Vault-13

VANGUARD SCOTTSDALE FDS VTC

TOTAL CORP BND · ETP · CUSIP 92206C573

114 institutional holders -3 vs Q4 2024
8,569,2078.6m shares reported held*
$656.1mreported value*
11 new 41 added 36 reduced 12 sold out net bought ≈ $3.9m (-11.4k 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 ≈ $76.56.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 74Q4 22: 76Q1 23: 83Q2 23: 81Q3 23: 83Q4 23: 103Q1 24: 102Q2 24: 105Q3 24: 100Q4 24: 117Q1 25: 114114Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202274
Q4 202276
Q1 202383
Q2 202381
Q3 202383
Q4 2023103
Q1 2024102
Q2 2024105
Q3 2024100
Q4 2024117
Q1 2025114

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 23: 51 bought or addedQ2 23: 24 cut or sold outQ3 23: 48 bought or addedQ3 23: 36 cut or sold outQ3 23Q4 23: 52 bought or addedQ4 23: 33 cut or sold outQ1 24: 55 bought or addedQ1 24: 41 cut or sold outQ1 24Q2 24: 52 bought or addedQ2 24: 37 cut or sold outQ3 24: 49 bought or addedQ3 24: 44 cut or sold outQ3 24Q4 24: 57 bought or addedQ4 24: 42 cut or sold outQ1 25: 52 bought or addedQ1 25: 48 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20235124
Q3 20234836
Q4 20235233
Q1 20245541
Q2 20245237
Q3 20244944
Q4 20245742
Q1 20255248

Biggest buyers

CoreCap Advisors, LLC New +91,008+91.0k
Wedmont Private Capital Added +79,498+79.5k
Wealthstar Advisors, LLC New +71,068+71.1k
MORGAN STANLEY Added +66,196+66.2k
BANK OF AMERICA CORP /DE/ Added +35,843+35.8k
Integrated Wealth Concepts LLC New +27,620+27.6k
CreativeOne Wealth, LLC New +23,944+23.9k
Mill Creek Capital Advisors, LLC Added +19,589+19.6k
TITLEIST ASSET MANAGEMENT, LLC Added +19,269+19.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +11,129+11.1k

