Vault-13

VANGUARD SCOTTSDALE FDS VONV

VNG RUS1000VAL · ETP · CUSIP 92206C714

499 institutional holders +17 vs Q2 2025
107,354,217107.4m shares reported held*
$9.6bnreported value*
48 new 194 added 143 reduced 21 sold out net bought ≈ $1.2bn (+12.8m 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 ($3.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $89.35.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 281Q4 22: 311Q1 23: 321Q2 23: 333Q3 23: 344Q4 23: 367Q1 24: 370Q2 24: 392Q3 24: 403Q4 24: 443Q1 25: 464Q2 25: 482Q3 25: 499499Q3 22Q2 23Q1 24Q4 24Q3 25
Numbers
QuarterHolders
Q3 2022281
Q4 2022311
Q1 2023321
Q2 2023333
Q3 2023344
Q4 2023367
Q1 2024370
Q2 2024392
Q3 2024403
Q4 2024443
Q1 2025464
Q2 2025482
Q3 2025499

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q4 23: 156 bought or addedQ4 23: 142 cut or sold outQ1 24: 172 bought or addedQ1 24: 146 cut or sold outQ1 24Q2 24: 160 bought or addedQ2 24: 141 cut or sold outQ3 24: 197 bought or addedQ3 24: 137 cut or sold outQ3 24Q4 24: 220 bought or addedQ4 24: 119 cut or sold outQ1 25: 237 bought or addedQ1 25: 156 cut or sold outQ1 25Q2 25: 220 bought or addedQ2 25: 176 cut or sold outQ3 25: 242 bought or addedQ3 25: 164 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023156142
Q1 2024172146
Q2 2024160141
Q3 2024197137
Q4 2024220119
Q1 2025237156
Q2 2025220176
Q3 2025242164

Biggest buyers

Phoenix Financial Ltd. New +5,808,000+5.8m
WELLINGTON MANAGEMENT GROUP LLP Added +4,894,074+4.9m
MACQUARIE GROUP LTD Added +1,652,030+1.7m
BANK OF AMERICA CORP /DE/ Added +823,792+823.8k
JPMORGAN CHASE & CO Added +600,635+600.6k
OSAIC HOLDINGS, INC. Added +375,298+375.3k
LPL Financial LLC Added +336,639+336.6k
TRUIST FINANCIAL CORP Added +271,652+271.7k
AMERIPRISE FINANCIAL INC Added +261,135+261.1k
EXCHANGE TRADED CONCEPTS, LLC Added +162,793+162.8k

Biggest sellers

FRANKLIN RESOURCES INC Reduced -858,025-858.0k
ROYAL BANK OF CANADA Reduced -538,892-538.9k
Rockefeller Capital Management L.P. Reduced -407,732-407.7k
ENVESTNET ASSET MANAGEMENT INC Reduced -405,367-405.4k
MML INVESTORS SERVICES, LLC Reduced -352,142-352.1k
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV Reduced -313,149-313.1k
Pathstone Holdings, LLC Reduced -195,759-195.8k
Sequoia Financial Advisors, LLC Reduced -190,739-190.7k
BNP PARIBAS FINANCIAL MARKETS Sold out -175,014-175.0k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -159,823-159.8k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.19% of their portfolio CHARLOTTE, NC 28,476,08828.5m $2.5bn $2.5bn 0.19% Added +823.8k +823,792
2 LPL Financial LLC 0.27% of their portfolio FORT MILL, SC 10,527,14810.5m $940.8m $940.8m 0.27% Added +336.6k +336,639
3 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 5,876,0735.9m $525.1m $525.1m 0.03% Added +152.6k +152,564
4 Phoenix Financial Ltd. 3.30% of their portfolio Givatayim, L3 5,808,0005.8m $519.1m $519.1m 3.30% New
5 WELLINGTON MANAGEMENT GROUP LLP 0.08% of their portfolio Boston, MA 5,275,1875.3m $471.4m $471.4m 0.08% Added +4.9m +4,894,074
6 TIAA TRUST, NATIONAL ASSOCIATION 0.99% of their portfolio CHARLOTTE, NC 4,545,3914.5m $406.2m $406.2m 0.99% Added +144.5k +144,549
7 SageView Advisory Group, LLC 8.52% of their portfolio Newport Beach, CA 2,762,2372.8m $246.9m $246.9m 8.52% Reduced -17.9k -17,899
8 UBS Group AG 0.05% of their portfolio ZURICH, V8 2,750,5582.8m $245.8m $245.8m 0.05% Added +48.1k +48,051
9 ENVESTNET ASSET MANAGEMENT INC 0.05% of their portfolio Berwyn, PA 1,826,1621.8m $163.2m $163.2m 0.05% Reduced -405.4k -405,367
10 MACQUARIE GROUP LTD 0.18% of their portfolio Sydney, NSW 2000, C3 1,677,7841.7m $149.9m $149.9m 0.18% Added +1.7m +1,652,030
11 Janney Montgomery Scott LLC 0.35% of their portfolio PHILADELPHIA, PA 1,633,2361.6m $146.0m $146.0m 0.35% Added +37.4k +37,416
12 TRUIST FINANCIAL CORP 0.18% of their portfolio CHARLOTTE, NC 1,475,4451.5m $131.9m $131.9m 0.18% Added +271.7k +271,652
13 RAYMOND JAMES FINANCIAL INC 0.04% of their portfolio ST. PETERSBURG, FL 1,433,4301.4m $128.1m $128.1m 0.04% Added +33.4k +33,425
14 COMMONWEALTH EQUITY SERVICES, LLC 0.16% of their portfolio WALTHAM, MA 1,380,8621.4m $123.4m $123.4m 0.16% Reduced -159.8k -159,823
15 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 1,358,2521.4m $121.4m $121.4m 0.02% Reduced -35.4k -35,366
16 Pathstone Holdings, LLC 0.42% of their portfolio ENGLEWOOD, NJ 1,226,2021.2m $109.6m $109.6m 0.42% Reduced -195.8k -195,759
17 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,177,8621.2m $105.3m $105.3m 0.00% Added +600.6k +600,635
18 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 1,078,0781.1m $96.4m $96.4m 0.02% Added +261.1k +261,135
19 CITIGROUP INC 0.06% of their portfolio NEW YORK, NY 1,044,8281.0m $93.4m $93.4m 0.06% Reduced -7.9k -7,918
20 Global Strategic Investment Solutions, LLC 8.11% of their portfolio Scottsdale, AZ 909,920909.9k $81.3m $81.3m 8.11% Added +35.2k +35,161
21 Equitable Holdings, Inc. 0.57% of their portfolio NEW YORK, NY 862,843862.8k $77.1m $77.1m 0.57% Added +21.7k +21,710
22 OSAIC HOLDINGS, INC. 0.10% of their portfolio SCOTTSDALE, AZ 831,794831.8k $74.1m $74.1m 0.10% Added +375.3k +375,298
23 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 818,694818.7k $73.2m $73.2m 0.01% Added +107.6k +107,572
24 Aaron Wealth Advisors LLC 4.38% of their portfolio Chicago, IL 810,318810.3k $72.4m $72.4m 4.38% Added +78.9k +78,886
25 PNC Financial Services Group, Inc. 0.04% of their portfolio Pittsburgh, PA 767,504767.5k $68.6m $68.6m 0.04% Reduced -16.0k -16,032
26 WestHill Financial Advisors, Inc. 13.07% of their portfolio San Rafael, CA 746,263746.3k $66.7m $66.7m 13.07% Added +28.6k +28,633
27 Adventist Health System/ West 10.09% of their portfolio Roseville, CA 692,800692.8k $61.9m $61.9m 10.09% Unchanged
28 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 605,696605.7k $54.1m $54.1m 0.01% Reduced -538.9k -538,892
29 Hapanowicz & Associates Financial Services, Inc 24.96% of their portfolio PITTSBURGH, PA 604,945604.9k $54.1m $54.1m 24.96% Added +16.8k +16,766
30 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 0.87% of their portfolio BOSTON, MA 530,123530.1k $47.4m $47.4m 0.87% Added +10.9k +10,886
31 HighTower Advisors, LLC 0.05% of their portfolio CHICAGO, IL 473,484473.5k $42.3m $42.3m 0.05% Added +8.6k +8,594
32 Rockefeller Capital Management L.P. 0.08% of their portfolio NEW YORK, NY 451,164451.2k $40.3m $40.3m 0.08% Reduced -407.7k -407,732
33 Sequoia Financial Advisors, LLC 0.22% of their portfolio Akron, OH 398,831398.8k $35.6m $35.6m 0.22% Reduced -190.7k -190,739
34 EXCHANGE TRADED CONCEPTS, LLC 0.34% of their portfolio Oklahoma City, OK 396,879396.9k $35.5m $35.5m 0.34% Added +162.8k +162,793
35 CAPTRUST FINANCIAL ADVISORS 0.07% of their portfolio RALEIGH, NC 386,643386.6k $34.6m $34.6m 0.07% Added +5.0k +5,046
36 MML INVESTORS SERVICES, LLC 0.09% of their portfolio SPRINGFIELD, MA 386,553386.6k $34.5m $34.5m 0.09% Reduced -352.1k -352,142
37 CONDOR CAPITAL MANAGEMENT 2.81% of their portfolio MARTINSVILLE, NJ 383,809383.8k $34.3m $34.3m 2.81% Added +4.7k +4,734
38 Parkside Financial Bank & Trust 2.61% of their portfolio SAINT LOUIS, MO 377,483377.5k $33.7m $33.7m 2.61% Added +6.3k +6,319
39 COMERICA BANK 0.12% of their portfolio DALLAS, TX 358,049358.0k $32.0m $32.0m 0.12% Reduced -56.7k -56,713
40 Brio Consultants, LLC 4.25% of their portfolio SAN FRANCISCO, CA 345,535345.5k $30.9m $30.9m 4.25% Added +12.6k +12,631
41 Lido Advisors, LLC 0.13% of their portfolio Los Angeles, CA 343,947343.9k $30.7m $30.7m 0.13% Added +7.1k +7,137
42 Bernardo Wealth Planning LLC 5.89% of their portfolio HARLEYSVILLE, PA 335,966336.0k $30.0m $30.0m 5.89% Added +1.0k +1,017
43 Wealth Dimensions Group, Ltd. 5.88% of their portfolio CINCINNATI, OH 320,217320.2k $28.6m $28.6m 5.88% Added +11.8k +11,759
44 Focus Partners Wealth 0.05% of their portfolio ST LOUIS, MO 315,736315.7k $28.2m $28.2m 0.05% Added +927 +927
45 Windward Private Wealth Management Inc. 9.53% of their portfolio OVERLAND PARK, KS 308,952309.0k $27.6m $27.6m 9.53% Added +8.2k +8,153
46 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.18% of their portfolio NEW YORK, NY 308,926308.9k $27.6m $27.6m 0.18% Added +7.4k +7,446
47 Global Retirement Partners, LLC 0.61% of their portfolio San Rafael, CA 306,037306.0k $27.4m $27.4m 0.61% Added +5.0k +4,970
48 COMMERCE BANK 0.15% of their portfolio KANSAS CITY, MO 293,635293.6k $26.2m $26.2m 0.15% Added +42.7k +42,671
49 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 286,087286.1k $25.6m $25.6m 0.03% Added +39.7k +39,697
50 M&T Bank Corp 0.08% of their portfolio BUFFALO, NY 269,465269.5k $24.1m $24.1m 0.08% Reduced -2.6k -2,619
