Vault-13

VANGUARD SCOTTSDALE FDS VONV

VNG RUS1000VAL · ETP · CUSIP 92206C714

537 institutional holders +38 vs Q3 2025
100,311,002100.3m shares reported held*
$9.3bnreported value*
63 new 218 added 125 reduced 37 sold out net sold ≈ $668.7m (-7.2m 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 ($136.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $92.33.

Trends to Q4 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: 499Q4 25: 537537Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025537

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q1 24: 172 bought or addedQ1 24: 146 cut or sold outQ2 24: 160 bought or addedQ2 24: 141 cut or sold outQ2 24Q3 24: 197 bought or addedQ3 24: 137 cut or sold outQ4 24: 220 bought or addedQ4 24: 119 cut or sold outQ4 24Q1 25: 237 bought or addedQ1 25: 156 cut or sold outQ2 25: 220 bought or addedQ2 25: 176 cut or sold outQ2 25Q3 25: 242 bought or addedQ3 25: 164 cut or sold outQ4 25: 281 bought or addedQ4 25: 162 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024172146
Q2 2024160141
Q3 2024197137
Q4 2024220119
Q1 2025237156
Q2 2025220176
Q3 2025242164
Q4 2025281162

Biggest buyers

GOLDMAN SACHS GROUP INC Added +1,865,509+1.9m
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC New +1,333,304+1.3m
LPL Financial LLC Added +891,173+891.2k
Callan Family Office, LLC New +288,473+288.5k
Baird Financial Group, Inc. Added +260,565+260.6k
Cresset Asset Management, LLC Added +215,035+215.0k
BNP PARIBAS FINANCIAL MARKETS New +200,000+200.0k
SageView Advisory Group, LLC Added +193,595+193.6k
TIAA TRUST, NATIONAL ASSOCIATION Added +181,325+181.3k
JONES FINANCIAL COMPANIES LLLP Added +152,405+152.4k

