Vault-13

VANGUARD SCOTTSDALE FDS VTWG

VNG RUS2000GRW · ETP · CUSIP 92206C623

204 institutional holders +12 vs Q4 2025
2,811,8212.8m shares reported held*
$644.9mreported value*
26 new 69 added 52 reduced 14 sold out net bought ≈ $74.2m (+324.0k 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 ($423.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $229.34. Options: 1 managers hold calls ($1.4m notional), 0 hold puts (—).

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 118Q4 22: 129Q1 23: 122Q2 23: 122Q3 23: 134Q4 23: 144Q1 24: 148Q2 24: 146Q3 24: 152Q4 24: 165Q1 25: 159Q2 25: 163Q3 25: 167Q4 25: 192Q1 26: 204204Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q3 2025167
Q4 2025192
Q1 2026204

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 24: 62 bought or addedQ2 24: 49 cut or sold outQ3 24: 73 bought or addedQ3 24: 52 cut or sold outQ3 24Q4 24: 72 bought or addedQ4 24: 57 cut or sold outQ1 25: 69 bought or addedQ1 25: 66 cut or sold outQ1 25Q2 25: 79 bought or addedQ2 25: 56 cut or sold outQ3 25: 67 bought or addedQ3 25: 63 cut or sold outQ3 25Q4 25: 80 bought or addedQ4 25: 66 cut or sold outQ1 26: 95 bought or addedQ1 26: 66 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20246249
Q3 20247352
Q4 20247257
Q1 20256966
Q2 20257956
Q3 20256763
Q4 20258066
Q1 20269566

Calls vs puts

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

CallsPuts
$0$500k$1m$1.5mQ2 25 calls: $0Q2 25 puts: $0Q2 25P/C —Q3 25 calls: $46.8kQ3 25 puts: $490.9kQ3 25P/C 10.50Q4 25 calls: $70.8kQ4 25 puts: $495.6kQ4 25P/C 7.00Q1 26 calls: $1.4mQ1 26 puts: $0Q1 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q2 2025$0$0—
Q3 2025$46.8k$490.9k10.50
Q4 2025$70.8k$495.6k7.00
Q1 2026$1.4m$00.00

Biggest buyers

TFC Financial Management, Inc. New +82,375+82.4k
Private Advisor Group, LLC Added +57,703+57.7k
Equitable Holdings, Inc. Added +44,410+44.4k
Kingsview Wealth Management, LLC New +31,614+31.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +27,024+27.0k
Nvest Financial, LLC Added +21,910+21.9k
AMG National Trust Bank Added +14,066+14.1k
GTS SECURITIES LLC New +13,282+13.3k
ENVESTNET ASSET MANAGEMENT INC Added +10,921+10.9k
ROYAL BANK OF CANADA Added +10,790+10.8k

Biggest sellers

BROWN ADVISORY INC Reduced -15,784-15.8k
WESTWOOD HOLDINGS GROUP INC Reduced -14,816-14.8k
CITADEL ADVISORS LLC Sold out -8,429-8.4k
BANK OF AMERICA CORP /DE/ Reduced -8,234-8.2k
Virtue Capital Management, LLC Reduced -6,754-6.8k
OSAIC HOLDINGS, INC. Reduced -3,584-3.6k
Gladstone Institutional Advisory LLC Reduced -3,520-3.5k
HighTower Advisors, LLC Reduced -3,403-3.4k
Pathstone Holdings, LLC Reduced -2,791-2.8k
CWM, LLC Reduced -2,621-2.6k

Biggest calls

CITADEL ADVISORS LLC New $1.4m5.9k shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 305,368305.4k $69.9m $69.9m 0.01% Reduced -8.2k -8,234
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 223,062223.1k $51.1m $51.1m 0.00% Added +3.2k +3,207
3 Pathstone Holdings, LLC 0.15% of their portfolio ENGLEWOOD, NJ 168,587168.6k $38.6m $38.6m 0.15% Reduced -2.8k -2,791
4 ASSETMARK, INC 0.05% of their portfolio CONCORD, CA 114,799114.8k $26.3m $26.3m 0.05% Added +440 +440
5 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 99,04299.0k $22.7m $22.7m 0.03% Reduced -3.6k -3,584
6 TFC Financial Management, Inc. 2.32% of their portfolio BOSTON, MA 82,37582.4k $18.9m $18.9m 2.32% New
7 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 75,46775.5k $17.2m $17.2m 0.00% Added +10.2k +10,153
8 Systelligence, LLC 3.30% of their portfolio BLOOMINGTON, MN 74,00874.0k $17.0m $17.0m 3.30% Added +1.2k +1,184
9 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 73,43873.4k $16.8m $16.8m 0.00% Added +8.3k +8,279
10 Private Advisor Group, LLC 0.08% of their portfolio MORRISTOWN, NJ 71,39571.4k $16.4m $16.4m 0.08% Added +57.7k +57,703
11 QUEST INVESTMENT MANAGEMENT LLC 1.79% of their portfolio LAKE OSWEGO, OR 66,96467.0k $15.3m $15.3m 1.79% Unchanged
12 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 62,71262.7k $14.4m $14.4m 0.00% Reduced -1.2k -1,220
13 Equitable Holdings, Inc. 0.08% of their portfolio NEW YORK, NY 52,28552.3k $12.3m $12.3m 0.08% Added +44.4k +44,410
14 UBS Group AG 0.00% of their portfolio ZURICH, V8 51,86751.9k $11.9m $11.9m 0.00% Added +9.6k +9,579
15 Sound Income Strategies, LLC 0.52% of their portfolio FT LAUDERDALE, FL 46,58046.6k $10.7m $10.7m 0.52% Added +8.2k +8,219
16 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 43,85843.9k $10.0m $10.0m 0.00% Added +10.9k +10,921
17 WestHill Financial Advisors, Inc. 1.83% of their portfolio San Rafael, CA 41,70141.7k $9.6m $9.6m 1.83% Added +705 +705
18 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 40,80640.8k $9.3m $9.3m 0.02% Added +368 +368
19 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 40,23740.2k $9.2m $9.2m 0.00% Reduced -2.1k -2,082
20 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 38,08238.1k $8.7m $8.7m 0.01% Added +562 +562
21 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 34,55334.6k $7.9m $7.9m 0.03% Reduced -14 -14
22 LJI Wealth Management, LLC 1.24% of their portfolio INDIANAPOLIS, IN 33,73333.7k $7.7m $7.7m 1.24% Added +544 +544
23 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.06% of their portfolio NEW YORK, NY 33,72633.7k $7.7m $7.7m 0.06% Added +84 +84
24 AMG National Trust Bank 0.17% of their portfolio GREENWOOD VILLAGE, CO 33,69033.7k $7.7m $7.7m 0.17% Added +14.1k +14,066
25 Institute for Wealth Management, LLC. 0.83% of their portfolio DENVER, CO 33,64233.6k $7.7m $7.7m 0.83% Added +80 +80
26 Kingsview Wealth Management, LLC 0.10% of their portfolio GRANTS PASS, OR 31,61431.6k $7.2m $7.2m 0.10% New
27 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 31,53231.5k $7.2m $7.2m 0.01% Added +27.0k +27,024
28 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 28,67528.7k $6.6m $6.6m 0.00% Added +10.8k +10,790
29 CWM, LLC 0.02% of their portfolio OMAHA, NE 27,56427.6k $6.3m $6.3m 0.02% Reduced -2.6k -2,621
30 WESTWOOD HOLDINGS GROUP INC 0.05% of their portfolio DALLAS, TX 27,33827.3k $6.3m $6.3m 0.05% Reduced -14.8k -14,816
31 Fifth Third Securities, Inc. 0.37% of their portfolio Cincinnati, OH 25,01425.0k $5.7m $5.7m 0.37% Reduced -891 -891
32 Nvest Financial, LLC 2.12% of their portfolio PORTSMOUTH, NH 24,84724.8k $5.7m $5.7m 2.12% Added +21.9k +21,910
33 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 24,51724.5k $5.6m $5.6m 0.01% Reduced -3.4k -3,403
34 RIVERSEDGE ADVISORS, LLC 0.82% of their portfolio Wilmington, DE 22,23622.2k $5.1m $5.1m 0.82% Reduced -416 -416
35 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 21,48821.5k $4.9m $4.9m 0.00% Added +1.2k +1,189
36 TD Waterhouse Canada Inc. 0.01% of their portfolio TORONTO, A6 19,66919.7k $4.5m $4.5m 0.01% Added +807 +807
37 Brandywine Asset Management, Inc. 3.43% of their portfolio THORNTON, PA 18,55018.6k $4.3m $4.3m 3.43% Added +26 +26
38 Virtue Capital Management, LLC 0.58% of their portfolio BRENTWOOD, TN 17,35917.4k $3.8m $3.8m 0.58% Reduced -6.8k -6,754
39 Centric Wealth Management 0.90% of their portfolio CHICAGO, IL 17,15317.2k $4.5m $4.5m 0.90% Added +1 +1
40 RWA WEALTH PARTNERS, LLC 0.04% of their portfolio BOSTON, MA 17,07917.1k $3.9m $3.9m 0.04% Reduced -102 -102
41 Allegheny Financial Group 0.52% of their portfolio Pittsburgh, PA 16,80616.8k $3.8m $3.8m 0.52% Added +152 +152
42 IVC Wealth Advisors LLC 1.65% of their portfolio SILVERDALE, PA 16,59416.6k $3.8m $3.8m 1.65% Added +765 +765
43 COMMERCE BANK 0.02% of their portfolio KANSAS CITY, MO 14,40514.4k $3.3m $3.3m 0.02% Reduced -214 -214
44 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 13,68813.7k $3.1m $3.1m 0.00% Added +440 +440
45 GTS SECURITIES LLC 0.11% of their portfolio NEW YORK, NY 13,28213.3k $3.0m $3.0m 0.11% New
46 Vermillion Wealth Management, Inc. 1.16% of their portfolio ROSEMOUNT, MN 12,73212.7k $2.9m $2.9m 1.16% Added +1.8k +1,781
47 National Philanthropic Trust 0.03% of their portfolio Jenkintown, PA 11,91111.9k $2.7m $2.7m 0.03% Unchanged
48 IEQ CAPITAL, LLC 0.01% of their portfolio Foster City, CA 11,67511.7k $2.7m $2.7m 0.01% Unchanged
49 Summit Financial, LLC 0.03% of their portfolio PARSIPPANY, NJ 11,53211.5k $2.6m $2.6m 0.03% Added +171 +171
50 Grey Fox Wealth Advisors, LLC 0.49% of their portfolio ROCKLAND, DE 11,11611.1k $2.5m $2.5m 0.49% Added +607 +607
51 Parkside Financial Bank & Trust 0.19% of their portfolio SAINT LOUIS, MO 11,06511.1k $2.5m $2.5m 0.19% Reduced -917 -917
52 Concurrent Investment Advisors, LLC 0.03% of their portfolio Tampa, FL 10,86310.9k $2.5m $2.5m 0.03% Added +127 +127
53 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 10,44410.4k $2.4m $2.4m 0.00% New
54 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 10,43710.4k $2.3m $2.3m 0.00% Reduced -1.3k -1,297
55 Bragg Financial Advisors, Inc 0.07% of their portfolio CHARLOTTE, NC 10,21310.2k $2.3m $2.3m 0.07% Added +1.0k +1,023
56 Savant Capital, LLC 0.01% of their portfolio ROCKFORD, IL 9,9309.9k $2.3m $2.3m 0.01% Reduced -442 -442
57 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 9,7819.8k $2.2m $2.2m 0.00% Added +52 +52
58 Clearstead Advisors, LLC 0.02% of their portfolio CLEVELAND, OH 9,6069.6k $2.2m $2.2m 0.02% Added +173 +173
59 NYL Investors LLC 0.82% of their portfolio NEW YORK, NY 9,4829.5k $2.2m $2.2m 0.82% Unchanged
60 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 9,3809.4k $2.1m $2.1m 0.01% Unchanged
61 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 9,2079.2k $2.1m $2.1m 0.00% Added +1.3k +1,314
62 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 9,0659.1k $2.1m $2.1m 0.00% Reduced -231 -231
63 GREAT VALLEY ADVISOR GROUP, INC. 0.04% of their portfolio WILMINGTON, DE 8,8608.9k $2.0m $2.0m 0.04% Added +639 +639
64 OPPENHEIMER & CO INC 0.02% of their portfolio NEW YORK, NY 8,1158.1k $1.9m $1.9m 0.02% Added +1.1k +1,054
65 Keystone Global Partners, LLC 0.80% of their portfolio DENVER, CO 7,9107.9k $1.8m $1.8m 0.80% Reduced -2.1k -2,123
66 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 7,3467.3k $1.7m $1.7m 0.00% Reduced -683 -683
67 LBJ Family Wealth Advisors, Ltd. 0.93% of their portfolio AUSTIN, TX 7,2147.2k $1.6m $1.6m 0.93% Added +1.1k +1,092
68 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 6,7036.7k $1.5m $1.5m 0.00% Added +147 +147
69 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 6,2076.2k $1.4m $1.4m 0.00% Added +25 +25
70 OPPENHEIMER ASSET MANAGEMENT INC. 0.02% of their portfolio NEW YORK, NY 6,0106.0k $1.4m $1.4m 0.02% Reduced -1.0k -1,010
71 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 5,4655.5k $1.3m $1.3m 0.00% Reduced -15.8k -15,784
72 Prosperity Consulting Group, LLC 0.06% of their portfolio OWINGS MILLS, MD 5,4225.4k $1.2m $1.2m 0.06% Reduced -219 -219
73 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 5,2295.2k $1.2m $1.2m 0.01% Reduced -74 -74
74 Tower Research Capital LLC (TRC) 0.03% of their portfolio NEW YORK, NY 5,0995.1k $1.2m $1.2m 0.03% New
75 Mariner, LLC 0.00% of their portfolio Overland Park, KS 5,0235.0k $1.2m $1.2m 0.00% Added +1.8k +1,824
76 FourThought Financial Partners, LLC 0.10% of their portfolio VENICE, FL 4,8084.8k $1.1m $1.1m 0.10% Reduced -59 -59
77 NICOLET BANKSHARES INC 0.04% of their portfolio GREEN BAY, WI 4,7894.8k $1.1m $1.1m 0.04% New
78 VANCE WEALTH, LLC 0.28% of their portfolio SANTA CLARITA, CA 4,2094.2k $964.1k $964.1k 0.28% Added +14 +14
79 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 4,1354.1k $947.1k $947.1k 0.00% Added +73 +73
80 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 3,9994.0k $916.0k $916.0k 0.00% Unchanged
81 FIRST NATIONAL BANK OF OMAHA 0.03% of their portfolio OMAHA, NE 3,8303.8k $840.9k $840.9k 0.03% Unchanged
82 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 3,8043.8k $871.3k $871.3k 0.00% Added +80 +80
83 Gladstone Institutional Advisory LLC 0.03% of their portfolio Bedminster, NJ 3,5073.5k $803.3k $803.3k 0.03% Reduced -3.5k -3,520
84 AMERICAN FINANCIAL & TAX STRATEGIES INC 0.39% of their portfolio NEW YORK, NY 3,4843.5k $798.0k $798.0k 0.39% Reduced -27 -27
85 MONETA GROUP INVESTMENT ADVISORS LLC 0.01% of their portfolio ST LOUIS, MO 3,4463.4k $789.2k $789.2k 0.01% Reduced -90 -90
86 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 3,4153.4k $765.9k $765.9k 0.00% Added +1.9k +1,857
87 1900 WEALTH MANAGEMENT LLC 0.05% of their portfolio SAN ANTONIO, TX 3,4073.4k $780.3k $780.3k 0.05% Reduced -262 -262
88 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 3,3203.3k $760.4k $760.4k 0.00% Reduced -395 -395
89 TD PRIVATE CLIENT WEALTH LLC 0.02% of their portfolio NEW YORK, NY 3,3193.3k $760.2k $760.2k 0.02% Added +3.1k +3,087
90 Elm3 Financial Group, LLC 0.63% of their portfolio ALPHARETTA, GA 3,2383.2k $741.6k $741.6k 0.63% Added +44 +44
91 Gotham Asset Management, LLC 0.00% of their portfolio NEW YORK, NY 3,0003.0k $687.1k $687.1k 0.00% Unchanged
92 Chicago Partners Investment Group LLC 0.02% of their portfolio CHICAGO, IL 2,9913.0k $783.1k $783.1k 0.02% Reduced -7 -7
93 DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 0.03% of their portfolio BLOOMFIELD HILLS, MI 2,9733.0k $681.0k $681.0k 0.03% Reduced -2.5k -2,480
94 Curi Capital, LLC 0.01% of their portfolio CHICAGO, IL 2,9212.9k $669.0k $669.0k 0.01% Unchanged
95 MATHER GROUP, LLC. 0.01% of their portfolio CHICAGO, IL 2,8612.9k $655.3k $655.3k 0.01% Added +230 +230
96 Michels Family Financial, LLC 0.46% of their portfolio FORT WORTH, TX 2,7592.8k $631.8k $631.8k 0.46% Reduced -18 -18
97 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 2,5112.5k $575.1k $575.1k 0.01% Added +9 +9
98 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 2,4932.5k $571.2k $571.2k 0.00% Added +1.4k +1,411
99 FCG Investment Co 0.25% of their portfolio Germantown, TN 2,4752.5k $566.9k $566.9k 0.25% First filing
100 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 2,4442.4k $559.8k $559.8k 0.00% Added +411 +411