VANGUARD SCOTTSDALE FDS VTHR
VNG RUS3000IDX · ETP · CUSIP 92206C599
247
institutional holders
+11 vs Q1 2026
5.6m
shares reported held*
$1.9bnreported value*
24 new
74 added
69 reduced
12 sold out
net bought ≈ $131.1m (+398.5k 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 ($268.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $331.21.
Trends to Q2 2026
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 |
| Q1 2026 | 236 |
| Q2 2026 | 247 |
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 |
|---|---|---|
| Q3 2024 | 67 | 51 |
| Q4 2024 | 81 | 55 |
| Q1 2025 | 98 | 54 |
| Q2 2025 | 91 | 72 |
| Q3 2025 | 73 | 77 |
| Q4 2025 | 94 | 67 |
| Q1 2026 | 100 | 74 |
| Q2 2026 | 98 | 81 |
Biggest buyers
| MORGAN STANLEY | Added | +112.3k |
| Trustees of Dartmouth College | New | +98.1k |
| Sovereign Investment Advisors, LLC | Added | +65.5k |
| GOLDMAN SACHS GROUP INC | Added | +59.6k |
| Gotham Asset Management, LLC | Added | +57.7k |
| UBS Group AG | Added | +37.5k |
| RAYMOND JAMES FINANCIAL INC | Added | +29.9k |
| AMERIPRISE FINANCIAL INC | Added | +21.9k |
| MML INVESTORS SERVICES, LLC | Added | +18.7k |
| AQR CAPITAL MANAGEMENT LLC | Added | +14.2k |
Biggest sellers
| Cliffwater LLC | Reduced | -76.2k |
| Private Advisor Group, LLC | Sold out | -30.8k |
| Kingsview Wealth Management, LLC | Sold out | -25.2k |
| Fund Evaluation Group, LLC | Reduced | -11.2k |
| ROYAL BANK OF CANADA | Reduced | -10.8k |
| Creative Planning | Reduced | -10.6k |
| Bleakley Financial Group, LLC | Reduced | -8.6k |
| Focus Partners Wealth | Reduced | -8.5k |
| LINCOLN NATIONAL CORP | Reduced | -4.5k |
| Beacon Pointe Advisors, LLC | Reduced | -3.9k |
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| AMERIPRISE FINANCIAL INC 0.04% of their portfolio | 632.5k $209.7m | Added +21.9k |
| MORGAN STANLEY 0.01% of their portfolio | 622.3k $206.2m | Added +112.3k |
| LINCOLN NATIONAL CORP 3.89% of their portfolio | 458.2k $151.9m | Reduced -4.5k |
| TOMPKINS FINANCIAL CORP 6.91% of their portfolio | 297.9k $98.7m | Reduced -1.6k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 280.0k $92.8m | Added +59.6k |
| UBS Group AG 0.01% of their portfolio | 233.4k $77.4m | Added +37.5k |
| Focus Partners Wealth 0.08% of their portfolio | 223.4k $74.0m | Reduced -8.5k |
| Callan Family Office, LLC 1.42% of their portfolio | 219.2k $72.6m | Reduced -3.4k |
| Cliffwater LLC 10.67% of their portfolio | 129.3k $42.9m | Reduced -76.2k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 114.0k $37.8m | Added +29.9k |
| Gotham Asset Management, LLC 0.09% of their portfolio | 110.6k $36.6m | Added +57.7k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 104.5k $34.6m | Added +14.2k |
| Trustees of Dartmouth College 9.71% of their portfolio | 98.1k $32.5m | New |
| Cerity Partners LLC 0.04% of their portfolio | 97.7k $32.4m | Reduced -3.2k |
| DIVERSIFIED TRUST CO 0.43% of their portfolio | 80.2k $26.6m | Added +15 |
| LPL Financial LLC 0.01% of their portfolio | 80.0k $26.5m | Reduced -556 |
| Fund Evaluation Group, LLC 0.68% of their portfolio | 75.9k $25.2m | Reduced -11.2k |
| HighTower Advisors, LLC 0.02% of their portfolio | 70.7k $23.4m | Added +12.4k |
| Sovereign Investment Advisors, LLC 4.21% of their portfolio | 67.7k $22.4m | Added +65.5k |
| OpenArc Corporate Advisory, LLC 0.25% of their portfolio | 63.9k $21.2m | Reduced -2.4k |
| PENNINGTON PARTNERS & CO., LLC 6.77% of their portfolio | 63.8k $21.1m | Reduced -10 |
| AlphaCore Capital LLC 0.35% of their portfolio | 57.8k $19.2m | Added +10.0k |
| MML INVESTORS SERVICES, LLC 0.04% of their portfolio | 57.4k $19.0m | Added +18.7k |
| Diversified Portfolios, Inc. 1.37% of their portfolio | 57.1k $18.9m | Reduced -63 |
| NewEdge Advisors, LLC 0.05% of their portfolio | 53.8k $17.8m | Added +3.3k |
| Mariner, LLC 0.02% of their portfolio | 53.3k $17.7m | Added +5.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 51.2k $17.0m | Reduced -787 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 49.0k $16.2m | Added +3.0k |
| Evensky & Katz LLC 0.69% of their portfolio | 40.6k $13.4m | Reduced -496 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 36.5k $12.0m | Reduced -810 |
| ADIRONDACK TRUST CO 3.57% of their portfolio | 36.1k $12.0m | Added +3.5k |
| COMMERCE BANK 0.05% of their portfolio | 31.8k $10.5m | Added +2.6k |
| Beacon Pointe Advisors, LLC 0.05% of their portfolio | 31.8k $10.5m | Reduced -3.9k |
| Greenspring Advisors, LLC 0.54% of their portfolio | 29.3k $9.7m | Reduced -305 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio | 26.5k $7.8m | Added +3.4k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 26.5k $8.8m | Unchanged |
| Cetera Investment Advisers 0.01% of their portfolio | 25.9k $8.6m | Added +474 |
| Pathstone Holdings, LLC 0.02% of their portfolio | 25.1k $8.3m | Added +640 |
| Pitcairn Wealth Advisors LLC 0.86% of their portfolio | 23.8k $7.9m | Reduced -1.5k |
| IEQ CAPITAL, LLC 0.04% of their portfolio | 23.5k $7.8m | Added +595 |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 23.2k $7.7m | Added +95 |
| Rockefeller Capital Management L.P. 0.01% of their portfolio | 22.4k $7.4m | Added +208 |
| Prosperity Consulting Group, LLC 0.28% of their portfolio | 22.1k $7.3m | Reduced -2.3k |
| GLENMEDE TRUST CO NA 0.03% of their portfolio | 21.1k $7.0m | Unchanged |
| Linscomb Wealth, Inc. 0.27% of their portfolio | 18.9k $6.3m | Reduced -1.0k |
| Kestra Advisory Services, LLC 0.02% of their portfolio | 17.9k $5.9m | Added +632 |
| CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio | 17.7k $5.9m | Added +1.6k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 17.5k $5.8m | Reduced -875 |
| PARK AVENUE SECURITIES LLC 0.03% of their portfolio | 16.3k $5.4m | Added +11.5k |
| Tolleson Wealth Management, Inc. 0.72% of their portfolio | 16.2k $5.4m | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 14.9k $5.0m | Added +376 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC 0.45% of their portfolio | 14.3k $4.7m | Unchanged |
| COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio | 14.3k $4.7m | Reduced -267 |
| DB Fitzpatrick & Co, Inc 3.63% of their portfolio | 13.5k $4.5m | Reduced -945 |
| Steward Partners Investment Advisory, LLC 0.02% of their portfolio | 13.5k $4.5m | Reduced -353 |
| Clearstead Advisors, LLC 0.04% of their portfolio | 12.9k $4.3m | Reduced -1.0k |
| Tennessee Valley Asset Management Partners 0.47% of their portfolio | 12.8k $4.2m | Added +6 |
| Lido Advisors, LLC 0.01% of their portfolio | 11.5k $3.8m | Reduced -674 |
