DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD SCOTTSDALE FDS (VTWO)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
750
Reporting holders
$13.3B
Reported value
0.1%
Calls
0.0%
Puts
+63
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/ | $3.0B | 24,964,224 | 0.20% | 31q | +4.7%+$137.0M |
| UBS Group AG | $1.6B | 13,062,676 | 0.20% | 21q | +1.9%+$30.2M |
| MORGAN STANLEY | $1.1B | 8,955,617 | 0.06% | 35q | HELD |
| NEOS Investment Management LLC | $1.0B | 8,513,553 | 3.81% | 9q | +28.9%+$231.8M |
| US BANCORP \DE\ | $716.0M | 5,896,669 | 0.78% | 31q | +2.4%+$16.8M |
| WELLS FARGO & COMPANY/MN | $495.0M | 4,076,388 | 0.08% | 31q | +9.0%+$40.7M |
| ENVESTNET ASSET MANAGEMENT INC | $438.7M | 3,612,932 | 0.10% | 31q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $354.5M | 2,947,269 | 0.14% | 17q | -29.8%-$150.4M |
| GOLDMAN SACHS GROUP INC | $345.9M | 2,849,165 | 0.03% | 31q | -3.1%-$11.1M |
| STIFEL FINANCIAL CORP | $275.5M | 2,269,264 | 0.23% | 23q | +53.4%+$95.9M |
| NATIXIS ADVISORS, LLC | $233.4M | 1,922,657 | 0.26% | 17q | -34.1%-$120.6M |
| JPMORGAN CHASE & CO | $224.9M | 1,861,145 | 0.01% | 31q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $218.9M | 1,803,053 | 0.04% | 3q | -25.2%-$73.7M |
| EXCHANGE TRADED CONCEPTS, LLC | $179.7M | 1,480,354 | 0.82% | 3q | +16.9%+$26.0M |
| LPL Financial LLC | $148.9M | 1,226,242 | 0.03% | 31q | +14.5%+$18.8M |
| TRUIST FINANCIAL CORP | $137.5M | 1,132,212 | 0.16% | 30q | +66.3%+$54.8M |
| NEUBERGER BERMAN GROUP LLC | $104.7M | 862,639 | 0.07% | 10q | -0.8%-$881.6K |
| BANK OF MONTREAL /CAN/ | $94.0M | 774,422 | 0.03% | 23q | +12.5%+$10.4M |
| RAYMOND JAMES FINANCIAL INC | $89.9M | 740,209 | 0.02% | 7q | +4.3%+$3.7M |
| AMG National Trust Bank | $76.4M | 628,901 | 1.57% | 7q | +17.0%+$11.1M |
| MAI Capital Management | $76.2M | 627,845 | 0.29% | 7q | +7430.8%+$75.2M |
| Henshaw Capital LLC | $70.7M | 582,050 | 2.30% | 26q | HELD |
| AMERIPRISE FINANCIAL INC | $68.8M | 566,229 | 0.01% | 31q | -3.0%-$2.1M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $51.0M | 420,000 | 0.07% | 3q | -16.3%-$10.0M |
| Venturi Wealth Management, LLC | $50.5M | 415,648 | 1.95% | 23q | -2.8%-$1.5M |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $47.0M | 387,207 | 0.24% | 31q | -18.4%-$10.6M |
| Turim 21 Investimentos Ltda. | $44.7M | 121,344 | 7.29% | 2q | +4.3%+$1.9M |
| TEXAS TREASURY SAFEKEEPING TRUST CO | $43.3M | 356,474 | 6.25% | new | NEW |
| WESBANCO BANK INC | $42.7M | 352,082 | 1.06% | 8q | +28.9%+$9.6M |
| ROYAL BANK OF CANADA | $37.7M | 310,408 | 0.01% | 31q | -12.6%-$5.4M |
