Vault-13

VANGUARD SCOTTSDALE FDS VTHR

VNG RUS3000IDX · ETP · CUSIP 92206C599

208 institutional holders -4 vs Q2 2025
4,506,8134.5m shares reported held*
$1.3bnreported value*
13 new 60 added 67 reduced 10 sold out net sold ≈ $20.3m (-69.0k 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 ≈ $294.33.

Trends to Q3 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: 212Q3 25: 208208Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025208

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 23: 59 bought or addedQ4 23: 42 cut or sold outQ1 24: 64 bought or addedQ1 24: 47 cut or sold outQ1 24Q2 24: 63 bought or addedQ2 24: 54 cut or sold outQ3 24: 67 bought or addedQ3 24: 51 cut or sold outQ3 24Q4 24: 81 bought or addedQ4 24: 55 cut or sold outQ1 25: 98 bought or addedQ1 25: 54 cut or sold outQ1 25Q2 25: 91 bought or addedQ2 25: 72 cut or sold outQ3 25: 73 bought or addedQ3 25: 77 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20235942
Q1 20246447
Q2 20246354
Q3 20246751
Q4 20248155
Q1 20259854
Q2 20259172
Q3 20257377

Biggest buyers

AMERIPRISE FINANCIAL INC Added +63,729+63.7k
TOMPKINS FINANCIAL CORP Added +56,625+56.6k
GOLDMAN SACHS GROUP INC Added +56,225+56.2k
JPMORGAN CHASE & CO Added +33,608+33.6k
AQR CAPITAL MANAGEMENT LLC Added +29,937+29.9k
Prosperity Consulting Group, LLC New +19,429+19.4k
CWM, LLC Added +14,599+14.6k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +14,301+14.3k
Financial Engines Advisors L.L.C. New +13,144+13.1k
Cetera Investment Advisers Added +6,655+6.7k

Biggest sellers

Fund Evaluation Group, LLC Reduced -82,605-82.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -67,916-67.9k
Cerity Partners LLC Reduced -46,790-46.8k
LOWE BROCKENBROUGH & CO INC Sold out -36,664-36.7k
MML INVESTORS SERVICES, LLC Reduced -29,648-29.6k
Rockefeller Capital Management L.P. Reduced -15,280-15.3k
ROYAL BANK OF CANADA Reduced -12,983-13.0k
BANK OF AMERICA CORP /DE/ Reduced -11,164-11.2k
PITCAIRN CO Reduced -9,900-9.9k
HRT FINANCIAL LP Sold out -8,737-8.7k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 AMERIPRISE FINANCIAL INC 0.04% of their portfolio MINNEAPOLIS, MN 589,189589.2k $173.4m $173.4m 0.04% Added +63.7k +63,729
2 LINCOLN NATIONAL CORP 3.86% of their portfolio RADNOR, PA 459,507459.5k $135.2m $135.2m 3.86% Reduced -6.8k -6,818
3 TOMPKINS FINANCIAL CORP 6.81% of their portfolio ITHACA, NY 276,690276.7k $81.4m $81.4m 6.81% Added +56.6k +56,625
4 Cliffwater LLC 14.63% of their portfolio MARINA DEL REY, CA 235,936235.9k $69.4m $69.4m 14.63% Unchanged
5 Focus Partners Wealth 0.11% of their portfolio ST LOUIS, MO 230,669230.7k $67.9m $67.9m 0.11% Added +6.0k +5,983
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 227,299227.3k $66.9m $66.9m 0.00% Added +2.5k +2,451
7 NATIXIS ADVISORS, LLC 0.10% of their portfolio Boston, MA 221,829221.8k $65.3m $65.3m 0.10% Reduced -466 -466
8 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 120,772120.8k $35.5m $35.5m 0.01% Added +56.2k +56,225
9 Cerity Partners LLC 0.04% of their portfolio NEW YORK, NY 93,82193.8k $27.6m $27.6m 0.04% Reduced -46.8k -46,790
10 AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio Greenwich, CT 93,31193.3k $27.5m $27.5m 0.02% Added +29.9k +29,937
11 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 86,53586.5k $25.5m $25.5m 0.00% Reduced -11.2k -11,164
12 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 85,11085.1k $25.1m $25.1m 0.03% Reduced -8.5k -8,514
13 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 85,06485.1k $25.0m $25.0m 0.01% Reduced -616 -616
14 DIVERSIFIED TRUST CO 0.49% of their portfolio MEMPHIS, TN 84,10684.1k $24.8m $24.8m 0.49% Added +18 +18
15 Mariner, LLC 0.03% of their portfolio Overland Park, KS 74,84674.8k $22.0m $22.0m 0.03% Added +198 +198
16 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 74,11474.1k $21.8m $21.8m 0.00% Added +33.6k +33,608
17 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 74,10574.1k $21.8m $21.8m 0.01% Reduced -4.8k -4,824
18 UBS Group AG 0.00% of their portfolio ZURICH, V8 58,43858.4k $17.2m $17.2m 0.00% Reduced -2.4k -2,449
19 Fund Evaluation Group, LLC 0.60% of their portfolio CINCINNATI, OH 56,47656.5k $16.6m $16.6m 0.60% Reduced -82.6k -82,605
20 Diversified Portfolios, Inc. 1.39% of their portfolio Bloomfield Hills, MI 53,52753.5k $15.8m $15.8m 1.39% Unchanged
21 PENNINGTON PARTNERS & CO., LLC 6.45% of their portfolio Bethesda, MD 46,25246.3k $13.6m $13.6m 6.45% Reduced -43 -43
22 Evensky & Katz LLC 0.74% of their portfolio CORAL GABLES, FL 43,14843.1k $12.7m $12.7m 0.74% Reduced -1.3k -1,316
23 Gotham Asset Management, LLC 0.05% of their portfolio NEW YORK, NY 41,84841.8k $12.3m $12.3m 0.05% Added +640 +640
24 CWM, LLC 0.04% of their portfolio OMAHA, NE 41,51741.5k $12.2m $12.2m 0.04% Added +14.6k +14,599
25 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 34,87534.9k $10.3m $10.3m 0.03% Reduced -29.6k -29,648
26 AlphaCore Capital LLC 0.34% of their portfolio LA JOLLA, CA 34,03934.0k $10.0m $10.0m 0.34% Added +4.3k +4,328
27 Private Advisor Group, LLC 0.05% of their portfolio MORRISTOWN, NJ 31,88631.9k $9.4m $9.4m 0.05% Reduced -800 -800
28 Wealthstream Advisors, Inc. 1.38% of their portfolio NEW YORK, NY 31,11431.1k $9.2m $9.2m 1.38% Reduced -1.8k -1,760
29 COMMERCE BANK 0.05% of their portfolio KANSAS CITY, MO 29,37229.4k $8.6m $8.6m 0.05% Reduced -8.1k -8,145
30 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 29,32329.3k $8.6m $8.6m 0.00% Added +30 +30
31 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 28,91828.9k $8.5m $8.5m 0.01% Added +14.3k +14,301
32 ADIRONDACK TRUST CO 2.49% of their portfolio SARATOGA SPRINGS, NY 25,20325.2k $7.4m $7.4m 2.49% Added +529 +529
33 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 25,15725.2k $7.4m $7.4m 0.01% Added +6.7k +6,655
34 Pathstone Holdings, LLC 0.03% of their portfolio ENGLEWOOD, NJ 24,50424.5k $7.2m $7.2m 0.03% Added +3 +3
35 Linscomb Wealth, Inc. 0.31% of their portfolio Houston, TX 24,45724.5k $7.2m $7.2m 0.31% Reduced -2.0k -1,970
36 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 24,24524.2k $7.1m $7.1m 0.00% Reduced -6.8k -6,836
37 IEQ CAPITAL, LLC 0.02% of their portfolio Foster City, CA 21,19421.2k $6.2m $6.2m 0.02% Unchanged
38 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 19,63219.6k $5.8m $5.8m 0.01% Added +434 +434
39 Prosperity Consulting Group, LLC 0.28% of their portfolio OWINGS MILLS, MD 19,42919.4k $5.7m $5.7m 0.28% New
40 Stratos Wealth Advisors, LLC 0.26% of their portfolio BEACHWOOD, OH 18,17918.2k $5.4m $5.4m 0.26% Added +1.8k +1,762
41 Glenmede Investment Management, LP 0.03% of their portfolio PHILADELPHIA, PA 18,07818.1k $5.3m $5.3m 0.03% Reduced -3.0k -3,022
42 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 16,93616.9k $5.0m $5.0m 0.01% Added +595 +595
43 Tolleson Wealth Management, Inc. 0.76% of their portfolio DALLAS, TX 16,70116.7k $4.9m $4.9m 0.76% Unchanged
44 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 16,01616.0k $4.7m $4.7m 0.02% Added +5.7k +5,689
45 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 15,89515.9k $4.7m $4.7m 0.01% Reduced -138 -138
46 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 15,85915.9k $4.7m $4.7m 0.01% Added +858 +858
47 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 15,30415.3k $4.5m $4.5m 0.01% Reduced -15.3k -15,280
48 Pallas Capital Advisors LLC 0.16% of their portfolio BRAINTREE, MA 15,05515.1k $4.4m $4.4m 0.16% Unchanged
49 RED CEDAR INVESTMENT MANAGEMENT, LLC 0.50% of their portfolio GRAND RAPIDS, MI 14,52314.5k $4.3m $4.3m 0.50% Unchanged
50 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 14,26014.3k $4.2m $4.2m 0.02% Reduced -187 -187
51 DB Fitzpatrick & Co, Inc 3.66% of their portfolio BOISE, ID 13,76413.8k $4.1m $4.1m 3.66% Reduced -446 -446
52 PITCAIRN CO 0.31% of their portfolio CONSHOHOCKEN, PA 13,52113.5k $4.0m $4.0m 0.31% Reduced -9.9k -9,900
53 Clearstead Advisors, LLC 0.06% of their portfolio CLEVELAND, OH 13,44013.4k $4.0m $4.0m 0.06% Reduced -1.4k -1,409
54 Financial Engines Advisors L.L.C. 0.01% of their portfolio SANTA CLARA, CA 13,14413.1k $3.9m $3.9m 0.01% New
55 Tennessee Valley Asset Management Partners 0.50% of their portfolio KNOXVILLE, TN 12,55612.6k $3.7m $3.7m 0.50% Added +7 +7
56 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 12,12712.1k $3.6m $3.6m 0.00% Reduced -5.7k -5,652
57 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 11,58011.6k $3.4m $3.4m 0.01% Reduced -953 -953
58 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.21% of their portfolio CEDAR RAPIDS, IA 11,36611.4k $3.3m $3.3m 0.21% Reduced -287 -287
59 Coastline Trust Co 0.36% of their portfolio PROVIDENCE, RI 11,30011.3k $3.3m $3.3m 0.36% Reduced -940 -940
60 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 11,27511.3k $3.3m $3.3m 0.00% Reduced -13.0k -12,983
61 LANARK FINANCIAL, INC. 0.23% of their portfolio BIRMINGHAM, AL 10,28510.3k $3.0m $3.0m 0.23% Reduced -715 -715
62 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 10,04610.0k $3.0m $3.0m 0.00% Unchanged
63 Embree Financial Group 0.38% of their portfolio Chicago, IL 9,5999.6k $2.8m $2.8m 0.38% Reduced -271 -271
64 1900 WEALTH MANAGEMENT LLC 0.19% of their portfolio SAN ANTONIO, TX 9,4119.4k $2.8m $2.8m 0.19% Unchanged
65 WEDBUSH SECURITIES INC 0.09% of their portfolio PASADENA, CA 9,3349.3k $2.7m $2.7m 0.09% Reduced -212 -212
66 EVOKE WEALTH, LLC 0.06% of their portfolio Los Angeles, CA 9,1409.1k $2.7m $2.7m 0.06% Reduced -1.0k -1,042
67 FSA Investment Group, LLC 1.68% of their portfolio Pensacola, FL 9,1259.1k $2.7m $2.7m 1.68% Reduced -130 -130
68 Waverly Advisors, LLC 0.03% of their portfolio BIRMINGHAM, AL 8,9258.9k $2.6m $2.6m 0.03% Unchanged
69 Verus Financial Partners, Inc. 0.23% of their portfolio RICHMOND, VA 8,2928.3k $2.4m $2.4m 0.23% Reduced -66 -66
70 Hardy Reed LLC 0.17% of their portfolio TUPELO, MS 8,0488.0k $2.4m $2.4m 0.17% Unchanged
71 ORRSTOWN FINANCIAL SERVICES INC 0.39% of their portfolio HARRISBURG, PA 7,8137.8k $2.3m $2.3m 0.39% Reduced -560 -560
72 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 7,6247.6k $2.2m $2.2m 0.00% Reduced -67.9k -67,916
73 PBMares Wealth Management LLC 0.35% of their portfolio WILLIAMSBURG, VA 7,3927.4k $2.2m $2.2m 0.35% Reduced -318 -318
74 NorthCrest Asset Manangement, LLC 0.04% of their portfolio PLYMOUTH, MN 6,3486.3k $1.9m $1.9m 0.04% Added +758 +758
75 Silver Coast Investments LLC 0.63% of their portfolio SAN DIEGO, X1 6,2256.2k $1.8m $1.8m 0.63% Added +173 +173
76 Investment Advisory Group, LLC 0.48% of their portfolio HANOVER, MA 6,0336.0k $1.8m $1.8m 0.48% Added +55 +55
77 EVOLUTION WEALTH MANAGEMENT INC. 1.75% of their portfolio FORT MYERS, FL 5,8025.8k $1.7m $1.7m 1.75% Unchanged
78 WHITTIER TRUST CO 0.02% of their portfolio SOUTH PASADENA, CA 5,6605.7k $1.7m $1.7m 0.02% Added +1 +1
79 Wedmont Private Capital 0.06% of their portfolio WEST CHESTER, PA 5,6055.6k $1.7m $1.7m 0.06% Added +6 +6
80 FLAGSHIP HARBOR ADVISORS, LLC 0.07% of their portfolio BOSTON, MA 5,5375.5k $1.6m $1.6m 0.07% Reduced -111 -111
81 WESBANCO BANK INC 0.04% of their portfolio WHEELING, WV 5,0055.0k $1.5m $1.5m 0.04% Unchanged
82 Centennial Bank/AR/ 0.57% of their portfolio CONWAY, AR 4,8844.9k $1.4m $1.4m 0.57% Reduced -62 -62
83 Operose Advisors LLC 0.36% of their portfolio MILWAUKEE, WI 4,8704.9k $1.4m $1.4m 0.36% Reduced -296 -296
84 JOHNSON INVESTMENT COUNSEL INC 0.01% of their portfolio Cincinnati, OH 4,8024.8k $1.4m $1.4m 0.01% Unchanged
85 GREAT VALLEY ADVISOR GROUP, INC. 0.03% of their portfolio WILMINGTON, DE 4,7034.7k $1.4m $1.4m 0.03% Reduced -100 -100
86 Compass Financial Group, INC/SD 0.21% of their portfolio Sioux Falls, SD 4,6654.7k $1.4m $1.4m 0.21% Unchanged
87 Private Wealth Asset Management, LLC 0.15% of their portfolio OMAHA, NE 4,4004.4k $1.3m $1.3m 0.15% Unchanged
88 Apella Capital, LLC 0.03% of their portfolio WEST HARTFORD, CT 4,2734.3k $1.2m $1.2m 0.03% Added +4 +4
89 FMR LLC 0.00% of their portfolio BOSTON, MA 4,1344.1k $1.2m $1.2m 0.00% Added +261 +261
90 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.01% of their portfolio NEW YORK, NY 4,0454.0k $1.2m $1.2m 0.01% Added +11 +11
91 Cresset Asset Management, LLC 0.01% of their portfolio Chicago, IL 4,0284.0k $1.2m $1.2m 0.01% Unchanged
92 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 3,9403.9k $1.2m $1.2m 0.00% Reduced -27 -27
93 FIRST FINANCIAL BANK - TRUST DIVISION 0.10% of their portfolio HAMILTON, OH 3,7883.8k $1.1m $1.1m 0.10% Unchanged
94 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 3,5243.5k $1.0m $1.0m 0.00% Added +147 +147
95 MAI Capital Management 0.01% of their portfolio INDEPENDENCE, OH 3,5043.5k $1.0m $1.0m 0.01% Reduced -1 -1
96 Wealthspire Advisors, LLC 0.01% of their portfolio NEW YORK, NY 3,4173.4k $1.0m $1.0m 0.01% Unchanged
97 World Investment Advisors 0.02% of their portfolio LINCROFT, NJ 3,4053.4k $1.0m $1.0m 0.02% Reduced -845 -845
98 Sequoia Financial Advisors, LLC 0.01% of their portfolio Akron, OH 3,3113.3k $974.6k $974.6k 0.01% Added +2 +2
99 Everhart Financial Group, Inc. 0.09% of their portfolio Dublin, OH 3,1493.1k $926.9k $926.9k 0.09% Added +1 +1
100 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 3,0813.1k $906.8k $906.8k 0.01% Unchanged