DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD SCOTTSDALE FDS (VTWV)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
196
Reporting holders
$620.2M
Reported value
0.0%
Calls
0.0%
Puts
+3
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/ | $81.9M | 418,871 | 0.01% | 31q | -1.6%-$1.3M |
| MORGAN STANLEY | $56.2M | 287,799 | 0.00% | 35q | +45.3%+$17.5M |
| Pathstone Holdings, LLC | $40.0M | 204,471 | 0.12% | 9q | -3.2%-$1.3M |
| COMMERCE BANK | $23.5M | 120,264 | 0.10% | 20q | -2.8%-$683.5K |
| LPL Financial LLC | $23.0M | 117,898 | 0.01% | 31q | +0.7%+$155.4K |
| Equitable Holdings, Inc. | $19.3M | 98,687 | 0.12% | 8q | +37.5%+$5.3M |
| QUEST INVESTMENT MANAGEMENT LLC | $19.1M | 97,643 | 2.23% | 2q | HELD |
| WELLS FARGO & COMPANY/MN | $18.6M | 95,396 | 0.00% | 31q | +6.3%+$1.1M |
| Rockefeller Capital Management L.P. | $16.9M | 86,298 | 0.03% | 22q | -5.0%-$891.0K |
| Savant Capital, LLC | $16.6M | 91,791 | 0.05% | 16q | +100.0%+$8.3M |
| Bragg Financial Advisors, Inc | $16.1M | 82,247 | 0.43% | 31q | -1.7%-$284.6K |
| AMERIPRISE FINANCIAL INC | $13.4M | 68,522 | 0.00% | 22q | -9.3%-$1.4M |
| FIRST AMERICAN TRUST, FSB | $13.1M | 67,143 | 0.79% | 2q | +22.0%+$2.4M |
| OSAIC HOLDINGS, INC. | $11.6M | 59,430 | 0.01% | 26q | -2.2%-$257.0K |
| WestHill Financial Advisors, Inc. | $11.3M | 57,957 | 1.93% | 22q | HELD |
| AMG National Trust Bank | $10.9M | 55,783 | 0.22% | 7q | +14.4%+$1.4M |
| Financial Advisory Corp | $9.8M | 50,160 | 1.30% | 7q | HELD |
| RAYMOND JAMES FINANCIAL INC | $9.1M | 46,658 | 0.00% | 7q | -2.4%-$226.7K |
| Institute for Wealth Management, LLC. | $8.4M | 42,835 | 0.74% | 13q | -1.2%-$103.2K |
| UBS Group AG | $8.2M | 41,836 | 0.00% | 31q | +8.6%+$644.6K |
| RWA WEALTH PARTNERS, LLC | $7.4M | 37,908 | 0.07% | 11q | +1.1%+$82.3K |
| JPMORGAN CHASE & CO | $6.6M | 33,847 | 0.00% | 25q | +8.3%+$507.6K |
| Cetera Investment Advisers | $6.3M | 32,275 | 0.01% | 10q | -4.0%-$261.3K |
| TRUIST FINANCIAL CORP | $5.6M | 28,883 | 0.01% | 21q | HELD |
| FRANKLIN RESOURCES INC | $5.1M | 26,233 | 0.00% | 31q | HELD |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | $5.1M | 26,196 | 0.20% | 22q | +8.4%+$396.5K |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $5.0M | 25,801 | 0.03% | 31q | -4.8%-$253.5K |
| ROYAL BANK OF CANADA | $5.0M | 25,540 | 0.00% | 31q | +118.6%+$2.7M |
| PW Nova Financial Services LLC | $4.9M | 25,260 | 1.06% | 3q | HELD |