| Envestnet Portfolio Solutions, Inc. | $36.8M | 302,916 | 0.18% | 12q | +49.8%+$12.2M |
| Waverly Advisors, LLC | $35.7M | 294,285 | 0.21% | 31q | -7.2%-$2.8M |
| AE Wealth Management LLC | $35.2M | 289,507 | 0.16% | 25q | +2.6%+$892.3K |
| Janney Montgomery Scott LLC | $33.4M | 275,322 | 0.06% | 31q | HELD |
| FIRST CITIZENS BANK & TRUST CO | $31.8M | 261,877 | 0.48% | 24q | +61.0%+$12.0M |
| MOODY NATIONAL BANK TRUST DIVISION | $31.6M | 260,175 | 2.62% | 25q | +28.3%+$7.0M |
| Rockefeller Capital Management L.P. | $31.0M | 255,238 | 0.05% | 28q | +27.8%+$6.7M |
| Lido Advisors, LLC | $28.5M | 234,831 | 0.08% | 15q | -15.2%-$5.1M |
| Cetera Investment Advisers | $27.1M | 223,431 | 0.02% | 23q | +1.0%+$271.0K |
| CSM Advisors, LLC | $25.9M | 212,943 | 0.55% | 21q | -43.9%-$20.3M |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | $25.0M | 206,297 | 2.37% | 24q | -10.3%-$2.9M |
| OSAIC HOLDINGS, INC. | $24.3M | 199,997 | 0.03% | 26q | +10.2%+$2.2M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $23.4M | 192,676 | 0.01% | 31q | +1.0%+$229.4K |
| GLENMEDE TRUST CO NA | $22.4M | 184,661 | 0.10% | 7q | +7.2%+$1.5M |
| S. R. Schill & Associates | $20.5M | 168,515 | 12.35% | 24q | -11.6%-$2.7M |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | $20.1M | 165,262 | 0.71% | 14q | +44.1%+$6.1M |
| Focus Partners Wealth | $20.1M | 165,195 | 0.02% | 11q | -7.2%-$1.6M |
| ALERUS FINANCIAL NA | $19.0M | 156,705 | 0.83% | 5q | -3.1%-$612.9K |
| MML INVESTORS SERVICES, LLC | $18.8M | 155,114 | 0.04% | 31q | +18.1%+$2.9M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $18.6M | 152,902 | 0.01% | 18q | +4.4%+$778.1K |
| LBMC INVESTMENT ADVISORS, LLC | $18.1M | 149,225 | 0.98% | 31q | HELD |
| Cadent Capital Advisors, LLC | $17.8M | 146,404 | 3.66% | 5q | +2.5%+$436.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $17.5M | 144,231 | 0.02% | 31q | -7.1%-$1.3M |
| Cerity Partners LLC | $17.5M | 143,888 | 0.02% | 29q | -3.5%-$632.4K |
| Fusion Capital, LLC | $17.3M | 142,253 | 4.01% | 27q | +1.4%+$246.5K |
| Cambridge Investment Research Advisors, Inc. | $16.7M | 137,750 | 0.02% | 31q | +110.4%+$8.8M |
| CENTRAL VALLEY ADVISORS, LLC | $16.6M | 136,486 | 4.25% | 7q | -2.1%-$348.5K |
| SVB WEALTH LLC | $16.1M | 132,310 | 1.01% | 11q | -9.9%-$1.8M |
| BNP PARIBAS FINANCIAL MARKETS | $15.9M | 131,213 | 0.01% | 8q | -52.3%-$17.5M |
| PNC Financial Services Group, Inc. | $15.8M | 130,473 | 0.01% | 31q | +0.6%+$101.6K |
| Pathstone Holdings, LLC | $15.0M | 123,634 | 0.04% | 11q | +3.1%+$458.0K |
| Rockbridge Investment Management, LCC | $14.8M | 121,911 | 1.20% | 8q | +6.1%+$848.4K |
