Vault-13

VANGUARD SCOTTSDALE FDS BNDW

TOTAL WLD BD ETF · ETP · CUSIP 92206C565

94 institutional holders +16 vs Q3 2022
1,966,3842.0m shares reported held*
$132.4mreported value*
21 new 26 added 23 reduced 9 sold out net bought ≈ $4.7m (+69.3k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $67.35.

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 78Q4 22: 9494Q3 22Q4 22
Numbers
QuarterHolders
Q3 202278
Q4 202294

Biggest buyers

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +66,216+66.2k
Mariner Managed Account Solutions, LLC Added +65,131+65.1k
MORGAN STANLEY Added +58,031+58.0k
Beacon Pointe Advisors, LLC Added +51,174+51.2k
Sterling Investment Counsel, LLC Added +44,532+44.5k
CITADEL ADVISORS LLC Added +38,687+38.7k
MONEYWISE, INC. Added +24,224+24.2k
Sensible Financial Planning & Management, LLC. New +23,016+23.0k
JPMORGAN CHASE & CO Added +20,373+20.4k
Applied Capital LLC Added +14,221+14.2k

Biggest sellers

Destiny Wealth Partners, LLC Reduced -93,308-93.3k
BANK OF AMERICA CORP /DE/ Reduced -72,321-72.3k
JANE STREET GROUP, LLC Sold out -56,416-56.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -53,960-54.0k
Charter Oak Capital Management, LLC Reduced -51,160-51.2k
Professional Financial Advisors, LLC Sold out -50,753-50.8k
ROYAL BANK OF CANADA Reduced -22,023-22.0k
Wealthstream Advisors, Inc. Sold out -9,808-9.8k
AE Wealth Management LLC Reduced -7,963-8.0k
LPL Financial LLC Reduced -7,573-7.6k

