Vault-13

VANGUARD SCOTTSDALE FDS VTWV

VNG RUS2000VAL · ETP · CUSIP 92206C649

193 institutional holders +21 vs Q4 2025
3,128,8933.1m shares reported held*
$522.8mreported value*
27 new 55 added 63 reduced 6 sold out net bought ≈ $80.1m (+478.7k 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 ($578.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $167.08.

Trends to Q1 2026

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: 172Q1 26: 193193Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026193

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 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 25Q4 25: 83 bought or addedQ4 25: 45 cut or sold outQ1 26: 82 bought or addedQ1 26: 69 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20245069
Q3 20246057
Q4 20246858
Q1 20257268
Q2 20256760
Q3 20257052
Q4 20258345
Q1 20268269

Biggest buyers

QUEST INVESTMENT MANAGEMENT LLC New +97,643+97.6k
Private Advisor Group, LLC Added +76,898+76.9k
FIRST AMERICAN TRUST, FSB New +55,057+55.1k
Equitable Holdings, Inc. Added +49,636+49.6k
BANK OF AMERICA CORP /DE/ Added +36,166+36.2k
COMMERCE BANK Added +28,562+28.6k
TRUIST FINANCIAL CORP Added +25,860+25.9k
TWO SIGMA INVESTMENTS, LP New +24,600+24.6k
MORGAN STANLEY Added +22,810+22.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +10,148+10.1k

