SEC 13F Intelligence

VANGUARD SCOTTSDALE FDS

CUSIP 92206C565

Vanguard Scottsdale Fds has 114 institutional holders in Filings Flow’s 13F database, together reporting 247.3K shares worth $17M as of Q2 2026. The largest reported holders are Morgan Stanley, Amicus Financial Advisors, LLC, and Alliancebernstein L.P..

Institutional Holders
114
Q2 2026
Reported Value
$457M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 6Q4 ’18Q1 ’19: 8Q2 ’19: 9Q2 ’19Q3 ’19: 11Q2 ’21: 61Q2 ’21Q4 ’21: 74Q4 ’22: 83Q4 ’22Q4 ’25: 109Q1 ’26: 114Q1 ’26Q2 ’26: 9filingsflow.com
Total reported value
Q4 ’18: $41MQ4 ’18Q1 ’19: $51MQ2 ’19: $57MQ2 ’19Q3 ’19: $62MQ2 ’21: $85MQ2 ’21Q4 ’21: $469MQ4 ’22: $85MQ4 ’22Q4 ’25: $484MQ1 ’26: $457MQ1 ’26Q2 ’26: $17Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Aurelius Family Office LLC$230M AUM10.57%$24M355.7KQ1 2026OLDER
Two West Capital Advisors LLC$189M AUM9.20%$17M254.9KQ1 2026OLDER
Amicus Financial Advisors, LLC$363M AUM8.56%$31M454.7KQ1 2026OLDER
Applied Capital LLC$268M AUM5.61%$15M219.7KQ1 2026OLDER
E-Wealth Partners, LLC$124M AUM5.60%$7M101.5KQ2 2026
Five Pine Wealth Management$161M AUM3.32%$5M78.1KQ1 2026OLDER
Stone Summit Wealth LLC$359M AUM2.36%$8M124.0KQ1 2026OLDER
Alhambra Investment Management LLC$217M AUM2.17%$5M68.8KQ1 2026OLDER
RIK SAYLOR FINANCIAL, INC.$132M AUM0.64%$836,86612.2KQ1 2026OLDER
VIEWPOINT INVESTMENT PARTNERS CORP$216M AUM0.40%$738,22610.6KQ3 2025OLDER
17 CAPITAL PARTNERS, LLC$194M AUM0.40%$768,66411.2KQ1 2026OLDER
Gould Capital, LLC$165M AUM0.39%$652,1969.5KQ1 2026OLDER
Professional Financial Advisors, LLC$578M AUM0.37%$2M31.1KQ2 2026
Sensible Financial Planning & Management, LLC.$551M AUM0.35%$2M28.0KQ3 2025OLDER
Bedminster, LLC$107M AUM0.30%$325,7564.8KQ1 2026OLDER
TSA Wealth Managment LLC$309M AUM0.30%$907,85213.2KQ4 2025OLDER
ABLE Financial Group, LLC$511M AUM0.28%$1M20.3KQ4 2025OLDER
COMMONS CAPITAL, LLC$120M AUM0.26%$387,7235.6KQ4 2025OLDER
Arcadia Wealth Management, Inc.$185M AUM0.22%$398,1395.8KQ1 2026OLDER
Kure Advisory, LLC$184M AUM0.20%$318,1284.6KQ3 2025OLDER
Geometric Wealth Advisors$799M AUM0.19%$2M22.3KQ1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.18%$24M353.5KQ1 2026OLDER
Destiny Wealth Partners, LLC$914M AUM0.17%$2M22.6KQ1 2026OLDER
Cogent Private Wealth, Inc.$139M AUM0.16%$228,4263.3KQ1 2026OLDER
Newport Capital Group, LLC$164M AUM0.13%$215,8413.2KQ1 2026OLDER
Aegis Wealth Management LLC$175M AUM0.13%$222,7533.3KQ1 2026OLDER
Inscription Capital, LLC$951M AUM0.12%$1M17.0KQ1 2026OLDER
Alpha Financial Advisors, LLC$326M AUM0.12%$390,5865.7KQ1 2026OLDER
MONEYWISE, INC.$229M AUM0.11%$249,1563.6KQ1 2026OLDER
Endowment Wealth Management, Inc.$226M AUM0.10%$231,8513.4KQ1 2026OLDER
Maridea Wealth Management LLC$688M AUM0.10%$674,3709.9KQ1 2026OLDER
Luminvest Wealth Management LLC$382M AUM0.10%$371,1505.4KQ1 2026OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.07%$14M207.0KQ1 2026OLDER
American Investment Services, Inc.$448M AUM0.06%$253,3743.7KQ1 2026OLDER
Bristlecone Advisors, LLC$1.2B AUM0.05%$631,7119.1KQ3 2025OLDER
Moss Adams Wealth Advisors LLC$1.4B AUM0.05%$672,8389.8KQ1 2026OLDER
Clark Asset Management, LLC$1.3B AUM0.04%$566,7438.3KQ2 2026
Claro Advisors Inc.$830M AUM0.04%$286,9224.2KQ4 2025OLDER
Ethos Financial Group, LLC$1.4B AUM0.03%$458,2186.7KQ1 2026OLDER
CFS Investment Advisory Services, LLC$1.5B AUM0.03%$451,2096.6KQ1 2026OLDER
SEEDS INVESTOR LLC$735M AUM0.03%$227,9133.3KQ1 2026OLDER
Symmetry Partners, LLC$1.8B AUM0.03%$478,2457.0KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.02%$17M245.4KQ1 2026OLDER
Bleakley Financial Group, LLC$6.4B AUM0.02%$2M22.5KQ1 2026OLDER
SAGE FINANCIAL GROUP INC$1.5B AUM0.02%$257,9533.8KQ1 2026OLDER
Charter Oak Capital Management, LLC$1.3B AUM0.02%$212,3693.1KQ1 2026OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.02%$2M24.0KQ1 2026OLDER
Leo Wealth, LLC$1.4B AUM0.01%$205,0353.0KQ1 2026OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.01%$58,098850Q1 2026OLDER
Stonehage Fleming Financial Services Holdings Ltd$2.7B AUM0.01%$395,3365.8KQ1 2026OLDER
DecisionPoint Financial, LLC$464M AUM0.01%$64,181939Q1 2026OLDER
SIMON QUICK ADVISORS, LLC$2.2B AUM0.01%$297,1864.3KQ1 2026OLDER
StoneX Group Inc.$1.9B AUM0.01%$241,1393.5KQ1 2026OLDER
Capstone Financial Advisors, Inc.$1.9B AUM0.01%$239,0793.5KQ1 2026OLDER
Ascent Group, LLC$2.9B AUM0.01%$345,2825.0KQ4 2025OLDER
MORGAN STANLEY$1.67T AUM0.01%$187M2.73MQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.01%$31M451.5KQ4 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.01%$1M15.2KQ1 2026OLDER
Apella Capital, LLC$7.1B AUM0.01%$661,0989.7KQ2 2026
Wedmont Private Capital$3.1B AUM0.01%$235,9083.4KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.01%$6M93.8KQ1 2026OLDER
