VANGUARD SCOTTSDALE FDS VONV
VNG RUS1000VAL · ETP · CUSIP 92206C714
537
institutional holders
+38 vs Q3 2025
100.3m
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
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 281 |
| Q4 2022 | 311 |
| Q1 2023 | 321 |
| Q2 2023 | 333 |
| Q3 2023 | 344 |
| Q4 2023 | 367 |
| Q1 2024 | 370 |
| Q2 2024 | 392 |
| Q3 2024 | 403 |
| Q4 2024 | 443 |
| Q1 2025 | 464 |
| Q2 2025 | 482 |
| Q3 2025 | 499 |
| Q4 2025 | 537 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2024 | 172 | 146 |
| Q2 2024 | 160 | 141 |
| Q3 2024 | 197 | 137 |
| Q4 2024 | 220 | 119 |
| Q1 2025 | 237 | 156 |
| Q2 2025 | 220 | 176 |
| Q3 2025 | 242 | 164 |
| Q4 2025 | 281 | 162 |
Biggest buyers
| GOLDMAN SACHS GROUP INC | Added | +1.9m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | New | +1.3m |
| LPL Financial LLC | Added | +891.2k |
| Callan Family Office, LLC | New | +288.5k |
| Baird Financial Group, Inc. | Added | +260.6k |
| Cresset Asset Management, LLC | Added | +215.0k |
| BNP PARIBAS FINANCIAL MARKETS | New | +200.0k |
| SageView Advisory Group, LLC | Added | +193.6k |
| TIAA TRUST, NATIONAL ASSOCIATION | Added | +181.3k |
| JONES FINANCIAL COMPANIES LLLP | Added | +152.4k |
Biggest sellers
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -5.0m |
| BANK OF AMERICA CORP /DE/ | Reduced | -3.5m |
| Phoenix Financial Ltd. | Reduced | -3.4m |
| MACQUARIE GROUP LTD | Sold out | -1.7m |
| JPMORGAN CHASE & CO | Reduced | -591.4k |
| MORGAN STANLEY | Reduced | -351.1k |
| AMERIPRISE FINANCIAL INC | Reduced | -237.8k |
| NATIXIS ADVISORS, LLC | Reduced | -214.3k |
| UBS Group AG | Reduced | -97.1k |
| Sanctuary Advisors, LLC | Reduced | -83.2k |
Holders, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| BANK OF AMERICA CORP /DE/ 0.17% of their portfolio | 25.0m $2.3bn | Reduced -3.5m |
| LPL Financial LLC 0.29% of their portfolio | 11.4m $1.1bn | Added +891.2k |
| MORGAN STANLEY 0.03% of their portfolio | 5.5m $510.0m | Reduced -351.1k |
| TIAA TRUST, NATIONAL ASSOCIATION 1.05% of their portfolio | 4.7m $436.3m | Added +181.3k |
| SageView Advisory Group, LLC 9.22% of their portfolio | 3.0m $272.8m | Added +193.6k |
| GOLDMAN SACHS GROUP INC 0.04% of their portfolio | 2.7m $247.8m | Added +1.9m |
| UBS Group AG 0.05% of their portfolio | 2.7m $244.9m | Reduced -97.1k |
| Phoenix Financial Ltd. 2.36% of their portfolio | 2.4m $218.0m | Reduced -3.4m |
| ENVESTNET ASSET MANAGEMENT INC 0.05% of their portfolio | 1.8m $167.0m | Reduced -17.0k |
| Janney Montgomery Scott LLC 0.35% of their portfolio | 1.7m $153.0m | Added +24.7k |
| RAYMOND JAMES FINANCIAL INC 0.04% of their portfolio | 1.5m $141.7m | Added +101.5k |
| OpenArc Corporate Advisory, LLC 2.25% of their portfolio | 1.5m $135.9m | First filing |
| TRUIST FINANCIAL CORP 0.18% of their portfolio | 1.5m $134.9m | Reduced -14.2k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.18% of their portfolio | 1.4m $133.4m | Added +64.0k |
| WELLS FARGO & COMPANY/MN 0.03% of their portfolio | 1.4m $129.4m | Added +43.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% of their portfolio | 1.3m $123.1m | New |
| Pathstone Holdings, LLC 0.43% of their portfolio | 1.2m $111.9m | Reduced -14.0k |
| CITIGROUP INC 0.07% of their portfolio | 1.1m $99.3m | Added +31.4k |
| OSAIC HOLDINGS, INC. 0.13% of their portfolio | 982.0k $90.7m | Added +150.2k |
| Global Strategic Investment Solutions, LLC 8.14% of their portfolio | 902.6k $83.3m | Reduced -7.4k |
