Vault-13

VANGUARD SCOTTSDALE FDS VONV

VNG RUS1000VAL · ETP · CUSIP 92206C714

574 institutional holders +37 vs Q4 2025
148,157,153148.2m shares reported held*
$13.9bnreported value*
66 new 213 added 164 reduced 36 sold out net bought ≈ $4.5bn (+47.9m 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 ($657.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $94.09.

Trends to Q1 2026

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: 537Q1 26: 574574Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026574

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q2 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 25Q4 25: 281 bought or addedQ4 25: 162 cut or sold outQ1 26: 279 bought or addedQ1 26: 200 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024160141
Q3 2024197137
Q4 2024220119
Q1 2025237156
Q2 2025220176
Q3 2025242164
Q4 2025281162
Q1 2026279200

Biggest buyers

UBS Group AG Added +28,657,725+28.7m
LPL Financial LLC Added +14,733,438+14.7m
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Added +5,262,552+5.3m
Creative Planning Added +2,915,374+2.9m
ENVESTNET ASSET MANAGEMENT INC Added +433,821+433.8k
FIFTH THIRD BANCORP Added +354,932+354.9k
OpenArc Corporate Advisory, LLC Added +349,070+349.1k
AMERIPRISE FINANCIAL INC Added +335,780+335.8k
JONES FINANCIAL COMPANIES LLLP Added +278,423+278.4k
MORGAN STANLEY Added +220,606+220.6k

