Vault-13

VANGUARD SCOTTSDALE FDS VTWV

VNG RUS2000VAL · ETP · CUSIP 92206C649

153 institutional holders -2 vs Q2 2025
2,534,7202.5m shares reported held*
$387.9mreported value*
12 new 58 added 42 reduced 10 sold out net bought ≈ $12.2m (+96.7k 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 ≈ $153.02.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 135Q4 22: 145Q1 23: 137Q2 23: 137Q3 23: 146Q4 23: 149Q1 24: 147Q2 24: 144Q3 24: 148Q4 24: 164Q1 25: 159Q2 25: 155Q3 25: 153153Q3 22Q2 23Q1 24Q4 24Q3 25
Numbers
QuarterHolders
Q3 2022135
Q4 2022145
Q1 2023137
Q2 2023137
Q3 2023146
Q4 2023149
Q1 2024147
Q2 2024144
Q3 2024148
Q4 2024164
Q1 2025159
Q2 2025155
Q3 2025153

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 23: 58 bought or addedQ4 23: 55 cut or sold outQ1 24: 61 bought or addedQ1 24: 65 cut or sold outQ1 24Q2 24: 50 bought or addedQ2 24: 69 cut or sold outQ3 24: 60 bought or addedQ3 24: 57 cut or sold outQ3 24Q4 24: 68 bought or addedQ4 24: 58 cut or sold outQ1 25: 72 bought or addedQ1 25: 68 cut or sold outQ1 25Q2 25: 67 bought or addedQ2 25: 60 cut or sold outQ3 25: 70 bought or addedQ3 25: 52 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20235855
Q1 20246165
Q2 20245069
Q3 20246057
Q4 20246858
Q1 20257268
Q2 20256760
Q3 20257052

Biggest buyers

COMMERCE BANK Added +58,259+58.3k
OSAIC HOLDINGS, INC. Added +55,096+55.1k
EWG Elevate Inc. New +25,620+25.6k
JPMORGAN CHASE & CO Added +24,262+24.3k
MORGAN STANLEY Added +21,347+21.3k
Virtue Capital Management, LLC Added +18,365+18.4k
WELLS FARGO & COMPANY/MN Added +15,839+15.8k
Summit Financial, LLC New +13,602+13.6k
Gotham Asset Management, LLC New +10,052+10.1k
LPL Financial LLC Added +8,844+8.8k

Biggest sellers

Rockefeller Capital Management L.P. Reduced -98,994-99.0k
CITADEL ADVISORS LLC Sold out -27,497-27.5k
ROYAL BANK OF CANADA Reduced -8,675-8.7k
BANK OF AMERICA CORP /DE/ Reduced -8,436-8.4k
Verisail Partners, LLC Sold out -4,621-4.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -4,377-4.4k
Tower Research Capital LLC (TRC) Sold out -4,318-4.3k
FLOW TRADERS U.S. LLC Sold out -3,275-3.3k
IEQ CAPITAL, LLC Sold out -3,156-3.2k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -2,746-2.7k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 378,285378.3k $59.0m $59.0m 0.00% Reduced -8.4k -8,436
2 Pathstone Holdings, LLC 0.11% of their portfolio ENGLEWOOD, NJ 188,565188.6k $29.4m $29.4m 0.11% Added +2.1k +2,068
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 171,670171.7k $26.8m $26.8m 0.00% Added +21.3k +21,347
4 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 126,833126.8k $19.8m $19.8m 0.01% Added +8.8k +8,844
5 Rockefeller Capital Management L.P. 0.03% of their portfolio NEW YORK, NY 94,04694.0k $14.7m $14.7m 0.03% Reduced -99.0k -98,994
6 Bragg Financial Advisors, Inc 0.44% of their portfolio CHARLOTTE, NC 86,28286.3k $13.4m $13.4m 0.44% Reduced -2.5k -2,468
7 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 78,83978.8k $12.3m $12.3m 0.00% Reduced -782 -782
8 COMMERCE BANK 0.06% of their portfolio KANSAS CITY, MO 73,96474.0k $11.5m $11.5m 0.06% Added +58.3k +58,259
9 Virtue Capital Management, LLC 0.56% of their portfolio BRENTWOOD, TN 69,65969.7k $3.5m $3.5m 0.56% Added +18.4k +18,365
10 WestHill Financial Advisors, Inc. 1.80% of their portfolio San Rafael, CA 58,98759.0k $9.2m $9.2m 1.80% Added +1.8k +1,803
11 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 57,75057.8k $9.0m $9.0m 0.01% Added +55.1k +55,096
12 Financial Advisory Corp 1.20% of their portfolio Grand Rapids, MI 52,42752.4k $8.2m $8.2m 1.20% Reduced -377 -377
13 Savant Capital, LLC 0.05% of their portfolio ROCKFORD, IL 48,12848.1k $7.5m $7.5m 0.05% Reduced -102 -102
14 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 47,43247.4k $7.4m $7.4m 0.00% Added +24.3k +24,262
15 Institute for Wealth Management, LLC. 0.71% of their portfolio DENVER, CO 43,49443.5k $6.8m $6.8m 0.71% Reduced -498 -498
16 AMG National Trust Bank 0.16% of their portfolio GREENWOOD VILLAGE, CO 42,25942.3k $6.6m $6.6m 0.16% Added +1.4k +1,370
17 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 39,01939.0k $6.1m $6.1m 0.00% Reduced -442 -442
18 RWA WEALTH PARTNERS, LLC 0.07% of their portfolio BOSTON, MA 38,24438.2k $6.0m $6.0m 0.07% Reduced -709 -709
19 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 35,75935.8k $5.6m $5.6m 0.03% Added +148 +148
20 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 34,33934.3k $5.4m $5.4m 0.00% Added +15.8k +15,839
21 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 34,21434.2k $5.3m $5.3m 0.01% Reduced -2.4k -2,382
22 UBS Group AG 0.00% of their portfolio ZURICH, V8 31,62431.6k $4.9m $4.9m 0.00% Added +1.1k +1,110
23 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.03% of their portfolio NEW YORK, NY 27,10827.1k $4.2m $4.2m 0.03% Added +4 +4
24 EWG Elevate Inc. 1.25% of their portfolio ROSEVILLE, CA 25,62025.6k $4.0m $4.0m 1.25% New
25 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 24,93324.9k $3.9m $3.9m 0.00% Reduced -249 -249
26 BERKSHIRE ASSET MANAGEMENT LLC/PA 0.16% of their portfolio WILKES BARRE, PA 23,82423.8k $3.7m $3.7m 0.16% Added +5.3k +5,311
27 Equitable Holdings, Inc. 0.03% of their portfolio NEW YORK, NY 21,97922.0k $3.4m $3.4m 0.03% Added +1.3k +1,284
28 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 21,65521.7k $3.4m $3.4m 0.00% Reduced -1.0k -1,009
29 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 19,58019.6k $3.1m $3.1m 0.00% Reduced -600 -600
30 BlackRock, Inc. 0.00% of their portfolio New York, NY 18,51618.5k $2.9m $2.9m 0.00% Added +2.7k +2,744
31 CIBC WORLD MARKET INC. 0.01% of their portfolio TORONTO, A6 17,31217.3k $2.7m $2.7m 0.01% Unchanged
32 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.03% of their portfolio CINCINNATI, OH 16,82916.8k $2.6m $2.6m 0.03% Reduced -526 -526
33 Rodgers & Associates, LTD 0.27% of their portfolio Lancaster, PA 16,73716.7k $2.6m $2.6m 0.27% Added +20 +20
34 Allegheny Financial Group 0.46% of their portfolio Pittsburgh, PA 15,67515.7k $2.4m $2.4m 0.46% Added +559 +559
35 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 15,22115.2k $2.4m $2.4m 0.00% Added +782 +782
36 Wealth Dimensions Group, Ltd. 0.48% of their portfolio CINCINNATI, OH 14,87614.9k $2.3m $2.3m 0.48% Added +17 +17
37 Phoenix Wealth Advisors 0.89% of their portfolio CHAPEL HILL, NC 14,86314.9k $2.3m $2.3m 0.89% Added +44 +44
38 LBJ Family Wealth Advisors, Ltd. 1.20% of their portfolio AUSTIN, TX 14,12114.1k $2.2m $2.2m 1.20% Added +1.6k +1,566
39 Summit Financial, LLC 0.03% of their portfolio PARSIPPANY, NJ 13,60213.6k $2.1m $2.1m 0.03% New
40 Clearstead Advisors, LLC 0.03% of their portfolio CLEVELAND, OH 12,85312.9k $2.0m $2.0m 0.03% Added +2 +2
41 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 12,08912.1k $1.9m $1.9m 0.00% Added +24 +24
42 Parkside Financial Bank & Trust 0.15% of their portfolio SAINT LOUIS, MO 12,04912.0k $1.9m $1.9m 0.15% Added +756 +756
43 Fifth Third Securities, Inc. 0.12% of their portfolio Cincinnati, OH 11,25811.3k $1.8m $1.8m 0.12% Added +115 +115
44 Gibraltar Capital Management, Inc. 0.31% of their portfolio TULSA, OK 11,25011.2k $1.8m $1.8m 0.31% Unchanged
45 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 10,82810.8k $1.7m $1.7m 0.00% Added +634 +634
46 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 10,21510.2k $1.6m $1.6m 0.00% Unchanged
47 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 10,10310.1k $1.6m $1.6m 0.00% Reduced -2.7k -2,746
48 Gotham Asset Management, LLC 0.01% of their portfolio NEW YORK, NY 10,05210.1k $1.6m $1.6m 0.01% New
49 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 9,6639.7k $1.5m $1.5m 0.00% Reduced -8.7k -8,675
50 OPPENHEIMER & CO INC 0.02% of their portfolio NEW YORK, NY 8,7578.8k $1.4m $1.4m 0.02% Added +240 +240
51 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 8,6678.7k $1.4m $1.4m 0.00% Added +2.7k +2,749
52 Roundview Capital LLC 0.08% of their portfolio PRINCETON, NJ 8,4578.5k $1.3m $1.3m 0.08% Added +2.4k +2,378
53 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 8,4078.4k $1.3m $1.3m 0.00% Reduced -556 -556
54 MIdWestOne Financial Group, Inc. 0.16% of their portfolio Iowa City, IA 8,2218.2k $1.3m $1.3m 0.16% Reduced -10 -10
55 FourThought Financial Partners, LLC 0.11% of their portfolio VENICE, FL 8,0538.1k $1.3m $1.3m 0.11% Reduced -51 -51
56 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 8,0288.0k $1.3m $1.3m 0.00% Added +85 +85
57 Jordan Park Group LLC 0.07% of their portfolio SAN FRANCISCO, CA 8,0238.0k $1.3m $1.3m 0.07% Unchanged
58 NYL Investors LLC 0.41% of their portfolio NEW YORK, NY 7,9718.0k $1.2m $1.2m 0.41% Unchanged
59 TOBIAS FINANCIAL ADVISORS, INC. 0.18% of their portfolio Plantation, FL 7,6617.7k $1.2m $1.2m 0.18% Unchanged
60 GREAT VALLEY ADVISOR GROUP, INC. 0.02% of their portfolio WILMINGTON, DE 6,8896.9k $1.1m $1.1m 0.02% Added +338 +338
61 Sigma Planning Corp 0.03% of their portfolio ANN ARBOR, MI 6,2926.3k $980.8k $980.8k 0.03% Added +37 +37
62 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 6,1036.1k $951.3k $951.3k 0.00% Added +1.1k +1,109
63 Wrenne Financial Planning LLC 0.40% of their portfolio Lexington, KY 5,9776.0k $931.6k $931.6k 0.40% Reduced -57 -57
64 Morangie Management LLC 0.80% of their portfolio New York, NY 5,9295.9k $924.2k $924.2k 0.80% Unchanged
65 McLean Asset Management Corp 0.18% of their portfolio TYSONS, VA 5,5695.6k $882.8k $882.8k 0.18% Added +1.3k +1,272
66 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 5,1825.2k $807.9k $807.9k 0.00% Reduced -7 -7
67 Brooklyn FI, LLC 0.17% of their portfolio NEW YORK, NY 4,8054.8k $762.5k $762.5k 0.17% Unchanged
68 Mariner, LLC 0.00% of their portfolio Overland Park, KS 4,7974.8k $747.7k $747.7k 0.00% Reduced -291 -291
69 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 4,7444.7k $739.4k $739.4k 0.00% Added +34 +34
70 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 4,6794.7k $729.3k $729.3k 0.00% Added +520 +520
71 Composition Wealth, LLC 0.01% of their portfolio LOS ANGELES, CA 4,5724.6k $712.6k $712.6k 0.01% Reduced -135 -135
72 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 4,3874.4k $686.7k $686.7k 0.00% Reduced -269 -269
73 Michels Family Financial, LLC 0.53% of their portfolio FORT WORTH, TX 4,3354.3k $675.7k $675.7k 0.53% Reduced -100 -100
74 IVC Wealth Advisors LLC 0.30% of their portfolio SILVERDALE, PA 4,2524.3k $662.7k $662.7k 0.30% Reduced -724 -724
75 1900 WEALTH MANAGEMENT LLC 0.04% of their portfolio SAN ANTONIO, TX 3,9483.9k $615.4k $615.4k 0.04% Added +2 +2
76 MONETA GROUP INVESTMENT ADVISORS LLC 0.00% of their portfolio ST LOUIS, MO 3,7893.8k $590.6k $590.6k 0.00% Added +10 +10
77 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 3,6893.7k $575.0k $575.0k 0.00% Reduced -127 -127
78 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 3,4243.4k $533.7k $533.7k 0.01% Added +16 +16
79 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 3,2273.2k $503.0k $503.0k 0.00% Unchanged
80 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 3,1243.1k $486.9k $486.9k 0.00% Added +277 +277
81 Tennessee Valley Asset Management Partners 0.07% of their portfolio KNOXVILLE, TN 3,0983.1k $482.9k $482.9k 0.07% Unchanged
82 AdvisorNet Financial, Inc 0.03% of their portfolio MINNETONKA, MN 3,0203.0k $470.7k $470.7k 0.03% Reduced -459 -459
83 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 3,0003.0k $467.6k $467.6k 0.01% Unchanged
84 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 2,9563.0k $460.8k $460.8k 0.00% Reduced -10 -10
85 Stordahl Capital Management, Inc. 0.09% of their portfolio GREENWOOD VILLAGE, CO 2,8252.8k $440.3k $440.3k 0.09% Added +71 +71
86 COUNTRY CLUB BANK 0.03% of their portfolio KANSAS CITY, MO 2,7402.7k $425.8k $425.8k 0.03% Unchanged
87 Vawter Financial, Ltd. 0.19% of their portfolio COLUMBUS, OH 2,6612.7k $414.8k $414.8k 0.19% New
88 FAS Wealth Partners, Inc. 0.03% of their portfolio LEAWOOD, KS 2,6322.6k $410.3k $410.3k 0.03% Added +16 +16
89 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 2,5852.6k $402.9k $402.9k 0.00% New
90 Investor's Fiduciary Advisor Network, LLC 0.13% of their portfolio SNOQUALMIE, WA 2,5562.6k $398.0k $398.0k 0.13% Unchanged
91 Curi Capital, LLC 0.01% of their portfolio CHICAGO, IL 2,5282.5k $394.0k $394.0k 0.01% Unchanged
92 Plancorp, LLC 0.01% of their portfolio SAINT LOUIS, MO 2,5072.5k $390.8k $390.8k 0.01% Reduced -1.8k -1,811
93 Note Advisors, LLC 0.23% of their portfolio BUFFALO, NY 2,4932.5k $388.6k $388.6k 0.23% Reduced -12 -12
94 VANCE WEALTH, LLC 0.12% of their portfolio SANTA CLARITA, CA 2,4432.4k $380.8k $380.8k 0.12% Reduced -67 -67
95 Cornerstone Wealth Management, LLC 0.02% of their portfolio ST. PETERS, MO 2,4242.4k $377.9k $377.9k 0.02% Reduced -94 -94
96 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 2,4202.4k $377.2k $377.2k 0.00% Added +22 +22
97 Freedom Investment Management, Inc. 0.10% of their portfolio SOUTH WINDSOR, CT 2,3692.4k $369.3k $369.3k 0.10% Reduced -2.3k -2,286
98 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 2,3422.3k $364.5k $364.5k 0.00% Added +592 +592
99 Rialto Wealth Management, LLC 0.09% of their portfolio SYRACUSE, NY 2,2282.2k $347.3k $347.3k 0.09% Reduced -783 -783
100 Portland Global Advisors LLC 0.04% of their portfolio PORTLAND, ME 2,1002.1k $327.3k $327.3k 0.04% Unchanged