Sigma Planning Corp$3.6B AUM0.01%$252,6223.7KQ1 2026OLDER
Valmark Advisers, Inc.$8.4B AUM0.01%$556,2938.1KQ1 2026OLDER
Perigon Wealth Management, LLC$5.5B AUM0.01%$340,7365.0KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.00%$211,4403.1KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$17M248.5KQ1 2026OLDER
Peachtree Investment Partners, LLC$262M AUM0.00%$10,940160Q1 2026OLDER
Modern Wealth Management, LLC$5.8B AUM0.00%$226,0873.3KQ4 2025OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$330,0824.8KQ1 2026OLDER
3 FACTOR INDEXING, LLC$118M AUM0.00%$4,38664Q2 2026
US BANCORP \DE\$82.4B AUM0.00%$3M43.4KQ1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.00%$2M32.2KQ4 2025OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.00%$260,5553.8KQ1 2026OLDER
Your Advocates Ltd., LLP$328M AUM0.00%$8,475124Q1 2026OLDER
Clark Capital Management Group, Inc.$16.2B AUM0.00%$389,7325.7KQ1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$299,7174.4KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$1M15.4KQ1 2026OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.00%$28,707420Q1 2026OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.00%$206,7593.0KQ1 2026OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.00%$77,0301.1KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$22M323.8KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$52,980773Q2 2026
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$416,2916.1KQ4 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$344,4375.0KQ1 2026OLDER
WealthShield Partners, LLC$898M AUM0.00%$11,278165Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$7M95.8KQ2 2026
Sanctuary Advisors, LLC$18.5B AUM0.00%$223,3683.3KQ1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$34,646504Q4 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$4M64.3KQ1 2026OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$28,980424Q1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.00%$333,6164.9KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$6M82.8KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$591,4848.7KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$601,0108.8KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$619,1609.1KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$595,9518.7KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$227,4103.3KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$109,3601.6KQ1 2026OLDER
VANGUARD ADVISERS INC$25.5B AUM0.00%$137,2932.0KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$75,1671.1KQ3 2025OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$18,455270Q1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$288,0124.2KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$24,940358Q3 2025OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$114,1591.7KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$3,67054Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$8,544125Q1 2026OLDER
Creative Planning$147.4B AUM0.00%$349,4055.1KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$1M20.4KQ1 2026OLDER
Topsail Wealth Management, LLC$678M AUM0.00%$1,49122Q1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$4,23862Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$649,7599.5KQ1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$223,8473.3KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$1M21.1KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$4,10160Q1 2026OLDER
Glassman Wealth Services$736M AUM0.00%$4787Q1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$330,6774.8KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$3,34949Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$392,3295.7KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$333,0704.9KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$293,7684.3KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$3,34949Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$7,230105Q4 2025OLDER
CWM, LLC$38.1B AUM0.00%$451Q3 2025OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$9,220135Q1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$5578Q3 2025OLDER
Beaird Harris Wealth Management, LLC$1.6B AUM0.00%$481Q2 2026
Qube Research & Technologies Ltd$89.9B AUM0.00%$2,85641Q3 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$3,05345Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$9,364137Q1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$290Q4 2025OLDER
FMR LLC$1.90T AUM0.00%$18,602272Q1 2026OLDER
Sachetta, LLC$184M AUM0.00%$10Q1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$82012Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.