Biggest sellers

TIAA TRUST, NATIONAL ASSOCIATION Reduced -4,182,849-4.2m
BANK OF AMERICA CORP /DE/ Reduced -2,019,282-2.0m
GOLDMAN SACHS GROUP INC Reduced -315,190-315.2k
Cresset Asset Management, LLC Reduced -216,061-216.1k
BNP PARIBAS FINANCIAL MARKETS Sold out -200,000-200.0k
DAVENPORT & Co LLC Reduced -140,906-140.9k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -118,440-118.4k
Verdence Capital Advisors LLC Reduced -105,893-105.9k
HIGHLAND CAPITAL MANAGEMENT, LLC Reduced -104,143-104.1k
M&T Bank Corp Reduced -98,903-98.9k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 UBS Group AG 0.52% of their portfolio ZURICH, V8 31,311,15131.3m $2.9bn $2.9bn 0.52% Added +28.7m +28,657,725
2 LPL Financial LLC 0.65% of their portfolio FORT MILL, SC 26,151,75926.2m $2.5bn $2.5bn 0.65% Added +14.7m +14,733,438
3 BANK OF AMERICA CORP /DE/ 0.16% of their portfolio CHARLOTTE, NC 22,989,19223.0m $2.2bn $2.2bn 0.16% Reduced -2.0m -2,019,282
4 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.13% of their portfolio NEW YORK, NY 6,595,8566.6m $618.3m $618.3m 0.13% Added +5.3m +5,262,552
5 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 2.09% of their portfolio CHARLOTTE, NC 5,784,8485.8m $542.3m $542.3m 2.09% First filing
6 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 5,745,6245.7m $538.6m $538.6m 0.03% Added +220.6k +220,606
7 Creative Planning 0.19% of their portfolio OVERLAND PARK, KS 2,989,2793.0m $280.2m $280.2m 0.19% Added +2.9m +2,915,374
8 SageView Advisory Group, LLC 10.17% of their portfolio Newport Beach, CA 2,969,7613.0m $278.4m $278.4m 10.17% Added +13.9k +13,929
9 GOLDMAN SACHS GROUP INC 0.03% of their portfolio NEW YORK, NY 2,369,0132.4m $222.1m $222.1m 0.03% Reduced -315.2k -315,190
10 Phoenix Financial Ltd. 2.10% of their portfolio Givatayim, L3 2,362,3002.4m $221.4m $221.4m 2.10% Unchanged
11 ENVESTNET ASSET MANAGEMENT INC 0.06% of their portfolio Berwyn, PA 2,242,9782.2m $210.3m $210.3m 0.06% Added +433.8k +433,821
12 OpenArc Corporate Advisory, LLC 2.44% of their portfolio ATLANTA, GA 1,821,2001.8m $170.7m $170.7m 2.44% Added +349.1k +349,070
13 Janney Montgomery Scott LLC 0.40% of their portfolio PHILADELPHIA, PA 1,718,1331.7m $161.1m $161.1m 0.40% Added +60.2k +60,226
14 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 1,569,0451.6m $147.1m $147.1m 0.03% Added +166.9k +166,899
15 RAYMOND JAMES FINANCIAL INC 0.04% of their portfolio ST. PETERSBURG, FL 1,548,1701.5m $145.1m $145.1m 0.04% Added +13.3k +13,283
16 COMMONWEALTH EQUITY SERVICES, LLC 0.20% of their portfolio WALTHAM, MA 1,492,4771.5m $139.9m $139.9m 0.20% Added +47.6k +47,589
17 TRUIST FINANCIAL CORP 0.17% of their portfolio CHARLOTTE, NC 1,370,2021.4m $128.4m $128.4m 0.17% Reduced -91.0k -91,010
18 Pathstone Holdings, LLC 0.45% of their portfolio ENGLEWOOD, NJ 1,193,7021.2m $111.9m $111.9m 0.45% Reduced -18.5k -18,511
19 AMERIPRISE FINANCIAL INC 0.03% of their portfolio MINNEAPOLIS, MN 1,176,0581.2m $110.3m $110.3m 0.03% Added +335.8k +335,780
20 Aaron Wealth Advisors LLC 5.89% of their portfolio Chicago, IL 1,086,9141.1m $101.9m $101.9m 5.89% Added +210.4k +210,367
21 CITIGROUP INC 0.06% of their portfolio NEW YORK, NY 1,044,8561.0m $97.9m $97.9m 0.06% Reduced -31.4k -31,356