| Aaron Wealth Advisors LLC 4.50% of their portfolio | 876.5k $80.9m | Added +66.2k |
| Equitable Holdings, Inc. 0.55% of their portfolio | 869.9k $80.3m | Added +7.1k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 840.3k $77.6m | Reduced -237.8k |
| PNC Financial Services Group, Inc. 0.04% of their portfolio | 771.8k $71.2m | Added +4.3k |
| WestHill Financial Advisors, Inc. 13.18% of their portfolio | 751.7k $69.4m | Added +5.4k |
| Adventist Health System/ West 10.75% of their portfolio | 692.8k $63.9m | Unchanged |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 631.6k $58.3m | Added +25.9k |
| Hapanowicz & Associates Financial Services, Inc 22.07% of their portfolio | 610.1k $56.3m | Added +5.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 586.4k $54.1m | Reduced -591.4k |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 0.80% of their portfolio | 526.3k $48.6m | Reduced -3.8k |
| Rockefeller Capital Management L.P. 0.09% of their portfolio | 525.8k $48.5m | Added +74.7k |
| HighTower Advisors, LLC 0.05% of their portfolio | 483.2k $44.6m | Added +9.8k |
| EXCHANGE TRADED CONCEPTS, LLC 0.34% of their portfolio | 442.1k $40.8m | Added +45.2k |
| MML INVESTORS SERVICES, LLC 0.09% of their portfolio | 392.6k $36.2m | Added +6.0k |
| Parkside Financial Bank & Trust 2.67% of their portfolio | 386.6k $35.7m | Added +9.1k |
| Sequoia Financial Advisors, LLC 0.20% of their portfolio | 386.2k $35.6m | Reduced -12.6k |
| CONDOR CAPITAL MANAGEMENT 2.83% of their portfolio | 378.8k $35.0m | Reduced -5.0k |
| Verdence Capital Advisors LLC 2.07% of their portfolio | 378.1k $34.9m | Added +125.5k |
| Brio Consultants, LLC 4.49% of their portfolio | 374.5k $34.6m | Added +28.9k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.23% of their portfolio | 364.9k $33.7m | Added +56.0k |
| COMERICA BANK 0.13% of their portfolio | 353.1k $32.6m | Reduced -5.0k |
| Bernardo Wealth Planning LLC 5.91% of their portfolio | 336.0k $31.0m | Added +62 |
| Wealth Dimensions Group, Ltd. 6.07% of their portfolio | 331.3k $30.6m | Added +11.1k |
| Focus Partners Wealth 0.03% of their portfolio | 327.1k $30.2m | Added +11.3k |
| Lido Advisors, LLC 0.12% of their portfolio | 323.5k $29.8m | Reduced -20.4k |
| Global Retirement Partners, LLC 0.52% of their portfolio | 319.3k $29.5m | Added +13.3k |
| Windward Private Wealth Management Inc. 9.88% of their portfolio | 309.2k $28.5m | Added +233 |
| Cetera Investment Advisers 0.03% of their portfolio | 307.7k $28.4m | Added +21.6k |
| CAPTRUST FINANCIAL ADVISORS 0.05% of their portfolio | 307.3k $28.4m | Reduced -79.3k |
| Private Advisor Group, LLC 0.13% of their portfolio | 295.5k $27.3m | Added +43.3k |
| COMMERCE BANK 0.15% of their portfolio | 289.4k $26.7m | Reduced -4.2k |
| Callan Family Office, LLC 0.57% of their portfolio | 288.5k $26.6m | New |
| JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio | 287.9k $26.6m | Added +152.4k |
| M&T Bank Corp 0.08% of their portfolio | 273.5k $25.2m | Added +4.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 267.6k $24.7m | Reduced -5.0m |
| Baird Financial Group, Inc. 0.04% of their portfolio | 266.4k $24.6m | Added +260.6k |
| Clearstead Advisors, LLC 0.29% of their portfolio | 251.2k $23.2m | Reduced -65 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio | 234.4k $22.3m | Reduced -6.0k |
| Beacon Pointe Advisors, LLC 0.15% of their portfolio | 231.3k $21.3m | Added +52.0k |