Biggest sellers

WELLINGTON MANAGEMENT GROUP LLP Reduced -5,007,607-5.0m
BANK OF AMERICA CORP /DE/ Reduced -3,467,614-3.5m
Phoenix Financial Ltd. Reduced -3,445,700-3.4m
MACQUARIE GROUP LTD Sold out -1,677,784-1.7m
JPMORGAN CHASE & CO Reduced -591,441-591.4k
MORGAN STANLEY Reduced -351,055-351.1k
AMERIPRISE FINANCIAL INC Reduced -237,800-237.8k
NATIXIS ADVISORS, LLC Reduced -214,280-214.3k
UBS Group AG Reduced -97,132-97.1k
Sanctuary Advisors, LLC Reduced -83,235-83.2k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.17% of their portfolio CHARLOTTE, NC 25,008,47425.0m $2.3bn $2.3bn 0.17% Reduced -3.5m -3,467,614
2 LPL Financial LLC 0.29% of their portfolio FORT MILL, SC 11,418,32111.4m $1.1bn $1.1bn 0.29% Added +891.2k +891,173
3 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 5,525,0185.5m $510.0m $510.0m 0.03% Reduced -351.1k -351,055
4 TIAA TRUST, NATIONAL ASSOCIATION 1.05% of their portfolio CHARLOTTE, NC 4,726,7164.7m $436.3m $436.3m 1.05% Added +181.3k +181,325
5 SageView Advisory Group, LLC 9.22% of their portfolio Newport Beach, CA 2,955,8323.0m $272.8m $272.8m 9.22% Added +193.6k +193,595
6 GOLDMAN SACHS GROUP INC 0.04% of their portfolio NEW YORK, NY 2,684,2032.7m $247.8m $247.8m 0.04% Added +1.9m +1,865,509
7 UBS Group AG 0.05% of their portfolio ZURICH, V8 2,653,4262.7m $244.9m $244.9m 0.05% Reduced -97.1k -97,132
8 Phoenix Financial Ltd. 2.36% of their portfolio Givatayim, L3 2,362,3002.4m $218.0m $218.0m 2.36% Reduced -3.4m -3,445,700
9 ENVESTNET ASSET MANAGEMENT INC 0.05% of their portfolio Berwyn, PA 1,809,1571.8m $167.0m $167.0m 0.05% Reduced -17.0k -17,005
10 Janney Montgomery Scott LLC 0.35% of their portfolio PHILADELPHIA, PA 1,657,9071.7m $153.0m $153.0m 0.35% Added +24.7k +24,671
11 RAYMOND JAMES FINANCIAL INC 0.04% of their portfolio ST. PETERSBURG, FL 1,534,8871.5m $141.7m $141.7m 0.04% Added +101.5k +101,457
12 OpenArc Corporate Advisory, LLC 2.25% of their portfolio ATLANTA, GA 1,472,1301.5m $135.9m $135.9m 2.25% First filing
13 TRUIST FINANCIAL CORP 0.18% of their portfolio CHARLOTTE, NC 1,461,2121.5m $134.9m $134.9m 0.18% Reduced -14.2k -14,233
14 COMMONWEALTH EQUITY SERVICES, LLC 0.18% of their portfolio WALTHAM, MA 1,444,8881.4m $133.4m $133.4m 0.18% Added +64.0k +64,026
15 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 1,402,1461.4m $129.4m $129.4m 0.03% Added +43.9k +43,894
16 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% of their portfolio NEW YORK, NY 1,333,3041.3m $123.1m $123.1m 0.03% New
17 Pathstone Holdings, LLC 0.43% of their portfolio ENGLEWOOD, NJ 1,212,2131.2m $111.9m $111.9m 0.43% Reduced -14.0k -13,989
18 CITIGROUP INC 0.07% of their portfolio NEW YORK, NY 1,076,2121.1m $99.3m $99.3m 0.07% Added +31.4k +31,384
19 OSAIC HOLDINGS, INC. 0.13% of their portfolio SCOTTSDALE, AZ 981,971982.0k $90.7m $90.7m 0.13% Added +150.2k +150,177
20 Global Strategic Investment Solutions, LLC 8.14% of their portfolio Scottsdale, AZ 902,562902.6k $83.3m $83.3m 8.14% Reduced -7.4k -7,358
21 Aaron Wealth Advisors LLC 4.50% of their portfolio Chicago, IL 876,547876.5k $80.9m $80.9m 4.50% Added +66.2k +66,229
22 Equitable Holdings, Inc. 0.55% of their portfolio NEW YORK, NY 869,949869.9k $80.3m $80.3m 0.55% Added +7.1k +7,106
23 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 840,278840.3k $77.6m $77.6m 0.02% Reduced -237.8k -237,800
24 PNC Financial Services Group, Inc. 0.04% of their portfolio Pittsburgh, PA 771,849771.8k $71.2m $71.2m 0.04% Added +4.3k +4,345
25 WestHill Financial Advisors, Inc. 13.18% of their portfolio San Rafael, CA 751,666751.7k $69.4m $69.4m 13.18% Added +5.4k +5,403
26 Adventist Health System/ West 10.75% of their portfolio Roseville, CA 692,800692.8k $63.9m $63.9m 10.75% Unchanged
27 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 631,573631.6k $58.3m $58.3m 0.01% Added +25.9k +25,877
28 Hapanowicz & Associates Financial Services, Inc 22.07% of their portfolio PITTSBURGH, PA 610,117610.1k $56.3m $56.3m 22.07% Added +5.2k +5,172
29 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 586,421586.4k $54.1m $54.1m 0.00% Reduced -591.4k -591,441
30 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 0.80% of their portfolio BOSTON, MA 526,321526.3k $48.6m $48.6m 0.80% Reduced -3.8k -3,802
