Vault-13

VANGUARD SCOTTSDALE FDS VTWG

VNG RUS2000GRW · ETP · CUSIP 92206C623

163 institutional holders +4 vs Q1 2025
2,426,4372.4m shares reported held*
$505.9mreported value*
16 new 63 added 44 reduced 12 sold out net bought ≈ $19.9m (+95.7k 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 ≈ $208.51.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 118Q4 22: 129Q1 23: 122Q2 23: 122Q3 23: 134Q4 23: 144Q1 24: 148Q2 24: 146Q3 24: 152Q4 24: 165Q1 25: 159Q2 25: 163163Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022118
Q4 2022129
Q1 2023122
Q2 2023122
Q3 2023134
Q4 2023144
Q1 2024148
Q2 2024146
Q3 2024152
Q4 2024165
Q1 2025159
Q2 2025163

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 56 bought or addedQ3 23: 46 cut or sold outQ4 23: 77 bought or addedQ4 23: 44 cut or sold outQ4 23Q1 24: 68 bought or addedQ1 24: 61 cut or sold outQ2 24: 62 bought or addedQ2 24: 49 cut or sold outQ2 24Q3 24: 73 bought or addedQ3 24: 52 cut or sold outQ4 24: 72 bought or addedQ4 24: 57 cut or sold outQ4 24Q1 25: 69 bought or addedQ1 25: 66 cut or sold outQ2 25: 79 bought or addedQ2 25: 56 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20235646
Q4 20237744
Q1 20246861
Q2 20246249
Q3 20247352
Q4 20247257
Q1 20256966
Q2 20257956

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$50k$100k$150k$200kQ3 24 calls: $0Q3 24 puts: $0Q3 24P/C —Q4 24 calls: $0Q4 24 puts: $0Q4 24P/C —Q1 25 calls: $93.2kQ1 25 puts: $186.4kQ1 25P/C 2.00Q2 25 calls: $0Q2 25 puts: $0Q2 25P/C —
Numbers
QuarterCallsPutsP/C
Q3 2024$0$0—
Q4 2024$0$0—
Q1 2025$93.2k$186.4k2.00
Q2 2025$0$0—

Biggest buyers

Rockefeller Capital Management L.P. Added +43,801+43.8k
MORGAN STANLEY Added +34,731+34.7k
ROYAL BANK OF CANADA Added +18,574+18.6k
Centric Wealth Management New +17,968+18.0k
WELLS FARGO & COMPANY/MN Added +15,320+15.3k
CITADEL ADVISORS LLC New +13,769+13.8k
LJI Wealth Management, LLC Added +12,004+12.0k
Pathstone Holdings, LLC Added +10,417+10.4k
Sound Income Strategies, LLC Added +8,706+8.7k
RAYMOND JAMES FINANCIAL INC Added +6,927+6.9k

Biggest sellers

BNP PARIBAS FINANCIAL MARKETS Sold out -45,000-45.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -34,827-34.8k
BANK OF AMERICA CORP /DE/ Reduced -17,337-17.3k
UBS Group AG Reduced -17,053-17.1k
AdvisorNet Financial, Inc Reduced -9,876-9.9k
Virtue Capital Management, LLC Reduced -5,790-5.8k
Tower Research Capital LLC (TRC) Reduced -4,921-4.9k
CAROLINAS WEALTH CONSULTING LLC Sold out -3,983-4.0k
CWM, LLC Reduced -3,590-3.6k
COMERICA BANK Reduced -3,075-3.1k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 288,254288.3k $60.1m $60.1m 0.00% Reduced -17.3k -17,337
2 Pathstone Holdings, LLC 0.15% of their portfolio ENGLEWOOD, NJ 182,956183.0k $38.1m $38.1m 0.15% Added +10.4k +10,417
3 WESTWOOD HOLDINGS GROUP INC 0.23% of their portfolio DALLAS, TX 150,143150.1k $31.3m $31.3m 0.23% Reduced -1.4k -1,391
4 ASSETMARK, INC 0.07% of their portfolio CONCORD, CA 132,373132.4k $27.6m $27.6m 0.07% Added +5.3k +5,314
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 123,166123.2k $25.7m $25.7m 0.00% Added +34.7k +34,731
6 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 84,25284.3k $17.6m $17.6m 0.02% Added +43.8k +43,801
7 LJI Wealth Management, LLC 2.61% of their portfolio INDIANAPOLIS, IN 71,94871.9k $15.0m $15.0m 2.61% Added +12.0k +12,004
8 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 66,84366.8k $13.9m $13.9m 0.00% Added +4.2k +4,174
9 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 64,55564.6k $13.5m $13.5m 0.00% Reduced -2.4k -2,354
10 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.09% of their portfolio NEW YORK, NY 62,76562.8k $13.1m $13.1m 0.09% Added +96 +96
11 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 58,99559.0k $12.3m $12.3m 0.00% Added +15.3k +15,320
12 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 56,95457.0k $11.9m $11.9m 0.02% Added +428 +428
13 CW Advisors, LLC 0.11% of their portfolio BOSTON, MA 54,20454.2k $11.3m $11.3m 0.11% Reduced -166 -166
14 UBS Group AG 0.00% of their portfolio ZURICH, V8 41,90841.9k $8.7m $8.7m 0.00% Reduced -17.1k -17,053
15 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 41,35941.4k $8.6m $8.6m 0.00% Added +6.9k +6,927
16 WestHill Financial Advisors, Inc. 1.76% of their portfolio San Rafael, CA 39,88339.9k $8.3m $8.3m 1.76% Added +84 +84
17 Virtue Capital Management, LLC 1.52% of their portfolio BRENTWOOD, TN 39,61939.6k $8.3m $8.3m 1.52% Reduced -5.8k -5,790
18 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 39,38139.4k $8.2m $8.2m 0.00% Added +3.3k +3,344
19 CWM, LLC 0.03% of their portfolio OMAHA, NE 35,63535.6k $7.4m $7.4m 0.03% Reduced -3.6k -3,590
20 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 34,87834.9k $7.3m $7.3m 0.00% Added +18.6k +18,574
21 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 34,52734.5k $7.2m $7.2m 0.04% Added +1.0k +1,047
22 Institute for Wealth Management, LLC. 0.79% of their portfolio DENVER, CO 33,83233.8k $7.1m $7.1m 0.79% Reduced -161 -161
23 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 30,03630.0k $6.3m $6.3m 0.01% Reduced -421 -421
24 TD Waterhouse Canada Inc. 0.04% of their portfolio TORONTO, A6 23,70623.7k $4.9m $4.9m 0.04% Reduced -47 -47
25 RIVERSEDGE ADVISORS, LLC 0.96% of their portfolio Wilmington, DE 23,50623.5k $4.9m $4.9m 0.96% Reduced -829 -829
26 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 23,43923.4k $4.9m $4.9m 0.01% Added +737 +737
27 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 18,99919.0k $4.0m $4.0m 0.01% Added +2.4k +2,364
28 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 18,12918.1k $3.8m $3.8m 0.01% Reduced -34.8k -34,827
29 RWA WEALTH PARTNERS, LLC 0.05% of their portfolio BOSTON, MA 18,04018.0k $3.8m $3.8m 0.05% Added +2.2k +2,250
30 Centric Wealth Management 0.91% of their portfolio CHICAGO, IL 17,96818.0k $3.8m $3.8m 0.91% New
31 AMG National Trust Bank 0.09% of their portfolio GREENWOOD VILLAGE, CO 17,12617.1k $3.6m $3.6m 0.09% Added +6.4k +6,364
32 Fifth Third Securities, Inc. 0.27% of their portfolio Cincinnati, OH 17,03017.0k $3.6m $3.6m 0.27% Added +1.2k +1,165
33 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 15,76915.8k $3.3m $3.3m 0.02% Added +174 +174
34 IVC Wealth Advisors LLC 1.60% of their portfolio SILVERDALE, PA 15,73615.7k $3.3m $3.3m 1.60% Reduced -832 -832
35 Allegheny Financial Group 0.73% of their portfolio Pittsburgh, PA 15,71315.7k $3.3m $3.3m 0.73% Added +553 +553
36 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 15,70515.7k $3.3m $3.3m 0.00% Added +290 +290
37 COMMERCE BANK 0.02% of their portfolio KANSAS CITY, MO 14,25314.3k $3.0m $3.0m 0.02% Added +93 +93
38 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 13,87513.9k $2.9m $2.9m 0.00% Added +3.6k +3,623
39 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 13,76913.8k $2.9m $2.9m 0.00% New
40 Sound Income Strategies, LLC 0.16% of their portfolio FT LAUDERDALE, FL 13,25113.3k $2.8m $2.8m 0.16% Added +8.7k +8,706
41 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 12,83312.8k $2.7m $2.7m 0.00% Unchanged
42 Keystone Global Partners, LLC 1.39% of their portfolio DENVER, CO 12,23512.2k $2.6m $2.6m 1.39% Reduced -845 -845
43 Concurrent Investment Advisors, LLC 0.05% of their portfolio Tampa, FL 11,93911.9k $2.5m $2.5m 0.05% Added +832 +832
44 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 11,15011.2k $2.3m $2.3m 0.00% Reduced -271 -271
45 Grey Fox Wealth Advisors, LLC 0.54% of their portfolio ROCKLAND, DE 10,76510.8k $2.2m $2.2m 0.54% Added +1.4k +1,363
46 Parkside Financial Bank & Trust 0.24% of their portfolio SAINT LOUIS, MO 10,62510.6k $2.2m $2.2m 0.24% Added +1.2k +1,175
47 Savant Capital, LLC 0.02% of their portfolio ROCKFORD, IL 10,51810.5k $2.2m $2.2m 0.02% Reduced -489 -489
48 Vermillion Wealth Management, Inc. 1.04% of their portfolio ROSEMOUNT, MN 10,40810.4k $2.2m $2.2m 1.04% Added +1.3k +1,324
49 Clearstead Advisors, LLC 0.03% of their portfolio CLEVELAND, OH 9,98410.0k $2.1m $2.1m 0.03% Unchanged
50 DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 0.11% of their portfolio BLOOMFIELD HILLS, MI 9,7189.7k $2.0m $2.0m 0.11% Reduced -602 -602
51 Bragg Financial Advisors, Inc 0.07% of their portfolio CHARLOTTE, NC 9,4269.4k $2.0m $2.0m 0.07% Added +309 +309
52 GREAT VALLEY ADVISOR GROUP, INC. 0.04% of their portfolio WILMINGTON, DE 8,4158.4k $1.8m $1.8m 0.04% Added +147 +147
53 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 8,3748.4k $1.7m $1.7m 0.01% Added +470 +470
54 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 7,9948.0k $1.7m $1.7m 0.01% Reduced -160 -160
55 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 7,7337.7k $1.6m $1.6m 0.00% Reduced -1.3k -1,279
56 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 7,7017.7k $1.6m $1.6m 0.00% Reduced -2.7k -2,677
57 Gladstone Institutional Advisory LLC 0.07% of their portfolio Bedminster, NJ 7,6287.6k $1.6m $1.6m 0.07% Added +435 +435
58 OPPENHEIMER ASSET MANAGEMENT INC. 0.02% of their portfolio NEW YORK, NY 7,4607.5k $1.6m $1.6m 0.02% Added +581 +581
59 MISSION WEALTH MANAGEMENT, LP 0.03% of their portfolio Santa Barbara, CA 6,1806.2k $1.3m $1.3m 0.03% New
60 OPPENHEIMER & CO INC 0.02% of their portfolio NEW YORK, NY 6,1796.2k $1.3m $1.3m 0.02% Added +270 +270
61 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 6,0546.1k $1.3m $1.3m 0.00% Reduced -86 -86
62 LBJ Family Wealth Advisors, Ltd. 0.68% of their portfolio AUSTIN, TX 5,6005.6k $1.2m $1.2m 0.68% Added +235 +235
63 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 5,5705.6k $1.2m $1.2m 0.00% Added +3.3k +3,275
64 Stratos Wealth Partners, LTD. 0.02% of their portfolio BEACHWOOD, OH 5,4155.4k $1.1m $1.1m 0.02% Unchanged
65 NYL Investors LLC 0.31% of their portfolio NEW YORK, NY 5,3115.3k $1.1m $1.1m 0.31% New
66 Prosperity Consulting Group, LLC 0.08% of their portfolio OWINGS MILLS, MD 5,2045.2k $1.1m $1.1m 0.08% Added +1.8k +1,787
67 MIdWestOne Financial Group, Inc. 0.14% of their portfolio Iowa City, IA 5,0735.1k $1.1m $1.1m 0.14% Added +512 +512
68 FourThought Financial Partners, LLC 0.09% of their portfolio VENICE, FL 4,5644.6k $951.5k $951.5k 0.09% Added +80 +80
69 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 4,4664.5k $931.1k $931.1k 0.00% Reduced -220 -220
70 VANCE WEALTH, LLC 0.31% of their portfolio SANTA CLARITA, CA 4,4344.4k $924.3k $924.3k 0.31% Added +1.8k +1,824
71 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 4,2974.3k $895.7k $895.7k 0.00% Reduced -97 -97
72 Tower Research Capital LLC (TRC) 0.02% of their portfolio NEW YORK, NY 4,0834.1k $851.2k $851.2k 0.02% Reduced -4.9k -4,921
73 AMERICAN FINANCIAL & TAX STRATEGIES INC 0.42% of their portfolio NEW YORK, NY 3,9363.9k $820.5k $820.5k 0.42% Reduced -50 -50
74 COUNTRY CLUB BANK 0.05% of their portfolio KANSAS CITY, MO 3,8303.8k $796.8k $796.8k 0.05% Added +495 +495
75 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 3,6713.7k $765.0k $765.0k 0.00% New
76 MATHER GROUP, LLC. 0.01% of their portfolio CHICAGO, IL 3,5113.5k $731.9k $731.9k 0.01% Reduced -312 -312
77 MONETA GROUP INVESTMENT ADVISORS LLC 0.01% of their portfolio ST LOUIS, MO 3,4433.4k $717.8k $717.8k 0.01% Added +1 +1
78 1900 WEALTH MANAGEMENT LLC 0.05% of their portfolio SAN ANTONIO, TX 3,4263.4k $714.3k $714.3k 0.05% Added +25 +25
79 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 3,0853.1k $646.5k $646.5k 0.00% Added +8 +8
80 Gotham Asset Management, LLC 0.00% of their portfolio NEW YORK, NY 3,0003.0k $625.4k $625.4k 0.00% Added +1.5k +1,500
81 Chicago Partners Investment Group LLC 0.02% of their portfolio CHICAGO, IL 2,9893.0k $646.4k $646.4k 0.02% Added +5 +5
82 Curi Capital, LLC 0.01% of their portfolio CHICAGO, IL 2,9212.9k $608.9k $608.9k 0.01% New
83 Michels Family Financial, LLC 0.51% of their portfolio FORT WORTH, TX 2,8952.9k $603.5k $603.5k 0.51% Reduced -8 -8
84 Mariner, LLC 0.00% of their portfolio Overland Park, KS 2,8682.9k $597.8k $597.8k 0.00% Added +1.7k +1,722
85 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 2,8062.8k $585.0k $585.0k 0.00% Added +602 +602
86 Freedom Investment Management, Inc. 0.04% of their portfolio SOUTH WINDSOR, CT 2,6712.7k $556.9k $556.9k 0.04% Reduced -86 -86
87 IEQ CAPITAL, LLC 0.00% of their portfolio Foster City, CA 2,4532.5k $511.4k $511.4k 0.00% Unchanged
88 Mill Creek Capital Advisors, LLC 0.01% of their portfolio Conshohocken, PA 2,3992.4k $500.0k $500.0k 0.01% Unchanged
89 First Citizens Asset Management, Inc. 0.16% of their portfolio RALEIGH, NC 2,2302.2k $464.9k $464.9k 0.16% Reduced -150 -150
90 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 2,2302.2k $464.9k $464.9k 0.00% Reduced -150 -150
91 ROFFMAN MILLER ASSOCIATES INC /PA/ 0.03% of their portfolio PHILADELPHIA, PA 2,1572.2k $449.6k $449.6k 0.03% Added +4 +4
92 FF Advisors,LLC 0.22% of their portfolio MANHATTAN BEACH, CA 2,0652.1k $430.5k $430.5k 0.22% Unchanged
93 Quadrature Capital Ltd 0.01% of their portfolio LONDON, X0 2,0302.0k $423.6k $423.6k 0.01% New
94 Modera Wealth Management, LLC 0.01% of their portfolio WESTWOOD, NJ 2,0182.0k $420.8k $420.8k 0.01% Added +3 +3
95 AdvisorNet Financial, Inc 0.03% of their portfolio MINNETONKA, MN 1,9301.9k $402.4k $402.4k 0.03% Reduced -9.9k -9,876
96 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 1,8271.8k $380.0k $380.0k 0.00% Added +639 +639
97 Hirtle & Co., LLC 0.01% of their portfolio WEST CONSHOHOCKEN, PA 1,7541.8k $365.7k $365.7k 0.01% Reduced -437 -437
98 Kuhn & Co Investment Counsel 0.27% of their portfolio Chicago, IL 1,6901.7k $352.4k $352.4k 0.27% Unchanged
99 PROFESSIONAL ADVISORY SERVICES INC 0.05% of their portfolio VERO BEACH, FL 1,6751.7k $349.0k $349.0k 0.05% Unchanged
100 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 1,6541.7k $344.8k $344.8k 0.01% New