Vault-13

VANGUARD SCOTTSDALE FDS BNDW

TOTAL WLD BD ETF · ETP · CUSIP 92206C565

92 institutional holders +5 vs Q1 2023
2,143,9882.1m shares reported held*
$146.8mreported value*
15 new 34 added 22 reduced 11 sold out net bought ≈ $25.0m (+366.0k 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 ≈ $68.46.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 78Q4 22: 94Q1 23: 87Q2 23: 9292Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 202278
Q4 202294
Q1 202387
Q2 202392

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q4 22: 47 bought or addedQ4 22: 32 cut or sold outQ4 22Q1 23: 39 bought or addedQ1 23: 35 cut or sold outQ1 23Q2 23: 49 bought or addedQ2 23: 33 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20224732
Q1 20233935
Q2 20234933

Biggest buyers

CREATIVE FINANCIAL DESIGNS INC /ADV New +110,781+110.8k
JANE STREET GROUP, LLC New +108,063+108.1k
Beacon Pointe Advisors, LLC Added +78,787+78.8k
Raymond James Financial Services Advisors, Inc. Added +69,855+69.9k
Perigon Wealth Management, LLC New +24,407+24.4k
Belpointe Asset Management LLC New +22,894+22.9k
Fortis Capital Advisors, LLC New +22,894+22.9k
CreativeOne Wealth, LLC Added +17,816+17.8k
FFT WEALTH MANAGEMENT LLC New +11,753+11.8k
Mariner, LLC Added +9,686+9.7k

Biggest sellers

Amundi Sold out -61,008-61.0k
BANK OF AMERICA CORP /DE/ Reduced -31,129-31.1k
AE Wealth Management LLC Sold out -28,268-28.3k
Charter Oak Capital Management, LLC Reduced -12,643-12.6k
CITADEL ADVISORS LLC Reduced -10,120-10.1k
DecisionPoint Financial, LLC Reduced -4,966-5.0k
SMITH, MOORE & CO. Sold out -4,708-4.7k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -4,638-4.6k
UBS Group AG Reduced -3,807-3.8k
J.W. COLE ADVISORS, INC. Sold out -3,465-3.5k