| Virtue Capital Management, LLC | $4.9M | 25,100 | 0.66% | 21q | -16.8%-$993.4K |
| Zhang Financial LLC | $4.3M | 21,923 | 0.13% | 2q | +983.2%+$3.9M |
| GOLDMAN SACHS GROUP INC | $4.1M | 20,883 | 0.00% | 22q | +0.7%+$27.8K |
| ENVESTNET ASSET MANAGEMENT INC | $3.9M | 19,788 | 0.00% | 31q | +5.1%+$186.3K |
| BlackRock, Inc. | $3.6M | 18,520 | 0.00% | 5q | -20.7%-$945.0K |
| Kestra Advisory Services, LLC | $3.6M | 18,241 | 0.01% | 24q | -49.1%-$3.4M |
| CIBC WORLD MARKET INC. | $3.4M | 17,352 | 0.01% | 31q | HELD |
| HighTower Advisors, LLC | $3.3M | 16,981 | 0.00% | 22q | -7.0%-$250.0K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $3.3M | 16,829 | 0.04% | 22q | HELD |
| Rodgers & Associates, LTD | $3.0M | 15,359 | 0.27% | 23q | -0.9%-$26.2K |
| Phoenix Wealth Advisors | $3.0M | 15,218 | 1.00% | 15q | +4.7%+$132.3K |
| Allegheny Financial Group | $3.0M | 15,129 | 0.31% | 17q | -5.0%-$155.8K |
| TWO SIGMA INVESTMENTS, LP | $2.9M | 14,800 | 0.00% | 2q | -39.8%-$1.9M |
| LBJ Family Wealth Advisors, Ltd. | $2.8M | 14,363 | 1.43% | 25q | -0.6%-$17.0K |
| CAPTRUST FINANCIAL ADVISORS | $2.8M | 14,211 | 0.00% | 5q | +1.9%+$51.4K |
| NYL Investors LLC | $2.8M | 14,206 | 1.06% | 5q | HELD |
| Wealth Dimensions Group, Ltd. | $2.7M | 14,040 | 0.49% | 23q | HELD |
| D.A. DAVIDSON & CO. | $2.7M | 13,970 | 0.02% | 3q | HELD |
| Clearstead Advisors, LLC | $2.6M | 13,113 | 0.02% | 9q | HELD |
| Parkside Financial Bank & Trust | $2.5M | 12,736 | 0.17% | 17q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.4M | 12,343 | 0.00% | 2q | +21.6%+$429.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.3M | 11,903 | 0.00% | 31q | -4.9%-$119.0K |
| Sowell Financial Services LLC | $2.3M | 11,666 | 0.07% | new | NEW |
| OPPENHEIMER & CO INC | $2.3M | 11,557 | 0.02% | 16q | +5.1%+$109.3K |
| Gibraltar Capital Management, Inc. | $2.2M | 11,250 | 0.34% | 6q | HELD |
| Gotham Asset Management, LLC | $2.1M | 10,547 | 0.00% | 4q | HELD |
| Summit Financial, LLC | $1.8M | 9,381 | 0.02% | 4q | -5.0%-$96.2K |
| Fifth Third Securities, Inc. | $1.8M | 9,152 | 0.10% | 17q | -18.2%-$397.3K |
| Baird Financial Group, Inc. | $1.7M | 8,927 | 0.00% | 31q | HELD |
| Cambridge Investment Research Advisors, Inc. | $1.7M | 8,860 | 0.00% | 15q | +1.7%+$28.7K |
| STIFEL FINANCIAL CORP | $1.7M | 8,846 | 0.00% | 31q | -0.7%-$12.5K |
| FourThought Financial Partners, LLC | $1.6M | 8,393 | 0.13% | 15q | -0.7%-$10.9K |
| Roundview Capital LLC | $1.6M | 8,379 | 0.09% | 25q | HELD |
| NICOLET BANKSHARES INC | $1.5M | 7,893 | 0.05% | 2q | -4.6%-$74.5K |
| TOBIAS FINANCIAL ADVISORS, INC. | $1.5M | 7,494 | 0.19% | 18q | HELD |
| GREAT VALLEY ADVISOR GROUP, INC. | $1.5M | 7,436 | 0.02% | 7q | +1.7%+$23.8K |
| Jordan Park Group LLC | $1.3M | 6,789 | 0.07% | 8q | -15.4%-$241.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.3M | 6,650 | 0.00% | 21q | +1.7%+$21.7K |
| Financial Engines Advisors L.L.C. | $1.2M | 6,380 | 0.00% | 5q | -11.1%-$155.4K |
| Morangie Management LLC | $1.2M | 5,929 | 0.96% | 7q | HELD |
| Dickmeyer Boyce Financial Management, Inc. | $1.1M | 5,624 | 0.57% | 2q | +8.2%+$83.5K |
| Wrenne Financial Planning LLC | $1.1M | 5,544 | 0.37% | 5q | -7.5%-$87.6K |
| McLean Asset Management Corp | $1.1M | 5,464 | 0.14% | 17q | HELD |
| Mariner, LLC | $1.0M | 5,324 | 0.00% | 16q | +7.6%+$73.3K |
| Sigma Planning Corp | $1.0M | 5,318 | 0.03% | 10q | -16.7%-$207.9K |
| Brooklyn FI, LLC | $1.0M | 5,279 | 0.19% | 6q | HELD |
| Private Advisor Group, LLC | $884.0K | 4,523 | 0.00% | 31q | -95.3%-$17.8M |
| Lido Advisors, LLC | $869.4K | 4,448 | 0.00% | 14q | -9.1%-$86.8K |
| Michels Family Financial, LLC | $839.7K | 4,296 | 0.54% | 7q | -0.7%-$6.1K |
| BANK OF MONTREAL /CAN/ | $829.4K | 4,244 | 0.00% | 21q | HELD |
| IVC Wealth Advisors LLC | $819.6K | 4,194 | 0.32% | 23q | -3.1%-$26.4K |
| MONETA GROUP INVESTMENT ADVISORS LLC | $801.9K | 4,103 | 0.01% | 17q | HELD |
| Composition Wealth, LLC | $800.1K | 4,094 | 0.01% | 24q | HELD |
| NewEdge Advisors, LLC | $792.5K | 4,055 | 0.00% | 17q | HELD |
| 1900 WEALTH MANAGEMENT LLC | $725.7K | 3,713 | 0.04% | 20q | -6.4%-$49.8K |
| Clear Retirement Advice LLC | $706.1K | 3,613 | 0.48% | 3q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $667.8K | 3,415 | 0.00% | 9q | -6.9%-$49.7K |
| Janney Montgomery Scott LLC | $666.0K | 3,406 | 0.00% | 31q | +1.7%+$11.1K |
| Kelsey Financial, LLC | $631.5K | 3,231 | 0.48% | 3q | -10.5%-$73.9K |
| MML INVESTORS SERVICES, LLC | $627.7K | 3,212 | 0.00% | 22q | +20.9%+$108.5K |
| AdvisorNet Financial, Inc | $620.2K | 3,173 | 0.03% | 31q | -1.4%-$8.8K |
| Tennessee Valley Asset Management Partners | $605.5K | 3,098 | 0.07% | 9q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $586.3K | 3,000 | 0.01% | 15q | HELD |
| NEUBERGER BERMAN GROUP LLC | $558.2K | 2,856 | 0.00% | 23q | HELD |
| Sound Financial Strategies Group, LLC | $547.2K | 2,800 | 0.35% | 2q | +2.1%+$11.1K |
| Stordahl Capital Management, Inc. | $540.4K | 2,765 | 0.10% | 31q | -1.6%-$8.8K |
| Investor's Fiduciary Advisor Network, LLC | $535.0K | 2,742 | 0.18% | 7q | +3.5%+$18.0K |
| FIRST NATIONAL BANK OF OMAHA | $534.8K | 2,740 | 0.02% | 3q | HELD |
| MOSAIC FINANCIAL GROUP, LLC | $521.0K | 2,668 | 0.33% | 3q | HELD |
| FAS Wealth Partners, Inc. | $521.0K | 2,666 | 0.03% | 27q | HELD |
| LOM Asset Management Ltd | $508.1K | 2,600 | 0.13% | 3q | +90.9%+$242.0K |
Showing the largest 100 of 196 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 | 50 | $62.1M | 336,276 | 8 | 8 | 16 | 0.0% |
| Q2 2026 | 196 | $620.2M | 3,180,174 | 17 | 44 | 56 | 0.0% |
| Q1 2026 | 193 | $523.3M | 3,132,352 | 27 | 43 | 55 | 0.0% |
| Q4 2025 | 172 | $425.8M | 2,658,597 | 19 | 52 | 34 | 0.0% |
| Q3 2025 | 153 | $387.9M | 2,534,720 | 12 | 45 | 36 | 0.0% |
| Q2 2025 | 154 | $347.1M | 2,494,692 | 10 | 44 | 45 | 0.0% |
| Q1 2025 | 158 | $325.1M | 2,441,374 | 11 | 51 | 49 | 0.0% |
| Q4 2024 | 163 | $359.4M | 2,485,440 | 17 | 45 | 42 | 0.0% |
| Q3 2024 | 146 | $341.0M | 2,317,668 | 10 | 45 | 41 | 0.1% |
| Q2 2024 | 144 | $311.1M | 2,309,860 | 14 | 33 | 45 | 0.1% |
| Q1 2024 | 147 | $439.3M | 3,149,218 | 18 | 36 | 42 | 0.0% |
| Q4 2023 | 147 | $412.0M | 3,018,815 | 11 | 46 | 41 | 0.0% |
| Q3 2023 | 144 | $311.7M | 2,609,031 | 11 | 48 | 34 | 0.0% |
| Q2 2023 | 136 | $385.2M | 3,129,122 | 8 | 42 | 37 | 0.0% |
| Q1 2023 | 137 | $344.6M | 2,854,890 | 7 | 34 | 40 | 0.0% |
| Q4 2022 | 145 | $363.1M | 3,004,192 | 23 | 53 | 33 | 0.0% |
| Q3 2022 | 130 | $3.8B | 33,718,303 | 17 | 36 | 37 | 0.0% |
| Q2 2022 | 124 | $4.0B | 33,792,425 | 14 | 37 | 31 | 0.0% |
| Q1 2022 | 126 | $4.2B | 29,791,812 | 21 | 37 | 33 | 0.0% |
| Q4 2021 | 119 | $4.3B | 29,883,221 | 13 | 49 | 24 | 0.0% |
| Q3 2021 | 106 | $3.8B | 26,991,920 | 12 | 29 | 26 | 0.0% |
| Q2 2021 | 104 | $3.9B | 26,893,643 | 16 | 37 | 20 | 0.0% |
| Q1 2021 | 97 | $3.6B | 25,803,600 | 26 | 24 | 23 | 0.0% |
| Q4 2020 | 79 | $167.3M | 1,445,613 | 15 | 25 | 19 | 0.0% |
| Q3 2020 | 60 | $83.6M | 955,114 | 6 | 20 | 19 | 0.0% |
| Q2 2020 | 60 | $79.8M | 934,343 | 11 | 18 | 20 | 0.0% |
| Q1 2020 | 56 | $56.3M | 778,581 | 10 | 10 | 21 | 0.0% |
| Q4 2019 | 63 | $94.1M | 836,372 | 11 | 18 | 16 | 0.0% |
| Q3 2019 | 60 | $84.6M | 808,391 | 4 | 20 | 17 | 0.0% |
| Q2 2019 | 60 | $81.1M | 770,320 | 4 | 20 | 18 | 0.0% |
| Q1 2019 | 61 | $81.0M | 774,602 | 7 | 22 | 10 | 0.0% |
| Q4 2018 | 59 | $78.2M | 837,793 | 1 | 3 | 2 | 0.0% |