Biggest sellers

COOKE & BIELER LP Sold out -7,510-7.5k
CITADEL ADVISORS LLC Reduced -3,064-3.1k
GOLDMAN SACHS GROUP INC Reduced -3,050-3.0k
Rockefeller Capital Management L.P. Reduced -2,896-2.9k
Corient Private Wealth LP Reduced -2,003-2.0k
Bragg Financial Advisors, Inc Reduced -1,988-2.0k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -1,941-1.9k
Financial Engines Advisors L.L.C. Reduced -1,941-1.9k
JANE STREET GROUP, LLC Sold out -1,832-1.8k
AMERIPRISE FINANCIAL INC Reduced -1,825-1.8k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 425,733425.7k $71.2m $71.2m 0.01% Added +36.2k +36,166
2 Pathstone Holdings, LLC 0.14% of their portfolio ENGLEWOOD, NJ 211,225211.2k $35.3m $35.3m 0.14% Added +4.8k +4,840
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 198,087198.1k $33.1m $33.1m 0.00% Added +22.8k +22,810
4 COMMERCE BANK 0.10% of their portfolio KANSAS CITY, MO 123,761123.8k $20.7m $20.7m 0.10% Added +28.6k +28,562
5 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 117,103117.1k $19.6m $19.6m 0.01% Added +21 +21
6 QUEST INVESTMENT MANAGEMENT LLC 1.91% of their portfolio LAKE OSWEGO, OR 97,64397.6k $16.3m $16.3m 1.91% New
7 Private Advisor Group, LLC 0.07% of their portfolio MORRISTOWN, NJ 95,62995.6k $16.0m $16.0m 0.07% Added +76.9k +76,898
8 Rockefeller Capital Management L.P. 0.03% of their portfolio NEW YORK, NY 90,85790.9k $15.2m $15.2m 0.03% Reduced -2.9k -2,896
9 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 89,73789.7k $15.0m $15.0m 0.00% Added +7.3k +7,260
10 Bragg Financial Advisors, Inc 0.44% of their portfolio CHARLOTTE, NC 83,70383.7k $14.0m $14.0m 0.44% Reduced -2.0k -1,988
11 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 75,52875.5k $12.6m $12.6m 0.00% Reduced -1.8k -1,825
12 Equitable Holdings, Inc. 0.07% of their portfolio NEW YORK, NY 71,74871.7k $11.5m $11.5m 0.07% Added +49.6k +49,636
13 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 60,74560.7k $10.2m $10.2m 0.01% Added +1.3k +1,300
14 WestHill Financial Advisors, Inc. 1.86% of their portfolio San Rafael, CA 58,23358.2k $9.7m $9.7m 1.86% Reduced -937 -937
15 FIRST AMERICAN TRUST, FSB 0.62% of their portfolio SANTA ANA, CA 55,05755.1k $9.2m $9.2m 0.62% New
16 Financial Advisory Corp 1.17% of their portfolio Grand Rapids, MI 50,28250.3k $8.4m $8.4m 1.17% Reduced -133 -133
17 AMG National Trust Bank 0.18% of their portfolio GREENWOOD VILLAGE, CO 48,74948.7k $8.2m $8.2m 0.18% Added +4.0k +4,042
18 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 47,81847.8k $8.0m $8.0m 0.00% Added +7.7k +7,704
19 Savant Capital, LLC 0.04% of their portfolio ROCKFORD, IL 45,89945.9k $7.7m $7.7m 0.04% Reduced -371 -371
20 Institute for Wealth Management, LLC. 0.78% of their portfolio DENVER, CO 43,36343.4k $7.3m $7.3m 0.78% Reduced -131 -131
21 UBS Group AG 0.00% of their portfolio ZURICH, V8 38,53838.5k $6.4m $6.4m 0.00% Added +6.1k +6,067
22 RWA WEALTH PARTNERS, LLC 0.07% of their portfolio BOSTON, MA 37,48737.5k $6.3m $6.3m 0.07% Reduced -425 -425
23 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 35,82035.8k $6.0m $6.0m 0.02% Reduced -224 -224
24 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 33,61233.6k $5.6m $5.6m 0.01% Reduced -1 -1
25 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 31,24631.2k $5.1m $5.1m 0.00% Added +9.2k +9,177
26 Virtue Capital Management, LLC 0.75% of their portfolio BRENTWOOD, TN 30,18330.2k $4.9m $4.9m 0.75% Added +5.0k +5,010
27 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 28,95028.9k $4.8m $4.8m 0.01% Added +25.9k +25,860
28 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.03% of their portfolio NEW YORK, NY 27,09827.1k $4.5m $4.5m 0.03% Reduced -1.3k -1,254
29 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 26,23326.2k $4.4m $4.4m 0.00% Added +1.4k +1,400
30 PW Nova Financial Services LLC 1.06% of their portfolio NEWTOWN, PA 25,32425.3k $4.2m $4.2m 1.06% Reduced -25 -25
