Vault-13

VANGUARD SCOTTSDALE FDS BNDW

TOTAL WLD BD ETF · ETP · CUSIP 92206C565

108 institutional holders +0 vs Q4 2024
5,732,4905.7m shares reported held*
$394.3mreported value*
16 new 33 added 33 reduced 18 sold out net sold ≈ $39.0m (-566.1k 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 ≈ $68.79.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 78Q4 22: 94Q1 23: 87Q2 23: 92Q3 23: 86Q4 23: 95Q1 24: 97Q2 24: 98Q3 24: 95Q4 24: 108Q1 25: 108108Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202278
Q4 202294
Q1 202387
Q2 202392
Q3 202386
Q4 202395
Q1 202497
Q2 202498
Q3 202495
Q4 2024108
Q1 2025108

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 23: 49 bought or addedQ2 23: 33 cut or sold outQ3 23: 45 bought or addedQ3 23: 40 cut or sold outQ3 23Q4 23: 43 bought or addedQ4 23: 43 cut or sold outQ1 24: 54 bought or addedQ1 24: 36 cut or sold outQ1 24Q2 24: 46 bought or addedQ2 24: 37 cut or sold outQ3 24: 47 bought or addedQ3 24: 38 cut or sold outQ3 24Q4 24: 53 bought or addedQ4 24: 31 cut or sold outQ1 25: 49 bought or addedQ1 25: 51 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20234933
Q3 20234540
Q4 20234343
Q1 20245436
Q2 20244637
Q3 20244738
Q4 20245331
Q1 20254951

Biggest buyers

MERCER GLOBAL ADVISORS INC /ADV Added +687,869+687.9k
Applied Capital LLC Added +89,859+89.9k
MORGAN STANLEY Added +69,569+69.6k
TRUIST FINANCIAL CORP New +33,892+33.9k
JANE STREET GROUP, LLC New +32,133+32.1k
SEEDS INVESTOR LLC Added +23,723+23.7k
BANK OF AMERICA CORP /DE/ Added +12,200+12.2k
Two West Capital Advisors LLC Added +11,230+11.2k
Five Pine Wealth Management Added +10,806+10.8k
CITADEL ADVISORS LLC New +10,608+10.6k

