Vault-13

VANGUARD SCOTTSDALE FDS BNDW

TOTAL WLD BD ETF · ETP · CUSIP 92206C565

116 institutional holders +2 vs Q4 2025
6,192,2196.2m shares reported held*
$423.2mreported value*
13 new 43 added 37 reduced 13 sold out net sold ≈ $120.7m (-1.8m 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 ≈ $68.34.

Trends to Q1 2026

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: 99Q4 25: 114Q1 26: 116116Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q4 2025114
Q1 2026116

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 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 25Q4 25: 71 bought or addedQ4 25: 30 cut or sold outQ1 26: 56 bought or addedQ1 26: 50 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20244637
Q3 20244738
Q4 20245331
Q1 20254951
Q2 20254946
Q3 20254736
Q4 20257130
Q1 20265650

Biggest buyers

Waverly Advisors, LLC Added +50,279+50.3k
US BANCORP \DE\ Added +42,364+42.4k
Applied Capital LLC Added +29,395+29.4k
Amicus Financial Advisors, LLC Added +18,279+18.3k
Five Pine Wealth Management Added +16,424+16.4k
ENVESTNET ASSET MANAGEMENT INC Added +14,070+14.1k
LPL Financial LLC Added +13,433+13.4k
BANK OF AMERICA CORP /DE/ Added +11,779+11.8k
Betterment LLC Added +10,502+10.5k
Focus Partners Wealth New +9,058+9.1k

Biggest sellers

MORGAN STANLEY Reduced -860,261-860.3k
ALLIANCEBERNSTEIN L.P. Sold out -451,481-451.5k
JANE STREET GROUP, LLC Reduced -334,339-334.3k
MERCER GLOBAL ADVISORS INC /ADV Reduced -72,141-72.1k
Professional Financial Advisors, LLC Reduced -55,020-55.0k
Beacon Pointe Advisors, LLC Reduced -49,020-49.0k
OneDigital Investment Advisors LLC Reduced -45,691-45.7k
JPMORGAN CHASE & CO Reduced -37,520-37.5k
CIBC WORLD MARKET INC. Sold out -32,164-32.2k
SEEDS INVESTOR LLC Reduced -24,251-24.3k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,866,1971.9m $127.6m $127.6m 0.01% Reduced -860.3k -860,261
2 Amicus Financial Advisors, LLC 8.56% of their portfolio LUBBOCK, TX 454,660454.7k $31.1m $31.1m 8.56% Added +18.3k +18,279
3 Betterment LLC 0.05% of their portfolio NEW YORK, NY 371,918371.9k $25.4m $25.4m 0.05% Added +10.5k +10,502
4 Aurelius Family Office LLC 10.57% of their portfolio BEDFORD, NH 355,695355.7k $24.3m $24.3m 10.57% Added +8.4k +8,411
5 Waverly Advisors, LLC 0.18% of their portfolio BIRMINGHAM, AL 353,548353.5k $24.2m $24.2m 0.18% Added +50.3k +50,279
6 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 323,829323.8k $22.1m $22.1m 0.00% Added +11.8k +11,779
7 Two West Capital Advisors LLC 9.20% of their portfolio Overland Park, KS 254,869254.9k $17.4m $17.4m 9.20% Added +4.7k +4,654
8 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 248,453248.5k $17.0m $17.0m 0.00% Added +14.1k +14,070
9 MERCER GLOBAL ADVISORS INC /ADV 0.02% of their portfolio DENVER, CO 245,361245.4k $16.8m $16.8m 0.02% Reduced -72.1k -72,141
10 Applied Capital LLC 5.61% of their portfolio LITTLE ROCK, AR 219,720219.7k $15.0m $15.0m 5.61% Added +29.4k +29,395
11 Beacon Pointe Advisors, LLC 0.08% of their portfolio NEWPORT BEACH, CA 207,030207.0k $14.2m $14.2m 0.08% Reduced -49.0k -49,020
12 Stone Summit Wealth LLC 2.36% of their portfolio MIAMI, FL 123,961124.0k $8.5m $8.5m 2.36% Added +5.7k +5,688
13 E-Wealth Partners, LLC 5.62% of their portfolio MINNETONKA, MN 101,459101.5k $6.9m $6.9m 5.62% Added +4.4k +4,446
14 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 95,75195.8k $6.5m $6.5m 0.00% Reduced -11.2k -11,223
15 Mariner, LLC 0.01% of their portfolio Overland Park, KS 93,80193.8k $6.4m $6.4m 0.01% Added +7.7k +7,739
16 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 82,82382.8k $5.7m $5.7m 0.00% Added +3.3k +3,294
17 Five Pine Wealth Management 3.32% of their portfolio COEUR D ALENE, ID 78,10678.1k $5.3m $5.3m 3.32% Added +16.4k +16,424
18 Alhambra Investment Management LLC 2.17% of their portfolio PALMETTO BAY, FL 68,81168.8k $4.7m $4.7m 2.17% Added +4.2k +4,201
19 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 64,34764.3k $4.4m $4.4m 0.00% Added +13.4k +13,433
20 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 43,41043.4k $3.0m $3.0m 0.00% Added +42.4k +42,364
21 Professional Financial Advisors, LLC 0.44% of their portfolio NORTH PLATTE, NE 31,43031.4k $2.1m $2.1m 0.44% Reduced -55.0k -55,020
22 OneDigital Investment Advisors LLC 0.02% of their portfolio OVERLAND PARK, KS 24,04124.0k $1.6m $1.6m 0.02% Reduced -45.7k -45,691
23 Destiny Wealth Partners, LLC 0.17% of their portfolio TAVARES, FL 22,63622.6k $1.5m $1.5m 0.17% Reduced -186 -186
24 Bleakley Financial Group, LLC 0.02% of their portfolio PARSIPPANY, NJ 22,46022.5k $1.5m $1.5m 0.02% Reduced -819 -819
25 Geometric Wealth Advisors 0.19% of their portfolio WASHINGTON, DC 22,25122.3k $1.5m $1.5m 0.19% Added +4.3k +4,303
26 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 21,08721.1k $1.4m $1.4m 0.00% Reduced -37.5k -37,520
27 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 20,40020.4k $1.4m $1.4m 0.00% Reduced -9.3k -9,295
28 Apella Capital, LLC 0.02% of their portfolio WEST HARTFORD, CT 17,81217.8k $1.2m $1.2m 0.02% Reduced -122 -122
29 Inscription Capital, LLC 0.12% of their portfolio HOUSTON, TX 16,99917.0k $1.2m $1.2m 0.12% Added +92 +92
30 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 15,37515.4k $1.0m $1.0m 0.00% Reduced -1.6k -1,637
31 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 15,20815.2k $1.0m $1.0m 0.01% Added +1.5k +1,517
32 RIK SAYLOR FINANCIAL, INC. 0.64% of their portfolio FAIRFIELD, OH 12,24412.2k $836.9k $836.9k 0.64% Reduced -9 -9
33 17 CAPITAL PARTNERS, LLC 0.40% of their portfolio PHEONIX, AZ 11,24611.2k $768.7k $768.7k 0.40% Added +6.6k +6,570
34 Maridea Wealth Management LLC 0.10% of their portfolio BROOKLYN, NY 9,8669.9k $674.4k $674.4k 0.10% Added +1.7k +1,715
35 Moss Adams Wealth Advisors LLC 0.05% of their portfolio SEATTLE, WA 9,8449.8k $672.8k $672.8k 0.05% Unchanged
36 Gould Capital, LLC 0.39% of their portfolio TACOMA, WA 9,5429.5k $652.2k $652.2k 0.39% Added +683 +683
37 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 9,5069.5k $649.8k $649.8k 0.00% Added +378 +378
38 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 9,0589.1k $619.2k $619.2k 0.00% New
39 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 8,7938.8k $601.0k $601.0k 0.00% Added +22 +22
40 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 8,7198.7k $596.0k $596.0k 0.00% Reduced -708 -708
41 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 8,6548.7k $591.5k $591.5k 0.00% Added +1.7k +1,677
42 Valmark Advisers, Inc. 0.01% of their portfolio AKRON, OH 8,1398.1k $556.3k $556.3k 0.01% Added +443 +443
43 Kings Path Partners LLC 0.19% of their portfolio SUGAR LAND, TX 7,8817.9k $538.7k $538.7k 0.19% Unchanged
44 Symmetry Partners, LLC 0.03% of their portfolio GLASTONBURY, CT 6,9977.0k $478.2k $478.2k 0.03% Added +502 +502
45 Ethos Financial Group, LLC 0.03% of their portfolio KING OF PRUSSIA, PA 6,7046.7k $458.2k $458.2k 0.03% Added +2.9k +2,932
46 CFS Investment Advisory Services, LLC 0.03% of their portfolio TOTOWA, NJ 6,5636.6k $451.2k $451.2k 0.03% Reduced -5.9k -5,871
47 Arcadia Wealth Management, Inc. 0.22% of their portfolio SMITHTOWN, NY 5,8255.8k $398.1k $398.1k 0.22% Reduced -100 -100
48 Stonehage Fleming Financial Services Holdings Ltd 0.01% of their portfolio ST. HELIER, Y9 5,7845.8k $395.3k $395.3k 0.01% Unchanged
49 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 5,7405.7k $392.3k $392.3k 0.00% Reduced -334.3k -334,339
50 Alpha Financial Advisors, LLC 0.12% of their portfolio CHARLOTTE, NC 5,7155.7k $390.6k $390.6k 0.12% Reduced -163 -163
51 Clark Capital Management Group, Inc. 0.00% of their portfolio PHILADELPHIA, PA 5,7025.7k $389.7k $389.7k 0.00% Unchanged
52 Luminvest Wealth Management LLC 0.10% of their portfolio SCOTTSDALE, AZ 5,4305.4k $371.1k $371.1k 0.10% Reduced -7 -7
53 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 5,1125.1k $349.4k $349.4k 0.00% Added +499 +499
54 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 5,0395.0k $344.4k $344.4k 0.00% Added +4.7k +4,710
55 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 4,9855.0k $340.7k $340.7k 0.01% Added +1.1k +1,149
56 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 4,8814.9k $333.6k $333.6k 0.00% Reduced -371 -371
57 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 4,8734.9k $333.1k $333.1k 0.00% New
58 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 4,8384.8k $330.7k $330.7k 0.00% New
59 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 4,8294.8k $330.1k $330.1k 0.00% Reduced -855 -855
60 Bedminster, LLC 0.30% of their portfolio Bluffton, SC 4,7664.8k $325.8k $325.8k 0.30% Added +950 +950
61 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 4,3854.4k $299.7k $299.7k 0.00% Added +1 +1
62 SIMON QUICK ADVISORS, LLC 0.01% of their portfolio MORRISTOWN, NJ 4,3484.3k $297.2k $297.2k 0.01% New
63 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 4,2984.3k $293.8k $293.8k 0.00% Reduced -359 -359
64 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 4,2144.2k $288.0k $288.0k 0.00% Reduced -4.2k -4,214
65 BENJAMIN EDWARDS INC 0.00% of their portfolio Clayton, MO 3,8043.8k $260.6k $260.6k 0.00% Added +139 +139
66 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 3,7963.8k $259.0k $259.0k 0.00% Reduced -44 -44
67 SAGE FINANCIAL GROUP INC 0.02% of their portfolio W. CONSHOHOCKEN, PA 3,7743.8k $258.0k $258.0k 0.02% Added +432 +432
68 American Investment Services, Inc. 0.06% of their portfolio GREAT BARRINGTON, MA 3,7073.7k $253.4k $253.4k 0.06% Reduced -790 -790
69 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 3,6963.7k $252.6k $252.6k 0.01% New
70 MONEYWISE, INC. 0.11% of their portfolio FOREST, VA 3,6453.6k $249.2k $249.2k 0.11% Reduced -193 -193
71 StoneX Group Inc. 0.01% of their portfolio NEW YORK, NY 3,5283.5k $241.1k $241.1k 0.01% New
72 Capstone Financial Advisors, Inc. 0.01% of their portfolio DOWNERS GROVE, IL 3,4983.5k $239.1k $239.1k 0.01% Reduced -380 -380
73 Wedmont Private Capital 0.01% of their portfolio WEST CHESTER, PA 3,4413.4k $235.9k $235.9k 0.01% Reduced -125 -125
74 Endowment Wealth Management, Inc. 0.10% of their portfolio APPLETON, WI 3,3923.4k $231.9k $231.9k 0.10% Added +134 +134
75 Cogent Private Wealth, Inc. 0.16% of their portfolio ORLANDO, FL 3,3423.3k $228.4k $228.4k 0.16% Reduced -289 -289
76 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 3,3273.3k $227.4k $227.4k 0.00% Reduced -641 -641
77 SEEDS INVESTOR LLC 0.03% of their portfolio NEW YORK, NY 3,3213.3k $227.9k $227.9k 0.03% Reduced -24.3k -24,251
78 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 3,2753.3k $223.8k $223.8k 0.00% Added +1.8k +1,797
79 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 3,2683.3k $223.4k $223.4k 0.00% Reduced -5.7k -5,668
80 Aegis Wealth Management LLC 0.13% of their portfolio BETHESDA, MD 3,2593.3k $222.8k $222.8k 0.13% Unchanged
81 Newport Capital Group, LLC 0.13% of their portfolio RED BANK, NJ 3,1583.2k $215.8k $215.8k 0.13% New
82 Charter Oak Capital Management, LLC 0.02% of their portfolio PORTSMOUTH, NH 3,1073.1k $212.4k $212.4k 0.02% Reduced -663 -663
83 Chicago Partners Investment Group LLC 0.00% of their portfolio CHICAGO, IL 3,0853.1k $211.4k $211.4k 0.00% Added +26 +26
84 Focus Partners Advisor Solutions, LLC 0.00% of their portfolio SAINT LOUIS, MO 3,0253.0k $206.8k $206.8k 0.00% New
85 Leo Wealth, LLC 0.01% of their portfolio HURST, TX 3,0003.0k $205.0k $205.0k 0.01% New
86 VANGUARD ADVISERS INC 0.00% of their portfolio Malvern, PA 2,0092.0k $137.3k $137.3k 0.00% First filing
87 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 1,6711.7k $114.2k $114.2k 0.00% Added +579 +579
88 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 1,6001.6k $109.4k $109.4k 0.00% Unchanged
89 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 1,1271.1k $77.0k $77.0k 0.00% New
90 Evolution Advisers, Inc. 0.03% of their portfolio RICHMOND, VA 1,1001.1k $75.0k $75.0k 0.03% Reduced -1 -1
91 DecisionPoint Financial, LLC 0.01% of their portfolio MESA, AZ 939939 $64.2k $64.2k 0.01% Unchanged
92 BROWN, LISLE/CUMMINGS, INC. 0.01% of their portfolio PROVIDENCE, RI 850850 $58.1k $58.1k 0.01% Unchanged
93 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 773773 $52.8k $52.8k 0.00% Unchanged
94 Bogart Wealth, LLC 0.00% of their portfolio MCLEAN, VA 424424 $29.0k $29.0k 0.00% Unchanged
95 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 420420 $28.7k $28.7k 0.00% Unchanged
96 FMR LLC 0.00% of their portfolio BOSTON, MA 272272 $18.6k $18.6k 0.00% Added +64 +64
97 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 270270 $18.5k $18.5k 0.00% Unchanged
98 WealthShield Partners, LLC 0.00% of their portfolio CARY, NC 165165 $11.3k $11.3k 0.00% Added +135 +135
99 Peachtree Investment Partners, LLC 0.00% of their portfolio INDIAN RIVER SHORES,, FL 160160 $10.9k $10.9k 0.00% Added +5 +5
100 UBS Group AG 0.00% of their portfolio ZURICH, V8 137137 $9.4k $9.4k 0.00% New