Biggest sellers

Financial Engines Advisors L.L.C. Reduced -122,314-122.3k
Envestnet Portfolio Solutions, Inc. Reduced -77,562-77.6k
ENVESTNET ASSET MANAGEMENT INC Reduced -76,746-76.7k
Corient Private Wealth LP Sold out -64,722-64.7k
Leo Wealth, LLC Sold out -35,954-36.0k
Cetera Investment Advisers Reduced -23,204-23.2k
GDS Wealth Management Reduced -17,726-17.7k
Capital Asset Advisory Services LLC Reduced -16,321-16.3k
AXXCESS WEALTH MANAGEMENT, LLC Reduced -13,849-13.8k
RWA WEALTH PARTNERS, LLC Reduced -13,812-13.8k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 NEPC LLC 5.22% of their portfolio Boston, MA 2,455,5252.5m $188.6m $188.6m 5.22% Unchanged
2 Wedmont Private Capital 3.83% of their portfolio WEST CHESTER, PA 999,491999.5k $74.7m $74.7m 3.83% Added +79.5k +79,498
3 Mill Creek Capital Advisors, LLC 1.74% of their portfolio Conshohocken, PA 936,213936.2k $71.9m $71.9m 1.74% Added +19.6k +19,589
4 Capital Asset Advisory Services LLC 2.77% of their portfolio Williamston, MI 706,488706.5k $54.3m $54.3m 2.77% Reduced -16.3k -16,321
5 AXXCESS WEALTH MANAGEMENT, LLC 1.48% of their portfolio CARLSBAD, CA 705,042705.0k $54.1m $54.1m 1.48% Reduced -13.8k -13,849
6 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 476,820476.8k $36.6m $36.6m 0.00% Added +35.8k +35,843
7 MML INVESTORS SERVICES, LLC 0.04% of their portfolio SPRINGFIELD, MA 164,696164.7k $12.6m $12.6m 0.04% Added +3.5k +3,532
8 Sensible Financial Planning & Management, LLC. 2.33% of their portfolio WALTHAM, MA 152,234152.2k $11.7m $11.7m 2.33% Added +10.6k +10,570
9 UBS Group AG 0.00% of their portfolio ZURICH, V8 139,750139.8k $10.7m $10.7m 0.00% Added +10.4k +10,422
10 TOWNSQUARE CAPITAL LLC 0.09% of their portfolio Lehi, UT 111,067111.1k $8.5m $8.5m 0.09% Reduced -3.6k -3,641
11 Drucker Wealth 3.0, LLC 1.88% of their portfolio WOODCLIFF LAKE, NJ 111,067111.1k $8.5m $8.5m 1.88% Reduced -3.6k -3,641
12 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 103,682103.7k $8.0m $8.0m 0.00% Added +7.8k +7,789
13 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 98,97099.0k $7.6m $7.6m 0.00% Added +3.0k +2,978
14 LOOMIS SAYLES & CO L P 0.01% of their portfolio BOSTON, MA 94,55094.5k $7.3m $7.3m 0.01% Added +9.0k +9,035
15 CoreCap Advisors, LLC 0.31% of their portfolio SOUTHFIELD, MI 91,00891.0k $7.0m $7.0m 0.31% New
16 Wealthstar Advisors, LLC 2.50% of their portfolio Plano, TX 71,06871.1k $5.5m $5.5m 2.50% New
17 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 67,64967.6k $5.2m $5.2m 0.00% Added +66.2k +66,196
18 Raine Group LLC 30.98% of their portfolio NEW YORK, NY 63,29563.3k $4.9m $4.9m 30.98% Added +500 +500
19 Sanctuary Advisors, LLC 0.03% of their portfolio INDIANAPOLIS, IN 63,21663.2k $4.9m $4.9m 0.03% Added +1.3k +1,297
20 TITLEIST ASSET MANAGEMENT, LLC 0.52% of their portfolio SAN ANTONIO, TX 58,34458.3k $4.5m $4.5m 0.52% Added +19.3k +19,269
21 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 51,93151.9k $4.0m $4.0m 0.00% Reduced -76.7k -76,746
22 RWA WEALTH PARTNERS, LLC 0.05% of their portfolio BOSTON, MA 47,37647.4k $3.6m $3.6m 0.05% Reduced -13.8k -13,812
23 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 43,44143.4k $3.3m $3.3m 0.01% Added +2.3k +2,275
24 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 39,98740.0k $3.1m $3.1m 0.00% Reduced -723 -723
25 Perigon Wealth Management, LLC 0.07% of their portfolio SAN FRANCISCO, CA 35,18635.2k $2.7m $2.7m 0.07% Added +853 +853
26 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 34,17134.2k $2.6m $2.6m 0.00% Reduced -9.7k -9,696
27 TD Waterhouse Canada Inc. 0.02% of their portfolio TORONTO, A6 31,56731.6k $2.4m $2.4m 0.02% Added +1.1k +1,131
28 Atria Wealth Solutions, Inc. 0.03% of their portfolio NEW YORK, NY 31,48431.5k $2.4m $2.4m 0.03% Reduced -12.9k -12,851
29 BFSG, LLC 0.29% of their portfolio IRVINE, CA 30,92230.9k $2.4m $2.4m 0.29% Added +3.4k +3,395
30 GDS Wealth Management 0.20% of their portfolio FLOWER MOUND, TX 30,38230.4k $2.3m $2.3m 0.20% Reduced -17.7k -17,726
31 Integrated Wealth Concepts LLC 0.02% of their portfolio WALTHAM, MA 27,62027.6k $2.1m $2.1m 0.02% New
32 CreativeOne Wealth, LLC 0.05% of their portfolio OVERLAND PARK, KS 23,94423.9k $1.8m $1.8m 0.05% New
33 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 21,82721.8k $1.7m $1.7m 0.00% Reduced -645 -645
34 Fort Point Capital Partners LLC 0.18% of their portfolio San Francisco, CA 21,24021.2k $1.6m $1.6m 0.18% Added +3.7k +3,691
35 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 20,36520.4k $1.6m $1.6m 0.00% Reduced -1.4k -1,376
36 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 19,97420.0k $1.5m $1.5m 0.00% Added +5.8k +5,849
37 Chicago Partners Investment Group LLC 0.05% of their portfolio CHICAGO, IL 19,33319.3k $1.5m $1.5m 0.05% Added +151 +151
38 RFG Advisory, LLC 0.03% of their portfolio BIRMINGHAM, AL 16,31616.3k $1.3m $1.3m 0.03% Added +2.0k +2,036
39 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 15,48615.5k $1.2m $1.2m 0.01% Added +1.0k +1,008
40 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 15,38715.4k $1.2m $1.2m 0.00% Reduced -122.3k -122,314
41 Breakwater Investment Management 0.49% of their portfolio SEATTLE, WA 14,91814.9k $1.1m $1.1m 0.49% Reduced -128 -128
42 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 14,83414.8k $1.1m $1.1m 0.00% Reduced -1.2k -1,196
43 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 14,68014.7k $1.1m $1.1m 0.00% Reduced -470 -470
44 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 14,59914.6k $1.1m $1.1m 0.00% Reduced -232 -232
45 Topsail Wealth Management, LLC 0.23% of their portfolio CHARLOTTE, NC 14,47214.5k $1.1m $1.1m 0.23% Reduced -1.5k -1,506
46 Mariner, LLC 0.00% of their portfolio Overland Park, KS 11,91411.9k $915.0k $915.0k 0.00% Added +1.6k +1,574
47 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 11,81211.8k $907.1k $907.1k 0.00% Reduced -23.2k -23,204
48 PFG Investments, LLC 0.06% of their portfolio WOODBURY, NY 11,60611.6k $891.4k $891.4k 0.06% Added +690 +690
49 Roehl & Yi Investment Advisors, LLC 0.01% of their portfolio Eugene, OR 11,54311.5k $11.5k $11.5k 0.01% Unchanged
50 KING LUTHER CAPITAL MANAGEMENT CORP 0.00% of their portfolio FORT WORTH, TX 11,30311.3k $868.1k $868.1k 0.00% Unchanged
51 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 11,13811.1k $855.4k $855.4k 0.01% Reduced -10.5k -10,460
52 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 11,12911.1k $854.7k $854.7k 0.00% New
53 BNP PARIBAS 0.03% of their portfolio NEW YORK, NY 9,4869.5k $728.5k $728.5k 0.03% Added +97 +97
54 Savvy Advisors, Inc. 0.07% of their portfolio NEW YORK, NY 9,3949.4k $721.5k $721.5k 0.07% Reduced -108 -108
55 Note Advisors, LLC 0.59% of their portfolio BUFFALO, NY 9,3109.3k $715.0k $715.0k 0.59% Unchanged
56 Legacy Edge Advisors, LLC 0.09% of their portfolio SYOSSET, NY 7,7957.8k $598.7k $598.7k 0.09% Reduced -86 -86
57 Pinnacle Bancorp, Inc. 0.19% of their portfolio BEATRICE, NE 7,6507.7k $587.5k $587.5k 0.19% Unchanged
58 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 7,5717.6k $581.4k $581.4k 0.00% Added +8 +8
59 Bristlecone Advisors, LLC 0.04% of their portfolio BELLEVUE, WA 6,9296.9k $532.1k $532.1k 0.04% Unchanged
60 Axis Wealth Partners, LLC 0.38% of their portfolio EAST PROVIDENCE, RI 6,7266.7k $516.5k $516.5k 0.38% Added +259 +259
61 Fiera Capital Corp 0.00% of their portfolio MONTREAL, A8 5,8305.8k $447.7k $447.7k 0.00% Added +110 +110
62 Pinnacle Financial Group, LLC / IL 0.15% of their portfolio WESTERN SPRINGS, IL 5,5385.5k $425.3k $425.3k 0.15% Added +528 +528
63 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 5,4615.5k $419.4k $419.4k 0.00% Reduced -502 -502
64 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 5,4505.5k $418.6k $418.6k 0.01% Unchanged