| Cresset Asset Management, LLC 0.09% of their portfolio | 223.5k $20.6m | Added +215.0k |
| Financial Synergies Wealth Advisors, Inc. 1.97% of their portfolio | 221.3k $20.4m | Reduced -1.7k |
| FSM Wealth Advisors, LLC 2.76% of their portfolio | 218.7k $20.2m | Added +2.4k |
| New York Life Investment Management LLC 0.17% of their portfolio | 218.3k $20.2m | Added +112.2k |
| Waldron Private Wealth LLC 0.75% of their portfolio | 204.6k $18.9m | Reduced -2.8k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 200.0k $18.5m | New |
| Mariner, LLC 0.02% of their portfolio | 193.7k $17.9m | Added +4.5k |
| Balentine LLC 0.66% of their portfolio | 189.2k $17.5m | Reduced -19.9k |
| Thrivent Financial for Lutherans 0.03% of their portfolio | 170.9k $15.8m | Added +140.3k |
| Arrowroot Family Office, LLC 5.57% of their portfolio | 166.0k $15.3m | Added +17.3k |
| DAVENPORT & Co LLC 0.08% of their portfolio | 152.2k $14.0m | Added +116.7k |
| CIBC Private Wealth Group LLC 0.02% of their portfolio | 142.3k $13.1m | Added +141.3k |
| FourThought Financial Partners, LLC 1.11% of their portfolio | 142.3k $13.1m | Reduced -3.9k |
| Allworth Financial LP 0.05% of their portfolio | 138.8k $12.8m | Reduced -12.4k |
| Fifth Third Securities, Inc. 0.81% of their portfolio | 134.1k $12.4m | Reduced -6.8k |
| Quantinno Capital Management LP 0.02% of their portfolio | 130.2k $12.0m | Added +11.0k |
| Kestra Advisory Services, LLC 0.05% of their portfolio | 128.6k $11.9m | Added +5.2k |
| 71 West Capital Partners 0.51% of their portfolio | 121.3k $11.2m | First filing |
| FIRST NATIONAL BANK OF OMAHA 0.33% of their portfolio | 120.7k $11.2m | New |
| Centric Wealth Management 2.42% of their portfolio | 117.6k $11.4m | Added +37.4k |
| MJP ASSOCIATES INC /ADV 1.34% of their portfolio | 116.3k $10.7m | New |
| Advisor OS, LLC 0.86% of their portfolio | 116.3k $10.7m | New |
| HIGHLAND CAPITAL MANAGEMENT, LLC 0.53% of their portfolio | 115.9k $10.7m | Added +56 |
| Brand Asset Management Group, Inc. 2.95% of their portfolio | 114.3k $10.6m | Added +2.3k |
| HIGHLINE WEALTH PARTNERS LLC 2.82% of their portfolio | 108.8k $10.0m | Added +8.5k |
| Geneos Wealth Management Inc. 0.23% of their portfolio | 103.4k $9.5m | Added +2.9k |
| Diversified Enterprises, LLC 0.54% of their portfolio | 98.4k $9.1m | Added +11.0k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 97.9k $9.0m | Added +582 |
| Brandywine Asset Management, Inc. 6.63% of their portfolio | 96.5k $9.4m | First filing |
| TD PRIVATE CLIENT WEALTH LLC 0.18% of their portfolio | 92.9k $8.6m | Added +54.4k |
| Sanctuary Advisors, LLC 0.05% of their portfolio | 91.4k $8.4m | Reduced -83.2k |
| NewEdge Advisors, LLC 0.03% of their portfolio | 91.2k $8.4m | Added +12.8k |
| &PARTNERS 0.04% of their portfolio | 88.9k $8.2m | Added +1.4k |
| FIRST MERCHANTS CORP 0.30% of their portfolio | 87.5k $8.1m | Unchanged |
| WESTWOOD HOLDINGS GROUP INC 0.07% of their portfolio | 87.1k $8.0m | Reduced -5.9k |
| Fund Evaluation Group, LLC 0.26% of their portfolio | 86.4k $8.0m | Unchanged |
| Integrated Wealth Concepts LLC 0.09% of their portfolio | 78.9k $7.3m | Added +682 |
| BROWN ADVISORY INC 0.01% of their portfolio | 78.6k $7.3m | Added +526 |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 78.3k $7.2m | New |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 77.7k $7.2m | Reduced -10.4k |
| Corient Private Wealth LP 0.00% of their portfolio | 77.3k $7.1m | Added +47.5k |