22 OSAIC HOLDINGS, INC. 0.13% of their portfolio SCOTTSDALE, AZ 963,518963.5k $90.4m $90.4m 0.13% Reduced -18.5k -18,453
23 Equitable Holdings, Inc. 0.90% of their portfolio NEW YORK, NY 937,175937.2k $139.4m $139.4m 0.90% Added +67.2k +67,226
24 Global Strategic Investment Solutions, LLC 8.44% of their portfolio Scottsdale, AZ 915,963916.0k $85.9m $85.9m 8.44% Added +13.4k +13,401
25 WestHill Financial Advisors, Inc. 13.44% of their portfolio San Rafael, CA 749,976750.0k $70.3m $70.3m 13.44% Reduced -1.7k -1,690
26 PNC Financial Services Group, Inc. 0.04% of their portfolio Pittsburgh, PA 724,515724.5k $67.9m $67.9m 0.04% Reduced -47.3k -47,334
27 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 708,137708.1k $66.4m $66.4m 0.01% Added +76.6k +76,564
28 Adventist Health System/ West 11.52% of their portfolio Roseville, CA 692,800692.8k $64.9m $64.9m 11.52% Unchanged
29 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 658,257658.3k $60.4m $60.4m 0.00% Added +71.8k +71,836
30 Hapanowicz & Associates Financial Services, Inc 22.96% of their portfolio PITTSBURGH, PA 615,768615.8k $57.7m $57.7m 22.96% Added +5.7k +5,651
31 JONES FINANCIAL COMPANIES LLLP 0.03% of their portfolio DES PERES, MO 566,284566.3k $52.2m $52.2m 0.03% Added +278.4k +278,423
32 Rockefeller Capital Management L.P. 0.09% of their portfolio NEW YORK, NY 550,370550.4k $51.6m $51.6m 0.09% Added +24.6k +24,556
33 TIAA TRUST, NATIONAL ASSOCIATION 3.10% of their portfolio CHARLOTTE, NC 543,867543.9k $51.0m $51.0m 3.10% Reduced -4.2m -4,182,849
34 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.36% of their portfolio NEW YORK, NY 533,338533.3k $50.0m $50.0m 0.36% Added +168.4k +168,423
35 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 0.77% of their portfolio BOSTON, MA 512,009512.0k $48.0m $48.0m 0.77% Reduced -14.3k -14,312
36 HighTower Advisors, LLC 0.05% of their portfolio CHICAGO, IL 505,856505.9k $47.4m $47.4m 0.05% Added +22.6k +22,618
37 EXCHANGE TRADED CONCEPTS, LLC 0.33% of their portfolio Oklahoma City, OK 455,687455.7k $42.7m $42.7m 0.33% Added +13.6k +13,624
38 WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio Boston, MA 453,813453.8k $42.5m $42.5m 0.01% Added +186.2k +186,233
39 Parkside Financial Bank & Trust 2.87% of their portfolio SAINT LOUIS, MO 398,463398.5k $37.4m $37.4m 2.87% Added +11.9k +11,873
40 Brio Consultants, LLC 4.82% of their portfolio SAN FRANCISCO, CA 387,183387.2k $39.4m $39.4m 4.82% Added +12.7k +12,714
41 Private Advisor Group, LLC 0.17% of their portfolio MORRISTOWN, NJ 377,087377.1k $35.3m $35.3m 0.17% Added +81.6k +81,600
42 CONDOR CAPITAL MANAGEMENT 2.94% of their portfolio MARTINSVILLE, NJ 375,902375.9k $35.2m $35.2m 2.94% Reduced -2.9k -2,871
43 Sequoia Financial Advisors, LLC 0.20% of their portfolio Akron, OH 374,185374.2k $35.1m $35.1m 0.20% Reduced -12.0k -12,021
44 FIFTH THIRD BANCORP 0.06% of their portfolio CINCINNATI, OH 357,336357.3k $33.5m $33.5m 0.06% Added +354.9k +354,932
45 MML INVESTORS SERVICES, LLC 0.09% of their portfolio SPRINGFIELD, MA 353,420353.4k $33.1m $33.1m 0.09% Reduced -39.1k -39,130
46 CAPTRUST FINANCIAL ADVISORS 0.06% of their portfolio RALEIGH, NC 339,962340.0k $31.9m $31.9m 0.06% Added +32.6k +32,647
47 Bernardo Wealth Planning LLC 6.17% of their portfolio HARLEYSVILLE, PA 336,022336.0k $31.5m $31.5m 6.17% Reduced -6 -6
48 Wealth Dimensions Group, Ltd. 6.16% of their portfolio CINCINNATI, OH 333,782333.8k $31.3m $31.3m 6.16% Added +2.5k +2,506
49 Focus Partners Wealth 0.03% of their portfolio ST LOUIS, MO 327,013327.0k $30.7m $30.7m 0.03% Reduced -40 -40
50 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 312,240312.2k $29.3m $29.3m 0.03% Added +4.5k +4,533
51 Baird Financial Group, Inc. 0.05% of their portfolio MILWAUKEE, WI 307,467307.5k $28.8m $28.8m 0.05% Added +41.0k +41,031
52 Windward Private Wealth Management Inc. 9.91% of their portfolio OVERLAND PARK, KS 305,776305.8k $28.7m $28.7m 9.91% Reduced -3.4k -3,409
53 Callan Family Office, LLC 0.60% of their portfolio RADNOR, PA 283,781283.8k $26.6m $26.6m 0.60% Reduced -4.7k -4,692
54 Lido Advisors, LLC 0.10% of their portfolio Los Angeles, CA 279,083279.1k $26.2m $26.2m 0.10% Reduced -44.4k -44,435
55 Beacon Pointe Advisors, LLC 0.14% of their portfolio NEWPORT BEACH, CA 277,249277.2k $26.0m $26.0m 0.14% Added +46.0k +45,973
56 COMMERCE BANK 0.13% of their portfolio KANSAS CITY, MO 275,471275.5k $25.8m $25.8m 0.13% Reduced -13.9k -13,936
57 Verdence Capital Advisors LLC 1.49% of their portfolio HUNT VALLEY, MD 272,249272.2k $25.5m $25.5m 1.49% Reduced -105.9k -105,893
58 Clearstead Advisors, LLC 0.22% of their portfolio CLEVELAND, OH 252,054252.1k $23.6m $23.6m 0.22% Added +805 +805
59 FSM Wealth Advisors, LLC 2.84% of their portfolio CLEVELAND, OH 235,430235.4k $22.1m $22.1m 2.84% Added +16.7k +16,738
60 Mariner, LLC 0.03% of their portfolio Overland Park, KS 234,493234.5k $22.0m $22.0m 0.03% Added +40.8k +40,795
61 Thrivent Financial for Lutherans 0.04% of their portfolio Minneapolis, MN 227,986228.0k $21.4m $21.4m 0.04% Added +57.1k +57,079
62 Financial Synergies Wealth Advisors, Inc. 1.95% of their portfolio HOUSTON, TX 218,377218.4k $20.5m $20.5m 1.95% Reduced -2.9k -2,882
63 Waldron Private Wealth LLC 0.79% of their portfolio BRIDGEVILLE, PA 215,270215.3k $20.2m $20.2m 0.79% Added +10.7k +10,715
64 TIAA Wealth Investment Management LLC 0.14% of their portfolio New York, NY 206,738206.7k $19.0m $19.0m 0.14% First filing
65 Balentine LLC 0.68% of their portfolio ATLANTA, GA 180,169180.2k $16.9m $16.9m 0.68% Reduced -9.0k -9,020
66 M&T Bank Corp 0.06% of their portfolio BUFFALO, NY 174,587174.6k $16.4m $16.4m 0.06% Reduced -98.9k -98,903
67 Arrowroot Family Office, LLC 5.39% of their portfolio MARINA DEL REY, CA 173,975174.0k $16.3m $16.3m 5.39% Added +8.0k +8,004
68 New York Life Investment Management LLC 0.13% of their portfolio New York, NY 164,862164.9k $15.5m $15.5m 0.13% Reduced -53.5k -53,485
69 Integrated Wealth Concepts LLC 0.12% of their portfolio WALTHAM, MA 163,761163.8k $15.4m $15.4m 0.12% Added +84.9k +84,902
70 CIBC Bancorp USA Inc. 0.02% of their portfolio CHICAGO, IL 160,278160.3k $15.0m $15.0m 0.02% First filing
71 Kestra Advisory Services, LLC 0.05% of their portfolio AUSTIN, TX 148,142148.1k $13.9m $13.9m 0.05% Added +19.6k +19,583
72 FIRST NATIONAL BANK OF OMAHA 0.42% of their portfolio OMAHA, NE 147,825147.8k $13.6m $13.6m 0.42% Added +27.1k +27,140
73 FourThought Financial Partners, LLC 1.13% of their portfolio VENICE, FL 139,704139.7k $13.1m $13.1m 1.13% Reduced -2.6k -2,558
74 Allworth Financial LP 0.05% of their portfolio FOLSOM, CA 133,271133.3k $12.5m $12.5m 0.05% Reduced -5.5k -5,549
75 Brand Asset Management Group, Inc. 3.21% of their portfolio CHESTERFIELD, MO 131,630131.6k $12.3m $12.3m 3.21% Added +17.3k +17,317
76 NATIXIS ADVISORS, LLC 0.02% of their portfolio Boston, MA 130,460130.5k $12.2m $12.2m 0.02% Added +104.6k +104,600
77 MJP ASSOCIATES INC /ADV 1.48% of their portfolio FARMINGTON, CT 130,339130.3k $12.2m $12.2m 1.48% Added +14.0k +14,021
78 Advisor OS, LLC 0.88% of their portfolio CHICAGO, IL 130,262130.3k $12.2m $12.2m 0.88% Added +13.9k +13,944
79 71 West Capital Partners 0.53% of their portfolio BOSTON, MA 128,633128.6k $12.1m $12.1m 0.53% Added +7.4k +7,380
80 Spartan Wealth Advisory Services LLC 1.04% of their portfolio BINGHAM FARMS, MI 127,567127.6k $12.0m $12.0m 1.04% First filing
81 Perigon Wealth Management, LLC 0.22% of their portfolio SAN FRANCISCO, CA 126,880126.9k $11.9m $11.9m 0.22% Added +74.8k +74,771
82 Fifth Third Securities, Inc. 0.76% of their portfolio Cincinnati, OH 125,862125.9k $11.8m $11.8m 0.76% Reduced -8.2k -8,205
83 Quantinno Capital Management LP 0.02% of their portfolio NEW YORK, NY 125,145125.1k $11.7m $11.7m 0.02% Reduced -5.1k -5,085
84 Centric Wealth Management 2.43% of their portfolio CHICAGO, IL 120,933120.9k $12.2m $12.2m 2.43% Added +3.4k +3,373
85 &PARTNERS 0.06% of their portfolio NASHVILLE, TN 118,862118.9k $11.1m $11.1m 0.06% Added +29.9k +29,924
86 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 115,932115.9k $11.0m $11.0m 0.02% Reduced -118.4k -118,440
87 HIGHLINE WEALTH PARTNERS LLC 2.71% of their portfolio SHERMAN OAKS, CA 113,162113.2k $10.6m $10.6m 2.71% Added +4.4k +4,391
88 One Capital Management, LLC 0.29% of their portfolio WESTLAKE VILLAGE, CA 111,534111.5k $10.5m $10.5m 0.29% Added +34.4k +34,355
89 Geneos Wealth Management Inc. 0.23% of their portfolio ENGLEWOOD, CO 104,434104.4k $9.8m $9.8m 0.23% Added +1.1k +1,064
90 FIRST MERCHANTS CORP 0.35% of their portfolio Muncie, IN 97,10097.1k $9.1m $9.1m 0.35% Added +9.6k +9,600
91 Brandywine Asset Management, Inc. 7.31% of their portfolio THORNTON, PA 96,91596.9k $9.2m $9.2m 7.31% Added +425 +425
92 Fund Evaluation Group, LLC 0.28% of their portfolio CINCINNATI, OH 96,00096.0k $9.0m $9.0m 0.28% Added +9.6k +9,600
93 TD PRIVATE CLIENT WEALTH LLC 0.18% of their portfolio NEW YORK, NY 94,85894.9k $8.9m $8.9m 0.18% Added +2.0k +1,951
94 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 92,31692.3k $8.7m $8.7m 0.03% Added +1.1k +1,105
95 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 84,60084.6k $7.9m $7.9m 0.01% Added +67.6k +67,600
96 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 83,17783.2k $7.8m $7.8m 0.00% Reduced -14.7k -14,680
97 SENTINEL WEALTH MANAGEMENT, INC. 5.94% of their portfolio RESTON, VA 79,26179.3k $7.4m $7.4m 5.94% Added +2.9k +2,914
98 BROWN ADVISORY INC 0.01% of their portfolio BALTIMORE, MD 78,96279.0k $7.4m $7.4m 0.01% Added +406 +406
99 Summit Financial, LLC 0.09% of their portfolio PARSIPPANY, NJ 78,23878.2k $7.3m $7.3m 0.09% Added +21.7k +21,739
100 FMR LLC 0.00% of their portfolio BOSTON, MA 78,14778.1k $7.3m $7.3m 0.00% Added +26.7k +26,734