Vault-13

VANGUARD SCOTTSDALE FDS BNDW

TOTAL WLD BD ETF · ETP · CUSIP 92206C565

98 institutional holders +1 vs Q1 2024
2,388,6982.4m shares reported held*
$162.4mreported value*
9 new 37 added 27 reduced 10 sold out net bought ≈ $147.4k (-3.8k 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 ≈ $68.00.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 78Q4 22: 94Q1 23: 87Q2 23: 92Q3 23: 86Q4 23: 95Q1 24: 97Q2 24: 9898Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202278
Q4 202294
Q1 202387
Q2 202392
Q3 202386
Q4 202395
Q1 202497
Q2 202498

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 22: 47 bought or addedQ4 22: 32 cut or sold outQ4 22Q1 23: 39 bought or addedQ1 23: 35 cut or sold outQ2 23: 49 bought or addedQ2 23: 33 cut or sold outQ2 23Q3 23: 45 bought or addedQ3 23: 40 cut or sold outQ4 23: 43 bought or addedQ4 23: 43 cut or sold outQ4 23Q1 24: 54 bought or addedQ1 24: 36 cut or sold outQ2 24: 46 bought or addedQ2 24: 37 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20224732
Q1 20233935
Q2 20234933
Q3 20234540
Q4 20234343
Q1 20245436
Q2 20244637

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +119,960+120.0k
Betterment LLC New +60,765+60.8k
Luminvest Wealth Management LLC New +13,850+13.8k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +9,693+9.7k
SEEDS INVESTOR LLC New +8,859+8.9k
OSAIC HOLDINGS, INC. Added +8,815+8.8k
17 CAPITAL PARTNERS, LLC New +6,895+6.9k
Thrivent Financial for Lutherans Added +6,681+6.7k
JANE STREET GROUP, LLC Added +5,784+5.8k
MERCER GLOBAL ADVISORS INC /ADV Added +5,379+5.4k

Biggest sellers

MORGAN STANLEY Reduced -69,673-69.7k
49 WEALTH MANAGEMENT, LLC Sold out -38,610-38.6k
Beacon Pointe Advisors, LLC Reduced -28,773-28.8k
Perigon Wealth Management, LLC Sold out -26,507-26.5k
MONEYWISE, INC. Reduced -22,521-22.5k
SageView Advisory Group, LLC Sold out -19,816-19.8k
CreativeOne Wealth, LLC Sold out -16,597-16.6k
Atria Wealth Solutions, Inc. Sold out -14,985-15.0k
Sensible Financial Planning & Management, LLC. Reduced -11,086-11.1k
Mariner, LLC Reduced -9,956-10.0k

