Vault-13

VANGUARD SCOTTSDALE FDS VTHR

VNG RUS3000IDX · ETP · CUSIP 92206C599

212 institutional holders +7 vs Q1 2025
4,639,7914.6m shares reported held*
$1.3bnreported value*
23 new 68 added 54 reduced 18 sold out net bought ≈ $105.7m (+388.0k 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 ≈ $272.83.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 124Q4 22: 135Q1 23: 137Q2 23: 141Q3 23: 138Q4 23: 146Q1 24: 160Q2 24: 169Q3 24: 169Q4 24: 193Q1 25: 205Q2 25: 212212Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022124
Q4 2022135
Q1 2023137
Q2 2023141
Q3 2023138
Q4 2023146
Q1 2024160
Q2 2024169
Q3 2024169
Q4 2024193
Q1 2025205
Q2 2025212

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 41 bought or addedQ3 23: 51 cut or sold outQ4 23: 59 bought or addedQ4 23: 42 cut or sold outQ4 23Q1 24: 64 bought or addedQ1 24: 47 cut or sold outQ2 24: 63 bought or addedQ2 24: 54 cut or sold outQ2 24Q3 24: 67 bought or addedQ3 24: 51 cut or sold outQ4 24: 81 bought or addedQ4 24: 55 cut or sold outQ4 24Q1 25: 98 bought or addedQ1 25: 54 cut or sold outQ2 25: 91 bought or addedQ2 25: 72 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20234151
Q4 20235942
Q1 20246447
Q2 20246354
Q3 20246751
Q4 20248155
Q1 20259854
Q2 20259172

Biggest buyers

Fund Evaluation Group, LLC New +139,081+139.1k
Mariner, LLC Added +50,938+50.9k
TOMPKINS FINANCIAL CORP Added +40,532+40.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +38,711+38.7k
LOWE BROCKENBROUGH & CO INC New +36,664+36.7k
Evensky & Katz LLC Added +36,065+36.1k
Bank of New York Mellon Corp New +29,293+29.3k
AQR CAPITAL MANAGEMENT LLC Added +28,436+28.4k
Rockefeller Capital Management L.P. Added +15,435+15.4k
Pallas Capital Advisors LLC New +15,055+15.1k

