Vault-13

VANGUARD SCOTTSDALE FDS VONV

VNG RUS1000VAL · ETP · CUSIP 92206C714

622 institutional holders +48 vs Q1 2026
154,480,691154.5m shares reported held*
$16.4bnreported value*
74 new 232 added 178 reduced 26 sold out net bought ≈ $622.9m (+5.9m 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 ($678.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $106.29.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0250500750Q3 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: 574Q2 26: 622622Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026622

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 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 25Q1 26: 279 bought or addedQ1 26: 200 cut or sold outQ2 26: 306 bought or addedQ2 26: 204 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024197137
Q4 2024220119
Q1 2025237156
Q2 2025220176
Q3 2025242164
Q4 2025281162
Q1 2026279200
Q2 2026306204

Biggest buyers

UBS Group AG Added +1,892,723+1.9m
LPL Financial LLC Added +913,097+913.1k
Phoenix Financial Ltd. Added +677,000+677.0k
BANK OF AMERICA CORP /DE/ Added +662,005+662.0k
OpenArc Corporate Advisory, LLC Added +541,267+541.3k
JPMORGAN CHASE & CO Added +409,727+409.7k
WELLS FARGO & COMPANY/MN Added +253,261+253.3k
Vestmark Advisory Solutions, Inc. Added +240,297+240.3k
RAYMOND JAMES FINANCIAL INC Added +219,226+219.2k
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC Added +193,048+193.0k

