Vault-13

VANGUARD SCOTTSDALE FDS BNDW

TOTAL WLD BD ETF · ETP · CUSIP 92206C565

118 institutional holders +2 vs Q1 2026
10,938,38110.9m shares reported held*
$749.4mreported value*
19 new 48 added 27 reduced 15 sold out net bought ≈ $325.9m (+4.8m 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 ($219.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $68.51. Options: 0 managers hold calls (— notional), 1 hold puts ($411.2k).

Trends to Q2 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: 116Q2 26: 118118Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026118

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 47 bought or addedQ3 24: 38 cut or sold outQ4 24: 53 bought or addedQ4 24: 31 cut or sold outQ4 24Q1 25: 49 bought or addedQ1 25: 51 cut or sold outQ2 25: 49 bought or addedQ2 25: 46 cut or sold outQ2 25Q3 25: 47 bought or addedQ3 25: 36 cut or sold outQ4 25: 71 bought or addedQ4 25: 30 cut or sold outQ4 25Q1 26: 56 bought or addedQ1 26: 50 cut or sold outQ2 26: 67 bought or addedQ2 26: 42 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244738
Q4 20245331
Q1 20254951
Q2 20254946
Q3 20254736
Q4 20257130
Q1 20265650
Q2 20266742

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$200k$400k$600kQ3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $0Q1 26 puts: $0Q1 26P/C —Q2 26 calls: $0Q2 26 puts: $411.2kQ2 26P/C —
Numbers
QuarterCallsPutsP/C
Q3 2025$0$0—
Q4 2025$0$0—
Q1 2026$0$0—
Q2 2026$0$411.2k—

Biggest buyers

MORGAN STANLEY Added +3,814,632+3.8m
VICTORY CAPITAL MANAGEMENT INC New +547,708+547.7k
JPMORGAN CHASE & CO Added +112,098+112.1k
BlueCrest Capital Management Ltd New +65,002+65.0k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +58,502+58.5k
Cogent Private Wealth, Inc. Added +40,412+40.4k
Betterment LLC Added +36,992+37.0k
Applied Capital LLC Added +27,509+27.5k
ENVESTNET ASSET MANAGEMENT INC Added +27,096+27.1k
Aurelius Family Office LLC Added +20,011+20.0k

Biggest sellers

US BANCORP \DE\ Sold out -43,410-43.4k
WELLS FARGO & COMPANY/MN Reduced -32,017-32.0k
Farther Finance Advisors, LLC Reduced -12,687-12.7k
Moss Adams Wealth Advisors LLC Sold out -9,844-9.8k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -9,637-9.6k
Apella Capital, LLC Reduced -8,082-8.1k
MERCER GLOBAL ADVISORS INC /ADV Reduced -7,990-8.0k
LPL Financial LLC Reduced -7,601-7.6k
Gould Capital, LLC Reduced -6,309-6.3k
JANE STREET GROUP, LLC Sold out -5,740-5.7k

Biggest calls

None

Biggest puts

CITADEL ADVISORS LLC New $411.2k6.0k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 5,680,8295.7m $389.3m $389.3m 0.02% Added +3.8m +3,814,632
2 VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio San Antonio, TX 547,708547.7k $37.5m $37.5m 0.02% New
3 Amicus Financial Advisors, LLC 7.91% of their portfolio LUBBOCK, TX 469,953470.0k $32.2m $32.2m 7.91% Added +15.3k +15,293
4 Betterment LLC 0.05% of their portfolio NEW YORK, NY 408,910408.9k $28.0m $28.0m 0.05% Added +37.0k +36,992
5 Aurelius Family Office LLC 10.14% of their portfolio BEDFORD, NH 375,706375.7k $25.7m $25.7m 10.14% Added +20.0k +20,011
6 Waverly Advisors, LLC 0.14% of their portfolio BIRMINGHAM, AL 354,661354.7k $24.3m $24.3m 0.14% Added +1.1k +1,113
7 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 340,318340.3k $23.3m $23.3m 0.00% Added +16.5k +16,489
8 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 275,549275.5k $18.9m $18.9m 0.00% Added +27.1k +27,096
9 Two West Capital Advisors LLC 9.01% of their portfolio Overland Park, KS 267,551267.6k $18.1m $18.1m 9.01% Added +12.7k +12,682
10 Applied Capital LLC 5.46% of their portfolio LITTLE ROCK, AR 247,229247.2k $16.9m $16.9m 5.46% Added +27.5k +27,509
11 MERCER GLOBAL ADVISORS INC /ADV 0.02% of their portfolio DENVER, CO 237,371237.4k $16.3m $16.3m 0.02% Reduced -8.0k -7,990
12 Beacon Pointe Advisors, LLC 0.07% of their portfolio NEWPORT BEACH, CA 215,049215.0k $14.7m $14.7m 0.07% Added +8.0k +8,019
13 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 133,185133.2k $9.2m $9.2m 0.00% Added +112.1k +112,098
14 Stone Summit Wealth LLC 2.23% of their portfolio MIAMI, FL 128,126128.1k $8.8m $8.8m 2.23% Added +4.2k +4,165
15 E-Wealth Partners, LLC 5.59% of their portfolio MINNETONKA, MN 112,873112.9k $7.7m $7.7m 5.59% Added +11.4k +11,414
16 Mariner, LLC 0.01% of their portfolio Overland Park, KS 99,89299.9k $6.8m $6.8m 0.01% Added +6.1k +6,091
17 Alhambra Investment Management LLC 2.60% of their portfolio PALMETTO BAY, FL 87,06187.1k $6.0m $6.0m 2.60% Added +18.2k +18,250
18 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 83,31483.3k $5.7m $5.7m 0.00% Added +491 +491
19 Five Pine Wealth Management 3.14% of their portfolio COEUR D ALENE, ID 80,90180.9k $5.5m $5.5m 3.14% Added +2.8k +2,795
20 BlueCrest Capital Management Ltd 0.19% of their portfolio ST HELIER, Y9 65,00265.0k $4.5m $4.5m 0.19% New
21 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 63,73463.7k $4.4m $4.4m 0.00% Reduced -32.0k -32,017
22 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 61,77761.8k $4.2m $4.2m 0.00% Added +58.5k +58,502
23 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 56,74656.7k $3.9m $3.9m 0.00% Reduced -7.6k -7,601
24 Cogent Private Wealth, Inc. 1.87% of their portfolio ORLANDO, FL 43,75443.8k $3.0m $3.0m 1.87% Added +40.4k +40,412
25 Professional Financial Advisors, LLC 0.37% of their portfolio NORTH PLATTE, NE 31,15031.1k $2.1m $2.1m 0.37% Reduced -280 -280
26 OneDigital Investment Advisors LLC 0.02% of their portfolio OVERLAND PARK, KS 27,39527.4k $1.9m $1.9m 0.02% Added +3.4k +3,354
27 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 25,13225.1k $1.7m $1.7m 0.00% Added +4.7k +4,732
28 Geometric Wealth Advisors 0.17% of their portfolio WASHINGTON, DC 22,44022.4k $1.5m $1.5m 0.17% Added +189 +189
29 Destiny Wealth Partners, LLC 0.21% of their portfolio TAVARES, FL 22,18422.2k $1.5m $1.5m 0.21% Reduced -452 -452
30 Bleakley Financial Group, LLC 0.02% of their portfolio PARSIPPANY, NJ 21,77321.8k $1.5m $1.5m 0.02% Reduced -687 -687
31 Inscription Capital, LLC 0.10% of their portfolio HOUSTON, TX 16,71716.7k $1.1m $1.1m 0.10% Reduced -282 -282
32 Maridea Wealth Management LLC 0.11% of their portfolio BROOKLYN, NY 14,86014.9k $1.0m $1.0m 0.11% Added +5.0k +4,994
33 17 CAPITAL PARTNERS, LLC 0.45% of their portfolio PHEONIX, AZ 14,45114.5k $990.3k $990.3k 0.45% Added +3.2k +3,205
34 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 13,77613.8k $944.1k $944.1k 0.00% Added +8.9k +8,903
35 RIK SAYLOR FINANCIAL, INC. 0.54% of their portfolio FAIRFIELD, OH 11,96312.0k $819.8k $819.8k 0.54% Reduced -281 -281
36 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 11,57411.6k $793.2k $793.2k 0.00% Added +2.1k +2,068
37 CFS Investment Advisory Services, LLC 0.05% of their portfolio TOTOWA, NJ 10,17210.2k $693.7k $693.7k 0.05% Added +3.6k +3,609
38 Apella Capital, LLC 0.01% of their portfolio WEST HARTFORD, CT 9,7309.7k $661.1k $661.1k 0.01% Reduced -8.1k -8,082
39 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 9,5779.6k $656.3k $656.3k 0.00% Added +858 +858
40 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 9,1369.1k $626.1k $626.1k 0.00% Added +78 +78
41 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 8,8608.9k $607.2k $607.2k 0.00% Added +67 +67
42 Valmark Advisers, Inc. 0.01% of their portfolio AKRON, OH 8,4848.5k $581.4k $581.4k 0.01% Added +345 +345
43 Clark Asset Management, LLC 0.04% of their portfolio STRATHAM, NH 8,2708.3k $566.7k $566.7k 0.04% New
44 Avise Financial Cooperative, Inc. 0.39% of their portfolio LOS ANGELES, CA 8,0858.1k $554.1k $554.1k 0.39% New
45 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 7,9968.0k $548.0k $548.0k 0.01% Added +3.0k +3,011
46 Kings Path Partners LLC 0.14% of their portfolio SUGAR LAND, TX 7,8767.9k $539.7k $539.7k 0.14% Reduced -5 -5
47 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 7,8187.8k $536.0k $536.0k 0.00% Added +4.0k +4,022
48 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 7,7377.7k $530.2k $530.2k 0.00% Reduced -917 -917
49 ABLE Financial Group, LLC 0.08% of their portfolio SCOTTSDALE, AZ 7,3007.3k $500.3k $500.3k 0.08% New
50 Ethos Financial Group, LLC 0.03% of their portfolio KING OF PRUSSIA, PA 7,1717.2k $484.6k $484.6k 0.03% Added +467 +467
51 Bedminster, LLC 0.40% of their portfolio Bluffton, SC 6,8996.9k $472.8k $472.8k 0.40% Added +2.1k +2,133
52 TSA Wealth Managment LLC 0.13% of their portfolio HOUSTON, TX 6,4966.5k $445.2k $445.2k 0.13% New
53 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 6,3586.4k $435.7k $435.7k 0.00% Added +3.1k +3,090
54 Stonehage Fleming Financial Services Holdings Ltd 0.01% of their portfolio ST. HELIER, Y9 5,7845.8k $396.4k $396.4k 0.01% Unchanged
55 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 5,7815.8k $396.2k $396.2k 0.00% Added +952 +952
56 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 5,7385.7k $389.8k $389.8k 0.00% Reduced -9.6k -9,637
57 Clark Capital Management Group, Inc. 0.00% of their portfolio PHILADELPHIA, PA 5,7025.7k $390.8k $390.8k 0.00% Unchanged
58 Symmetry Partners, LLC 0.02% of their portfolio GLASTONBURY, CT 5,5065.5k $377.3k $377.3k 0.02% Reduced -1.5k -1,491
59 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 5,4265.4k $371.4k $371.4k 0.00% New
60 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 5,1195.1k $350.8k $350.8k 0.00% Added +7 +7
61 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 4,8054.8k $329.3k $329.3k 0.00% Reduced -76 -76
62 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 4,3854.4k $300.5k $300.5k 0.00% Unchanged
63 SIMON QUICK ADVISORS, LLC 0.01% of their portfolio MORRISTOWN, NJ 4,3484.3k $298.0k $298.0k 0.01% Unchanged
64 Arcadia Wealth Management, Inc. 0.14% of their portfolio SMITHTOWN, NY 4,1664.2k $285.5k $285.5k 0.14% Reduced -1.7k -1,659
65 BENJAMIN EDWARDS INC 0.00% of their portfolio Clayton, MO 4,0174.0k $275.9k $275.9k 0.00% Added +213 +213
66 American Investment Services, Inc. 0.05% of their portfolio GREAT BARRINGTON, MA 3,7073.7k $254.0k $254.0k 0.05% Unchanged
67 Endowment Wealth Management, Inc. 0.10% of their portfolio APPLETON, WI 3,6433.6k $249.7k $249.7k 0.10% Added +251 +251
68 Newport Capital Group, LLC 0.14% of their portfolio RED BANK, NJ 3,6263.6k $248.5k $248.5k 0.14% Added +468 +468
69 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 3,6213.6k $248.2k $248.2k 0.00% Added +294 +294
70 MONEYWISE, INC. 0.09% of their portfolio FOREST, VA 3,5863.6k $245.7k $245.7k 0.09% Reduced -59 -59
71 Quadrature Capital Ltd 0.00% of their portfolio LONDON, X0 3,5523.6k $243.4k $243.4k 0.00% New
72 SAGE FINANCIAL GROUP INC 0.01% of their portfolio W. CONSHOHOCKEN, PA 3,5453.5k $242.9k $242.9k 0.01% Reduced -229 -229
73 Capstone Financial Advisors, Inc. 0.01% of their portfolio DOWNERS GROVE, IL 3,5283.5k $241.8k $241.8k 0.01% Added +30 +30
74 StoneX Group Inc. 0.01% of their portfolio NEW YORK, NY 3,5003.5k $239.9k $239.9k 0.01% Reduced -28 -28
75 Wedmont Private Capital 0.01% of their portfolio WEST CHESTER, PA 3,4403.4k $233.7k $233.7k 0.01% Reduced -1 -1
76 Alpha Financial Advisors, LLC 0.07% of their portfolio CHARLOTTE, NC 3,4253.4k $234.7k $234.7k 0.07% Reduced -2.3k -2,290
77 Aegis Wealth Management LLC 0.11% of their portfolio BETHESDA, MD 3,2593.3k $223.3k $223.3k 0.11% Unchanged
78 Gould Capital, LLC 0.12% of their portfolio TACOMA, WA 3,2333.2k $221.6k $221.6k 0.12% Reduced -6.3k -6,309
79 Ascent Group, LLC 0.01% of their portfolio VIRGINIA BEACH, VA 3,2013.2k $219.4k $219.4k 0.01% New
80 Luminvest Wealth Management LLC 0.05% of their portfolio SCOTTSDALE, AZ 3,0783.1k $211.0k $211.0k 0.05% Reduced -2.4k -2,352
81 Focus Partners Advisor Solutions, LLC 0.00% of their portfolio SAINT LOUIS, MO 3,0253.0k $207.3k $207.3k 0.00% Unchanged
82 S.A. Mason LLC 0.06% of their portfolio HOLLAND, MI 2,6832.7k $183.9k $183.9k 0.06% New
83 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 2,5212.5k $172.8k $172.8k 0.00% Reduced -12.7k -12,687
84 VANGUARD ADVISERS INC 0.00% of their portfolio Malvern, PA 1,8061.8k $123.7k $123.7k 0.00% Reduced -203 -203
85 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 1,6711.7k $114.5k $114.5k 0.00% Unchanged
86 Evolution Advisers, Inc. 0.03% of their portfolio RICHMOND, VA 1,1321.1k $77.0k $77.0k 0.03% Added +32 +32
87 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 1,1271.1k $77.2k $77.2k 0.00% Unchanged
88 DecisionPoint Financial, LLC 0.01% of their portfolio MESA, AZ 939939 $64.1k $64.1k 0.01% Unchanged
89 Continuum Advisory, LLC 0.00% of their portfolio EAGLE, ID 787787 $53.9k $53.9k 0.00% New
90 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 773773 $53.0k $53.0k 0.00% Unchanged
91 Bogart Wealth, LLC 0.00% of their portfolio MCLEAN, VA 423423 $29.0k $29.0k 0.00% Reduced -1 -1
92 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 420420 $28.8k $28.8k 0.00% Unchanged
93 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 420420 $28.8k $28.8k 0.00% New
94 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 286286 $19.6k $19.6k 0.00% New
95 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 270270 $18.5k $18.5k 0.00% Unchanged
96 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 200200 $13.7k $13.7k 0.00% New
97 Timbuktu Capital Management, LLC 0.02% of their portfolio BOSTON, MA 200200 $13.7k $13.7k 0.02% First filing
98 Transamerica Financial Advisors, LLC 0.00% of their portfolio CEDAR RAPIDS, IA 182182 $12.5k $12.5k 0.00% New
99 Your Advocates Ltd., LLP 0.00% of their portfolio HOUSTON, TX 172172 $11.8k $11.8k 0.00% Added +48 +48
100 Peachtree Investment Partners, LLC 0.00% of their portfolio INDIAN RIVER SHORES,, FL 166166 $11.3k $11.3k 0.00% Added +6 +6