Vault-13

VANGUARD SCOTTSDALE FDS VTWV

VNG RUS2000VAL · ETP · CUSIP 92206C649

193 institutional holders +0 vs Q1 2026
3,163,0793.2m shares reported held*
$616.9mreported value*
15 new 54 added 64 reduced 12 sold out net bought ≈ $13.9m (+71.2k 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 ($676.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $195.03.

Trends to Q2 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: 193Q2 26: 193193Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026193

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 25Q1 26: 82 bought or addedQ1 26: 69 cut or sold outQ2 26: 69 bought or addedQ2 26: 76 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20246057
Q4 20246858
Q1 20257268
Q2 20256760
Q3 20257052
Q4 20258345
Q1 20268269
Q2 20266976

Biggest buyers

MORGAN STANLEY Added +89,712+89.7k
Savant Capital, LLC Added +45,892+45.9k
Equitable Holdings, Inc. Added +26,939+26.9k
Zhang Financial LLC Added +19,899+19.9k
ROYAL BANK OF CANADA Added +13,856+13.9k
FIRST AMERICAN TRUST, FSB Added +12,086+12.1k
Sowell Financial Services LLC New +11,666+11.7k
AMG National Trust Bank Added +7,034+7.0k
WELLS FARGO & COMPANY/MN Added +5,659+5.7k
UBS Group AG Added +3,298+3.3k

Biggest sellers

Private Advisor Group, LLC Reduced -91,106-91.1k
Kestra Advisory Services, LLC Reduced -17,579-17.6k
TWO SIGMA INVESTMENTS, LP Reduced -9,800-9.8k
AMERIPRISE FINANCIAL INC Reduced -7,006-7.0k
BANK OF AMERICA CORP /DE/ Reduced -6,862-6.9k
Pathstone Holdings, LLC Reduced -6,754-6.8k
Virtue Capital Management, LLC Reduced -5,083-5.1k
BlackRock, Inc. Reduced -4,835-4.8k
Rockefeller Capital Management L.P. Reduced -4,559-4.6k
COMMERCE BANK Reduced -3,497-3.5k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 418,871418.9k $81.9m $81.9m 0.01% Reduced -6.9k -6,862
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 287,799287.8k $56.2m $56.2m 0.00% Added +89.7k +89,712
3 Pathstone Holdings, LLC 0.12% of their portfolio ENGLEWOOD, NJ 204,471204.5k $40.0m $40.0m 0.12% Reduced -6.8k -6,754
4 COMMERCE BANK 0.10% of their portfolio KANSAS CITY, MO 120,264120.3k $23.5m $23.5m 0.10% Reduced -3.5k -3,497
5 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 117,898117.9k $23.0m $23.0m 0.01% Added +795 +795
6 Equitable Holdings, Inc. 0.12% of their portfolio NEW YORK, NY 98,68798.7k $19.3m $19.3m 0.12% Added +26.9k +26,939
7 QUEST INVESTMENT MANAGEMENT LLC 2.23% of their portfolio LAKE OSWEGO, OR 97,64397.6k $19.1m $19.1m 2.23% Unchanged
8 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 95,39695.4k $18.6m $18.6m 0.00% Added +5.7k +5,659
9 Savant Capital, LLC 0.05% of their portfolio ROCKFORD, IL 91,79191.8k $16.6m $16.6m 0.05% Added +45.9k +45,892
10 Rockefeller Capital Management L.P. 0.03% of their portfolio NEW YORK, NY 86,29886.3k $16.9m $16.9m 0.03% Reduced -4.6k -4,559
11 Bragg Financial Advisors, Inc 0.43% of their portfolio CHARLOTTE, NC 82,24782.2k $16.1m $16.1m 0.43% Reduced -1.5k -1,456
12 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 68,52268.5k $13.4m $13.4m 0.00% Reduced -7.0k -7,006
13 FIRST AMERICAN TRUST, FSB 0.79% of their portfolio SANTA ANA, CA 67,14367.1k $13.1m $13.1m 0.79% Added +12.1k +12,086
14 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 59,43059.4k $11.6m $11.6m 0.01% Reduced -1.3k -1,315
15 WestHill Financial Advisors, Inc. 1.93% of their portfolio San Rafael, CA 57,95758.0k $11.3m $11.3m 1.93% Reduced -276 -276
16 AMG National Trust Bank 0.22% of their portfolio GREENWOOD VILLAGE, CO 55,78355.8k $10.9m $10.9m 0.22% Added +7.0k +7,034
17 Financial Advisory Corp 1.30% of their portfolio Grand Rapids, MI 50,16050.2k $9.8m $9.8m 1.30% Reduced -122 -122
18 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 46,65846.7k $9.1m $9.1m 0.00% Reduced -1.2k -1,160
19 Institute for Wealth Management, LLC. 0.74% of their portfolio DENVER, CO 42,83542.8k $8.4m $8.4m 0.74% Reduced -528 -528
20 UBS Group AG 0.00% of their portfolio ZURICH, V8 41,83641.8k $8.2m $8.2m 0.00% Added +3.3k +3,298
21 RWA WEALTH PARTNERS, LLC 0.07% of their portfolio BOSTON, MA 37,90837.9k $7.4m $7.4m 0.07% Added +421 +421
22 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 33,84733.8k $6.6m $6.6m 0.00% Added +2.6k +2,601
23 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 32,27532.3k $6.3m $6.3m 0.01% Reduced -1.3k -1,337
24 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 28,88328.9k $5.6m $5.6m 0.01% Reduced -67 -67
25 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 26,23326.2k $5.1m $5.1m 0.00% Unchanged
26 BERKSHIRE ASSET MANAGEMENT LLC/PA 0.20% of their portfolio WILKES BARRE, PA 26,19626.2k $5.1m $5.1m 0.20% Added +2.0k +2,029
27 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.03% of their portfolio NEW YORK, NY 25,80125.8k $5.0m $5.0m 0.03% Reduced -1.3k -1,297
28 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 25,54025.5k $5.0m $5.0m 0.00% Added +13.9k +13,856
29 PW Nova Financial Services LLC 1.06% of their portfolio NEWTOWN, PA 25,26025.3k $4.9m $4.9m 1.06% Reduced -64 -64
30 Virtue Capital Management, LLC 0.66% of their portfolio BRENTWOOD, TN 25,10025.1k $4.9m $4.9m 0.66% Reduced -5.1k -5,083