Biggest sellers

ALLIANCEBERNSTEIN L.P. Sold out -1,253,716-1.3m
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -108,798-108.8k
Capital Group Private Client Services, Inc. Sold out -40,775-40.8k
OLD MISSION CAPITAL LLC Sold out -34,562-34.6k
Thrivent Financial for Lutherans Reduced -28,579-28.6k
ENVESTNET ASSET MANAGEMENT INC Reduced -26,699-26.7k
OSAIC HOLDINGS, INC. Reduced -18,428-18.4k
Atria Investments, Inc Sold out -17,699-17.7k
Eagle Bay Advisors LLC Sold out -17,624-17.6k
Betterment LLC Reduced -12,747-12.7k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,446,9152.4m $168.4m $168.4m 0.01% Added +69.6k +69,569
2 MERCER GLOBAL ADVISORS INC /ADV 0.13% of their portfolio DENVER, CO 824,723824.7k $56.7m $56.7m 0.13% Added +687.9k +687,869
3 Aurelius Family Office LLC 11.15% of their portfolio BEDFORD, NH 319,543319.5k $22.0m $22.0m 11.15% Added +2.2k +2,247
4 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 288,067288.1k $19.8m $19.8m 0.01% Reduced -26.7k -26,699
5 Beacon Pointe Advisors, LLC 0.15% of their portfolio NEWPORT BEACH, CA 191,502191.5k $13.2m $13.2m 0.15% Reduced -3.0k -3,001
6 Two West Capital Advisors LLC 10.67% of their portfolio Overland Park, KS 187,460187.5k $12.8m $12.8m 10.67% Added +11.2k +11,230
7 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 179,986180.0k $12.4m $12.4m 0.00% Added +12.2k +12,200
8 Applied Capital LLC 5.44% of their portfolio LITTLE ROCK, AR 161,233161.2k $11.1m $11.1m 5.44% Added +89.9k +89,859
9 Mariner, LLC 0.01% of their portfolio Overland Park, KS 82,33282.3k $5.7m $5.7m 0.01% Added +1.2k +1,219
10 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 78,87678.9k $5.4m $5.4m 0.00% Added +1.9k +1,935
11 Professional Financial Advisors, LLC 1.18% of their portfolio NORTH PLATTE, NE 67,64467.6k $4.7m $4.7m 1.18% Added +6.0k +6,023
12 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 60,77460.8k $4.2m $4.2m 0.00% Reduced -9.1k -9,149
13 Five Pine Wealth Management 2.90% of their portfolio COEUR D ALENE, ID 51,71951.7k $3.6m $3.6m 2.90% Added +10.8k +10,806
14 Alhambra Investment Management LLC 1.55% of their portfolio PALMETTO BAY, FL 43,78443.8k $3.0m $3.0m 1.55% Added +2.2k +2,156
15 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 42,18442.2k $2.9m $2.9m 0.00% Added +433 +433
16 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 33,89233.9k $2.3m $2.3m 0.00% New
17 SEEDS INVESTOR LLC 0.62% of their portfolio NEW YORK, NY 32,31432.3k $2.2m $2.2m 0.62% Added +23.7k +23,723
18 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 32,13332.1k $2.2m $2.2m 0.00% New
19 Sensible Financial Planning & Management, LLC. 0.43% of their portfolio WALTHAM, MA 31,52931.5k $2.2m $2.2m 0.43% Added +5.7k +5,700
20 Visionary Wealth Advisors 0.12% of their portfolio O'FALLON, IL 29,75229.8k $2.0m $2.0m 0.12% Reduced -161 -161
21 Bleakley Financial Group, LLC 0.05% of their portfolio PARSIPPANY, NJ 22,97123.0k $1.6m $1.6m 0.05% Reduced -763 -763
22 Foundations Investment Advisors, LLC 0.03% of their portfolio PHOENIX, AZ 21,54821.5k $1.5m $1.5m 0.03% Added +4.1k +4,146
23 Betterment LLC 0.00% of their portfolio NEW YORK, NY 20,17620.2k $1.4m $1.4m 0.00% Reduced -12.7k -12,747
24 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 18,68618.7k $1.3m $1.3m 0.00% Reduced -28.6k -28,579
25 Apella Capital, LLC 0.04% of their portfolio WEST HARTFORD, CT 18,54318.5k $1.3m $1.3m 0.04% Reduced -1.1k -1,106
26 Symmetry Partners, LLC 0.17% of their portfolio GLASTONBURY, CT 17,64217.6k $1.2m $1.2m 0.17% Reduced -96 -96
27 VanderPol Investments L.L.C. 2.56% of their portfolio CALEDONIA, MI 17,61317.6k $1.2m $1.2m 2.56% Reduced -1.1k -1,101
28 Destiny Wealth Partners, LLC 0.19% of their portfolio TAVARES, FL 17,42017.4k $1.2m $1.2m 0.19% Added +4.2k +4,221
29 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 17,29717.3k $1.2m $1.2m 0.00% Reduced -108.8k -108,798
30 Kure Advisory, LLC 0.86% of their portfolio PLYMOUTH, MN 16,55716.6k $1.1m $1.1m 0.86% First filing
31 NAPATREE CAPITAL LLC 0.59% of their portfolio WESTERLY, RI 15,13015.1k $1.0m $1.0m 0.59% Added +1.4k +1,442
32 RIK SAYLOR FINANCIAL, INC. 0.91% of their portfolio FAIRFIELD, OH 14,94314.9k $1.0m $1.0m 0.91% Reduced -77 -77
33 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 14,78014.8k $1.0m $1.0m 0.00% Added +1.6k +1,599
34 Luminvest Wealth Management LLC 0.39% of their portfolio SCOTTSDALE, AZ 13,88413.9k $955.4k $955.4k 0.39% Unchanged
35 MONEYWISE, INC. 0.49% of their portfolio FOREST, VA 13,58613.6k $934.9k $934.9k 0.49% Reduced -4.0k -3,969
36 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 13,32913.3k $917.2k $917.2k 0.01% Added +5.9k +5,888
37 Kings Path Partners LLC 0.42% of their portfolio SUGAR LAND, TX 12,39412.4k $852.8k $852.8k 0.42% Reduced -2.8k -2,784
38 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 12,07312.1k $830.7k $830.7k 0.02% Added +80 +80
39 Jentner Corp 0.25% of their portfolio Akron, OH 12,05212.1k $829.3k $829.3k 0.25% Reduced -1.3k -1,340
40 17 CAPITAL PARTNERS, LLC 0.50% of their portfolio PHEONIX, AZ 11,38211.4k $783.2k $783.2k 0.50% Added +1.8k +1,821
41 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 11,35411.4k $781.3k $781.3k 0.00% Added +1.1k +1,149
42 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 10,60810.6k $729.9k $729.9k 0.00% New
43 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 10,49910.5k $722.4k $722.4k 0.00% Unchanged
44 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 9,6979.7k $667.0k $667.0k 0.00% Reduced -1.2k -1,208
45 VIEWPOINT INVESTMENT PARTNERS CORP 0.36% of their portfolio CALGARY, A0 9,6009.6k $660.6k $660.6k 0.36% New
46 Geometric Wealth Advisors 0.10% of their portfolio WASHINGTON, DC 8,8228.8k $607.1k $607.1k 0.10% New
47 Valmark Advisers, Inc. 0.01% of their portfolio AKRON, OH 8,7978.8k $605.3k $605.3k 0.01% Added +2.6k +2,632
48 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 8,7358.7k $601.0k $601.0k 0.00% New
49 Inscription Capital, LLC 0.09% of their portfolio HOUSTON, TX 8,3978.4k $576.1k $576.1k 0.09% First filing
50 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 6,8326.8k $470.1k $470.1k 0.00% New
51 SAGE FINANCIAL GROUP INC 0.04% of their portfolio W. CONSHOHOCKEN, PA 6,7986.8k $467.8k $467.8k 0.04% Added +91 +91
52 Stonehage Fleming Financial Services Holdings Ltd 0.02% of their portfolio ST. HELIER, Y9 6,6696.7k $458.9k $458.9k 0.02% Reduced -370 -370
53 American Investment Services, Inc. 0.08% of their portfolio GREAT BARRINGTON, MA 6,5306.5k $449.3k $449.3k 0.08% Reduced -1.8k -1,802
54 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 6,3526.4k $437.1k $437.1k 0.00% Added +153 +153
55 Opes Wealth Management LLC 0.09% of their portfolio MENLO PARK, CA 6,1906.2k $425.9k $425.9k 0.09% Reduced -295 -295
56 Arcadia Wealth Management, Inc. 0.33% of their portfolio SMITHTOWN, NY 6,0956.1k $419.4k $419.4k 0.33% Reduced -1.7k -1,702
57 Evolution Advisers, Inc. 0.20% of their portfolio RICHMOND, VA 5,5435.5k $381.0k $381.0k 0.20% Added +4.5k +4,540
58 Alpha Financial Advisors, LLC 0.17% of their portfolio CHARLOTTE, NC 5,4225.4k $373.1k $373.1k 0.17% Added +252 +252
59 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 5,2525.3k $361.4k $361.4k 0.00% Reduced -363 -363
60 Maridea Wealth Management LLC 0.12% of their portfolio BROOKLYN, NY 5,1795.2k $356.4k $356.4k 0.12% Added +1.8k +1,840
61 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 5,0915.1k $350.3k $350.3k 0.00% Reduced -2.1k -2,083
62 Charter Oak Capital Management, LLC 0.03% of their portfolio PORTSMOUTH, NH 4,8914.9k $336.6k $336.6k 0.03% Reduced -1.1k -1,076
63 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 4,7454.7k $326.5k $326.5k 0.00% Reduced -399 -399
64 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 4,6204.6k $317.9k $317.9k 0.00% Reduced -18.4k -18,428
65 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 4,2144.2k $289.9k $289.9k 0.00% New
66 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 4,0444.0k $278.0k $278.0k 0.00% Reduced -370 -370
67 Acorn Wealth Advisors, LLC 0.12% of their portfolio Grand Blanc, MI 4,0354.0k $277.6k $277.6k 0.12% Reduced -272 -272
68 Belpointe Asset Management LLC 0.01% of their portfolio RENO, NV 3,9383.9k $271.0k $271.0k 0.01% Reduced -968 -968
69 Fortis Capital Advisors, LLC 0.06% of their portfolio PRAIRIE VILLAGE, KS 3,9383.9k $271.0k $271.0k 0.06% Reduced -968 -968
70 Wedmont Private Capital 0.01% of their portfolio WEST CHESTER, PA 3,6583.7k $249.3k $249.3k 0.01% New
71 Capstone Financial Advisors, Inc. 0.01% of their portfolio DOWNERS GROVE, IL 3,4513.5k $237.5k $237.5k 0.01% Added +17 +17
72 Chicago Partners Investment Group LLC 0.01% of their portfolio CHICAGO, IL 3,0153.0k $207.9k $207.9k 0.01% New
73 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 2,9983.0k $206.0k $206.0k 0.00% Added +65 +65
74 Aveo Capital Partners, LLC 0.03% of their portfolio ENGLEWOOD, CO 2,9813.0k $205.5k $205.5k 0.03% New
75 Keener Financial Planning LLC 0.13% of their portfolio KELLER, TX 2,8212.8k $194.0k $194.0k 0.13% Reduced -163 -163
76 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 2,8082.8k $193.2k $193.2k 0.00% Unchanged
77 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 1,6001.6k $110.1k $110.1k 0.00% Unchanged
78 DecisionPoint Financial, LLC 0.03% of their portfolio MESA, AZ 1,3921.4k $95.8k $95.8k 0.03% Reduced -136 -136
79 S.A. Mason LLC 0.04% of their portfolio HOLLAND, MI 1,2231.2k $84.2k $84.2k 0.04% Unchanged
80 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 1,0921.1k $75.1k $75.1k 0.00% New
81 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 958958 $65.9k $65.9k 0.00% Added +110 +110
82 Continuum Advisory, LLC 0.01% of their portfolio EAGLE, ID 787787 $54.2k $54.2k 0.01% Unchanged
83 Bogart Wealth, LLC 0.00% of their portfolio MCLEAN, VA 423423 $29.1k $29.1k 0.00% Unchanged
84 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 420420 $28.9k $28.9k 0.00% Unchanged
85 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 358358 $24.4k $24.4k 0.00% Unchanged
86 BROWN, LISLE/CUMMINGS, INC. 0.01% of their portfolio PROVIDENCE, RI 350350 $24.1k $24.1k 0.01% Unchanged
87 Peachtree Investment Partners, LLC 0.00% of their portfolio INDIAN RIVER SHORES,, FL 138138 $9.5k $9.5k 0.00% Added +5 +5
88 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 135135 $9.3k $9.3k 0.00% Unchanged
89 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 9393 $6.4k $6.4k 0.00% Reduced -75 -75
90 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 6262 $4.3k $4.3k 0.00% New
91 Sachetta, LLC 0.00% of their portfolio LYNNFIELD, MA 5959 $4.1k $4.1k 0.00% Unchanged
92 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 5858 $4.0k $4.0k 0.00% Added +1 +1
93 Parkside Financial Bank & Trust 0.00% of their portfolio SAINT LOUIS, MO 5454 $3.7k $3.7k 0.00% Unchanged
94 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 4949 $3.4k $3.4k 0.00% Unchanged
95 Park Square Financial Group, LLC 0.00% of their portfolio ROSWELL, GA 4343 $3.0k $3.0k 0.00% Unchanged
96 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 4141 $2.8k $2.8k 0.00% Unchanged
97 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 3636 $2.5k $2.5k 0.00% Reduced -4 -4
98 WealthShield Partners, LLC 0.00% of their portfolio CARY, NC 3030 $2.1k $2.1k 0.00% Unchanged
99 BARRETT & COMPANY, INC. 0.00% of their portfolio PROVIDENCE, RI 2222 $1.5k $1.5k 0.00% Unchanged
100 Topsail Wealth Management, LLC 0.00% of their portfolio CHARLOTTE, NC 2121 $1.4k $1.4k 0.00% New