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 367,158367.2k $25.0m $25.0m 0.01% Added +120.0k +119,960
2 Beacon Pointe Advisors, LLC 0.17% of their portfolio NEWPORT BEACH, CA 209,139209.1k $14.2m $14.2m 0.17% Reduced -28.8k -28,773
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 189,493189.5k $12.9m $12.9m 0.00% Added +1.3k +1,254
4 Two West Capital Advisors LLC 10.40% of their portfolio Overland Park, KS 160,264160.3k $10.9m $10.9m 10.40% First filing
5 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 114,240114.2k $7.8m $7.8m 0.00% Added +1.8k +1,843
6 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 107,430107.4k $7.3m $7.3m 0.02% Added +9.7k +9,693
7 Kure Advisory, LLC 4.68% of their portfolio PLYMOUTH, MN 83,83083.8k $5.7m $5.7m 4.68% Added +3.0k +3,025
8 Mariner, LLC 0.01% of their portfolio Overland Park, KS 80,67080.7k $5.5m $5.5m 0.01% Reduced -10.0k -9,956
9 Octavia Wealth Advisors, LLC 0.64% of their portfolio CINCINNATI, OH 69,03969.0k $4.7m $4.7m 0.64% Added +1.5k +1,530
10 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 68,96069.0k $4.7m $4.7m 0.00% Reduced -69.7k -69,673
11 Applied Capital LLC 2.47% of their portfolio LITTLE ROCK, AR 63,41563.4k $4.3m $4.3m 2.47% Added +4.4k +4,400
12 Betterment LLC 0.01% of their portfolio NEW YORK, NY 60,76560.8k $4.1m $4.1m 0.01% New
13 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 58,20358.2k $4.0m $4.0m 0.01% Added +5.4k +5,379
14 Professional Financial Advisors, LLC 1.06% of their portfolio NORTH PLATTE, NE 56,34356.3k $3.8m $3.8m 1.06% Added +95 +95
15 MONEYWISE, INC. 1.97% of their portfolio FOREST, VA 54,71154.7k $3.7m $3.7m 1.97% Reduced -22.5k -22,521
16 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 49,92049.9k $3.4m $3.4m 0.01% Added +8.8k +8,815
17 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 46,04546.0k $3.1m $3.1m 0.01% Added +6.7k +6,681
18 RETIREMENT CAPITAL STRATEGIES 1.21% of their portfolio SAN JOSE, CA 44,20744.2k $3.0m $3.0m 1.21% Reduced -858 -858
19 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 35,73835.7k $2.4m $2.4m 0.00% Reduced -4.5k -4,470
20 Visionary Wealth Advisors 0.13% of their portfolio O'FALLON, IL 29,83529.8k $2.0m $2.0m 0.13% Reduced -942 -942
21 Simplicity Wealth,LLC 0.03% of their portfolio SUMMIT, NJ 22,70022.7k $1.5m $1.5m 0.03% Reduced -2.7k -2,694
22 Bleakley Financial Group, LLC 0.04% of their portfolio PARSIPPANY, NJ 22,70022.7k $1.5m $1.5m 0.04% Reduced -2.7k -2,694
23 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 19,63919.6k $1.3m $1.3m 0.00% Added +1.5k +1,485
24 Apella Capital, LLC 0.06% of their portfolio WEST HARTFORD, CT 19,60419.6k $1.3m $1.3m 0.06% Reduced -2.4k -2,396
25 VanderPol Investments L.L.C. 3.68% of their portfolio CALEDONIA, MI 17,83317.8k $1.2m $1.2m 3.68% Reduced -509 -509
26 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 15,32215.3k $1.0m $1.0m 0.00% Added +5.8k +5,784
27 Luminvest Wealth Management LLC 0.44% of their portfolio SCOTTSDALE, AZ 13,85013.8k $941.8k $941.8k 0.44% New
28 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 13,00113.0k $884.1k $884.1k 0.00% Added +2.2k +2,219
29 Sensible Financial Planning & Management, LLC. 0.18% of their portfolio WALTHAM, MA 12,52212.5k $851.0k $851.0k 0.18% Reduced -11.1k -11,086
30 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 12,26912.3k $834.3k $834.3k 0.00% Added +1.3k +1,258
31 FFT WEALTH MANAGEMENT LLC 0.07% of their portfolio PHILADELPHIA, PA 11,75311.8k $799.2k $799.2k 0.07% Added +1 +1