51 Verdence Capital Advisors LLC 1.33% of their portfolio HUNT VALLEY, MD 252,651252.7k $23.0m $23.0m 1.33% Added +33.8k +33,784
52 Private Advisor Group, LLC 0.11% of their portfolio MORRISTOWN, NJ 252,195252.2k $22.5m $22.5m 0.11% Added +49.5k +49,488
53 Clearstead Advisors, LLC 0.33% of their portfolio CLEVELAND, OH 251,314251.3k $22.5m $22.5m 0.33% Reduced -2.0k -2,025
54 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio PLYMOUTH, MN 240,371240.4k $21.6m $21.6m 0.03% Added +3.2k +3,221
55 NATIXIS ADVISORS, LLC 0.03% of their portfolio Boston, MA 240,140240.1k $21.5m $21.5m 0.03% Added +4.8k +4,841
56 Financial Synergies Wealth Advisors, Inc. 2.02% of their portfolio HOUSTON, TX 222,960223.0k $19.9m $19.9m 2.02% Reduced -1.6k -1,578
57 FSM Wealth Advisors, LLC 2.73% of their portfolio CLEVELAND, OH 216,319216.3k $19.3m $19.3m 2.73% Added +6.7k +6,675
58 Balentine LLC 0.69% of their portfolio ATLANTA, GA 209,112209.1k $18.7m $18.7m 0.69% Reduced -16.7k -16,683
59 Waldron Private Wealth LLC 0.75% of their portfolio BRIDGEVILLE, PA 207,376207.4k $18.5m $18.5m 0.75% Reduced -11.4k -11,359
60 Mariner, LLC 0.02% of their portfolio Overland Park, KS 189,165189.2k $16.9m $16.9m 0.02% Added +973 +973
61 Beacon Pointe Advisors, LLC 0.14% of their portfolio NEWPORT BEACH, CA 179,315179.3k $16.0m $16.0m 0.14% Reduced -22.6k -22,628
62 Sanctuary Advisors, LLC 0.05% of their portfolio INDIANAPOLIS, IN 174,664174.7k $15.0m $15.0m 0.05% Added +115.7k +115,704
63 Allworth Financial LP 0.06% of their portfolio FOLSOM, CA 151,249151.2k $13.5m $13.5m 0.06% Reduced -1.7k -1,722
64 Arrowroot Family Office, LLC 5.43% of their portfolio MARINA DEL REY, CA 148,681148.7k $13.3m $13.3m 5.43% Added +8.1k +8,124
65 FourThought Financial Partners, LLC 1.15% of their portfolio VENICE, FL 146,204146.2k $13.1m $13.1m 1.15% Added +23.3k +23,328
66 Fifth Third Securities, Inc. 0.86% of their portfolio Cincinnati, OH 140,892140.9k $12.6m $12.6m 0.86% Added +1.2k +1,167
67 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 135,456135.5k $12.1m $12.1m 0.01% Added +13.9k +13,875
68 Kestra Advisory Services, LLC 0.05% of their portfolio AUSTIN, TX 123,380123.4k $11.0m $11.0m 0.05% Added +12.4k +12,384
69 Quantinno Capital Management LP 0.03% of their portfolio NEW YORK, NY 119,192119.2k $10.7m $10.7m 0.03% Reduced -19.2k -19,177
70 COUNTRY CLUB BANK 0.63% of their portfolio KANSAS CITY, MO 118,775118.8k $10.6m $10.6m 0.63% Added +1.5k +1,465
71 HIGHLAND CAPITAL MANAGEMENT, LLC 0.52% of their portfolio MEMPHIS, TN 115,804115.8k $10.3m $10.3m 0.52% Added +77 +77
72 Brand Asset Management Group, Inc. 2.82% of their portfolio CHESTERFIELD, MO 111,978112.0k $10.0m $10.0m 2.82% Added +3.8k +3,837
73 New York Life Investment Management LLC 0.08% of their portfolio New York, NY 106,167106.2k $9.5m $9.5m 0.08% Unchanged
74 Geneos Wealth Management Inc. 0.23% of their portfolio ENGLEWOOD, CO 100,483100.5k $9.0m $9.0m 0.23% Added +1.4k +1,374
75 HIGHLINE WEALTH PARTNERS LLC 2.41% of their portfolio SHERMAN OAKS, CA 100,261100.3k $9.0m $9.0m 2.41% Added +2.0k +2,046
76 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 97,27597.3k $8.7m $8.7m 0.00% Reduced -858.0k -858,025
77 WESTWOOD HOLDINGS GROUP INC 0.06% of their portfolio DALLAS, TX 93,00593.0k $8.3m $8.3m 0.06% Added +792 +792
78 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 88,08088.1k $7.9m $7.9m 0.01% Added +5.5k +5,542
79 IEQ CAPITAL, LLC 0.02% of their portfolio Foster City, CA 87,54087.5k $7.8m $7.8m 0.02% Added +4.3k +4,279
80 &PARTNERS 0.05% of their portfolio NASHVILLE, TN 87,51387.5k $7.8m $7.8m 0.05% Added +78.0k +77,995
81 FIRST MERCHANTS CORP 0.29% of their portfolio Muncie, IN 87,50087.5k $7.8m $7.8m 0.29% New
82 Diversified Enterprises, LLC 0.53% of their portfolio Wilmington, DE 87,42087.4k $7.8m $7.8m 0.53% Added +10.4k +10,418
83 Fund Evaluation Group, LLC 0.28% of their portfolio CINCINNATI, OH 86,40086.4k $7.7m $7.7m 0.28% New
84 Mutual Advisors, LLC 0.16% of their portfolio OMAHA, NE 80,13280.1k $7.2m $7.2m 0.16% Added +3.0k +3,042
85 Centric Wealth Management 1.60% of their portfolio CHICAGO, IL 80,11380.1k $7.2m $7.2m 1.60% Added +2.9k +2,930
86 Optas, LLC 1.19% of their portfolio DRIPPING SPRINGS, TX 78,50578.5k $7.0m $7.0m 1.19% Reduced -31.6k -31,614
87 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 78,36178.4k $7.0m $7.0m 0.03% Reduced -1.6k -1,620
88 Integrated Wealth Concepts LLC 0.06% of their portfolio WALTHAM, MA 78,17778.2k $7.0m $7.0m 0.06% Reduced -884 -884
89 BROWN ADVISORY INC 0.01% of their portfolio BALTIMORE, MD 78,03078.0k $7.0m $7.0m 0.01% Unchanged
90 MISSION WEALTH MANAGEMENT, LP 0.14% of their portfolio Santa Barbara, CA 77,63377.6k $6.9m $6.9m 0.14% Reduced -2.6k -2,632
91 SWAN Capital LLC 2.71% of their portfolio PENSACOLA, FL 74,70474.7k $6.7m $6.7m 2.71% Reduced -23.9k -23,908
92 SENTINEL WEALTH MANAGEMENT, INC. 5.77% of their portfolio RESTON, VA 74,30074.3k $6.6m $6.6m 5.77% Added +1.2k +1,161
93 Savant Capital, LLC 0.04% of their portfolio ROCKFORD, IL 70,23370.2k $6.3m $6.3m 0.04% Added +4.3k +4,269
94 Kera Capital Partners, Inc. 0.92% of their portfolio SACRAMENTO, CA 68,58168.6k $6.1m $6.1m 0.92% Reduced -39.3k -39,338
95 RFG Advisory, LLC 0.12% of their portfolio BIRMINGHAM, AL 67,60667.6k $6.0m $6.0m 0.12% Added +37.0k +37,040
96 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 66,78166.8k $6.0m $6.0m 0.00% Reduced -458 -458
97 Symphony Financial, Ltd. Co. 0.69% of their portfolio HOUSTON, TX 63,84463.8k $5.7m $5.7m 0.69% Added +1.2k +1,168
98 BOKF, NA 0.09% of their portfolio TULSA, OK 63,81563.8k $5.7m $5.7m 0.09% Added +21.0k +20,962
99 Curtis Advisory Group, LLC 1.28% of their portfolio SANTA BARBARA, CA 63,39063.4k $5.7m $5.7m 1.28% Added +1.3k +1,274
100 GOLDEN ROAD ADVISORS LLC 3.13% of their portfolio TAMPA, FL 60,47660.5k $5.4m $5.4m 3.13% Added +1.4k +1,401