| Financial Engines Advisors L.L.C. 0.01% of their portfolio | 11.2k $3.7m | Reduced -104 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.18% of their portfolio | 11.1k $3.7m | Reduced -106 |
| Apella Capital, LLC 0.05% of their portfolio | 11.1k $3.7m | Added +5 |
| Coastline Trust Co 0.32% of their portfolio | 10.9k $3.6m | Reduced -340 |
| SageView Advisory Group, LLC 0.12% of their portfolio | 10.8k $3.6m | Reduced -3 |
| Bleakley Financial Group, LLC 0.05% of their portfolio | 10.7k $3.6m | Reduced -8.6k |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 10.0k $3.3m | Unchanged |
| FSA Investment Group, LLC 1.08% of their portfolio | 10.0k $3.3m | Reduced -312 |
| 1900 WEALTH MANAGEMENT LLC 0.18% of their portfolio | 9.5k $3.2m | Unchanged |
| LANARK FINANCIAL, INC. 0.21% of their portfolio | 9.4k $3.1m | Unchanged |
| WEDBUSH SECURITIES INC 0.08% of their portfolio | 9.2k $3.0m | Reduced -172 |
| Waverly Advisors, LLC 0.02% of their portfolio | 8.9k $3.0m | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 8.4k $2.8m | Reduced -10.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 7.9k $2.6m | Added +7.2k |
| Verus Financial Partners, Inc. 0.22% of their portfolio | 7.8k $2.6m | Reduced -58 |
| HRT FINANCIAL LP 0.01% of their portfolio | 7.5k $2.5m | New |
| Embree Financial Group 0.25% of their portfolio | 7.4k $2.5m | Reduced -2.2k |
| Investment Advisory Group, LLC 0.51% of their portfolio | 7.1k $2.3m | Added +601 |
| Wedmont Private Capital 0.06% of their portfolio | 7.0k $2.3m | Added +1.2k |
| Silver Coast Investments LLC 0.66% of their portfolio | 6.7k $2.2m | Added +170 |
| Hardy Reed LLC 0.14% of their portfolio | 6.7k $2.2m | Unchanged |
| Operose Advisors LLC 0.41% of their portfolio | 6.4k $2.1m | Added +1.6k |
| EVOLUTION WEALTH MANAGEMENT INC. 1.13% of their portfolio | 5.8k $1.9m | Unchanged |
| FLAGSHIP HARBOR ADVISORS, LLC 0.07% of their portfolio | 5.8k $1.9m | Added +64 |
| WHITTIER TRUST CO 0.02% of their portfolio | 5.7k $1.9m | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 5.4k $1.8m | Added +3.4k |
| ORRSTOWN FINANCIAL SERVICES INC 0.25% of their portfolio | 5.2k $1.7m | Unchanged |
| JOHNSON INVESTMENT COUNSEL INC 0.01% of their portfolio | 5.0k $1.7m | Added +232 |
| WESBANCO BANK INC 0.04% of their portfolio | 5.0k $1.7m | Unchanged |
| GREAT VALLEY ADVISOR GROUP, INC. 0.03% of their portfolio | 4.9k $1.6m | Unchanged |
| FMR LLC 0.00% of their portfolio | 4.8k $1.6m | Added +142 |
| Compass Financial Group, INC/SD 0.18% of their portfolio | 4.7k $1.5m | Unchanged |
| Centennial Bank/AR/ 0.50% of their portfolio | 4.7k $1.5m | Unchanged |
| World Investment Advisors 0.02% of their portfolio | 4.7k $1.4m | Reduced -606 |
| Private Wealth Asset Management, LLC 0.14% of their portfolio | 4.4k $1.5m | Unchanged |
| Cresset Asset Management, LLC 0.01% of their portfolio | 4.2k $1.4m | Added +1 |
| Dakota Wealth Management 0.03% of their portfolio | 4.1k $1.4m | Added +42 |
| Creative Planning 0.00% of their portfolio | 4.1k $1.4m | Reduced -10.6k |
| McCartney Wealth Management LLC 1.01% of their portfolio | 4.0k $1.3m | Unchanged |
| FIRST FINANCIAL BANK - TRUST DIVISION 0.09% of their portfolio | 3.7k $1.2m | Unchanged |
| SHELTON CAPITAL MANAGEMENT 0.02% of their portfolio | 3.7k $1.2m | Added +7 |
| PVG ASSET MANAGEMENT CORP 0.70% of their portfolio | 3.7k $1.2m | Reduced -14 |