32 Foundations Investment Advisors, LLC 0.02% of their portfolio PHOENIX, AZ 11,73811.7k $798.2k $798.2k 0.02% Added +3.4k +3,371
33 Destiny Wealth Partners, LLC 0.14% of their portfolio TAVARES, FL 11,23511.2k $764.0k $764.0k 0.14% Added +400 +400
34 Kings Path Partners LLC 0.36% of their portfolio SUGAR LAND, TX 11,22011.2k $763.0k $763.0k 0.36% First filing
35 Alhambra Investment Management LLC 0.41% of their portfolio PALMETTO BAY, FL 11,13411.1k $757.1k $757.1k 0.41% Added +1.2k +1,205
36 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 11,07711.1k $753.0k $753.0k 0.00% Added +674 +674
37 Geneos Wealth Management Inc. 0.03% of their portfolio ENGLEWOOD, CO 11,03911.0k $750.7k $750.7k 0.03% Added +1.8k +1,837
38 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 10,37310.4k $705.3k $705.3k 0.00% Added +128 +128
39 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 10,00110.0k $680.1k $680.1k 0.00% Added +269 +269
40 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 10,00010.0k $680.0k $680.0k 0.00% Added +4.8k +4,845
41 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 9,4709.5k $644.0k $644.0k 0.00% Reduced -463 -463
42 Inscription Capital, LLC 0.10% of their portfolio HOUSTON, TX 9,2599.3k $629.6k $629.6k 0.10% Added +862 +862
43 SEEDS INVESTOR LLC 0.31% of their portfolio NEW YORK, NY 8,8598.9k $602.4k $602.4k 0.31% New
44 American Investment Services, Inc. 0.10% of their portfolio GREAT BARRINGTON, MA 7,9798.0k $542.6k $542.6k 0.10% Added +333 +333
45 Jentner Corp 0.18% of their portfolio Akron, OH 7,8147.8k $531.4k $531.4k 0.18% Reduced -48 -48
46 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 7,7997.8k $530.3k $530.3k 0.00% Reduced -366 -366
47 Charter Oak Capital Management, LLC 0.05% of their portfolio PORTSMOUTH, NH 7,3177.3k $497.5k $497.5k 0.05% Reduced -1.0k -1,024
48 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 7,1687.2k $487.4k $487.4k 0.00% Added +3.1k +3,134
49 NAPATREE CAPITAL LLC 0.39% of their portfolio WESTERLY, RI 7,0647.1k $480.4k $480.4k 0.39% Reduced -160 -160
50 17 CAPITAL PARTNERS, LLC 0.33% of their portfolio PHEONIX, AZ 6,8956.9k $468.9k $468.9k 0.33% New
51 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 6,4746.5k $440.0k $440.0k 0.00% Added +49 +49
52 Opes Wealth Management LLC 0.08% of their portfolio MENLO PARK, CA 5,8655.9k $398.8k $398.8k 0.08% Reduced -2.6k -2,600
53 SAGE FINANCIAL GROUP INC 0.03% of their portfolio W. CONSHOHOCKEN, PA 5,8415.8k $397.2k $397.2k 0.03% Added +73 +73
54 Valmark Advisers, Inc. 0.01% of their portfolio AKRON, OH 5,8155.8k $395.4k $395.4k 0.01% Added +2.7k +2,674
55 Stonehage Fleming Financial Services Holdings Ltd 0.01% of their portfolio ST. HELIER, Y9 5,0155.0k $341.0k $341.0k 0.01% Reduced -754 -754
56 Belpointe Asset Management LLC 0.02% of their portfolio RENO, NV 5,0125.0k $340.8k $340.8k 0.02% Reduced -1.5k -1,490
57 Fortis Capital Advisors, LLC 0.12% of their portfolio PRAIRIE VILLAGE, KS 5,0125.0k $340.8k $340.8k 0.12% Reduced -1.5k -1,490
58 Alpha Financial Advisors, LLC 0.16% of their portfolio CHARLOTTE, NC 4,7364.7k $322.1k $322.1k 0.16% Reduced -162 -162
59 Acorn Wealth Advisors, LLC 0.15% of their portfolio Grand Blanc, MI 4,5114.5k $306.7k $306.7k 0.15% Reduced -286 -286
60 MAYPORT, LLC 0.10% of their portfolio NEWTON, MA 4,0464.0k $275.1k $275.1k 0.10% Unchanged
61 Capstone Financial Advisors, Inc. 0.02% of their portfolio DOWNERS GROVE, IL 3,3433.3k $227.4k $227.4k 0.02% Added +24 +24
62 PRIVATE CLIENT SERVICES, LLC 0.13% of their portfolio LOUISVILLE, KY 3,0693.1k $208.7k $208.7k 0.13% New
63 Keener Financial Planning LLC 0.13% of their portfolio KELLER, TX 2,9172.9k $198.0k $198.0k 0.13% Added +81 +81
64 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 2,8082.8k $190.9k $190.9k 0.00% Unchanged
65 CREATIVE FINANCIAL DESIGNS INC /ADV 0.02% of their portfolio KOKOMO, IN 2,6032.6k $177.0k $177.0k 0.02% Reduced -28 -28
66 Avior Wealth Management, LLC 0.01% of their portfolio OMAHA, NE 1,8191.8k $123.7k $123.7k 0.01% Added +10 +10
67 DecisionPoint Financial, LLC 0.04% of their portfolio MESA, AZ 1,6251.6k $112.6k $112.6k 0.04% Unchanged
68 Evolution Advisers, Inc. 0.05% of their portfolio RICHMOND, VA 1,3741.4k $93.0k $93.0k 0.05% Added +378 +378
69 BENJAMIN F. EDWARDS & COMPANY, INC. 0.00% of their portfolio ST. LOUIS, MO 1,2971.3k $88.0k $88.0k 0.00% Added +174 +174
70 S.A. Mason LLC 0.05% of their portfolio HOLLAND, MI 1,2231.2k $83.2k $83.2k 0.05% Unchanged
71 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 1,1401.1k $77.5k $77.5k 0.01% Unchanged
72 Continuum Advisory, LLC 0.01% of their portfolio EAGLE, ID 787787 $53.5k $53.5k 0.01% New
73 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 750750 $51.0k $51.0k 0.00% Unchanged
74 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 692692 $47.1k $47.1k 0.00% Reduced -4.7k -4,698
75 Bogart Wealth, LLC 0.00% of their portfolio MCLEAN, VA 423423 $28.8k $28.8k 0.00% Unchanged
76 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 420420 $28.6k $28.6k 0.00% Unchanged
77 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 385385 $25.9k $25.9k 0.00% Unchanged
78 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 366366 $24.9k $24.9k 0.00% Unchanged
79 OLIVER LAGORE VANVALIN INVESTMENT GROUP 0.01% of their portfolio FLINT, MI 260260 $17.7k $17.7k 0.01% Unchanged
80 Heritage Wealth Advisors 0.00% of their portfolio RICHMOND, VA 223223 $15.2k $15.2k 0.00% Unchanged
81 Peachtree Investment Partners, LLC 0.00% of their portfolio INDIAN RIVER SHORES,, FL 122122 $8.3k $8.3k 0.00% Added +4 +4
82 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 109109 $7.4k $7.4k 0.00% Added +1 +1
83 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 100100 $6.8k $6.8k 0.00% New
84 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 8282 $5.6k $5.6k 0.00% Unchanged
85 Sachetta, LLC 0.00% of their portfolio LYNNFIELD, MA 5858 $4.0k $4.0k 0.00% Reduced -951 -951
86 Parkside Financial Bank & Trust 0.00% of their portfolio SAINT LOUIS, MO 5454 $3.7k $3.7k 0.00% Unchanged
87 Sugarloaf Wealth Management, LLC 0.00% of their portfolio DULUTH, GA 5151 $3.5k $3.5k 0.00% Unchanged
88 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 4949 $3.3k $3.3k 0.00% Unchanged
89 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 4545 $3.1k $3.1k 0.00% New
90 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 4141 $2.8k $2.8k 0.00% Reduced -296 -296
91 WealthShield Partners, LLC 0.00% of their portfolio CARY, NC 3030 $2.0k $2.0k 0.00% Unchanged
92 BARRETT & COMPANY, INC. 0.00% of their portfolio PROVIDENCE, RI 2222 $1.5k $1.5k 0.00% Unchanged
93 Venturi Wealth Management, LLC 0.00% of their portfolio AUSTIN, TX 2121 $1.4k $1.4k 0.00% Unchanged
94 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 1515 $1.0k $1.0k 0.00% Unchanged
95 Glassman Wealth Services 0.00% of their portfolio VIENNA, VA 77 $496 $496 0.00% Unchanged
96 FMR LLC 0.00% of their portfolio BOSTON, MA 11 $68 $68 0.00% New
97 Ruedi Wealth Management, Inc. 0.00% of their portfolio CHAMPAIGN, IL 11 $68 $68 0.00% Unchanged
98 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged