Vault-13

VANGUARD SCOTTSDALE FDS VTWV

VNG RUS2000VAL · ETP · CUSIP 92206C649

172 institutional holders +19 vs Q3 2025
2,656,5872.7m shares reported held*
$425.4mreported value*
19 new 64 added 39 reduced 6 sold out net bought ≈ $22.2m (+94.2k 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 ($321.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $160.14.

Trends to Q4 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: 153Q4 25: 172172Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025172

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 24: 61 bought or addedQ1 24: 65 cut or sold outQ2 24: 50 bought or addedQ2 24: 69 cut or sold outQ2 24Q3 24: 60 bought or addedQ3 24: 57 cut or sold outQ4 24: 68 bought or addedQ4 24: 58 cut or sold outQ4 24Q1 25: 72 bought or addedQ1 25: 68 cut or sold outQ2 25: 67 bought or addedQ2 25: 60 cut or sold outQ2 25Q3 25: 70 bought or addedQ3 25: 52 cut or sold outQ4 25: 83 bought or addedQ4 25: 45 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20246165
Q2 20245069
Q3 20246057
Q4 20246858
Q1 20257268
Q2 20256760
Q3 20257052
Q4 20258345

Biggest buyers

WELLS FARGO & COMPANY/MN Added +48,138+48.1k
COMMERCE BANK Added +21,235+21.2k
Pathstone Holdings, LLC Added +17,820+17.8k
Private Advisor Group, LLC Added +13,987+14.0k
D.A. DAVIDSON & CO. New +13,970+14.0k
BANK OF AMERICA CORP /DE/ Added +11,282+11.3k
COOKE & BIELER LP New +7,510+7.5k
NYL Investors LLC Added +6,235+6.2k
CITADEL ADVISORS LLC New +5,758+5.8k
BlackRock, Inc. Added +4,527+4.5k