Biggest sellers

MML INVESTORS SERVICES, LLC Reduced -98,278-98.3k
Cliffwater LLC Reduced -26,150-26.1k
Christopher J. Hasenberg, Inc Reduced -15,786-15.8k
ENVESTNET ASSET MANAGEMENT INC Reduced -12,617-12.6k
LPL Financial LLC Reduced -7,489-7.5k
IEQ CAPITAL, LLC Reduced -6,022-6.0k
CITADEL ADVISORS LLC Reduced -5,728-5.7k
Private Advisor Group, LLC Reduced -5,508-5.5k
PITCAIRN CO Reduced -5,235-5.2k
COMMERCE BANK Reduced -2,555-2.6k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 AMERIPRISE FINANCIAL INC 0.04% of their portfolio MINNEAPOLIS, MN 525,460525.5k $143.6m $143.6m 0.04% Added +7.6k +7,619
2 LINCOLN NATIONAL CORP 3.86% of their portfolio RADNOR, PA 466,325466.3k $127.2m $127.2m 3.86% Added +6.5k +6,527
3 Cliffwater LLC 13.23% of their portfolio MARINA DEL REY, CA 235,936235.9k $64.4m $64.4m 13.23% Reduced -26.1k -26,150
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 224,848224.8k $61.3m $61.3m 0.00% Added +5.9k +5,916
5 Focus Partners Wealth 0.13% of their portfolio ST LOUIS, MO 224,686224.7k $61.3m $61.3m 0.13% Added +2.1k +2,099
6 NATIXIS ADVISORS, LLC 0.10% of their portfolio Boston, MA 222,295222.3k $60.6m $60.6m 0.10% Added +805 +805
7 TOMPKINS FINANCIAL CORP 5.52% of their portfolio ITHACA, NY 220,065220.1k $60.0m $60.0m 5.52% Added +40.5k +40,532
8 Cerity Partners LLC 0.07% of their portfolio NEW YORK, NY 140,611140.6k $38.4m $38.4m 0.07% Added +6.6k +6,609
9 Fund Evaluation Group, LLC 1.47% of their portfolio CINCINNATI, OH 139,081139.1k $37.9m $37.9m 1.47% New
10 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 97,69997.7k $26.6m $26.6m 0.00% Reduced -1.6k -1,634
11 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 93,62493.6k $25.5m $25.5m 0.03% Reduced -1.9k -1,903
12 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 85,68085.7k $23.4m $23.4m 0.01% Reduced -7.5k -7,489
13 DIVERSIFIED TRUST CO 0.51% of their portfolio MEMPHIS, TN 84,08884.1k $22.9m $22.9m 0.51% Added +18 +18
14 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 78,92978.9k $21.5m $21.5m 0.01% Reduced -80 -80
15 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio BALA CYNWYD, PA 75,54075.5k $20.6m $20.6m 0.03% Added +38.7k +38,711
16 Mariner, LLC 0.03% of their portfolio Overland Park, KS 74,64874.6k $20.4m $20.4m 0.03% Added +50.9k +50,938
17 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 64,54764.5k $17.6m $17.6m 0.00% Added +10.7k +10,688
18 MML INVESTORS SERVICES, LLC 0.05% of their portfolio SPRINGFIELD, MA 64,52364.5k $17.6m $17.6m 0.05% Reduced -98.3k -98,278
19 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 63,37463.4k $17.3m $17.3m 0.01% Added +28.4k +28,436
20 UBS Group AG 0.00% of their portfolio ZURICH, V8 60,88760.9k $16.6m $16.6m 0.00% Added +14.8k +14,795
21 Diversified Portfolios, Inc. 1.39% of their portfolio Bloomfield Hills, MI 53,52753.5k $14.6m $14.6m 1.39% Added +893 +893
22 PENNINGTON PARTNERS & CO., LLC 6.77% of their portfolio Bethesda, MD 46,29546.3k $12.6m $12.6m 6.77% Added +3.2k +3,195
23 Evensky & Katz LLC 0.74% of their portfolio CORAL GABLES, FL 44,46444.5k $12.1m $12.1m 0.74% Added +36.1k +36,065
24 Family Firm, Inc. 2.74% of their portfolio BETHESDA, MD 41,71341.7k $11.4m $11.4m 2.74% Added +1.4k +1,444
25 Gotham Asset Management, LLC 0.07% of their portfolio NEW YORK, NY 41,20841.2k $11.2m $11.2m 0.07% Added +9.7k +9,659
26 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 40,50640.5k $11.0m $11.0m 0.00% Reduced -1.0k -1,043
27 COMMERCE BANK 0.06% of their portfolio KANSAS CITY, MO 37,51737.5k $10.2m $10.2m 0.06% Reduced -2.6k -2,555
28 LOWE BROCKENBROUGH & CO INC 0.56% of their portfolio RICHMOND, VA 36,66436.7k $10.0m $10.0m 0.56% New
29 Wealthstream Advisors, Inc. 1.49% of their portfolio NEW YORK, NY 32,87432.9k $9.0m $9.0m 1.49% Reduced -961 -961
30 Private Advisor Group, LLC 0.05% of their portfolio MORRISTOWN, NJ 32,68632.7k $8.9m $8.9m 0.05% Reduced -5.5k -5,508
31 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 31,08131.1k $8.5m $8.5m 0.00% Reduced -12.6k -12,617
32 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 30,58430.6k $8.3m $8.3m 0.01% Added +15.4k +15,435
33 AlphaCore Capital LLC 0.31% of their portfolio LA JOLLA, CA 29,71129.7k $8.1m $8.1m 0.31% Added +1.9k +1,880
34 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 29,29329.3k $8.0m $8.0m 0.00% New
35 CWM, LLC 0.03% of their portfolio OMAHA, NE 26,91826.9k $7.3m $7.3m 0.03% Added +256 +256
36 Linscomb Wealth, Inc. 0.33% of their portfolio Houston, TX 26,42726.4k $7.2m $7.2m 0.33% Reduced -465 -465
37 ADIRONDACK TRUST CO 2.44% of their portfolio SARATOGA SPRINGS, NY 24,67424.7k $6.7m $6.7m 2.44% Added +4.2k +4,169
38 Pathstone Holdings, LLC 0.03% of their portfolio ENGLEWOOD, NJ 24,50124.5k $6.7m $6.7m 0.03% Added +5.2k +5,170
39 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 24,25824.3k $6.6m $6.6m 0.00% Added +12.9k +12,923
40 PITCAIRN CO 0.42% of their portfolio CONSHOHOCKEN, PA 23,42123.4k $6.4m $6.4m 0.42% Reduced -5.2k -5,235
41 IEQ CAPITAL, LLC 0.04% of their portfolio Foster City, CA 21,19421.2k $5.8m $5.8m 0.04% Reduced -6.0k -6,022
42 Glenmede Investment Management, LP 0.03% of their portfolio PHILADELPHIA, PA 21,10021.1k $5.8m $5.8m 0.03% First filing
43 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 19,19819.2k $5.2m $5.2m 0.01% Added +4.6k +4,580
44 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 18,50218.5k $5.0m $5.0m 0.01% Added +509 +509
45 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 17,77917.8k $4.8m $4.8m 0.00% Added +5.6k +5,628
46 Tolleson Wealth Management, Inc. 0.78% of their portfolio DALLAS, TX 16,70116.7k $4.6m $4.6m 0.78% Unchanged
47 Stratos Wealth Advisors, LLC 0.24% of their portfolio BEACHWOOD, OH 16,41716.4k $4.5m $4.5m 0.24% Added +226 +226
48 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 16,34116.3k $4.5m $4.5m 0.01% Added +529 +529
49 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 16,03316.0k $4.4m $4.4m 0.01% Reduced -115 -115
50 Pallas Capital Advisors LLC 0.16% of their portfolio BRAINTREE, MA 15,05515.1k $4.1m $4.1m 0.16% New
51 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 15,00115.0k $4.1m $4.1m 0.01% Added +4.5k +4,547
52 Clearstead Advisors, LLC 0.06% of their portfolio CLEVELAND, OH 14,84914.8k $4.1m $4.1m 0.06% Added +78 +78
53 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 14,61714.6k $4.0m $4.0m 0.01% Added +2.1k +2,131
54 RED CEDAR INVESTMENT MANAGEMENT, LLC 0.50% of their portfolio GRAND RAPIDS, MI 14,52314.5k $4.0m $4.0m 0.50% Reduced -1.5k -1,459
55 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 14,44714.4k $3.9m $3.9m 0.03% Added +55 +55
56 DB Fitzpatrick & Co, Inc 3.44% of their portfolio BOISE, ID 14,21014.2k $3.9m $3.9m 3.44% Reduced -395 -395
57 Christopher J. Hasenberg, Inc 1.31% of their portfolio EAU CLAIRE, WI 12,88612.9k $3.5m $3.5m 1.31% Reduced -15.8k -15,786
58 Tennessee Valley Asset Management Partners 0.87% of their portfolio KNOXVILLE, TN 12,54912.5k $3.4m $3.4m 0.87% Added +421 +421
59 Lido Advisors, LLC 0.02% of their portfolio Los Angeles, CA 12,53312.5k $3.4m $3.4m 0.02% Added +1 +1
60 Coastline Trust Co 0.38% of their portfolio PROVIDENCE, RI 12,24012.2k $3.3m $3.3m 0.38% Reduced -336 -336
61 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.22% of their portfolio CEDAR RAPIDS, IA 11,65311.7k $3.2m $3.2m 0.22% Reduced -8 -8
62 LANARK FINANCIAL, INC. 0.24% of their portfolio BIRMINGHAM, AL 11,00011.0k $3.0m $3.0m 0.24% Reduced -666 -666
63 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 10,32710.3k $2.8m $2.8m 0.01% Added +2.4k +2,437
64 EVOKE WEALTH, LLC 0.07% of their portfolio Los Angeles, CA 10,18210.2k $2.8m $2.8m 0.07% New
65 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 10,04610.0k $2.7m $2.7m 0.00% Reduced -2.0k -2,008
66 Embree Financial Group 0.41% of their portfolio Chicago, IL 9,8709.9k $2.7m $2.7m 0.41% Reduced -17 -17
67 WEDBUSH SECURITIES INC 0.09% of their portfolio PASADENA, CA 9,5469.5k $2.6m $2.6m 0.09% Reduced -194 -194
68 1900 WEALTH MANAGEMENT LLC 0.19% of their portfolio SAN ANTONIO, TX 9,4119.4k $2.6m $2.6m 0.19% Unchanged
69 FSA Investment Group, LLC 1.87% of their portfolio Pensacola, FL 9,2559.3k $2.5m $2.5m 1.87% Added +2.5k +2,455
70 Waverly Advisors, LLC 0.03% of their portfolio BIRMINGHAM, AL 8,9258.9k $2.4m $2.4m 0.03% Unchanged
71 HRT FINANCIAL LP 0.01% of their portfolio NEW YORK, NY 8,7378.7k $2.4m $2.4m 0.01% New
72 ORRSTOWN FINANCIAL SERVICES INC 0.48% of their portfolio HARRISBURG, PA 8,3738.4k $2.3m $2.3m 0.48% Reduced -233 -233
73 Verus Financial Partners, Inc. 0.23% of their portfolio RICHMOND, VA 8,3588.4k $2.3m $2.3m 0.23% Added +108 +108
74 Hardy Reed LLC 0.18% of their portfolio TUPELO, MS 8,0488.0k $2.2m $2.2m 0.18% Unchanged
75 PBMares Wealth Management LLC 0.38% of their portfolio WILLIAMSBURG, VA 7,7107.7k $2.1m $2.1m 0.38% Reduced -2.2k -2,173
76 Silver Coast Investments LLC 0.60% of their portfolio SAN DIEGO, X1 6,0526.1k $1.7m $1.7m 0.60% Added +197 +197
77 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 6,0496.0k $1.6m $1.6m 0.01% Added +144 +144
78 Investment Advisory Group, LLC 0.49% of their portfolio HANOVER, MA 5,9786.0k $1.6m $1.6m 0.49% Reduced -55 -55
79 EVOLUTION WEALTH MANAGEMENT INC. 1.95% of their portfolio FORT MYERS, FL 5,8025.8k $1.6m $1.6m 1.95% First filing
80 WHITTIER TRUST CO 0.02% of their portfolio SOUTH PASADENA, CA 5,6595.7k $1.5m $1.5m 0.02% Unchanged
81 FLAGSHIP HARBOR ADVISORS, LLC 0.07% of their portfolio BOSTON, MA 5,6485.6k $1.5m $1.5m 0.07% Added +373 +373
82 Wedmont Private Capital 0.07% of their portfolio WEST CHESTER, PA 5,5995.6k $1.5m $1.5m 0.07% Reduced -53 -53
83 NorthCrest Asset Manangement, LLC 0.04% of their portfolio PLYMOUTH, MN 5,5905.6k $1.5m $1.5m 0.04% Unchanged
84 Tower Research Capital LLC (TRC) 0.04% of their portfolio NEW YORK, NY 5,2485.2k $1.4m $1.4m 0.04% Added +4.3k +4,276
85 Calydon Capital 0.14% of their portfolio MEMPHIS, TN 5,2485.2k $1.4m $1.4m 0.14% Added +2.6k +2,624
86 Operose Advisors LLC 0.40% of their portfolio MILWAUKEE, WI 5,1665.2k $1.4m $1.4m 0.40% Added +10 +10
87 WESBANCO BANK INC 0.04% of their portfolio WHEELING, WV 5,0055.0k $1.4m $1.4m 0.04% Unchanged
88 Centennial Bank/AR/ 0.57% of their portfolio CONWAY, AR 4,9464.9k $1.3m $1.3m 0.57% Added +3.4k +3,352
89 GREAT VALLEY ADVISOR GROUP, INC. 0.03% of their portfolio WILMINGTON, DE 4,8034.8k $1.3m $1.3m 0.03% Unchanged
90 JOHNSON INVESTMENT COUNSEL INC 0.01% of their portfolio Cincinnati, OH 4,8024.8k $1.3m $1.3m 0.01% Unchanged
91 Compass Financial Group, INC/SD 0.21% of their portfolio Sioux Falls, SD 4,6654.7k $1.3m $1.3m 0.21% Unchanged
92 Private Wealth Asset Management, LLC 0.16% of their portfolio OMAHA, NE 4,4004.4k $1.2m $1.2m 0.16% New
93 Apella Capital, LLC 0.03% of their portfolio WEST HARTFORD, CT 4,2694.3k $1.2m $1.2m 0.03% New
94 World Investment Advisors 0.03% of their portfolio LINCROFT, NJ 4,2504.2k $1.2m $1.2m 0.03% Reduced -37 -37
95 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.01% of their portfolio NEW YORK, NY 4,0344.0k $1.1m $1.1m 0.01% Added +12 +12
96 Cresset Asset Management, LLC 0.01% of their portfolio Chicago, IL 4,0284.0k $1.1m $1.1m 0.01% Reduced -377 -377
97 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 3,9674.0k $1.1m $1.1m 0.00% Added +184 +184
98 FMR LLC 0.00% of their portfolio BOSTON, MA 3,8733.9k $1.1m $1.1m 0.00% Reduced -1.1k -1,140
99 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 3,8003.8k $1.0m $1.0m 0.00% Added +1.2k +1,163
100 FIRST FINANCIAL BANK - TRUST DIVISION 0.09% of their portfolio HAMILTON, OH 3,7883.8k $1.0m $1.0m 0.09% Added +46 +46