31 Zhang Financial LLC 0.13% of their portfolio PORTAGE, MI 21,92321.9k $4.3m $4.3m 0.13% Added +19.9k +19,899
32 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 20,88320.9k $4.1m $4.1m 0.00% Added +142 +142
33 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 19,78819.8k $3.9m $3.9m 0.00% Added +953 +953
34 BlackRock, Inc. 0.00% of their portfolio New York, NY 18,52018.5k $3.6m $3.6m 0.00% Reduced -4.8k -4,835
35 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 18,24118.2k $3.6m $3.6m 0.01% Reduced -17.6k -17,579
36 CIBC WORLD MARKET INC. 0.01% of their portfolio TORONTO, A6 17,35217.4k $3.4m $3.4m 0.01% Unchanged
37 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 16,98117.0k $3.3m $3.3m 0.00% Reduced -1.3k -1,279
38 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.04% of their portfolio CINCINNATI, OH 16,82916.8k $3.3m $3.3m 0.04% Unchanged
39 Rodgers & Associates, LTD 0.27% of their portfolio Lancaster, PA 15,35915.4k $3.0m $3.0m 0.27% Reduced -134 -134
40 Phoenix Wealth Advisors 1.00% of their portfolio CHAPEL HILL, NC 15,21815.2k $3.0m $3.0m 1.00% Added +677 +677
41 Allegheny Financial Group 0.31% of their portfolio Pittsburgh, PA 15,12915.1k $3.0m $3.0m 0.31% Reduced -797 -797
42 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 14,80014.8k $2.9m $2.9m 0.00% Reduced -9.8k -9,800
43 LBJ Family Wealth Advisors, Ltd. 1.43% of their portfolio AUSTIN, TX 14,36314.4k $2.8m $2.8m 1.43% Reduced -87 -87
44 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 14,21114.2k $2.8m $2.8m 0.00% Added +263 +263
45 NYL Investors LLC 1.06% of their portfolio NEW YORK, NY 14,20614.2k $2.8m $2.8m 1.06% Unchanged
46 Wealth Dimensions Group, Ltd. 0.49% of their portfolio CINCINNATI, OH 14,04014.0k $2.7m $2.7m 0.49% Reduced -47 -47
47 D.A. DAVIDSON & CO. 0.02% of their portfolio GREAT FALLS, MT 13,97014.0k $2.7m $2.7m 0.02% Unchanged
48 Clearstead Advisors, LLC 0.02% of their portfolio CLEVELAND, OH 13,11313.1k $2.6m $2.6m 0.02% Added +2 +2
49 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 12,34312.3k $2.4m $2.4m 0.00% Added +2.2k +2,195
50 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 11,90311.9k $2.3m $2.3m 0.00% Reduced -609 -609
51 Sowell Financial Services LLC 0.07% of their portfolio NORTH LITTLE ROCK, AR 11,66611.7k $2.3m $2.3m 0.07% New
52 OPPENHEIMER & CO INC 0.02% of their portfolio NEW YORK, NY 11,55711.6k $2.3m $2.3m 0.02% Added +559 +559
53 Gibraltar Capital Management, Inc. 0.34% of their portfolio TULSA, OK 11,25011.2k $2.2m $2.2m 0.34% Unchanged
54 Gotham Asset Management, LLC 0.00% of their portfolio NEW YORK, NY 10,54710.5k $2.1m $2.1m 0.00% Unchanged
55 Summit Financial, LLC 0.02% of their portfolio PARSIPPANY, NJ 9,3819.4k $1.8m $1.8m 0.02% Reduced -492 -492
56 Fifth Third Securities, Inc. 0.10% of their portfolio Cincinnati, OH 9,1529.2k $1.8m $1.8m 0.10% Reduced -2.0k -2,033
57 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 8,9278.9k $1.7m $1.7m 0.00% Unchanged
58 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 8,8608.9k $1.7m $1.7m 0.00% Added +147 +147
59 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 8,8468.8k $1.7m $1.7m 0.00% Reduced -64 -64
60 FourThought Financial Partners, LLC 0.13% of their portfolio VENICE, FL 8,3938.4k $1.6m $1.6m 0.13% Reduced -56 -56
61 Roundview Capital LLC 0.09% of their portfolio PRINCETON, NJ 8,3798.4k $1.6m $1.6m 0.09% Unchanged
62 NICOLET BANKSHARES INC 0.05% of their portfolio GREEN BAY, WI 7,8937.9k $1.5m $1.5m 0.05% Reduced -381 -381
63 TOBIAS FINANCIAL ADVISORS, INC. 0.19% of their portfolio Plantation, FL 7,4947.5k $1.5m $1.5m 0.19% Unchanged
64 GREAT VALLEY ADVISOR GROUP, INC. 0.02% of their portfolio WILMINGTON, DE 7,4367.4k $1.5m $1.5m 0.02% Added +122 +122
65 Jordan Park Group LLC 0.07% of their portfolio SAN FRANCISCO, CA 6,7896.8k $1.3m $1.3m 0.07% Reduced -1.2k -1,234