31 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 24,60024.6k $4.1m $4.1m 0.00% New
32 BERKSHIRE ASSET MANAGEMENT LLC/PA 0.17% of their portfolio WILKES BARRE, PA 24,16724.2k $4.0m $4.0m 0.17% Added +268 +268
33 BlackRock, Inc. 0.00% of their portfolio New York, NY 23,35523.4k $3.9m $3.9m 0.00% Added +312 +312
34 Brandywine Asset Management, Inc. 3.08% of their portfolio THORNTON, PA 22,84322.8k $3.9m $3.9m 3.08% Added +84 +84
35 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 20,74120.7k $3.5m $3.5m 0.00% Reduced -3.0k -3,050
36 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 18,83518.8k $3.1m $3.1m 0.00% Added +4.5k +4,467
37 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 18,26018.3k $3.1m $3.1m 0.00% Reduced -941 -941
38 CIBC WORLD MARKET INC. 0.01% of their portfolio TORONTO, A6 17,35217.4k $2.9m $2.9m 0.01% Added +40 +40
39 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.04% of their portfolio CINCINNATI, OH 16,82916.8k $3.1m $3.1m 0.04% Unchanged
40 Allegheny Financial Group 0.36% of their portfolio Pittsburgh, PA 15,92615.9k $2.7m $2.7m 0.36% Reduced -64 -64
41 Rodgers & Associates, LTD 0.26% of their portfolio Lancaster, PA 15,49315.5k $2.6m $2.6m 0.26% Reduced -953 -953
42 Phoenix Wealth Advisors 0.96% of their portfolio CHAPEL HILL, NC 14,54114.5k $2.4m $2.4m 0.96% Reduced -342 -342
43 LBJ Family Wealth Advisors, Ltd. 1.38% of their portfolio AUSTIN, TX 14,45014.4k $2.4m $2.4m 1.38% Added +11 +11
44 NYL Investors LLC 0.90% of their portfolio NEW YORK, NY 14,20614.2k $2.4m $2.4m 0.90% Unchanged
45 Wealth Dimensions Group, Ltd. 0.46% of their portfolio CINCINNATI, OH 14,08714.1k $2.4m $2.4m 0.46% Reduced -730 -730
46 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 13,97014.0k $2.3m $2.3m 0.01% Unchanged
47 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 13,94813.9k $2.3m $2.3m 0.00% Reduced -668 -668
48 Clearstead Advisors, LLC 0.02% of their portfolio CLEVELAND, OH 13,11113.1k $2.2m $2.2m 0.02% Added +257 +257
49 Parkside Financial Bank & Trust 0.16% of their portfolio SAINT LOUIS, MO 12,77212.8k $2.1m $2.1m 0.16% Added +41 +41
50 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 12,51212.5k $2.1m $2.1m 0.00% Added +543 +543
51 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 11,68411.7k $2.0m $2.0m 0.00% Added +1.8k +1,803
52 Gibraltar Capital Management, Inc. 0.32% of their portfolio TULSA, OK 11,25011.2k $1.9m $1.9m 0.32% Added +630 +630
53 Fifth Third Securities, Inc. 0.12% of their portfolio Cincinnati, OH 11,18511.2k $1.9m $1.9m 0.12% Reduced -542 -542
54 OPPENHEIMER & CO INC 0.02% of their portfolio NEW YORK, NY 10,99811.0k $1.8m $1.8m 0.02% Added +1.3k +1,300
55 Gotham Asset Management, LLC 0.01% of their portfolio NEW YORK, NY 10,54710.5k $1.8m $1.8m 0.01% Reduced -98 -98
56 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 10,14810.1k $1.7m $1.7m 0.00% New
57 Summit Financial, LLC 0.02% of their portfolio PARSIPPANY, NJ 9,8739.9k $1.7m $1.7m 0.02% Reduced -1.1k -1,115
58 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 8,9278.9k $1.5m $1.5m 0.00% Reduced -624 -624
59 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 8,9108.9k $1.5m $1.5m 0.00% Added +800 +800
60 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 8,7138.7k $1.5m $1.5m 0.00% Added +184 +184
61 FourThought Financial Partners, LLC 0.12% of their portfolio VENICE, FL 8,4498.4k $1.4m $1.4m 0.12% Reduced -165 -165
62 Roundview Capital LLC 0.09% of their portfolio PRINCETON, NJ 8,3798.4k $1.4m $1.4m 0.09% Reduced -78 -78
63 NICOLET BANKSHARES INC 0.05% of their portfolio GREEN BAY, WI 8,2748.3k $1.4m $1.4m 0.05% New
64 Jordan Park Group LLC 0.07% of their portfolio SAN FRANCISCO, CA 8,0238.0k $1.3m $1.3m 0.07% Unchanged
65 TOBIAS FINANCIAL ADVISORS, INC. 0.17% of their portfolio Plantation, FL 7,4947.5k $1.3m $1.3m 0.17% Reduced -167 -167
66 GREAT VALLEY ADVISOR GROUP, INC. 0.02% of their portfolio WILMINGTON, DE 7,3147.3k $1.2m $1.2m 0.02% Added +654 +654
67 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 7,1757.2k $1.2m $1.2m 0.00% Reduced -1.9k -1,941
68 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 6,5396.5k $1.1m $1.1m 0.00% Added +84 +84
69 Sigma Planning Corp 0.03% of their portfolio ANN ARBOR, MI 6,3826.4k $1.1m $1.1m 0.03% Added +113 +113
70 Wrenne Financial Planning LLC 0.39% of their portfolio Lexington, KY 5,9926.0k $1.0m $1.0m 0.39% Reduced -16 -16
71 Morangie Management LLC 0.91% of their portfolio New York, NY 5,9295.9k $991.4k $991.4k 0.91% Unchanged
72 McLean Asset Management Corp 0.16% of their portfolio TYSONS, VA 5,4675.5k $914.2k $914.2k 0.16% Reduced -37 -37
73 Brooklyn FI, LLC 0.19% of their portfolio NEW YORK, NY 5,2795.3k $882.8k $882.8k 0.19% Reduced -58 -58
74 Dickmeyer Boyce Financial Management, Inc. 0.51% of their portfolio FORT WAYNE, IN 5,1975.2k $869.0k $869.0k 0.51% First filing
75 Mariner, LLC 0.00% of their portfolio Overland Park, KS 4,9494.9k $827.5k $827.5k 0.00% Reduced -13 -13
76 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 4,8924.9k $818.3k $818.3k 0.00% Reduced -290 -290
77 IVC Wealth Advisors LLC 0.31% of their portfolio SILVERDALE, PA 4,3294.3k $723.8k $723.8k 0.31% Reduced -65 -65
78 Michels Family Financial, LLC 0.52% of their portfolio FORT WORTH, TX 4,3274.3k $723.5k $723.5k 0.52% Reduced -14 -14
79 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 4,2444.2k $709.7k $709.7k 0.00% Unchanged
80 MONETA GROUP INVESTMENT ADVISORS LLC 0.01% of their portfolio ST LOUIS, MO 4,0964.1k $685.0k $685.0k 0.01% Added +298 +298
81 Composition Wealth, LLC 0.01% of their portfolio LOS ANGELES, CA 4,0804.1k $682.2k $682.2k 0.01% Reduced -512 -512
82 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 4,0734.1k $681.1k $681.1k 0.00% Added +90 +90
83 1900 WEALTH MANAGEMENT LLC 0.04% of their portfolio SAN ANTONIO, TX 3,9684.0k $663.5k $663.5k 0.04% Added +325 +325
84 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 3,6693.7k $603.2k $603.2k 0.00% Added +1.1k +1,105
85 Clear Retirement Advice LLC 0.47% of their portfolio SAN MATEO, CA 3,6133.6k $604.2k $604.2k 0.47% Reduced -33 -33
86 Kelsey Financial, LLC 0.53% of their portfolio MOORPARK, CA 3,6093.6k $603.5k $603.5k 0.53% Reduced -25 -25
87 Ascentis Independent Advisors 0.04% of their portfolio DALLAS, TX 3,3833.4k $565.7k $565.7k 0.04% New
88 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 3,3493.3k $560.0k $560.0k 0.00% Reduced -63 -63
89 AdvisorNet Financial, Inc 0.03% of their portfolio MINNETONKA, MN 3,2183.2k $538.2k $538.2k 0.03% Reduced -147 -147
90 Tennessee Valley Asset Management Partners 0.07% of their portfolio KNOXVILLE, TN 3,0983.1k $518.0k $518.0k 0.07% Unchanged
91 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 3,0003.0k $501.7k $501.7k 0.01% Unchanged
92 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 2,8562.9k $477.6k $477.6k 0.00% Added +10 +10
93 Stordahl Capital Management, Inc. 0.10% of their portfolio GREENWOOD VILLAGE, CO 2,8102.8k $469.9k $469.9k 0.10% Reduced -17 -17
94 Sound Financial Strategies Group, LLC 0.31% of their portfolio MADISON, MS 2,7432.7k $458.7k $458.7k 0.31% New
95 FIRST NATIONAL BANK OF OMAHA 0.01% of their portfolio OMAHA, NE 2,7402.7k $446.4k $446.4k 0.01% Unchanged
96 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 2,6942.7k $450.5k $450.5k 0.00% Reduced -3.1k -3,064
97 MOSAIC FINANCIAL GROUP, LLC 0.32% of their portfolio CHICAGO, IL 2,6582.7k $445.0k $445.0k 0.32% Added +9 +9
98 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 2,6572.7k $444.3k $444.3k 0.00% Reduced -802 -802
99 FAS Wealth Partners, Inc. 0.03% of their portfolio LEAWOOD, KS 2,6562.7k $444.1k $444.1k 0.03% Added +10 +10
100 Investor's Fiduciary Advisor Network, LLC 0.14% of their portfolio SNOQUALMIE, WA 2,6502.6k $443.0k $443.0k 0.14% Added +80 +80