Biggest sellers

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Reduced -872,631-872.6k
GOLDMAN SACHS GROUP INC Reduced -674,812-674.8k
Private Advisor Group, LLC Reduced -334,363-334.4k
WELLINGTON MANAGEMENT GROUP LLP Reduced -328,698-328.7k
Creative Planning Reduced -221,175-221.2k
SageView Advisory Group, LLC Reduced -205,054-205.1k
Aaron Wealth Advisors LLC Reduced -110,627-110.6k
Allworth Financial LP Reduced -110,487-110.5k
Mariner, LLC Reduced -90,964-91.0k
IEQ CAPITAL, LLC Reduced -64,144-64.1k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 UBS Group AG 0.56% of their portfolio ZURICH, V8 33,203,87433.2m $3.5bn $3.5bn 0.56% Added +1.9m +1,892,723
2 LPL Financial LLC 0.65% of their portfolio FORT MILL, SC 27,064,85627.1m $2.9bn $2.9bn 0.65% Added +913.1k +913,097
3 BANK OF AMERICA CORP /DE/ 0.16% of their portfolio CHARLOTTE, NC 23,651,19723.7m $2.5bn $2.5bn 0.16% Added +662.0k +662,005
4 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 2.19% of their portfolio CHARLOTTE, NC 5,977,8966.0m $635.5m $635.5m 2.19% Added +193.0k +193,048
5 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.11% of their portfolio NEW YORK, NY 5,723,2255.7m $608.4m $608.4m 0.11% Reduced -872.6k -872,631
6 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 5,685,5025.7m $604.4m $604.4m 0.03% Reduced -60.1k -60,122
7 Phoenix Financial Ltd. 2.21% of their portfolio Givatayim, L3 3,039,3003.0m $323.1m $323.1m 2.21% Added +677.0k +677,000
8 Creative Planning 0.17% of their portfolio OVERLAND PARK, KS 2,768,1042.8m $294.3m $294.3m 0.17% Reduced -221.2k -221,175
9 SageView Advisory Group, LLC 9.63% of their portfolio Newport Beach, CA 2,764,7072.8m $293.9m $293.9m 9.63% Reduced -205.1k -205,054
10 ENVESTNET ASSET MANAGEMENT INC 0.06% of their portfolio Berwyn, PA 2,396,9182.4m $254.8m $254.8m 0.06% Added +153.9k +153,940
11 OpenArc Corporate Advisory, LLC 2.99% of their portfolio ATLANTA, GA 2,362,4672.4m $251.2m $251.2m 2.99% Added +541.3k +541,267
12 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 1,822,3061.8m $193.7m $193.7m 0.03% Added +253.3k +253,261
13 Janney Montgomery Scott LLC 0.37% of their portfolio PHILADELPHIA, PA 1,783,3101.8m $189.6m $189.6m 0.37% Added +65.2k +65,177
14 RAYMOND JAMES FINANCIAL INC 0.05% of their portfolio ST. PETERSBURG, FL 1,767,3961.8m $187.9m $187.9m 0.05% Added +219.2k +219,226
15 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 1,694,2011.7m $180.1m $180.1m 0.02% Reduced -674.8k -674,812
16 COMMONWEALTH EQUITY SERVICES, LLC 0.21% of their portfolio WALTHAM, MA 1,580,1261.6m $168.0m $168.0m 0.21% Added +87.6k +87,649
17 TRUIST FINANCIAL CORP 0.20% of their portfolio CHARLOTTE, NC 1,534,9031.5m $163.2m $163.2m 0.20% Added +164.7k +164,701
18 Pathstone Holdings, LLC 0.39% of their portfolio ENGLEWOOD, NJ 1,244,1151.2m $132.3m $132.3m 0.39% Added +50.4k +50,413
19 AMERIPRISE FINANCIAL INC 0.03% of their portfolio MINNEAPOLIS, MN 1,235,6091.2m $131.4m $131.4m 0.03% Added +59.6k +59,551
20 CITIGROUP INC 0.05% of their portfolio NEW YORK, NY 1,099,5491.1m $116.9m $116.9m 0.05% Added +54.7k +54,693
21 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 1,067,9841.1m $113.7m $113.7m 0.01% Added +409.7k +409,727
22 OSAIC HOLDINGS, INC. 0.13% of their portfolio SCOTTSDALE, AZ 1,034,6241.0m $110.0m $110.0m 0.13% Added +71.1k +71,106
23 Aaron Wealth Advisors LLC 5.27% of their portfolio Chicago, IL 976,287976.3k $103.8m $103.8m 5.27% Reduced -110.6k -110,627
24 Equitable Holdings, Inc. 0.60% of their portfolio NEW YORK, NY 946,765946.8k $100.7m $100.7m 0.60% Added +9.6k +9,590
25 Global Strategic Investment Solutions, LLC 8.24% of their portfolio Scottsdale, AZ 865,244865.2k $92.0m $92.0m 8.24% Reduced -50.7k -50,719
26 WestHill Financial Advisors, Inc. 13.57% of their portfolio San Rafael, CA 749,559749.6k $79.7m $79.7m 13.57% Reduced -417 -417
27 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 703,924703.9k $74.8m $74.8m 0.01% Reduced -4.2k -4,213
28 PNC Financial Services Group, Inc. 0.04% of their portfolio Pittsburgh, PA 698,711698.7k $74.3m $74.3m 0.04% Reduced -25.8k -25,804
29 Adventist Health System/ West 11.54% of their portfolio Roseville, CA 692,800692.8k $73.7m $73.7m 11.54% Unchanged
30 JONES FINANCIAL COMPANIES LLLP 0.03% of their portfolio DES PERES, MO 656,471656.5k $69.8m $69.8m 0.03% Added +90.2k +90,187
31 Hapanowicz & Associates Financial Services, Inc 20.33% of their portfolio PITTSBURGH, PA 614,885614.9k $65.4m $65.4m 20.33% Reduced -883 -883
32 TIAA TRUST, NATIONAL ASSOCIATION 3.53% of their portfolio CHARLOTTE, NC 561,004561.0k $59.6m $59.6m 3.53% Added +17.1k +17,137
33 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.39% of their portfolio NEW YORK, NY 556,587556.6k $59.2m $59.2m 0.39% Added +23.2k +23,249
34 HighTower Advisors, LLC 0.05% of their portfolio CHICAGO, IL 523,049523.0k $55.6m $55.6m 0.05% Added +17.2k +17,193
35 EXCHANGE TRADED CONCEPTS, LLC 0.27% of their portfolio Oklahoma City, OK 521,732521.7k $55.5m $55.5m 0.27% Added +66.0k +66,045
36 Rockefeller Capital Management L.P. 0.08% of their portfolio NEW YORK, NY 512,517512.5k $54.5m $54.5m 0.08% Reduced -37.9k -37,853
37 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 0.78% of their portfolio BOSTON, MA 509,576509.6k $54.2m $54.2m 0.78% Reduced -2.4k -2,433
38 Beacon Pointe Advisors, LLC 0.20% of their portfolio NEWPORT BEACH, CA 409,360409.4k $43.5m $43.5m 0.20% Added +132.1k +132,111
39 Brio Consultants, LLC 4.94% of their portfolio SAN FRANCISCO, CA 396,710396.7k $42.2m $42.2m 4.94% Added +9.5k +9,527
40 MML INVESTORS SERVICES, LLC 0.08% of their portfolio SPRINGFIELD, MA 380,971381.0k $40.5m $40.5m 0.08% Added +27.6k +27,551
41 CONDOR CAPITAL MANAGEMENT 2.95% of their portfolio MARTINSVILLE, NJ 370,066370.1k $39.3m $39.3m 2.95% Reduced -5.8k -5,836
42 Sequoia Financial Advisors, LLC 0.19% of their portfolio Akron, OH 361,452361.5k $38.4m $38.4m 0.19% Reduced -12.7k -12,733
43 Global Retirement Partners, LLC 0.58% of their portfolio San Rafael, CA 359,604359.6k $38.2m $38.2m 0.58% First filing
44 FIFTH THIRD BANCORP 0.06% of their portfolio CINCINNATI, OH 352,163352.2k $37.4m $37.4m 0.06% Reduced -5.2k -5,173
45 Bernardo Wealth Planning LLC 6.21% of their portfolio HARLEYSVILLE, PA 341,766341.8k $36.3m $36.3m 6.21% Added +5.7k +5,744
46 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 339,628339.6k $36.1m $36.1m 0.03% Added +27.4k +27,388
47 Wealth Dimensions Group, Ltd. 6.32% of their portfolio CINCINNATI, OH 331,956332.0k $35.3m $35.3m 6.32% Reduced -1.8k -1,826
48 CAPTRUST FINANCIAL ADVISORS 0.05% of their portfolio RALEIGH, NC 328,544328.5k $34.9m $34.9m 0.05% Reduced -11.4k -11,418
49 Focus Partners Wealth 0.03% of their portfolio ST LOUIS, MO 318,543318.5k $33.9m $33.9m 0.03% Reduced -8.5k -8,470
50 M&T Bank Corp 0.10% of their portfolio BUFFALO, NY 310,096310.1k $33.0m $33.0m 0.10% Added +135.5k +135,509
51 Baird Financial Group, Inc. 0.05% of their portfolio MILWAUKEE, WI 309,246309.2k $32.9m $32.9m 0.05% Added +1.8k +1,779
52 Windward Private Wealth Management Inc. 10.49% of their portfolio OVERLAND PARK, KS 308,428308.4k $32.8m $32.8m 10.49% Added +2.7k +2,652
53 Callan Family Office, LLC 0.59% of their portfolio RADNOR, PA 283,702283.7k $30.2m $30.2m 0.59% Reduced -79 -79
54 Vestmark Advisory Solutions, Inc. 0.28% of their portfolio Wakefield, MA 280,477280.5k $29.8m $29.8m 0.28% Added +240.3k +240,297
55 Lido Advisors, LLC 0.11% of their portfolio Los Angeles, CA 277,628277.6k $29.5m $29.5m 0.11% Reduced -1.5k -1,455
56 Thrivent Financial for Lutherans 0.05% of their portfolio Minneapolis, MN 276,596276.6k $29.4m $29.4m 0.05% Added +48.6k +48,610
57 CIBC Bancorp USA Inc. 0.04% of their portfolio CHICAGO, IL 268,207268.2k $28.5m $28.5m 0.04% Added +107.9k +107,929
58 TIAA Wealth Investment Management LLC 0.19% of their portfolio New York, NY 266,666266.7k $28.4m $28.4m 0.19% Added +59.9k +59,928
59 Verdence Capital Advisors LLC 1.49% of their portfolio HUNT VALLEY, MD 266,193266.2k $28.3m $28.3m 1.49% Reduced -6.1k -6,056
60 Centric Wealth Management 4.20% of their portfolio CHICAGO, IL 252,918252.9k $27.0m $27.0m 4.20% Added +132.0k +131,985
61 COMMERCE BANK 0.12% of their portfolio KANSAS CITY, MO 252,250252.2k $26.8m $26.8m 0.12% Reduced -23.2k -23,221
62 Clearstead Advisors, LLC 0.25% of their portfolio CLEVELAND, OH 248,042248.0k $26.4m $26.4m 0.25% Reduced -4.0k -4,012
63 FSM Wealth Advisors, LLC 2.71% of their portfolio CLEVELAND, OH 237,335237.3k $25.2m $25.2m 2.71% Added +1.9k +1,905
64 Financial Synergies Wealth Advisors, Inc. 1.96% of their portfolio HOUSTON, TX 217,227217.2k $23.1m $23.1m 1.96% Reduced -1.1k -1,150
65 Waldron Private Wealth LLC 0.77% of their portfolio BRIDGEVILLE, PA 209,590209.6k $22.3m $22.3m 0.77% Reduced -5.7k -5,680
66 Zhang Financial LLC 0.65% of their portfolio PORTAGE, MI 208,518208.5k $22.2m $22.2m 0.65% Added +144.7k +144,690
67 FIRST NATIONAL BANK OF OMAHA 0.57% of their portfolio OMAHA, NE 190,433190.4k $20.3m $20.3m 0.57% Added +42.6k +42,608
68 KICKSTAND VENTURES, LLC. 3.55% of their portfolio PITTSFORD, NY 183,726183.7k $19.5m $19.5m 3.55% New
69 Arrowroot Family Office, LLC 5.52% of their portfolio MARINA DEL REY, CA 181,373181.4k $19.3m $19.3m 5.52% Added +7.4k +7,398
70 Balentine LLC 0.68% of their portfolio ATLANTA, GA 180,082180.1k $19.1m $19.1m 0.68% Reduced -87 -87
71 MARSHALL WACE, LLP 0.02% of their portfolio LONDON, X0 169,904169.9k $18.1m $18.1m 0.02% New
72 Integrated Wealth Concepts LLC 0.09% of their portfolio WALTHAM, MA 168,328168.3k $17.9m $17.9m 0.09% Added +4.6k +4,567
73 NATIXIS ADVISORS, LLC 0.02% of their portfolio Boston, MA 160,083160.1k $17.0m $17.0m 0.02% Added +29.6k +29,623
74 IFG Advisory, LLC 0.58% of their portfolio ATLANTA, GA 155,491155.5k $16.5m $16.5m 0.58% New
75 TUDOR INVESTMENT CORP ET AL 0.06% of their portfolio STAMFORD, CT 147,214147.2k $15.7m $15.7m 0.06% Added +128.3k +128,275
76 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 146,865146.9k $13.8m $13.8m 0.00% New
77 Savant Capital, LLC 0.04% of their portfolio ROCKFORD, IL 145,460145.5k $14.5m $14.5m 0.04% Added +72.6k +72,587
78 Mariner, LLC 0.02% of their portfolio Overland Park, KS 143,529143.5k $15.3m $15.3m 0.02% Reduced -91.0k -90,964
79 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 143,206143.2k $15.2m $15.2m 0.02% Added +90.0k +89,975
80 Spartan Wealth Advisory Services LLC 1.24% of their portfolio BINGHAM FARMS, MI 142,453142.5k $15.1m $15.1m 1.24% Added +14.9k +14,886
81 FourThought Financial Partners, LLC 1.16% of their portfolio VENICE, FL 140,863140.9k $15.0m $15.0m 1.16% Added +1.2k +1,159
82 Advisor OS, LLC 0.98% of their portfolio CHICAGO, IL 138,027138.0k $14.7m $14.7m 0.98% Added +7.8k +7,765
83 MJP ASSOCIATES INC /ADV 1.60% of their portfolio FARMINGTON, CT 137,590137.6k $14.6m $14.6m 1.60% Added +7.3k +7,251
84 Brand Asset Management Group, Inc. 3.13% of their portfolio CHESTERFIELD, MO 133,036133.0k $14.1m $14.1m 3.13% Added +1.4k +1,406
85 71 West Capital Partners 0.48% of their portfolio BOSTON, MA 130,521130.5k $13.9m $13.9m 0.48% Added +1.9k +1,888
86 Fifth Third Securities, Inc. 0.76% of their portfolio Cincinnati, OH 126,048126.0k $13.4m $13.4m 0.76% Added +186 +186
87 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 125,115125.1k $13.3m $13.3m 0.00% Reduced -328.7k -328,698
88 Perigon Wealth Management, LLC 0.21% of their portfolio SAN FRANCISCO, CA 125,097125.1k $13.3m $13.3m 0.21% Reduced -1.8k -1,783
89 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 120,493120.5k $12.8m $12.8m 0.04% Reduced -27.6k -27,649
90 &PARTNERS 0.05% of their portfolio NASHVILLE, TN 120,258120.3k $12.8m $12.8m 0.05% Added +1.4k +1,396
91 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 118,043118.0k $12.8m $12.8m 0.02% Added +2.1k +2,111
92 HIGHLINE WEALTH PARTNERS LLC 2.51% of their portfolio SHERMAN OAKS, CA 115,623115.6k $12.3m $12.3m 2.51% Added +2.5k +2,461
93 One Capital Management, LLC 0.29% of their portfolio WESTLAKE VILLAGE, CA 111,534111.5k $10.5m $10.5m 0.29% Unchanged
94 New York Life Investment Management LLC 0.08% of their portfolio New York, NY 105,850105.8k $11.3m $11.3m 0.08% Reduced -59.0k -59,012
95 Geneos Wealth Management Inc. 0.23% of their portfolio ENGLEWOOD, CO 104,939104.9k $11.2m $11.2m 0.23% Added +505 +505
96 Quantinno Capital Management LP 0.01% of their portfolio NEW YORK, NY 101,819101.8k $10.8m $10.8m 0.01% Reduced -23.3k -23,326
97 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 100,098100.1k $10.6m $10.6m 0.03% Added +7.8k +7,782
98 TD PRIVATE CLIENT WEALTH LLC 0.20% of their portfolio NEW YORK, NY 99,94099.9k $10.6m $10.6m 0.20% Added +5.1k +5,082
99 FIRST MERCHANTS CORP 0.36% of their portfolio Muncie, IN 97,10097.1k $10.3m $10.3m 0.36% Unchanged
100 Fund Evaluation Group, LLC 0.28% of their portfolio CINCINNATI, OH 96,00096.0k $10.2m $10.2m 0.28% Unchanged