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.16% of their portfolio PLYMOUTH, MN 176,085176.1k $12.1m $12.1m 0.16% Added +66.2k +66,216
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 172,265172.3k $11.6m $11.6m 0.00% Reduced -72.3k -72,321
3 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 151,329151.3k $10.1m $10.1m 0.01% Reduced -2.1k -2,142
4 MONEYWISE, INC. 5.14% of their portfolio FOREST, VA 102,550102.5k $6.9m $6.9m 5.14% Added +24.2k +24,224
5 Beacon Pointe Advisors, LLC 0.13% of their portfolio NEWPORT BEACH, CA 100,034100.0k $6.7m $6.7m 0.13% Added +51.2k +51,174
6 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 99,37799.4k $6.7m $6.7m 0.00% Reduced -22.0k -22,023
7 Mariner Managed Account Solutions, LLC 0.47% of their portfolio Boston, MA 76,35276.4k $5.1m $5.1m 0.47% Added +65.1k +65,131
8 Visionary Wealth Advisors 0.45% of their portfolio O'FALLON, IL 72,80572.8k $4.9m $4.9m 0.45% Reduced -2.5k -2,506
9 Charter Oak Capital Management, LLC 0.73% of their portfolio PORTSMOUTH, NH 72,61672.6k $4.9m $4.9m 0.73% Reduced -51.2k -51,160
10 Octavia Wealth Advisors, LLC 1.10% of their portfolio CINCINNATI, OH 66,63766.6k $4.5m $4.5m 1.10% Added +5.8k +5,784
11 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 62,80362.8k $4.2m $4.2m 0.00% Added +58.0k +58,031
12 Apollon Wealth Management, LLC 0.27% of their portfolio MOUNT PLEASANT, SC 55,82055.8k $3.7m $3.7m 0.27% Added +5.9k +5,937
13 MERCER GLOBAL ADVISORS INC /ADV 0.02% of their portfolio DENVER, CO 54,30954.3k $3.6m $3.6m 0.02% Reduced -2.2k -2,231
14 Amundi 0.00% of their portfolio Paris, I0 53,50853.5k $3.7m $3.7m 0.00% Added +10.5k +10,502
15 Sterling Investment Counsel, LLC 2.14% of their portfolio Buffalo, NY 51,59351.6k $3.5m $3.5m 2.14% Added +44.5k +44,532
16 Applied Capital LLC 2.34% of their portfolio LITTLE ROCK, AR 47,99648.0k $3.2m $3.2m 2.34% Added +14.2k +14,221
17 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 41,74041.7k $2.8m $2.8m 0.00% Added +38.7k +38,687
18 Sargent Bickham Lagudis LLC 0.17% of their portfolio Boulder, CO 30,87030.9k $2.1m $2.1m 0.17% Added +8.1k +8,071
19 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 29,90029.9k $2.0m $2.0m 0.01% Reduced -8.0k -7,963
20 Mariner, LLC 0.01% of their portfolio Overland Park, KS 28,98029.0k $1.9m $1.9m 0.01% Added +209 +209
21 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 28,75628.8k $1.9m $1.9m 0.00% Added +20.4k +20,373
22 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 26,04226.0k $1.7m $1.7m 0.00% Added +10.7k +10,705
23 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 25,32425.3k $1.7m $1.7m 0.00% Reduced -233 -233
24 Sensible Financial Planning & Management, LLC. 0.38% of their portfolio WALTHAM, MA 23,01623.0k $1.5m $1.5m 0.38% New
25 AdvisorNet Financial, Inc 0.13% of their portfolio MINNETONKA, MN 20,16920.2k $1.4m $1.4m 0.13% Reduced -6.7k -6,748
26 CreativeOne Wealth, LLC 0.07% of their portfolio OVERLAND PARK, KS 19,74319.7k $1.3m $1.3m 0.07% Added +273 +273
27 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 16,91316.9k $1.1m $1.1m 0.00% Reduced -196 -196
28 SageView Advisory Group, LLC 0.09% of their portfolio Newport Beach, CA 16,17816.2k $1.1m $1.1m 0.09% First filing
29 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 13,98714.0k $963.7k $963.7k 0.00% Added +13.9k +13,905
30 Inscription Capital, LLC 0.30% of their portfolio HOUSTON, TX 12,94512.9k $868.0k $868.0k 0.30% Added +18 +18
31 Stonehage Fleming Financial Services Holdings Ltd 0.07% of their portfolio ST. HELIER, Y9 12,02012.0k $957.3k $957.3k 0.07% Added +6.3k +6,251
32 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 10,82410.8k $725.8k $725.8k 0.01% Added +698 +698
33 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 10,30310.3k $690.8k $690.8k 0.00% Reduced -7.6k -7,573
34 Destiny Wealth Partners, LLC 0.15% of their portfolio TAVARES, FL 10,19610.2k $683.7k $683.7k 0.15% Reduced -93.3k -93,308
35 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 9,9049.9k $664.0k $664.0k 0.00% Added +4 +4
36 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 9,3309.3k $625.0k $625.0k 0.00% New
37 Apella Capital, LLC 0.06% of their portfolio WEST HARTFORD, CT 9,0719.1k $608.2k $608.2k 0.06% New
38 St. James Investment Advisors, LLC 1.07% of their portfolio PORT JEFFERSON, NY 8,7428.7k $586.2k $586.2k 1.07% Added +5.6k +5,577
39 DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% of their portfolio FRANKFURT AM MAIN, 2M 8,1448.1k $546.1k $546.1k 0.00% New
40 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 7,9878.0k $535.5k $535.5k 0.00% Reduced -221 -221
41 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 6,2006.2k $415.7k $415.7k 0.01% Reduced -239 -239
42 Acorn Wealth Advisors, LLC 0.31% of their portfolio Grand Blanc, MI 6,0446.0k $405.0k $405.0k 0.31% Reduced -24 -24
43 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 5,6005.6k $375.0k $375.0k 0.00% Reduced -39 -39
44 SMITH, MOORE & CO. 0.05% of their portfolio CLAYTON, MO 5,4535.5k $365.6k $365.6k 0.05% Unchanged