66 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 6,6506.7k $1.3m $1.3m 0.00% Added +111 +111
67 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 6,3806.4k $1.2m $1.2m 0.00% Reduced -795 -795
68 Morangie Management LLC 0.96% of their portfolio New York, NY 5,9295.9k $1.2m $1.2m 0.96% Unchanged
69 Dickmeyer Boyce Financial Management, Inc. 0.57% of their portfolio FORT WAYNE, IN 5,6245.6k $1.1m $1.1m 0.57% Added +427 +427
70 Wrenne Financial Planning LLC 0.37% of their portfolio Lexington, KY 5,5445.5k $1.1m $1.1m 0.37% Reduced -448 -448
71 McLean Asset Management Corp 0.14% of their portfolio TYSONS, VA 5,4645.5k $1.1m $1.1m 0.14% Reduced -3 -3
72 Mariner, LLC 0.00% of their portfolio Overland Park, KS 5,3245.3k $1.0m $1.0m 0.00% Added +375 +375
73 Sigma Planning Corp 0.03% of their portfolio ANN ARBOR, MI 5,3185.3k $1.0m $1.0m 0.03% Reduced -1.1k -1,064
74 Brooklyn FI, LLC 0.19% of their portfolio NEW YORK, NY 5,2795.3k $1.0m $1.0m 0.19% Unchanged
75 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 4,5234.5k $884.0k $884.0k 0.00% Reduced -91.1k -91,106
76 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 4,4484.4k $869.4k $869.4k 0.00% Reduced -444 -444
77 Michels Family Financial, LLC 0.54% of their portfolio FORT WORTH, TX 4,2964.3k $839.7k $839.7k 0.54% Reduced -31 -31
78 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 4,2444.2k $829.4k $829.4k 0.00% Unchanged
79 IVC Wealth Advisors LLC 0.32% of their portfolio SILVERDALE, PA 4,1944.2k $819.6k $819.6k 0.32% Reduced -135 -135
80 MONETA GROUP INVESTMENT ADVISORS LLC 0.01% of their portfolio ST LOUIS, MO 4,1034.1k $801.9k $801.9k 0.01% Added +7 +7
81 Composition Wealth, LLC 0.01% of their portfolio LOS ANGELES, CA 4,0944.1k $800.1k $800.1k 0.01% Added +14 +14
82 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 4,0554.1k $792.5k $792.5k 0.00% Reduced -18 -18
83 1900 WEALTH MANAGEMENT LLC 0.04% of their portfolio SAN ANTONIO, TX 3,7133.7k $725.7k $725.7k 0.04% Reduced -255 -255
84 Clear Retirement Advice LLC 0.48% of their portfolio SAN MATEO, CA 3,6133.6k $706.1k $706.1k 0.48% Unchanged
85 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 3,4153.4k $667.8k $667.8k 0.00% Reduced -254 -254
86 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 3,4063.4k $666.0k $666.0k 0.00% Added +57 +57
87 Kelsey Financial, LLC 0.48% of their portfolio MOORPARK, CA 3,2313.2k $631.5k $631.5k 0.48% Reduced -378 -378
88 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 3,2123.2k $627.7k $627.7k 0.00% Added +555 +555
89 AdvisorNet Financial, Inc 0.03% of their portfolio MINNETONKA, MN 3,1733.2k $620.2k $620.2k 0.03% Reduced -45 -45
90 Tennessee Valley Asset Management Partners 0.07% of their portfolio KNOXVILLE, TN 3,0983.1k $605.5k $605.5k 0.07% Unchanged
91 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 3,0003.0k $586.3k $586.3k 0.01% Unchanged
92 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 2,8562.9k $558.2k $558.2k 0.00% Unchanged
93 Sound Financial Strategies Group, LLC 0.35% of their portfolio MADISON, MS 2,8002.8k $547.2k $547.2k 0.35% Added +57 +57
94 Stordahl Capital Management, Inc. 0.10% of their portfolio GREENWOOD VILLAGE, CO 2,7652.8k $540.4k $540.4k 0.10% Reduced -45 -45
95 Investor's Fiduciary Advisor Network, LLC 0.18% of their portfolio SNOQUALMIE, WA 2,7422.7k $535.0k $535.0k 0.18% Added +92 +92
96 FIRST NATIONAL BANK OF OMAHA 0.02% of their portfolio OMAHA, NE 2,7402.7k $534.8k $534.8k 0.02% Unchanged
97 MOSAIC FINANCIAL GROUP, LLC 0.33% of their portfolio CHICAGO, IL 2,6682.7k $521.0k $521.0k 0.33% Added +10 +10
98 FAS Wealth Partners, Inc. 0.03% of their portfolio LEAWOOD, KS 2,6662.7k $521.0k $521.0k 0.03% Added +10 +10
99 LOM Asset Management Ltd 0.13% of their portfolio Hamilton, D0 2,6002.6k $508.1k $508.1k 0.13% Added +1.2k +1,238
100 Curi Capital, LLC 0.01% of their portfolio CHICAGO, IL 2,5282.5k $494.1k $494.1k 0.01% Unchanged