Vault-13

VANGUARD SCOTTSDALE FDS BNDW

TOTAL WLD BD ETF · ETP · CUSIP 92206C565

99 institutional holders -1 vs Q2 2025
5,836,9755.8m shares reported held*
$406.8mreported value*
11 new 36 added 26 reduced 10 sold out net bought ≈ $4.2m (+60.8k 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 ≈ $69.69.

Trends to Q3 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: 108Q2 25: 100Q3 25: 9999Q3 22Q2 23Q1 24Q4 24Q3 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
Q2 2025100
Q3 202599

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 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 25Q2 25: 49 bought or addedQ2 25: 46 cut or sold outQ3 25: 47 bought or addedQ3 25: 36 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20234343
Q1 20245436
Q2 20244637
Q3 20244738
Q4 20245331
Q1 20254951
Q2 20254946
Q3 20254736

Biggest buyers

Stone Summit Wealth LLC New +98,544+98.5k
MORGAN STANLEY Added +64,030+64.0k
CITADEL ADVISORS LLC Added +34,697+34.7k
Betterment LLC Added +24,785+24.8k
Two West Capital Advisors LLC Added +13,611+13.6k
Aurelius Family Office LLC Added +11,438+11.4k
Moss Adams Wealth Advisors LLC New +9,844+9.8k
Bristlecone Advisors, LLC New +9,068+9.1k
Professional Financial Advisors, LLC Added +7,570+7.6k
BANK OF AMERICA CORP /DE/ Added +7,369+7.4k

Biggest sellers

ROYAL BANK OF CANADA Reduced -76,556-76.6k
WELLINGTON MANAGEMENT GROUP LLP Sold out -49,064-49.1k
ENVESTNET ASSET MANAGEMENT INC Reduced -38,333-38.3k
Foundations Investment Advisors, LLC Sold out -21,451-21.5k
WELLS FARGO & COMPANY/MN Reduced -18,683-18.7k
SEEDS INVESTOR LLC Reduced -11,217-11.2k
MERCER GLOBAL ADVISORS INC /ADV Reduced -7,674-7.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -7,298-7.3k
Opes Wealth Management LLC Sold out -6,990-7.0k
LPL Financial LLC Reduced -6,673-6.7k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,671,2282.7m $186.1m $186.1m 0.01% Added +64.0k +64,030
2 Aurelius Family Office LLC 10.37% of their portfolio BEDFORD, NH 334,477334.5k $23.3m $23.3m 10.37% Added +11.4k +11,438
3 Betterment LLC 0.05% of their portfolio NEW YORK, NY 334,391334.4k $23.3m $23.3m 0.05% Added +24.8k +24,785
4 MERCER GLOBAL ADVISORS INC /ADV 0.04% of their portfolio DENVER, CO 324,282324.3k $22.6m $22.6m 0.04% Reduced -7.7k -7,674
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 272,791272.8k $19.0m $19.0m 0.00% Added +7.4k +7,369
6 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 242,003242.0k $16.9m $16.9m 0.00% Reduced -38.3k -38,333
7 Two West Capital Advisors LLC 9.99% of their portfolio Overland Park, KS 235,708235.7k $16.6m $16.6m 9.99% Added +13.6k +13,611
8 Beacon Pointe Advisors, LLC 0.11% of their portfolio NEWPORT BEACH, CA 193,872193.9k $13.5m $13.5m 0.11% Added +6.0k +5,958
9 Applied Capital LLC 4.96% of their portfolio LITTLE ROCK, AR 176,573176.6k $12.3m $12.3m 4.96% Added +6.8k +6,836
10 Stone Summit Wealth LLC 1.95% of their portfolio MIAMI, FL 98,54498.5k $6.9m $6.9m 1.95% New
11 Mariner, LLC 0.01% of their portfolio Overland Park, KS 88,36788.4k $6.2m $6.2m 0.01% Reduced -1.7k -1,661
12 Professional Financial Advisors, LLC 1.14% of their portfolio NORTH PLATTE, NE 78,09878.1k $5.4m $5.4m 1.14% Added +7.6k +7,570
13 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 77,58077.6k $5.4m $5.4m 0.00% Reduced -76.6k -76,556
14 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 55,29955.3k $3.9m $3.9m 0.00% Added +34.7k +34,697
15 Five Pine Wealth Management 2.57% of their portfolio COEUR D ALENE, ID 54,51154.5k $3.8m $3.8m 2.57% Reduced -1.9k -1,914
16 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 54,22254.2k $3.8m $3.8m 0.00% Reduced -18.7k -18,683
17 Alhambra Investment Management LLC 1.75% of their portfolio PALMETTO BAY, FL 52,90052.9k $3.7m $3.7m 1.75% Added +5.6k +5,562
18 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 36,83936.8k $2.6m $2.6m 0.00% Reduced -6.7k -6,673
19 SEEDS INVESTOR LLC 0.49% of their portfolio NEW YORK, NY 33,35533.4k $2.3m $2.3m 0.49% Reduced -11.2k -11,217
20 Sensible Financial Planning & Management, LLC. 0.35% of their portfolio WALTHAM, MA 28,00428.0k $2.0m $2.0m 0.35% Added +4.8k +4,817
21 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 27,31527.3k $1.9m $1.9m 0.00% Added +3.1k +3,122
22 Bleakley Financial Group, LLC 0.04% of their portfolio PARSIPPANY, NJ 23,21923.2k $1.6m $1.6m 0.04% Added +209 +209
23 Destiny Wealth Partners, LLC 0.20% of their portfolio TAVARES, FL 23,02123.0k $1.6m $1.6m 0.20% Added +4.4k +4,421
24 Apella Capital, LLC 0.03% of their portfolio WEST HARTFORD, CT 17,92817.9k $1.3m $1.3m 0.03% Reduced -482 -482
25 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 17,78017.8k $1.2m $1.2m 0.00% Added +3.0k +3,029
26 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 16,75616.8k $1.2m $1.2m 0.00% Added +22 +22
27 Geometric Wealth Advisors 0.15% of their portfolio WASHINGTON, DC 15,86815.9k $1.1m $1.1m 0.15% Added +2.8k +2,760
28 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 14,35314.4k $999.9k $999.9k 0.02% Added +126 +126
29 RIK SAYLOR FINANCIAL, INC. 0.69% of their portfolio FAIRFIELD, OH 13,61513.6k $948.5k $948.5k 0.69% Reduced -895 -895
30 VIEWPOINT INVESTMENT PARTNERS CORP 0.40% of their portfolio CALGARY, A0 10,64810.6k $738.2k $738.2k 0.40% Unchanged
31 Moss Adams Wealth Advisors LLC 0.05% of their portfolio SEATTLE, WA 9,8449.8k $685.8k $685.8k 0.05% New
32 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 9,4309.4k $657.0k $657.0k 0.00% Reduced -338 -338
33 Bristlecone Advisors, LLC 0.05% of their portfolio BELLEVUE, WA 9,0689.1k $631.7k $631.7k 0.05% New
34 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 8,9168.9k $621.1k $621.1k 0.00% Reduced -2.0k -1,993
35 Kings Path Partners LLC 0.21% of their portfolio SUGAR LAND, TX 8,0588.1k $561.4k $561.4k 0.21% Reduced -34 -34
36 Maridea Wealth Management LLC 0.09% of their portfolio BROOKLYN, NY 8,0078.0k $562.3k $562.3k 0.09% Added +1.7k +1,713
37 Valmark Advisers, Inc. 0.01% of their portfolio AKRON, OH 7,6917.7k $535.8k $535.8k 0.01% Added +222 +222
38 Luminvest Wealth Management LLC 0.17% of their portfolio SCOTTSDALE, AZ 7,6237.6k $531.1k $531.1k 0.17% Reduced -6.3k -6,261
39 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 6,9476.9k $484.0k $484.0k 0.00% Added +601 +601
40 Symmetry Partners, LLC 0.05% of their portfolio GLASTONBURY, CT 6,4956.5k $452.5k $452.5k 0.05% Reduced -163 -163
41 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 6,3206.3k $440.3k $440.3k 0.00% Unchanged
42 Stonehage Fleming Financial Services Holdings Ltd 0.01% of their portfolio ST. HELIER, Y9 6,2386.2k $434.6k $434.6k 0.01% Reduced -431 -431
43 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 6,2236.2k $431.6k $431.6k 0.00% Reduced -1.0k -1,042
44 Arcadia Wealth Management, Inc. 0.25% of their portfolio SMITHTOWN, NY 5,9255.9k $412.8k $412.8k 0.25% Unchanged