45 FINANCIAL CONSULATE, INC 0.12% of their portfolio HUNT VALLEY, MD 5,3065.3k $355.8k $355.8k 0.12% New
46 DecisionPoint Financial, LLC 0.22% of their portfolio MESA, AZ 5,2995.3k $355.3k $355.3k 0.22% First filing
47 Cetera Advisor Networks LLC 0.00% of their portfolio EL SEGUNDO, CA 5,2815.3k $354.1k $354.1k 0.00% New
48 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 4,9194.9k $329.9k $329.9k 0.02% Reduced -1.2k -1,168
49 Alpha Financial Advisors, LLC 0.28% of their portfolio CHARLOTTE, NC 4,8924.9k $328.0k $328.0k 0.28% First filing
50 Mills Wealth Advisors LLC 0.28% of their portfolio SOUTHLAKE, TX 4,5834.6k $307.3k $307.3k 0.28% First filing
51 American Investment Services, Inc. 0.06% of their portfolio GREAT BARRINGTON, MA 4,4464.4k $298.1k $298.1k 0.06% New
52 Modera Wealth Management, LLC 0.01% of their portfolio WESTWOOD, NJ 4,1804.2k $280.3k $280.3k 0.01% New
53 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 3,9614.0k $265.6k $265.6k 0.00% Reduced -315 -315
54 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 3,8873.9k $260.6k $260.6k 0.00% Reduced -85 -85
55 GFS Advisors, LLC 0.06% of their portfolio HOUSTON, TX 3,7553.8k $252.0k $252.0k 0.06% Unchanged
56 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 3,7513.8k $251.5k $251.5k 0.00% New
57 Strategic Blueprint, LLC 0.03% of their portfolio ATLANTA, GA 3,7163.7k $249.2k $249.2k 0.03% Unchanged
58 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 3,6883.7k $247.3k $247.3k 0.00% Reduced -4.0k -3,960
59 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 3,4893.5k $234.0k $234.0k 0.00% New
60 J.W. COLE ADVISORS, INC. 0.02% of their portfolio TAMPA, FL 3,4643.5k $232.3k $232.3k 0.02% New
61 Ethos Financial Group, LLC 0.07% of their portfolio KING OF PRUSSIA, PA 3,1173.1k $209.0k $209.0k 0.07% First filing
62 Alhambra Investment Management LLC 0.15% of their portfolio PALMETTO BAY, FL 3,1063.1k $208.3k $208.3k 0.15% New
63 Opes Wealth Management LLC 0.07% of their portfolio MENLO PARK, CA 3,0413.0k $203.9k $203.9k 0.07% New
64 Valmark Advisers, Inc. 0.00% of their portfolio AKRON, OH 3,0193.0k $202.4k $202.4k 0.00% New
65 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 2,1822.2k $146.3k $146.3k 0.00% Reduced -964 -964
66 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 2,0782.1k $172.0k $172.0k 0.00% Reduced -262 -262
67 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 1,7501.8k $117.3k $117.3k 0.00% Unchanged
68 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,7271.7k $115.8k $115.8k 0.00% Added +728 +728
69 HM PAYSON & CO 0.00% of their portfolio PORTLAND, ME 1,3801.4k $92.5k $92.5k 0.00% Unchanged
70 S.A. Mason LLC 0.06% of their portfolio HOLLAND, MI 1,2231.2k $82.0k $82.0k 0.06% Unchanged
71 FSC Wealth Advisors, LLC 0.13% of their portfolio WAPPINGERS FALLS, NY 1,1681.2k $78.3k $78.3k 0.13% New
72 Avior Wealth Management, LLC 0.00% of their portfolio OMAHA, NE 805805 $54.0k $54.0k 0.00% Added +1 +1
73 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 800800 $53.6k $53.6k 0.00% Unchanged
74 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 406406 $27.2k $27.2k 0.00% Unchanged
75 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 296296 $19.8k $19.8k 0.00% Unchanged
76 Aspire Wealth Management Corp 0.01% of their portfolio WALTHAM, MA 246246 $16.5k $16.5k 0.01% Reduced -16 -16
77 BENJAMIN F. EDWARDS & COMPANY, INC. 0.00% of their portfolio ST. LOUIS, MO 233233 $16.0k $16.0k 0.00% Added +95 +95
78 Rise Advisors, LLC 0.01% of their portfolio ROCHESTER, NY 169169 $11.3k $11.3k 0.01% Added +1 +1
79 Carmichael Hill & Associates, Inc. 0.01% of their portfolio GAITHERSBURG, MD 150150 $10.1k $10.1k 0.01% Unchanged
80 Peachtree Investment Partners, LLC 0.00% of their portfolio INDIAN RIVER SHORES,, FL 9494 $6.5k $6.5k 0.00% New
81 Baldrige Asset Management LLC 0.00% of their portfolio ALLENTOWN, PA 8484 $6.0k $6.0k 0.00% Unchanged
82 WASHINGTON TRUST Co 0.00% of their portfolio WESTERLY, RI 6666 $4.4k $4.4k 0.00% New
83 Sugarloaf Wealth Management, LLC 0.00% of their portfolio DULUTH, GA 4949 $3.3k $3.3k 0.00% Unchanged
84 FMR LLC 0.00% of their portfolio BOSTON, MA 3232 $2.1k $2.1k 0.00% New
85 Glass Jacobson Investment Advisors llc 0.00% of their portfolio OWINGS MILLS, MD 2525 $1.7k $1.7k 0.00% First filing
86 BARRETT & COMPANY, INC. 0.00% of their portfolio PROVIDENCE, RI 2222 $1.5k $1.5k 0.00% Unchanged
87 Ruedi Wealth Management, Inc. 0.00% of their portfolio CHAMPAIGN, IL 1515 $978 $978 0.00% First filing
88 Realta Investment Advisors 0.00% of their portfolio WILMINGTON, DE 1010 $670 $670 0.00% New
89 Glassman Wealth Services 0.00% of their portfolio VIENNA, VA 77 $489 $489 0.00% Unchanged
90 Ritter Daniher Financial Advisory LLC / DE 0.00% of their portfolio CINCINNATI, OH 44 $268 $268 0.00% New
91 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 11 $67 $67 0.00% New
92 CWM, LLC 0.00% of their portfolio OMAHA, NE 11 $0 $0 0.00% Unchanged
93 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 11 $67 $67 0.00% Unchanged
94 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged