VANGUARD SCOTTSDALE FDS VTHR
VNG RUS3000IDX · ETP · CUSIP 92206C599
231
institutional holders
+23 vs Q3 2025
5.0m
shares reported held*
$1.5bnreported value*
29 new
65 added
53 reduced
14 sold out
net bought ≈ $90.2m (+300.3k 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 ($29.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $300.19.
Trends to Q4 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 124 |
| Q4 2022 | 135 |
| Q1 2023 | 137 |
| Q2 2023 | 141 |
| Q3 2023 | 138 |
| Q4 2023 | 146 |
| Q1 2024 | 160 |
| Q2 2024 | 169 |
| Q3 2024 | 169 |
| Q4 2024 | 193 |
| Q1 2025 | 205 |
| Q2 2025 | 212 |
| Q3 2025 | 208 |
| Q4 2025 | 231 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2024 | 64 | 47 |
| Q2 2024 | 63 | 54 |
| Q3 2024 | 67 | 51 |
| Q4 2024 | 81 | 55 |
| Q1 2025 | 98 | 54 |
| Q2 2025 | 91 | 72 |
| Q3 2025 | 73 | 77 |
| Q4 2025 | 94 | 67 |
Biggest buyers
| Callan Family Office, LLC | New | +228.8k |
| MORGAN STANLEY | Added | +208.8k |
| NewEdge Advisors, LLC | Added | +49.1k |
| Beacon Pointe Advisors, LLC | New | +38.5k |
| Fund Evaluation Group, LLC | Added | +30.6k |
| Greenspring Advisors, LLC | New | +30.5k |
| FLOW TRADERS U.S. LLC | New | +19.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +15.9k |
| Bleakley Financial Group, LLC | New | +15.8k |
| AQR CAPITAL MANAGEMENT LLC | Added | +13.3k |
Biggest sellers
| NATIXIS ADVISORS, LLC | Sold out | -221.8k |
| JPMORGAN CHASE & CO | Reduced | -41.2k |
| GOLDMAN SACHS GROUP INC | Reduced | -39.1k |
| AMERIPRISE FINANCIAL INC | Reduced | -36.4k |
| Cliffwater LLC | Reduced | -30.4k |
| HighTower Advisors, LLC | Reduced | -19.8k |
| PITCAIRN CO | Sold out | -13.5k |
| UBS Group AG | Reduced | -11.7k |
| CWM, LLC | Reduced | -5.4k |
| MML INVESTORS SERVICES, LLC | Reduced | -4.7k |
Holders, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| AMERIPRISE FINANCIAL INC 0.04% of their portfolio | 552.8k $166.0m | Reduced -36.4k |
| LINCOLN NATIONAL CORP 4.02% of their portfolio | 458.0k $137.5m | Reduced -1.5k |
| MORGAN STANLEY 0.01% of their portfolio | 436.1k $131.0m | Added +208.8k |
| TOMPKINS FINANCIAL CORP 6.52% of their portfolio | 279.3k $83.9m | Added +2.6k |
| Focus Partners Wealth 0.08% of their portfolio | 237.4k $70.0m | Added +6.8k |
| Callan Family Office, LLC 1.48% of their portfolio | 228.8k $68.7m | New |
| Cliffwater LLC 12.96% of their portfolio | 205.5k $61.7m | Reduced -30.4k |
| John S. & James L. Knight Foundation, Inc. 35.22% of their portfolio | 153.7k $46.2m | First filing |
| AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 106.6k $32.0m | Added +13.3k |
| Cerity Partners LLC 0.04% of their portfolio | 93.1k $28.0m | Reduced -732 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 92.7k $27.8m | Added +6.2k |
| Fund Evaluation Group, LLC 0.86% of their portfolio | 87.0k $26.1m | Added +30.6k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 86.7k $26.0m | Added +12.6k |
| LPL Financial LLC 0.01% of their portfolio | 83.1k $24.9m | Reduced -2.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 81.7k $24.5m | Reduced -39.1k |
| DIVERSIFIED TRUST CO 0.44% of their portfolio | 80.2k $24.1m | Reduced -3.9k |
| Mariner, LLC 0.03% of their portfolio | 73.7k $22.1m | Reduced -1.2k |
| OpenArc Corporate Advisory, LLC 0.33% of their portfolio | 66.6k $20.0m | First filing |
| HighTower Advisors, LLC 0.02% of their portfolio | 65.4k $19.6m | Reduced -19.8k |
| Diversified Portfolios, Inc. 1.34% of their portfolio | 53.5k $16.1m | Added +6 |
| NewEdge Advisors, LLC 0.06% of their portfolio | 52.6k $15.8m | Added +49.1k |
| UBS Group AG 0.00% of their portfolio | 46.7k $14.0m | Reduced -11.7k |
| PENNINGTON PARTNERS & CO., LLC 5.52% of their portfolio | 45.9k $13.8m | Reduced -360 |
| Gotham Asset Management, LLC 0.05% of their portfolio | 43.5k $13.1m | Added +1.7k |
| Evensky & Katz LLC 0.70% of their portfolio | 41.5k $12.4m | Reduced -1.7k |
| Beacon Pointe Advisors, LLC 0.08% of their portfolio | 38.5k $11.6m | New |
| AlphaCore Capital LLC 0.25% of their portfolio | 36.8k $11.0m | Added +2.7k |
| CWM, LLC 0.03% of their portfolio | 36.1k $10.8m | Reduced -5.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 32.9k $9.9m | Reduced -41.2k |
| Greenspring Advisors, LLC 0.56% of their portfolio | 30.5k $9.2m | New |
| MML INVESTORS SERVICES, LLC 0.02% of their portfolio | 30.2k $9.1m | Reduced -4.7k |
| Private Advisor Group, LLC 0.04% of their portfolio | 30.1k $9.0m | Reduced -1.8k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 29.3k $8.8m | Reduced -31 |
| COMMERCE BANK 0.05% of their portfolio | 29.2k $8.8m | Reduced -122 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio | 29.1k $8.9m | Added +181 |
| ADIRONDACK TRUST CO 2.87% of their portfolio | 29.0k $8.7m | Added +3.8k |
| Pitcairn Wealth Advisors LLC 0.68% of their portfolio | 25.3k $7.6m | First filing |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 24.8k $7.5m | Added +564 |
| Pathstone Holdings, LLC 0.03% of their portfolio | 24.5k $7.4m | Added +2 |
| Cetera Investment Advisers 0.01% of their portfolio | 24.4k $7.3m | Reduced -734 |
| Prosperity Consulting Group, LLC 0.33% of their portfolio | 24.3k $7.3m | Added +4.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 23.5k $7.1m | Added +15.9k |
| Linscomb Wealth, Inc. 0.29% of their portfolio | 23.1k $6.9m | Reduced -1.4k |
| IEQ CAPITAL, LLC 0.02% of their portfolio | 22.9k $6.9m | Added +1.7k |
| Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio | 22.8k $6.8m | Added +5.9k |
| GLENMEDE TRUST CO NA 0.03% of their portfolio | 21.1k $6.3m | First filing |
| Kestra Advisory Services, LLC 0.03% of their portfolio | 20.7k $6.2m | Added +4.7k |
| FLOW TRADERS U.S. LLC 0.19% of their portfolio | 19.1k $5.7m | New |
| Stratos Wealth Advisors, LLC 0.28% of their portfolio | 19.0k $5.7m | Added +862 |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 18.5k $5.6m | Reduced -1.1k |
| Tolleson Wealth Management, Inc. 0.70% of their portfolio | 16.2k $4.9m | Reduced -480 |
| Bleakley Financial Group, LLC 0.08% of their portfolio | 15.8k $4.7m | New |
| CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio | 15.6k $4.7m | Reduced -289 |
| Rockefeller Capital Management L.P. 0.01% of their portfolio | 15.3k $4.6m | Unchanged |
| COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio | 15.3k $4.6m | Reduced -606 |
| Pallas Capital Advisors LLC 0.15% of their portfolio | 15.1k $4.5m | Unchanged |
| RED CEDAR INVESTMENT MANAGEMENT, LLC 0.47% of their portfolio | 14.5k $4.4m | Unchanged |
| Steward Partners Investment Advisory, LLC 0.02% of their portfolio | 14.2k $4.3m | Reduced -99 |
| DB Fitzpatrick & Co, Inc 3.72% of their portfolio | 13.9k $4.2m | Added +177 |
| Clearstead Advisors, LLC 0.05% of their portfolio | 13.3k $4.0m | Reduced -104 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 13.2k $4.0m | Added +1.1k |
| Financial Engines Advisors L.L.C. 0.01% of their portfolio | 12.9k $3.9m | Reduced -204 |
| Tennessee Valley Asset Management Partners 0.50% of their portfolio | 12.8k $3.8m | Added +214 |
| Lido Advisors, LLC 0.01% of their portfolio | 11.5k $3.4m | Reduced -129 |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 11.3k $3.4m | New |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.18% of their portfolio | 11.2k $3.4m | Reduced -117 |
| Coastline Trust Co 0.32% of their portfolio | 11.2k $3.4m | Reduced -108 |
| FSA Investment Group, LLC 1.89% of their portfolio | 10.3k $3.1m | Added +1.2k |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 10.0k $3.0m | Unchanged |
| Embree Financial Group 0.36% of their portfolio | 9.6k $2.9m | Added +23 |
| LANARK FINANCIAL, INC. 0.21% of their portfolio | 9.4k $2.8m | Reduced -850 |
| 1900 WEALTH MANAGEMENT LLC 0.18% of their portfolio | 9.4k $2.8m | Unchanged |
| WEDBUSH SECURITIES INC 0.08% of their portfolio | 9.3k $2.8m | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 9.2k $2.8m | Reduced -2.1k |
| Waverly Advisors, LLC 0.02% of their portfolio | 8.9k $2.7m | Added +3 |
| JOHNSON INVESTMENT COUNSEL INC 0.02% of their portfolio | 8.1k $2.4m | Added +3.3k |
| Verus Financial Partners, Inc. 0.22% of their portfolio | 7.8k $2.4m | Reduced -458 |
| ORRSTOWN FINANCIAL SERVICES INC 0.38% of their portfolio | 7.6k $2.3m | Reduced -166 |
| EVOKE WEALTH, LLC 0.04% of their portfolio | 7.6k $2.3m | Reduced -1.5k |
| Hardy Reed LLC 0.14% of their portfolio | 6.7k $2.0m | Reduced -1.4k |
| NorthCrest Asset Manangement, LLC 0.04% of their portfolio | 6.3k $1.9m | Unchanged |
| Investment Advisory Group, LLC 0.48% of their portfolio | 6.2k $1.9m | Added +207 |
| Silver Coast Investments LLC 0.62% of their portfolio | 6.0k $1.8m | Reduced -240 |
| EVOLUTION WEALTH MANAGEMENT INC. 1.44% of their portfolio | 5.8k $1.7m | Unchanged |
| WHITTIER TRUST CO 0.02% of their portfolio | 5.7k $1.7m | Unchanged |
| FLAGSHIP HARBOR ADVISORS, LLC 0.08% of their portfolio | 5.6k $1.7m | Added +94 |
| Wedmont Private Capital 0.06% of their portfolio | 5.6k $1.7m | Added +6 |
| World Investment Advisors 0.03% of their portfolio | 5.3k $1.6m | Added +1.9k |
| DAVIDSON INVESTMENT ADVISORS 0.07% of their portfolio | 5.3k $1.6m | Added +2.6k |
| HRT FINANCIAL LP 0.01% of their portfolio | 5.1k $1.5m | New |
| WESBANCO BANK INC 0.04% of their portfolio | 5.0k $1.5m | Unchanged |
| Tower Research Capital LLC (TRC) 0.04% of their portfolio | 5.0k $1.5m | Added +4.8k |
| GREAT VALLEY ADVISOR GROUP, INC. 0.03% of their portfolio | 4.9k $1.5m | Added +208 |
| Operose Advisors LLC 0.34% of their portfolio | 4.9k $1.5m | Added +10 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 4.8k $1.4m | Added +2.1k |
| Compass Financial Group, INC/SD 0.20% of their portfolio | 4.7k $1.4m | Unchanged |
| Centennial Bank/AR/ 0.56% of their portfolio | 4.7k $1.4m | Reduced -223 |
| Private Wealth Asset Management, LLC 0.14% of their portfolio | 4.4k $1.3m | Unchanged |
| FMR LLC 0.00% of their portfolio | 4.3k $1.3m | Added +208 |
| Apella Capital, LLC 0.03% of their portfolio | 4.3k $1.3m | Added +66 |