| LVW Advisors, LLC | $14.6M | 120,557 | 1.26% | 31q | +70.3%+$6.0M |
| WELLINGTON MANAGEMENT GROUP LLP | $14.1M | 116,435 | 0.00% | 6q | -5.0%-$743.6K |
| CIBC WORLD MARKET INC. | $13.8M | 113,442 | 0.02% | 31q | -6.4%-$935.2K |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $13.8M | 113,415 | 1.19% | 15q | +4.4%+$580.5K |
| Fairfield University | $12.9M | 105,913 | 5.21% | 2q | HELD |
| Zuckerman Investment Group, LLC | $12.7M | 104,587 | 1.07% | 25q | +0.5%+$64.1K |
| Cresset Asset Management, LLC | $12.2M | 100,163 | 0.04% | 13q | -24.0%-$3.8M |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | $12.1M | 100,000 | 0.48% | 31q | HELD |
| Vise Technologies, Inc. | $12.1M | 99,914 | 0.14% | 17q | +7.2%+$811.5K |
| Thrivent Financial for Lutherans | $11.6M | 95,398 | 0.02% | 21q | +4.3%+$473.7K |
| FIFTH THIRD BANCORP | $11.4M | 94,141 | 0.02% | 25q | +7.3%+$781.0K |
| COMMERCE BANK | $11.4M | 93,742 | 0.05% | 21q | +20.4%+$1.9M |
| JOHNSON INVESTMENT COUNSEL INC | $11.3M | 93,417 | 0.08% | 12q | +501.7%+$9.5M |
| Beacon Pointe Advisors, LLC | $11.3M | 93,231 | 0.05% | 22q | -13.8%-$1.8M |
| Creative Planning | $11.1M | 91,496 | 0.01% | 31q | +2.9%+$315.0K |
| First Western Trust Bank | $11.0M | 90,853 | 0.54% | 18q | -1.6%-$182.5K |
| HighTower Advisors, LLC | $10.7M | 88,369 | 0.01% | 22q | -1.7%-$187.6K |
| Encompass More Asset Management | $10.7M | 88,061 | 1.56% | new | NEW |
| Myriad Asset Management Advisors LLC | $10.6M | 87,623 | 2.51% | new | NEW |
| BLAIR WILLIAM & CO/IL | $10.5M | 86,277 | 0.03% | 31q | +4.3%+$430.1K |
| Heritage Investment Group, Inc. | $10.3M | 84,809 | 1.38% | 17q | -3.4%-$358.9K |
| 1900 WEALTH MANAGEMENT LLC | $10.3M | 84,487 | 0.57% | 23q | -8.5%-$948.5K |
| FIRST NATIONAL BANK OF OMAHA | $10.0M | 82,917 | 0.28% | 14q | -2.0%-$204.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10.0M incl. $7.6M options CALL+PUT | 18,952 | 0.00% | 26q | HELD |
| Gotham Asset Management, LLC | $9.9M | 81,562 | 0.02% | 3q | +54.4%+$3.5M |
| EP Wealth Advisors, LLC | $9.8M | 80,591 | 0.04% | 11q | +4.3%+$403.4K |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | $9.8M | 80,454 | 7.30% | 11q | -5.5%-$568.2K |
| CHOREO, LLC | $9.6M | 78,873 | 0.11% | 13q | +9.6%+$835.4K |
| Financial & Tax Architects, LLC | $9.6M | 78,760 | 2.02% | 22q | +7.9%+$697.3K |
| Kingdom Financial Group LLC. | $9.4M | 77,417 | 2.40% | 13q | +4.1%+$369.4K |
| Farther Finance Advisors, LLC | $9.1M | 75,312 | 0.07% | 15q | -1.3%-$123.6K |
| Financial Engines Advisors L.L.C. | $9.0M | 74,418 | 0.02% | 6q | -6.9%-$674.2K |