45 Alpha Financial Advisors, LLC 0.14% of their portfolio CHARLOTTE, NC 5,6535.7k $393.8k $393.8k 0.14% Added +65 +65
46 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 5,6205.6k $391.5k $391.5k 0.00% Reduced -7.3k -7,298
47 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 5,4295.4k $378.2k $378.2k 0.00% Added +180 +180
48 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 5,2525.3k $365.9k $365.9k 0.00% Unchanged
49 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 4,7404.7k $330.2k $330.2k 0.00% Unchanged
50 Inscription Capital, LLC 0.04% of their portfolio HOUSTON, TX 4,6924.7k $326.9k $326.9k 0.04% Added +38 +38
51 Kure Advisory, LLC 0.20% of their portfolio PLYMOUTH, MN 4,5674.6k $318.1k $318.1k 0.20% Reduced -1.5k -1,501
52 Charter Oak Capital Management, LLC 0.02% of their portfolio PORTSMOUTH, NH 4,5464.5k $316.7k $316.7k 0.02% Reduced -104 -104
53 American Investment Services, Inc. 0.07% of their portfolio GREAT BARRINGTON, MA 4,4544.5k $310.3k $310.3k 0.07% Unchanged
54 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 4,2364.2k $295.1k $295.1k 0.00% Added +22 +22
55 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 4,1484.1k $289.0k $289.0k 0.00% Added +58 +58
56 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 3,8293.8k $267.0k $267.0k 0.00% Added +76 +76
57 Capstone Financial Advisors, Inc. 0.01% of their portfolio DOWNERS GROVE, IL 3,8093.8k $265.4k $265.4k 0.01% Reduced -594 -594
58 MONEYWISE, INC. 0.12% of their portfolio FOREST, VA 3,8043.8k $265.0k $265.0k 0.12% Reduced -4.8k -4,838
59 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 3,7673.8k $262.4k $262.4k 0.00% New
60 Wedmont Private Capital 0.01% of their portfolio WEST CHESTER, PA 3,6493.6k $253.8k $253.8k 0.01% Reduced -50 -50
61 Aegis Wealth Management LLC 0.12% of their portfolio BETHESDA, MD 3,2593.3k $227.0k $227.0k 0.12% New
62 17 CAPITAL PARTNERS, LLC 0.12% of their portfolio PHEONIX, AZ 3,1783.2k $221.4k $221.4k 0.12% New
63 Ethos Financial Group, LLC 0.02% of their portfolio KING OF PRUSSIA, PA 3,0463.0k $212.2k $212.2k 0.02% Reduced -18 -18
64 Chicago Partners Investment Group LLC 0.01% of their portfolio CHICAGO, IL 3,0223.0k $212.5k $212.5k 0.01% Added +4 +4
65 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 2,9322.9k $204.3k $204.3k 0.00% Added +124 +124
66 Keener Financial Planning LLC 0.09% of their portfolio KELLER, TX 2,9192.9k $203.0k $203.0k 0.09% Reduced -49 -49
67 BENJAMIN EDWARDS INC 0.00% of their portfolio Clayton, MO 2,9002.9k $202.4k $202.4k 0.00% New
68 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 1,6001.6k $111.5k $111.5k 0.00% Unchanged
69 Gould Capital, LLC 0.07% of their portfolio TACOMA, WA 1,5501.6k $108.0k $108.0k 0.07% Added +1.2k +1,195
70 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 1,2081.2k $84.1k $84.1k 0.00% Added +707 +707
71 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 1,0921.1k $76.1k $76.1k 0.00% Unchanged
72 Evolution Advisers, Inc. 0.03% of their portfolio RICHMOND, VA 1,0861.1k $75.0k $75.0k 0.03% Added +70 +70
73 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,0791.1k $75.2k $75.2k 0.00% New
74 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 934934 $65.1k $65.1k 0.00% Unchanged
75 DecisionPoint Financial, LLC 0.01% of their portfolio MESA, AZ 915915 $63.7k $63.7k 0.01% Unchanged
76 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 687687 $47.9k $47.9k 0.00% Unchanged
77 Bogart Wealth, LLC 0.00% of their portfolio MCLEAN, VA 424424 $29.5k $29.5k 0.00% Added +1 +1
78 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 420420 $29.3k $29.3k 0.00% Unchanged
79 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 358358 $24.9k $24.9k 0.00% Unchanged
80 BROWN, LISLE/CUMMINGS, INC. 0.01% of their portfolio PROVIDENCE, RI 350350 $24.4k $24.4k 0.01% Unchanged
81 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 304304 $21.2k $21.2k 0.00% Added +275 +275
82 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 270270 $18.8k $18.8k 0.00% Unchanged
83 FMR LLC 0.00% of their portfolio BOSTON, MA 201201 $14.0k $14.0k 0.00% Reduced -11 -11
84 Peachtree Investment Partners, LLC 0.00% of their portfolio INDIAN RIVER SHORES,, FL 148148 $10.3k $10.3k 0.00% Added +5 +5
85 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 135135 $9.4k $9.4k 0.00% Unchanged
86 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 9999 $6.9k $6.9k 0.00% Added +56 +56
87 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 5858 $4.0k $4.0k 0.00% Unchanged
88 Parkside Financial Bank & Trust 0.00% of their portfolio SAINT LOUIS, MO 5454 $3.7k $3.7k 0.00% Unchanged
89 CWM, LLC 0.00% of their portfolio OMAHA, NE 5151 $4.0k $4.0k 0.00% New
90 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 4949 $3.4k $3.4k 0.00% Unchanged
91 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 4141 $2.9k $2.9k 0.00% Unchanged
92 WealthShield Partners, LLC 0.00% of their portfolio CARY, NC 3030 $2.1k $2.1k 0.00% Unchanged
93 Topsail Wealth Management, LLC 0.00% of their portfolio CHARLOTTE, NC 2121 $1.5k $1.5k 0.00% Unchanged
94 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 1212 $836 $836 0.00% Unchanged
95 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 88 $557 $557 0.00% New
96 Glassman Wealth Services 0.00% of their portfolio VIENNA, VA 77 $488 $488 0.00% Unchanged
97 HANTZ FINANCIAL SERVICES, INC. 0.00% of their portfolio SOUTHFIELD, MI 11 $0 $0 0.00% Unchanged
98 Sound Income Strategies, LLC 0.00% of their portfolio FT LAUDERDALE, FL 00 $29 $29 0.00% New
99 Sachetta, LLC 0.00% of their portfolio LYNNFIELD, MA 00 $1 $1 0.00% Unchanged