65 Golden State Wealth Management, LLC 0.06% of their portfolio SANTA ANA, CA 4,9535.0k $380.5k $380.5k 0.06% Added +37 +37
66 Consolidated Portfolio Review Corp 0.06% of their portfolio WOODBURY, NY 4,7834.8k $367.3k $367.3k 0.06% Added +969 +969
67 ALTFEST L J & CO INC 0.04% of their portfolio NEW YORK, NY 4,5454.5k $349.0k $349.0k 0.04% Reduced -197 -197
68 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 4,4184.4k $337.3k $337.3k 0.01% Reduced -72 -72
69 Betterment LLC 0.00% of their portfolio NEW YORK, NY 4,3724.4k $336.0k $336.0k 0.00% Added +510 +510
70 OneAscent Wealth Management LLC 0.14% of their portfolio BIRMINGHAM, AL 4,1634.2k $320.0k $320.0k 0.14% Reduced -91 -91
71 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 4,1584.2k $319.0k $319.0k 0.01% New
72 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 4,0694.1k $312.5k $312.5k 0.00% Reduced -5.1k -5,106
73 SEAMOUNT FINANCIAL GROUP INC 0.21% of their portfolio COLORADO SPRINGS, CO 3,9353.9k $302.2k $302.2k 0.21% Reduced -16 -16
74 Busey Bank 0.01% of their portfolio URBANA, IL 3,8253.8k $293.8k $293.8k 0.01% Unchanged
75 MATHER GROUP, LLC. 0.00% of their portfolio CHICAGO, IL 3,6553.7k $280.7k $280.7k 0.00% Reduced -136 -136
76 Peachtree Investment Partners, LLC 0.11% of their portfolio INDIAN RIVER SHORES,, FL 3,6323.6k $278.9k $278.9k 0.11% Unchanged
77 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 3,3413.3k $257.0k $257.0k 0.00% Added +16 +16
78 Oregon Pacific Wealth Management, LLC 0.25% of their portfolio Medford, OR 3,3143.3k $254.5k $254.5k 0.25% Reduced -130 -130
79 Caitlin John, LLC 0.23% of their portfolio BRIGHTON, MI 3,1043.1k $238.4k $238.4k 0.23% Unchanged
80 TWO SIGMA SECURITIES, LLC 0.03% of their portfolio NEW YORK, NY 2,9513.0k $226.6k $226.6k 0.03% New
81 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 2,8752.9k $220.8k $220.8k 0.00% Reduced -77.6k -77,562
82 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 2,6052.6k $200.0k $200.0k 0.01% New
83 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 2,3522.4k $180.6k $180.6k 0.01% Added +38 +38
84 Addison Advisors LLC 0.04% of their portfolio MIDDLEBURY, VT 2,1062.1k $161.7k $161.7k 0.04% Reduced -2.1k -2,106
85 TRUST CO OF VERMONT 0.01% of their portfolio BRATTLEBORO, VT 2,0952.1k $160.9k $160.9k 0.01% Unchanged
86 Winthrop Capital Management, LLC 0.04% of their portfolio Carmel, IN 2,0312.0k $156.0k $156.0k 0.04% Added +216 +216
87 Vermillion Wealth Management, Inc. 0.04% of their portfolio ROSEMOUNT, MN 1,7591.8k $135.1k $135.1k 0.04% Added +13 +13
88 PROFFITT & GOODSON INC 0.02% of their portfolio KNOXVILLE, TN 1,5671.6k $120.3k $120.3k 0.02% Reduced -86 -86
89 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 1,3861.4k $106.5k $106.5k 0.00% Added +10 +10
90 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 1,1701.2k $89.9k $89.9k 0.01% Added +140 +140
91 Archer Investment Corp 0.02% of their portfolio Carmel, IN 1,0651.1k $81.8k $81.8k 0.02% Reduced -135 -135
92 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 1,0151.0k $78.0k $78.0k 0.00% Added +7 +7
93 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 843843 $64.7k $64.7k 0.00% Unchanged
94 REDMONT WEALTH ADVISORS LLC 0.11% of their portfolio CHICAGO, IL 745745 $57.2k $57.2k 0.11% New
95 Vermillion & White Wealth Management Group, LLC 0.04% of their portfolio PHOENIXVILLE, PA 705705 $54.1k $54.1k 0.04% Unchanged
96 Davis Capital Management 0.03% of their portfolio JACKSONVILLE, FL 515515 $39.6k $39.6k 0.03% Unchanged
97 Ridgewood Investments LLC 0.02% of their portfolio SPRINGFIELD, NJ 500500 $38.4k $38.4k 0.02% Unchanged
98 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 474474 $36.0k $36.0k 0.00% New
99 Bay Harbor Wealth Management, LLC 0.01% of their portfolio Hunt Valley, MD 438438 $33.6k $33.6k 0.01% Added +37 +37
100 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 300300 $23.0k $23.0k 0.00% Added +200 +200