Biggest sellers

Virtue Capital Management, LLC Reduced -44,486-44.5k
JPMORGAN CHASE & CO Reduced -25,363-25.4k
LPL Financial LLC Reduced -9,751-9.8k
NEUBERGER BERMAN GROUP LLC Reduced -5,821-5.8k
Summit Financial, LLC Reduced -2,614-2.6k
MERCER GLOBAL ADVISORS INC /ADV Sold out -2,420-2.4k
Financial Advisory Corp Reduced -2,012-2.0k
Savant Capital, LLC Reduced -1,858-1.9k
AMERIPRISE FINANCIAL INC Reduced -1,486-1.5k
Baird Financial Group, Inc. Reduced -1,277-1.3k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 389,567389.6k $62.3m $62.3m 0.00% Added +11.3k +11,282
2 Pathstone Holdings, LLC 0.13% of their portfolio ENGLEWOOD, NJ 206,385206.4k $33.0m $33.0m 0.13% Added +17.8k +17,820
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 175,277175.3k $28.0m $28.0m 0.00% Added +3.6k +3,607
4 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 117,082117.1k $18.7m $18.7m 0.01% Reduced -9.8k -9,751
5 COMMERCE BANK 0.08% of their portfolio KANSAS CITY, MO 95,19995.2k $15.2m $15.2m 0.08% Added +21.2k +21,235
6 Rockefeller Capital Management L.P. 0.03% of their portfolio NEW YORK, NY 93,75393.8k $15.0m $15.0m 0.03% Reduced -293 -293
7 Bragg Financial Advisors, Inc 0.45% of their portfolio CHARLOTTE, NC 85,69185.7k $13.7m $13.7m 0.45% Reduced -591 -591
8 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 82,47782.5k $13.2m $13.2m 0.00% Added +48.1k +48,138
9 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 77,35377.4k $12.3m $12.3m 0.00% Reduced -1.5k -1,486
10 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 59,44559.4k $9.5m $9.5m 0.01% Added +1.7k +1,695
11 WestHill Financial Advisors, Inc. 1.80% of their portfolio San Rafael, CA 59,17059.2k $9.5m $9.5m 1.80% Added +183 +183
12 Financial Advisory Corp 1.17% of their portfolio Grand Rapids, MI 50,41550.4k $8.1m $8.1m 1.17% Reduced -2.0k -2,012
13 Savant Capital, LLC 0.04% of their portfolio ROCKFORD, IL 46,27046.3k $7.4m $7.4m 0.04% Reduced -1.9k -1,858
14 AMG National Trust Bank 0.17% of their portfolio GREENWOOD VILLAGE, CO 44,70744.7k $7.1m $7.1m 0.17% Added +2.4k +2,448
15 Institute for Wealth Management, LLC. 0.74% of their portfolio DENVER, CO 43,49443.5k $7.0m $7.0m 0.74% Unchanged
16 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 40,11440.1k $6.4m $6.4m 0.00% Added +1.1k +1,095
17 RWA WEALTH PARTNERS, LLC 0.07% of their portfolio BOSTON, MA 37,91237.9k $6.1m $6.1m 0.07% Reduced -332 -332
18 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 36,04436.0k $5.8m $5.8m 0.02% Added +285 +285
19 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 33,61333.6k $5.4m $5.4m 0.01% Reduced -601 -601
20 UBS Group AG 0.00% of their portfolio ZURICH, V8 32,47132.5k $5.2m $5.2m 0.00% Added +847 +847
21 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.03% of their portfolio NEW YORK, NY 28,35228.4k $4.5m $4.5m 0.03% Added +1.2k +1,244
22 PW Nova Financial Services LLC 1.55% of their portfolio NEWTOWN, PA 25,34925.3k $4.1m $4.1m 1.55% First filing
23 Virtue Capital Management, LLC 0.62% of their portfolio BRENTWOOD, TN 25,17325.2k $4.1m $4.1m 0.62% Reduced -44.5k -44,486
24 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 24,83324.8k $4.0m $4.0m 0.00% Reduced -100 -100
25 BERKSHIRE ASSET MANAGEMENT LLC/PA 0.17% of their portfolio WILKES BARRE, PA 23,89923.9k $3.8m $3.8m 0.17% Added +75 +75
26 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 23,79123.8k $3.8m $3.8m 0.00% Added +2.1k +2,136
27 BlackRock, Inc. 0.00% of their portfolio New York, NY 23,04323.0k $3.7m $3.7m 0.00% Added +4.5k +4,527
28 Brandywine Asset Management, Inc. 2.79% of their portfolio THORNTON, PA 22,75922.8k $4.0m $4.0m 2.79% First filing
29 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 22,11222.1k $3.5m $3.5m 0.02% Added +133 +133
30 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 22,06922.1k $3.5m $3.5m 0.00% Reduced -25.4k -25,363
31 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 19,20119.2k $3.1m $3.1m 0.00% Reduced -379 -379
32 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 18,73118.7k $3.0m $3.0m 0.01% Added +14.0k +13,987
33 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 17,31217.3k $2.8m $2.8m 0.00% Unchanged
34 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.04% of their portfolio CINCINNATI, OH 16,82916.8k $2.7m $2.7m 0.04% Unchanged
35 Rodgers & Associates, LTD 0.27% of their portfolio Lancaster, PA 16,44616.4k $2.6m $2.6m 0.27% Reduced -291 -291
36 Allegheny Financial Group 0.38% of their portfolio Pittsburgh, PA 15,99016.0k $2.6m $2.6m 0.38% Added +315 +315
37 Phoenix Wealth Advisors 0.92% of their portfolio CHAPEL HILL, NC 14,88314.9k $2.4m $2.4m 0.92% Added +20 +20
38 Wealth Dimensions Group, Ltd. 0.47% of their portfolio CINCINNATI, OH 14,81714.8k $2.4m $2.4m 0.47% Reduced -59 -59
39 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 14,61614.6k $2.3m $2.3m 0.00% Reduced -605 -605
40 LBJ Family Wealth Advisors, Ltd. 1.27% of their portfolio AUSTIN, TX 14,43914.4k $2.3m $2.3m 1.27% Added +318 +318
41 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 14,36814.4k $2.3m $2.3m 0.00% Added +2.3k +2,279
42 NYL Investors LLC 0.77% of their portfolio NEW YORK, NY 14,20614.2k $2.3m $2.3m 0.77% Added +6.2k +6,235
43 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 13,97014.0k $2.2m $2.2m 0.01% New
44 Clearstead Advisors, LLC 0.03% of their portfolio CLEVELAND, OH 12,85412.9k $2.1m $2.1m 0.03% Added +1 +1
45 Parkside Financial Bank & Trust 0.15% of their portfolio SAINT LOUIS, MO 12,73112.7k $2.0m $2.0m 0.15% Added +682 +682
46 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 11,96912.0k $1.9m $1.9m 0.00% Added +1.9k +1,866
47 Fifth Third Securities, Inc. 0.12% of their portfolio Cincinnati, OH 11,72711.7k $1.9m $1.9m 0.12% Added +469 +469
48 Summit Financial, LLC 0.03% of their portfolio PARSIPPANY, NJ 10,98811.0k $1.8m $1.8m 0.03% Reduced -2.6k -2,614
49 Gotham Asset Management, LLC 0.01% of their portfolio NEW YORK, NY 10,64510.6k $1.7m $1.7m 0.01% Added +593 +593
50 Gibraltar Capital Management, Inc. 0.29% of their portfolio TULSA, OK 10,62010.6k $1.7m $1.7m 0.29% Reduced -630 -630
51 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 9,8819.9k $1.6m $1.6m 0.00% Added +218 +218
52 OPPENHEIMER & CO INC 0.02% of their portfolio NEW YORK, NY 9,6989.7k $1.6m $1.6m 0.02% Added +941 +941
53 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 9,5519.6k $1.5m $1.5m 0.00% Reduced -1.3k -1,277
54 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 9,1169.1k $1.5m $1.5m 0.00% Reduced -1.1k -1,099
55 FourThought Financial Partners, LLC 0.12% of their portfolio VENICE, FL 8,6148.6k $1.4m $1.4m 0.12% Added +561 +561
56 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 8,5298.5k $1.4m $1.4m 0.00% Added +122 +122
57 MIdWestOne Financial Group, Inc. 0.15% of their portfolio Iowa City, IA 8,4828.5k $1.4m $1.4m 0.15% Added +261 +261
58 Roundview Capital LLC 0.08% of their portfolio PRINCETON, NJ 8,4578.5k $1.4m $1.4m 0.08% Unchanged
59 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 8,1108.1k $1.3m $1.3m 0.00% Added +82 +82
60 Jordan Park Group LLC 0.07% of their portfolio SAN FRANCISCO, CA 8,0238.0k $1.3m $1.3m 0.07% Unchanged
61 TOBIAS FINANCIAL ADVISORS, INC. 0.17% of their portfolio Plantation, FL 7,6617.7k $1.2m $1.2m 0.17% Unchanged
62 COOKE & BIELER LP 0.01% of their portfolio PHILADELPHIA, PA 7,5107.5k $1.2m $1.2m 0.01% New
63 GREAT VALLEY ADVISOR GROUP, INC. 0.02% of their portfolio WILMINGTON, DE 6,6606.7k $1.1m $1.1m 0.02% Reduced -229 -229
64 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 6,4556.5k $1.0m $1.0m 0.00% Added +352 +352
65 Sigma Planning Corp 0.03% of their portfolio ANN ARBOR, MI 6,2696.3k $1.0m $1.0m 0.03% Reduced -23 -23
66 Wrenne Financial Planning LLC 0.39% of their portfolio Lexington, KY 6,0086.0k $960.9k $960.9k 0.39% Added +31 +31
67 Morangie Management LLC 0.76% of their portfolio New York, NY 5,9295.9k $948.2k $948.2k 0.76% Unchanged
68 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 5,7585.8k $920.9k $920.9k 0.00% New
69 McLean Asset Management Corp 0.17% of their portfolio TYSONS, VA 5,5045.5k $939.7k $939.7k 0.17% Reduced -65 -65
70 Brooklyn FI, LLC 0.18% of their portfolio NEW YORK, NY 5,3375.3k $853.5k $853.5k 0.18% Added +532 +532
71 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 5,1825.2k $823.3k $823.3k 0.00% Unchanged
72 Mariner, LLC 0.00% of their portfolio Overland Park, KS 4,9625.0k $793.6k $793.6k 0.00% Added +165 +165
73 Composition Wealth, LLC 0.01% of their portfolio LOS ANGELES, CA 4,5924.6k $734.3k $734.3k 0.01% Added +20 +20
74 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 4,5824.6k $759.4k $759.4k 0.00% Added +195 +195
75 IVC Wealth Advisors LLC 0.31% of their portfolio SILVERDALE, PA 4,3944.4k $702.7k $702.7k 0.31% Added +142 +142
76 Michels Family Financial, LLC 0.51% of their portfolio FORT WORTH, TX 4,3414.3k $694.3k $694.3k 0.51% Added +6 +6
77 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 4,2444.2k $678.7k $678.7k 0.00% Reduced -435 -435
78 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 4,0064.0k $640.7k $640.7k 0.00% Added +2.1k +2,103
79 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 3,9834.0k $636.9k $636.9k 0.00% Added +756 +756
80 MONETA GROUP INVESTMENT ADVISORS LLC 0.00% of their portfolio ST LOUIS, MO 3,7983.8k $607.4k $607.4k 0.00% Added +9 +9
81 Clear Retirement Advice LLC 0.49% of their portfolio SAN MATEO, CA 3,6463.6k $636.1k $636.1k 0.49% First filing
82 1900 WEALTH MANAGEMENT LLC 0.04% of their portfolio SAN ANTONIO, TX 3,6433.6k $582.6k $582.6k 0.04% Reduced -305 -305
83 Kelsey Financial, LLC 0.50% of their portfolio MOORPARK, CA 3,6343.6k $581.2k $581.2k 0.50% First filing
84 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 3,4593.5k $553.2k $553.2k 0.00% Added +335 +335
85 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 3,4383.4k $549.8k $549.8k 0.01% Added +14 +14
86 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 3,4123.4k $546.0k $546.0k 0.00% Reduced -277 -277
87 AdvisorNet Financial, Inc 0.03% of their portfolio MINNETONKA, MN 3,3653.4k $538.2k $538.2k 0.03% Added +345 +345
88 Tennessee Valley Asset Management Partners 0.06% of their portfolio KNOXVILLE, TN 3,0983.1k $495.4k $495.4k 0.06% Unchanged
89 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 3,0903.1k $494.1k $494.1k 0.00% Added +134 +134
90 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 3,0003.0k $479.8k $479.8k 0.01% Unchanged
91 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 2,8462.8k $455.2k $455.2k 0.00% Reduced -5.8k -5,821
92 Stordahl Capital Management, Inc. 0.09% of their portfolio GREENWOOD VILLAGE, CO 2,8272.8k $452.1k $452.1k 0.09% Added +2 +2
93 FIRST NATIONAL BANK OF OMAHA 0.01% of their portfolio OMAHA, NE 2,7402.7k $441.2k $441.2k 0.01% New
94 IEQ CAPITAL, LLC 0.00% of their portfolio Foster City, CA 2,7142.7k $434.1k $434.1k 0.00% New
95 Vawter Financial, Ltd. 0.18% of their portfolio COLUMBUS, OH 2,6612.7k $425.6k $425.6k 0.18% Unchanged
96 MOSAIC FINANCIAL GROUP, LLC 0.29% of their portfolio CHICAGO, IL 2,6492.6k $424.0k $424.0k 0.29% New
97 FAS Wealth Partners, Inc. 0.03% of their portfolio LEAWOOD, KS 2,6462.6k $423.2k $423.2k 0.03% Added +14 +14
98 Investor's Fiduciary Advisor Network, LLC 0.09% of their portfolio SNOQUALMIE, WA 2,5702.6k $411.0k $411.0k 0.09% Added +14 +14
99 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 2,5642.6k $410.1k $410.1k 0.00% Added +222 +222
100 Curi Capital, LLC 0.01% of their portfolio CHICAGO, IL 2,5282.5k $404.3k $404.3k 0.01% Unchanged