31 Rockefeller Capital Management L.P. 0.09% of their portfolio NEW YORK, NY 525,814525.8k $48.5m $48.5m 0.09% Added +74.7k +74,650
32 HighTower Advisors, LLC 0.05% of their portfolio CHICAGO, IL 483,238483.2k $44.6m $44.6m 0.05% Added +9.8k +9,754
33 EXCHANGE TRADED CONCEPTS, LLC 0.34% of their portfolio Oklahoma City, OK 442,063442.1k $40.8m $40.8m 0.34% Added +45.2k +45,184
34 MML INVESTORS SERVICES, LLC 0.09% of their portfolio SPRINGFIELD, MA 392,550392.6k $36.2m $36.2m 0.09% Added +6.0k +5,997
35 Parkside Financial Bank & Trust 2.67% of their portfolio SAINT LOUIS, MO 386,590386.6k $35.7m $35.7m 2.67% Added +9.1k +9,107
36 Sequoia Financial Advisors, LLC 0.20% of their portfolio Akron, OH 386,206386.2k $35.6m $35.6m 0.20% Reduced -12.6k -12,625
37 CONDOR CAPITAL MANAGEMENT 2.83% of their portfolio MARTINSVILLE, NJ 378,773378.8k $35.0m $35.0m 2.83% Reduced -5.0k -5,036
38 Verdence Capital Advisors LLC 2.07% of their portfolio HUNT VALLEY, MD 378,142378.1k $34.9m $34.9m 2.07% Added +125.5k +125,491
39 Brio Consultants, LLC 4.49% of their portfolio SAN FRANCISCO, CA 374,469374.5k $34.6m $34.6m 4.49% Added +28.9k +28,934
40 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.23% of their portfolio NEW YORK, NY 364,915364.9k $33.7m $33.7m 0.23% Added +56.0k +55,989
41 COMERICA BANK 0.13% of their portfolio DALLAS, TX 353,097353.1k $32.6m $32.6m 0.13% Reduced -5.0k -4,952
42 Bernardo Wealth Planning LLC 5.91% of their portfolio HARLEYSVILLE, PA 336,028336.0k $31.0m $31.0m 5.91% Added +62 +62
43 Wealth Dimensions Group, Ltd. 6.07% of their portfolio CINCINNATI, OH 331,276331.3k $30.6m $30.6m 6.07% Added +11.1k +11,059
44 Focus Partners Wealth 0.03% of their portfolio ST LOUIS, MO 327,053327.1k $30.2m $30.2m 0.03% Added +11.3k +11,317
45 Lido Advisors, LLC 0.12% of their portfolio Los Angeles, CA 323,518323.5k $29.8m $29.8m 0.12% Reduced -20.4k -20,429
46 Global Retirement Partners, LLC 0.52% of their portfolio San Rafael, CA 319,347319.3k $29.5m $29.5m 0.52% Added +13.3k +13,310
47 Windward Private Wealth Management Inc. 9.88% of their portfolio OVERLAND PARK, KS 309,185309.2k $28.5m $28.5m 9.88% Added +233 +233
48 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 307,707307.7k $28.4m $28.4m 0.03% Added +21.6k +21,620
49 CAPTRUST FINANCIAL ADVISORS 0.05% of their portfolio RALEIGH, NC 307,315307.3k $28.4m $28.4m 0.05% Reduced -79.3k -79,328
50 Private Advisor Group, LLC 0.13% of their portfolio MORRISTOWN, NJ 295,487295.5k $27.3m $27.3m 0.13% Added +43.3k +43,292
51 COMMERCE BANK 0.15% of their portfolio KANSAS CITY, MO 289,407289.4k $26.7m $26.7m 0.15% Reduced -4.2k -4,228
52 Callan Family Office, LLC 0.57% of their portfolio RADNOR, PA 288,473288.5k $26.6m $26.6m 0.57% New
53 JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio DES PERES, MO 287,861287.9k $26.6m $26.6m 0.02% Added +152.4k +152,405
54 M&T Bank Corp 0.08% of their portfolio BUFFALO, NY 273,490273.5k $25.2m $25.2m 0.08% Added +4.0k +4,025
55 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 267,580267.6k $24.7m $24.7m 0.00% Reduced -5.0m -5,007,607
56 Baird Financial Group, Inc. 0.04% of their portfolio MILWAUKEE, WI 266,436266.4k $24.6m $24.6m 0.04% Added +260.6k +260,565
57 Clearstead Advisors, LLC 0.29% of their portfolio CLEVELAND, OH 251,249251.2k $23.2m $23.2m 0.29% Reduced -65 -65
58 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio PLYMOUTH, MN 234,372234.4k $22.3m $22.3m 0.03% Reduced -6.0k -5,999
59 Beacon Pointe Advisors, LLC 0.15% of their portfolio NEWPORT BEACH, CA 231,276231.3k $21.3m $21.3m 0.15% Added +52.0k +51,961
60 Cresset Asset Management, LLC 0.09% of their portfolio Chicago, IL 223,518223.5k $20.6m $20.6m 0.09% Added +215.0k +215,035
61 Financial Synergies Wealth Advisors, Inc. 1.97% of their portfolio HOUSTON, TX 221,259221.3k $20.4m $20.4m 1.97% Reduced -1.7k -1,701
62 FSM Wealth Advisors, LLC 2.76% of their portfolio CLEVELAND, OH 218,692218.7k $20.2m $20.2m 2.76% Added +2.4k +2,373
63 New York Life Investment Management LLC 0.17% of their portfolio New York, NY 218,347218.3k $20.2m $20.2m 0.17% Added +112.2k +112,180
64 Waldron Private Wealth LLC 0.75% of their portfolio BRIDGEVILLE, PA 204,555204.6k $18.9m $18.9m 0.75% Reduced -2.8k -2,821
65 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 200,000200.0k $18.5m $18.5m 0.01% New
66 Mariner, LLC 0.02% of their portfolio Overland Park, KS 193,698193.7k $17.9m $17.9m 0.02% Added +4.5k +4,533
67 Balentine LLC 0.66% of their portfolio ATLANTA, GA 189,189189.2k $17.5m $17.5m 0.66% Reduced -19.9k -19,923
68 Thrivent Financial for Lutherans 0.03% of their portfolio Minneapolis, MN 170,907170.9k $15.8m $15.8m 0.03% Added +140.3k +140,342
69 Arrowroot Family Office, LLC 5.57% of their portfolio MARINA DEL REY, CA 165,971166.0k $15.3m $15.3m 5.57% Added +17.3k +17,290
70 DAVENPORT & Co LLC 0.08% of their portfolio RICHMOND, VA 152,174152.2k $14.0m $14.0m 0.08% Added +116.7k +116,661
71 CIBC Private Wealth Group LLC 0.02% of their portfolio ATLANTA, GA 142,348142.3k $13.1m $13.1m 0.02% Added +141.3k +141,281
72 FourThought Financial Partners, LLC 1.11% of their portfolio VENICE, FL 142,262142.3k $13.1m $13.1m 1.11% Reduced -3.9k -3,942
73 Allworth Financial LP 0.05% of their portfolio FOLSOM, CA 138,820138.8k $12.8m $12.8m 0.05% Reduced -12.4k -12,429
74 Fifth Third Securities, Inc. 0.81% of their portfolio Cincinnati, OH 134,067134.1k $12.4m $12.4m 0.81% Reduced -6.8k -6,825
75 Quantinno Capital Management LP 0.02% of their portfolio NEW YORK, NY 130,230130.2k $12.0m $12.0m 0.02% Added +11.0k +11,038
76 Kestra Advisory Services, LLC 0.05% of their portfolio AUSTIN, TX 128,559128.6k $11.9m $11.9m 0.05% Added +5.2k +5,179
77 71 West Capital Partners 0.51% of their portfolio BOSTON, MA 121,253121.3k $11.2m $11.2m 0.51% First filing
78 FIRST NATIONAL BANK OF OMAHA 0.33% of their portfolio OMAHA, NE 120,685120.7k $11.2m $11.2m 0.33% New
79 Centric Wealth Management 2.42% of their portfolio CHICAGO, IL 117,560117.6k $11.4m $11.4m 2.42% Added +37.4k +37,447
80 MJP ASSOCIATES INC /ADV 1.34% of their portfolio FARMINGTON, CT 116,318116.3k $10.7m $10.7m 1.34% New
81 Advisor OS, LLC 0.86% of their portfolio CHICAGO, IL 116,318116.3k $10.7m $10.7m 0.86% New
82 HIGHLAND CAPITAL MANAGEMENT, LLC 0.53% of their portfolio MEMPHIS, TN 115,860115.9k $10.7m $10.7m 0.53% Added +56 +56
83 Brand Asset Management Group, Inc. 2.95% of their portfolio CHESTERFIELD, MO 114,313114.3k $10.6m $10.6m 2.95% Added +2.3k +2,335
84 HIGHLINE WEALTH PARTNERS LLC 2.82% of their portfolio SHERMAN OAKS, CA 108,771108.8k $10.0m $10.0m 2.82% Added +8.5k +8,510
85 Geneos Wealth Management Inc. 0.23% of their portfolio ENGLEWOOD, CO 103,370103.4k $9.5m $9.5m 0.23% Added +2.9k +2,887
86 Diversified Enterprises, LLC 0.54% of their portfolio Wilmington, DE 98,41598.4k $9.1m $9.1m 0.54% Added +11.0k +10,995
87 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 97,85797.9k $9.0m $9.0m 0.00% Added +582 +582
88 Brandywine Asset Management, Inc. 6.63% of their portfolio THORNTON, PA 96,49096.5k $9.4m $9.4m 6.63% First filing
89 TD PRIVATE CLIENT WEALTH LLC 0.18% of their portfolio NEW YORK, NY 92,90792.9k $8.6m $8.6m 0.18% Added +54.4k +54,372
90 Sanctuary Advisors, LLC 0.05% of their portfolio INDIANAPOLIS, IN 91,42991.4k $8.4m $8.4m 0.05% Reduced -83.2k -83,235
91 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 91,21191.2k $8.4m $8.4m 0.03% Added +12.8k +12,850
92 &PARTNERS 0.04% of their portfolio NASHVILLE, TN 88,93888.9k $8.2m $8.2m 0.04% Added +1.4k +1,425
93 FIRST MERCHANTS CORP 0.30% of their portfolio Muncie, IN 87,50087.5k $8.1m $8.1m 0.30% Unchanged
94 WESTWOOD HOLDINGS GROUP INC 0.07% of their portfolio DALLAS, TX 87,11987.1k $8.0m $8.0m 0.07% Reduced -5.9k -5,886
95 Fund Evaluation Group, LLC 0.26% of their portfolio CINCINNATI, OH 86,40086.4k $8.0m $8.0m 0.26% Unchanged
96 Integrated Wealth Concepts LLC 0.09% of their portfolio WALTHAM, MA 78,85978.9k $7.3m $7.3m 0.09% Added +682 +682
97 BROWN ADVISORY INC 0.01% of their portfolio BALTIMORE, MD 78,55678.6k $7.3m $7.3m 0.01% Added +526 +526
98 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 78,33078.3k $7.2m $7.2m 0.00% New
99 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 77,66877.7k $7.2m $7.2m 0.01% Reduced -10.4k -10,412
100 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 77,27877.3k $7.1m $7.1m 0.00% Added +47.5k +47,477