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Beacon Pointe Advisors, LLC 0.26% of their portfolio NEWPORT BEACH, CA 231,895231.9k $15.9m $15.9m 0.26% Added +78.8k +78,787
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 221,855221.9k $15.2m $15.2m 0.00% Reduced -31.1k -31,129
3 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 152,652152.7k $10.4m $10.4m 0.00% Added +3.1k +3,129
4 MONEYWISE, INC. 5.28% of their portfolio FOREST, VA 124,382124.4k $8.5m $8.5m 5.28% Added +6.7k +6,740
5 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 115,892115.9k $7.9m $7.9m 0.00% Reduced -3.4k -3,386
6 Octavia Wealth Advisors, LLC 1.54% of their portfolio CINCINNATI, OH 111,196111.2k $7.6m $7.6m 1.54% Added +6.5k +6,474
7 CREATIVE FINANCIAL DESIGNS INC /ADV 0.89% of their portfolio KOKOMO, IN 110,781110.8k $7.6m $7.6m 0.89% New
8 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 108,063108.1k $7.4m $7.4m 0.01% New
9 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 76,14476.1k $5.2m $5.2m 0.01% Added +69.9k +69,855
10 Visionary Wealth Advisors 0.35% of their portfolio O'FALLON, IL 63,91063.9k $4.4m $4.4m 0.35% Reduced -1.8k -1,803
11 Apollon Wealth Management, LLC 0.20% of their portfolio MOUNT PLEASANT, SC 60,83560.8k $4.2m $4.2m 0.20% Added +8.9k +8,915
12 Applied Capital LLC 2.36% of their portfolio LITTLE ROCK, AR 55,70455.7k $3.8m $3.8m 2.36% Added +1.0k +1,039
13 Mariner Managed Account Solutions, LLC 0.30% of their portfolio Boston, MA 53,94353.9k $3.7m $3.7m 0.30% Added +4.4k +4,376
14 Mariner, LLC 0.01% of their portfolio Overland Park, KS 52,94552.9k $3.6m $3.6m 0.01% Added +9.7k +9,686
15 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 52,39252.4k $3.6m $3.6m 0.01% Added +1.6k +1,633
16 Charter Oak Capital Management, LLC 0.44% of their portfolio PORTSMOUTH, NH 48,99049.0k $3.4m $3.4m 0.44% Reduced -12.6k -12,643
17 CreativeOne Wealth, LLC 0.06% of their portfolio OVERLAND PARK, KS 35,63135.6k $2.4m $2.4m 0.06% Added +17.8k +17,816
18 Sensible Financial Planning & Management, LLC. 0.42% of their portfolio WALTHAM, MA 25,88625.9k $1.8m $1.8m 0.42% Added +2.3k +2,310
19 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 25,68325.7k $1.8m $1.8m 0.00% Reduced -764 -764
20 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 25,08625.1k $1.7m $1.7m 0.00% Added +1.4k +1,406
21 Perigon Wealth Management, LLC 0.07% of their portfolio SAN FRANCISCO, CA 24,40724.4k $1.7m $1.7m 0.07% New
22 Belpointe Asset Management LLC 0.17% of their portfolio RENO, NV 22,89422.9k $1.6m $1.6m 0.17% New
23 Fortis Capital Advisors, LLC 0.92% of their portfolio PRAIRIE VILLAGE, KS 22,89422.9k $1.6m $1.6m 0.92% New
24 AdvisorNet Financial, Inc 0.12% of their portfolio MINNETONKA, MN 21,02021.0k $1.4m $1.4m 0.12% Added +1.1k +1,068
25 Destiny Wealth Partners, LLC 0.26% of their portfolio TAVARES, FL 20,16420.2k $1.4m $1.4m 0.26% Added +9.5k +9,543
26 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 14,97115.0k $1.0m $1.0m 0.00% Reduced -589 -589
27 SageView Advisory Group, LLC 0.05% of their portfolio Newport Beach, CA 14,15814.2k $968.7k $968.7k 0.05% Reduced -1.4k -1,368
28 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 14,10814.1k $965.3k $965.3k 0.01% Reduced -2.6k -2,572
29 Inscription Capital, LLC 0.28% of their portfolio HOUSTON, TX 12,97513.0k $887.8k $887.8k 0.28% Added +16 +16
30 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 12,75212.8k $872.5k $872.5k 0.01% Added +1.3k +1,295
31 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 12,57612.6k $860.4k $860.4k 0.00% Added +781 +781
32 FFT WEALTH MANAGEMENT LLC 0.10% of their portfolio PHILADELPHIA, PA 11,75311.8k $804.1k $804.1k 0.10% New
33 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 9,9049.9k $677.6k $677.6k 0.00% Unchanged
34 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 9,8019.8k $671.0k $671.0k 0.00% Reduced -94 -94
35 Apella Capital, LLC 0.04% of their portfolio WEST HARTFORD, CT 9,1989.2k $629.4k $629.4k 0.04% First filing
36 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 8,5568.6k $585.4k $585.4k 0.00% Reduced -1.9k -1,919
37 SWEENEY & MICHEL, LLC 0.30% of their portfolio CHICO, CA 8,5008.5k $577.2k $577.2k 0.30% Added +1.2k +1,249
38 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 7,5527.6k $596.8k $596.8k 0.00% Added +7.5k +7,511
39 DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% of their portfolio FRANKFURT AM MAIN, 2M 7,1697.2k $490.5k $490.5k 0.00% Reduced -564 -564
40 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 6,6716.7k $456.4k $456.4k 0.00% Reduced -4.6k -4,638
41 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 6,6356.6k $454.0k $454.0k 0.00% Added +205 +205
42 Cetera Advisor Networks LLC 0.00% of their portfolio EL SEGUNDO, CA 6,4496.4k $441.3k $441.3k 0.00% Added +261 +261
43 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 6,2006.2k $424.2k $424.2k 0.01% Unchanged
44 Stonehage Fleming Financial Services Holdings Ltd 0.01% of their portfolio ST. HELIER, Y9 5,7695.8k $386.3k $386.3k 0.01% Unchanged
45 Alpha Financial Advisors, LLC 0.24% of their portfolio CHARLOTTE, NC 5,6145.6k $384.1k $384.1k 0.24% Added +161 +161
46 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 5,5935.6k $383.0k $383.0k 0.00% Added +223 +223
47 Acorn Wealth Advisors, LLC 0.24% of their portfolio Grand Blanc, MI 5,1675.2k $353.5k $353.5k 0.24% Reduced -877 -877
48 Alhambra Investment Management LLC 0.23% of their portfolio PALMETTO BAY, FL 5,1285.1k $350.9k $350.9k 0.23% Reduced -357 -357
49 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 4,8084.8k $329.0k $329.0k 0.00% Reduced -10.1k -10,120
50 Geneos Wealth Management Inc. 0.02% of their portfolio ENGLEWOOD, CO 4,5644.6k $312.3k $312.3k 0.02% Reduced -70 -70
51 Mills Wealth Advisors LLC 0.23% of their portfolio SOUTHLAKE, TX 4,4774.5k $306.3k $306.3k 0.23% Reduced -115 -115
52 American Investment Services, Inc. 0.06% of their portfolio GREAT BARRINGTON, MA 4,4124.4k $301.9k $301.9k 0.06% Reduced -34 -34
53 Opes Wealth Management LLC 0.08% of their portfolio MENLO PARK, CA 4,3004.3k $294.2k $294.2k 0.08% Added +269 +269
54 SAGE FINANCIAL GROUP INC 0.03% of their portfolio W. CONSHOHOCKEN, PA 4,2894.3k $293.5k $293.5k 0.03% New
55 Modera Wealth Management, LLC 0.01% of their portfolio WESTWOOD, NJ 4,1804.2k $286.0k $286.0k 0.01% Unchanged
56 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 3,8853.9k $266.0k $266.0k 0.00% Added +188 +188
57 Strategic Blueprint, LLC 0.02% of their portfolio ATLANTA, GA 3,7163.7k $254.2k $254.2k 0.02% Unchanged
58 Aspire Wealth Management Corp 0.19% of their portfolio WALTHAM, MA 3,6743.7k $251.4k $251.4k 0.19% Added +1.6k +1,603
59 Cetera Advisors LLC 0.00% of their portfolio DENVER, CO 3,5953.6k $246.0k $246.0k 0.00% New
60 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 3,3803.4k $231.3k $231.3k 0.00% Reduced -507 -507
61 Ethos Financial Group, LLC 0.07% of their portfolio KING OF PRUSSIA, PA 3,1293.1k $215.8k $215.8k 0.07% Unchanged
62 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 3,1153.1k $213.1k $213.1k 0.00% New
63 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 2,9523.0k $211.9k $211.9k 0.00% Added +1.5k +1,454
64 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 2,0092.0k $137.5k $137.5k 0.00% Unchanged
65 DecisionPoint Financial, LLC 0.07% of their portfolio MESA, AZ 1,8841.9k $128.9k $128.9k 0.07% Reduced -5.0k -4,966
66 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 1,7501.8k $119.7k $119.7k 0.00% Unchanged
67 HM PAYSON & CO 0.00% of their portfolio PORTLAND, ME 1,3801.4k $94.4k $94.4k 0.00% Unchanged
68 S.A. Mason LLC 0.06% of their portfolio HOLLAND, MI 1,2231.2k $84.4k $84.4k 0.06% Unchanged
69 BENJAMIN F. EDWARDS & COMPANY, INC. 0.00% of their portfolio ST. LOUIS, MO 989989 $68.0k $68.0k 0.00% Added +542 +542
70 Avior Wealth Management, LLC 0.00% of their portfolio OMAHA, NE 805805 $55.1k $55.1k 0.00% Unchanged
71 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 644644 $44.1k $44.1k 0.00% Added +155 +155
72 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 630630 $43.1k $43.1k 0.00% Reduced -170 -170
73 Evolution Advisers, Inc. 0.02% of their portfolio RICHMOND, VA 450450 $30.0k $30.0k 0.02% Added +358 +358
74 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 406406 $27.8k $27.8k 0.00% Unchanged
75 Rise Advisors, LLC 0.01% of their portfolio ROCHESTER, NY 171171 $11.7k $11.7k 0.01% Added +1 +1
76 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 138138 $9.4k $9.4k 0.00% New
77 Peachtree Investment Partners, LLC 0.00% of their portfolio INDIAN RIVER SHORES,, FL 102102 $7.1k $7.1k 0.00% Added +5 +5
78 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 8282 $5.6k $5.6k 0.00% Unchanged
79 OLIVER LAGORE VANVALIN INVESTMENT GROUP 0.00% of their portfolio FLINT, MI 7171 $4.9k $4.9k 0.00% New
80 WASHINGTON TRUST Co 0.00% of their portfolio WESTERLY, RI 6666 $4.5k $4.5k 0.00% Unchanged
81 UBS Group AG 0.00% of their portfolio ZURICH, V8 6464 $4.4k $4.4k 0.00% Reduced -3.8k -3,807
82 Parkside Financial Bank & Trust 0.00% of their portfolio SAINT LOUIS, MO 5454 $3.7k $3.7k 0.00% Unchanged
83 Sugarloaf Wealth Management, LLC 0.00% of their portfolio DULUTH, GA 4949 $3.4k $3.4k 0.00% Added +1 +1
84 Glass Jacobson Investment Advisors llc 0.00% of their portfolio OWINGS MILLS, MD 2525 $1.7k $1.7k 0.00% First filing
85 BARRETT & COMPANY, INC. 0.00% of their portfolio PROVIDENCE, RI 2222 $1.5k $1.5k 0.00% Unchanged
86 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 1616 $1.1k $1.1k 0.00% New
87 Ruedi Wealth Management, Inc. 0.00% of their portfolio CHAMPAIGN, IL 1515 $1.0k $1.0k 0.00% Unchanged
88 Realta Investment Advisors 0.00% of their portfolio WILMINGTON, DE 1010 $684 $684 0.00% New
89 Glassman Wealth Services 0.00% of their portfolio VIENNA, VA 77 $499 $499 0.00% Unchanged
90 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 66 $411 $411 0.00% New
91 FMR LLC 0.00% of their portfolio BOSTON, MA 11 $68 $68 0.00% New
92 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged