,743 | 7.79% | 22q | -1.1%-$967.8K |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $87.4M | 683,725 | 0.57% | 31q | -11.8%-$11.7M |
| LPWM LLC | $87.2M | 682,435 | 19.35% | 27q | +3.3%+$2.8M |
| WestHill Financial Advisors, Inc. | $83.7M | 655,188 | 14.26% | 22q | HELD |
| SCS Capital Management LLC | $81.6M | 638,200 | 0.77% | 6q | +9.7%+$7.2M |
| 93 Financial Group, LLC | $76.9M | 601,405 | 30.34% | 3q | HELD |
| Alliance Wealth Advisors, LLC /UT | $70.9M | 554,931 | 13.37% | 4q | +22.1%+$12.8M |
| Baltimore-Washington Financial Advisors, Inc. | $70.7M | 553,037 | 2.64% | 16q | +3.0%+$2.0M |
| Waldron Private Wealth LLC | $68.3M | 534,614 | 2.37% | 31q | -2.2%-$1.5M |
| Hapanowicz & Associates Financial Services, Inc | $67.9M | 531,074 | 21.11% | 31q | +0.6%+$398.0K |
| Nadler Financial Group, Inc. | $67.2M | 525,540 | 5.69% | 31q | +0.8%+$527.7K |
| Wealthquest Corp | $67.1M | 525,384 | 4.24% | 20q | -53.7%-$77.9M |
| CAPTRUST FINANCIAL ADVISORS | $67.1M | 524,846 | 0.10% | 31q | -10.8%-$8.2M |
| Seven Bridges Advisors LLC | $66.5M | 519,988 | 32.04% | new | FIRST |
| CIBC Bancorp USA Inc. | $66.2M | 518,038 | 0.08% | 2q | +41.4%+$19.4M |
| VALLEY WEALTH MANAGERS, INC. | $64.8M | 507,390 | 3.75% | 21q | -4.6%-$3.1M |
| Modera Wealth Management, LLC | $63.9M | 499,958 | 0.68% | 15q | HELD |
| CITIZENS & NORTHERN CORP | $59.1M | 462,175 | 13.50% | 31q | +20.2%+$9.9M |
| NewEdge Advisors, LLC | $56.2M | 440,091 | 0.17% | 26q | +33.3%+$14.0M |
| STEPHENS INC /AR/ | $55.9M | 437,676 | 0.63% | 13q | -0.9%-$485.2K |
| COMMERCE BANK | $53.6M | 419,053 | 0.24% | 25q | +16.6%+$7.6M |
| Snowden Capital Advisors LLC | $53.4M | 417,425 | 1.26% | 10q | -5.2%-$2.9M |
| Kinetic Wealth Investment Advisors LLC | $52.4M | 409,654 | 24.68% | new | FIRST |
| Mariner, LLC | $50.6M | 396,131 | 0.05% | 21q | -14.8%-$8.8M |
| Apella Capital, LLC | $50.3M | 402,893 | 0.71% | 23q | +13.3%+$5.9M |
| Bank of New York Mellon Corp | $50.0M | 391,233 | 0.01% | 24q | +4.2%+$2.0M |
| TIAA TRUST, NATIONAL ASSOCIATION | $48.8M | 382,105 | 2.89% | 12q | -1.1%-$518.4K |
| Parkside Financial Bank & Trust | $48.4M | 379,038 | 3.30% | 18q | +5.4%+$2.5M |
| One Capital Management, LLC | $45.7M | 416,362 | 1.27% | 21q | HELD |
| Wealthspire Retirement, LLC | $45.0M | 352,091 | 2.47% | 26q | +3.7%+$1.6M |
| Clearstead Advisors, LLC | $44.5M | 347,785 | 0.42% | 15q | -11.2%-$5.6M |
| Tolleson Wealth Management, Inc. | $43.5M | 340,015 | 5.86% | 6q | HELD |
| FIRST NATIONAL BANK OF OMAHA | $43.2M | 344,539 | 1.22% | 3q | +18.8%+$6.8M |
| Atlantic Union Bankshares Corp | $42.3M | 331,269 | 0.71% | 23q | +13.7%+$5.1M |
| ASSETMARK, INC | $41.1M | 321,550 | 0.07% | 30q | -29.6%-$17.3M |
| Pacific Life Fund Advisors LLC | $40.9M | 319,951 | 4.50% | 9q | -7.3%-$3.2M |
| Summit Financial Strategies, Inc. | $39.7M | 310,757 | 2.79% | 3q | +24.9%+$7.9M |
| MML INVESTORS SERVICES, LLC | $39.5M | 308,934 | 0.08% | 31q | +12.3%+$4.3M |
| Lido Advisors, LLC | $39.4M | 308,350 | 0.11% | 10q | -6.8%-$2.9M |
| Windward Private Wealth Management Inc. | $39.3M | 307,150 | 12.56% | 23q | +2.3%+$872.6K |
| Steele Capital Management, Inc. | $39.1M | 306,208 | 1.44% | 11q | HELD |
| M&T Bank Corp | $38.8M | 303,485 | 0.11% | 17q | +38.3%+$10.7M |
| TD PRIVATE CLIENT WEALTH LLC | $38.7M | 302,869 | 0.71% | 23q | +4.3%+$1.6M |
| Highland Financial Advisors, LLC | $38.3M | 299,639 | 8.42% | 17q | +21.4%+$6.7M |
| D.A. DAVIDSON & CO. | $36.9M | 288,920 | 0.20% | 28q | +3.5%+$1.2M |
| LVW Advisors, LLC | $36.8M | 288,259 | 3.18% | 30q | -9.8%-$4.0M |
| EXCHANGE TRADED CONCEPTS, LLC | $35.0M | 273,627 | 0.16% | 5q | +16.1%+$4.8M |
| Haverford Trust Co | $33.7M | 263,796 | 0.29% | 5q | +11.3%+$3.4M |
| NICOLET BANKSHARES INC | $33.5M | 262,461 | 1.07% | 2q | -1.1%-$388.2K |
| GLENMEDE TRUST CO NA | $32.2M | 251,667 | 0.14% | 10q | +33.0%+$8.0M |
| AMG National Trust Bank | $30.4M | 237,808 | 0.62% | 7q | +270.2%+$22.2M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $30.0M | 235,188 | 0.05% | 12q | -2.3%-$718.2K |
| Advisors Capital Management, LLC | $29.9M | 233,717 | 0.32% | 7q | +18.1%+$4.6M |
| Cynosure Group, LLC | $29.7M | 232,626 | 4.47% | 6q | -11.5%-$3.9M |
| &PARTNERS | $28.5M | 222,661 | 0.12% | 9q | +1.8%+$512.7K |
| Global Retirement Partners, LLC | $28.2M | 220,568 | 0.43% | 16q | +14.2%+$3.5M |
| Arrowroot Family Office, LLC | $28.0M | 218,720 | 8.00% | 12q | +5.8%+$1.5M |
| CONDOR CAPITAL MANAGEMENT | $27.2M | 212,590 | 2.04% | 26q | -1.9%-$537.3K |
| Bernardo Wealth Planning LLC | $27.1M | 212,221 | 4.63% | 31q | +3.7%+$957.7K |
| Perkins Coie Trust Co | $26.4M | 206,319 | 4.37% | 27q | +1.9%+$485.0K |
| Planning Strategies Inc. | $26.3M | 205,539 | 16.39% | new | FIRST |
Showing the largest 100 of 960 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 | 374 | $2.2B | 17,348,922 | 23 | 122 | 96 | 0.0% |
| Q2 2026 | 960 | $32.4B | 253,911,524 | 113 | 323 | 239 | 0.0% |
| Q1 2026 | 870 | $27.4B | 248,510,752 | 82 | 299 | 244 | 0.0% |
| Q4 2025 | 860 | $21.8B | 178,879,846 | 77 | 270 | 221 | 0.0% |
| Q3 2025 | 789 | $18.5B | 154,700,561 | 84 | 249 | 227 | 0.0% |
| Q2 2025 | 754 | $17.2B | 157,593,856 | 93 | 260 | 193 | 0.0% |
| Q1 2025 | 717 | $14.1B | 151,566,636 | 64 | 242 | 200 | 0.0% |
| Q4 2024 | 743 | $14.6B | 141,620,386 | 99 | 245 | 168 | 0.0% |
| Q3 2024 | 638 | $13.1B | 136,171,668 | 59 | 216 | 165 | 0.0% |
| Q2 2024 | 617 | $13.0B | 138,533,781 | 75 | 210 | 161 | 0.0% |
| Q1 2024 | 583 | $13.2B | 152,134,775 | 66 | 196 | 161 | 0.0% |
| Q4 2023 | 544 | $11.3B | 144,108,476 | 66 | 166 | 136 | 0.0% |
| Q3 2023 | 472 | $8.7B | 127,273,672 | 51 | 157 | 127 | 0.0% |
| Q2 2023 | 458 | $8.5B | 119,470,475 | 62 | 141 | 132 | 0.0% |
| Q1 2023 | 422 | $7.2B | 115,196,458 | 54 | 156 | 107 | 0.0% |
| Q4 2022 | 402 | $7.4B | 134,782,376 | 64 | 153 | 93 | 0.0% |
| Q3 2022 | 350 | $21.0B | 387,476,885 | 44 | 142 | 71 | 0.0% |
| Q2 2022 | 334 | $16.4B | 291,519,395 | 45 | 124 | 89 | 0.0% |
| Q1 2022 | 336 | $16.8B | 261,153,605 | 41 | 114 | 82 | 0.0% |
| Q4 2021 | 334 | $16.5B | 211,107,920 | 34 | 109 | 80 | 0.0% |
| Q3 2021 | 297 | $10.8B | 153,033,567 | 43 | 105 | 71 | 0.0% |
| Q2 2021 | 271 | $10.3B | 147,804,550 | 38 | 91 | 65 | 0.0% |
| Q1 2021 | 261 | $6.7B | 27,621,164 | 32 | 85 | 73 | 0.0% |
| Q4 2020 | 251 | $6.8B | 27,253,900 | 22 | 75 | 69 | 0.0% |
| Q3 2020 | 225 | $5.9B | 26,354,513 | 29 | 64 | 71 | 0.0% |
| Q2 2020 | 203 | $4.6B | 23,442,296 | 38 | 65 | 59 | 0.0% |
| Q1 2020 | 177 | $2.3B | 14,843,416 | 29 | 63 | 51 | 0.0% |
| Q4 2019 | 176 | $2.2B | 12,267,171 | 25 | 61 | 44 | 0.0% |
| Q3 2019 | 144 | $1.9B | 11,634,134 | 11 | 46 | 45 | 0.0% |
| Q2 2019 | 146 | $1.8B | 11,291,119 | 18 | 54 | 43 | 0.0% |
| Q1 2019 | 137 | $1.8B | 11,412,014 | 19 | 40 | 44 | 0.0% |
| Q4 2018 | 130 | $8.8B | 65,330,614 | 2 | 1 | 4 | 0.0% |