| Corient Private Wealth LP | $9.0M | 74,091 | 0.01% | 15q | -15.4%-$1.6M |
| First Citizens Asset Management, Inc. | $8.6M | 71,124 | 2.76% | 16q | +6.3%+$510.1K |
| Summit Financial Consulting LLC | $8.3M | 68,479 | 5.64% | 2q | -6.1%-$543.7K |
| Baird Financial Group, Inc. | $8.3M | 68,341 | 0.01% | 31q | +1.8%+$144.4K |
| Kestra Advisory Services, LLC | $8.3M | 68,089 | 0.03% | 24q | -8.7%-$784.3K |
| Sumitomo Mitsui Trust Group, Inc. | $8.0M | 66,140 | 0.00% | 19q | -2.9%-$241.6K |
Showing the largest 100 of 750 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 | 263 | $667.0M | 5,958,807 | 19 | 68 | 77 | 0.0% |
| Q2 2026 | 750 | $13.3B | 109,155,861 | 90 | 220 | 208 | 0.1% |
| Q1 2026 | 687 | $10.7B | 106,029,669 | 80 | 235 | 170 | 0.1% |
| Q4 2025 | 663 | $9.4B | 94,495,376 | 68 | 215 | 140 | 0.2% |
| Q3 2025 | 609 | $8.4B | 85,832,286 | 77 | 177 | 167 | 0.2% |
| Q2 2025 | 586 | $8.5B | 96,723,094 | 62 | 210 | 152 | 0.5% |
| Q1 2025 | 584 | $6.6B | 81,686,138 | 56 | 203 | 154 | 0.2% |
| Q4 2024 | 603 | $6.7B | 74,790,953 | 59 | 212 | 130 | 0.2% |
| Q3 2024 | 538 | $6.7B | 75,192,647 | 83 | 194 | 117 | 0.6% |
| Q2 2024 | 499 | $5.3B | 64,213,971 | 57 | 167 | 135 | 0.1% |
| Q1 2024 | 479 | $7.2B | 85,700,664 | 59 | 164 | 121 | 0.2% |
| Q4 2023 | 466 | $5.2B | 64,274,698 | 64 | 156 | 113 | 0.2% |
| Q3 2023 | 411 | $4.0B | 56,031,136 | 34 | 139 | 103 | 0.1% |
| Q2 2023 | 412 | $4.0B | 53,408,388 | 47 | 135 | 112 | 0.1% |
| Q1 2023 | 407 | $3.9B | 53,875,158 | 43 | 136 | 105 | 0.2% |
| Q4 2022 | 413 | $3.7B | 51,857,264 | 60 | 139 | 96 | 0.2% |
| Q3 2022 | 362 | $13.3B | 199,234,563 | 35 | 116 | 100 | 0.0% |
| Q2 2022 | 373 | $17.7B | 258,655,176 | 34 | 114 | 118 | 0.0% |
| Q1 2022 | 395 | $31.3B | 377,061,349 | 63 | 141 | 100 | 0.0% |
| Q4 2021 | 380 | $29.0B | 322,298,498 | 43 | 155 | 66 | 0.0% |
| Q3 2021 | 339 | $24.6B | 276,635,214 | 35 | 135 | 75 | 0.0% |
| Q2 2021 | 328 | $20.1B | 216,674,500 | 41 | 114 | 87 | 0.0% |
| Q1 2021 | 312 | $16.2B | 90,401,793 | 61 | 110 | 70 | 0.0% |
| Q4 2020 | 266 | $6.6B | 41,363,761 | 45 | 86 | 50 | 0.1% |
| Q3 2020 | 219 | $4.0B | 33,067,857 | 27 | 52 | 69 | 0.0% |
| Q2 2020 | 205 | $3.5B | 30,525,368 | 44 | 61 | 50 | 0.0% |
| Q1 2020 | 176 | $714.7M | 7,817,756 | 31 | 53 | 47 | 0.1% |
| Q4 2019 | 176 | $1.2B | 8,627,416 | 19 | 55 | 39 | 0.0% |
| Q3 2019 | 163 | $840.5M | 6,909,344 | 18 | 41 | 42 | 0.1% |
| Q2 2019 | 159 | $1.0B | 8,187,345 | 14 | 42 | 43 | 0.0% |
| Q1 2019 | 166 | $1.0B | 8,198,029 | 19 | 37 | 50 | 0.1% |
| Q4 2018 | 165 | $830.3M | 7,731,169 | 2 | 5 | 4 | 0.0% |