SEC 13F Intelligence

BNDWVANGUARD SCOTTSDALE FDS

CUSIP 92206C565 · Yahoo Finance ↗ · Google Finance ↗

Vanguard Scottsdale Fds (BNDW) has 113 institutional holders in Filings Flow’s 13F database, together reporting 6.18M shares worth $422M as of Q1 2026. The largest reported holders are Morgan Stanley, Amicus Financial Advisors, LLC, and Alliancebernstein L.P..

Institutional Holders
113
Q1 2026
Reported Value
$422M
Ticker
BNDW
Quarters Tracked
29

Ownership Trend

Institutional holders
Q1 ’19: 8Q1 ’19Q2 ’19: 8Q3 ’19: 10Q4 ’19: 17Q1 ’20: 30Q1 ’20Q2 ’20: 29Q3 ’20: 37Q4 ’20: 45Q1 ’21: 60Q1 ’21Q2 ’21: 60Q3 ’21: 70Q4 ’21: 73Q1 ’22: 66Q1 ’22Q2 ’22: 75Q3 ’22: 63Q4 ’22: 81Q1 ’23: 76Q1 ’23Q2 ’23: 81Q3 ’23: 77Q4 ’23: 84Q1 ’24: 87Q1 ’24Q2 ’24: 88Q3 ’24: 88Q4 ’24: 101Q1 ’25: 105Q1 ’25Q2 ’25: 99Q3 ’25: 96Q4 ’25: 108Q1 ’26: 113Q1 ’26filingsflow.com
Total reported value
Q1 ’19: $51MQ1 ’19Q2 ’19: $11MQ3 ’19: $13MQ4 ’19: $27MQ1 ’20: $132MQ1 ’20Q2 ’20: $82MQ3 ’20: $56MQ4 ’20: $81MQ1 ’21: $95MQ1 ’21Q2 ’21: $84MQ3 ’21: $104MQ4 ’21: $116MQ1 ’22: $174MQ1 ’22Q2 ’22: $117MQ3 ’22: $90MQ4 ’22: $106MQ1 ’23: $92MQ1 ’23Q2 ’23: $120MQ3 ’23: $131MQ4 ’23: $126MQ1 ’24: $119MQ1 ’24Q2 ’24: $129MQ3 ’24: $131MQ4 ’24: $248MQ1 ’25: $214MQ1 ’25Q2 ’25: $401MQ3 ’25: $406MQ4 ’25: $509MQ1 ’26: $422MQ1 ’26filingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
MORGAN STANLEY$1.66T AUM0.01%$128M1.87MQ1 2026
Amicus Financial Advisors, LLC$363M AUM8.56%$31M454.7KQ1 2026
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.01%$31M451.5KQ4 2025OLDER
Betterment LLC$52.8B AUM0.05%$25M371.9KQ1 2026
Aurelius Family Office LLC$230M AUM10.57%$24M355.7KQ1 2026
Waverly Advisors, LLC$13.4B AUM0.18%$24M353.5KQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$22M323.8KQ1 2026
Two West Capital Advisors LLC$189M AUM9.20%$17M254.9KQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$17M248.5KQ1 2026
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.02%$17M245.4KQ1 2026
Applied Capital LLC$268M AUM5.61%$15M219.7KQ1 2026
Beacon Pointe Advisors, LLC$18.9B AUM0.07%$14M207.0KQ1 2026
Stone Summit Wealth LLC$359M AUM2.36%$8M124.0KQ1 2026
E-Wealth Partners, LLC$124M AUM5.60%$7M97.0KQ1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$7M95.8KQ1 2026
Mariner, LLC$85.7B AUM0.01%$6M93.8KQ1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$6M82.8KQ1 2026
Five Pine Wealth Management$161M AUM3.32%$5M78.1KQ1 2026
Alhambra Investment Management LLC$217M AUM2.17%$5M68.8KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$4M64.3KQ1 2026
US BANCORP \DE\$82.4B AUM0.00%$3M43.4KQ1 2026
CIBC WORLD MARKET INC.$61.3B AUM0.00%$2M32.2KQ4 2025OLDER
Professional Financial Advisors, LLC$578M AUM0.44%$2M31.4KQ1 2026
Sensible Financial Planning & Management, LLC.$551M AUM0.35%$2M28.0KQ3 2025OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.02%$2M24.0KQ1 2026
Destiny Wealth Partners, LLC$914M AUM0.17%$2M22.6KQ1 2026
Bleakley Financial Group, LLC$6.4B AUM0.02%$2M22.5KQ1 2026
Geometric Wealth Advisors$799M AUM0.19%$2M22.3KQ1 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.02%$1M21.5KQ2 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$1M21.1KQ1 2026
ABLE Financial Group, LLC$511M AUM0.28%$1M20.3KQ4 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$1M20.4KQ1 2026
Apella Capital, LLC$7.1B AUM0.02%$1M17.8KQ1 2026
Inscription Capital, LLC$951M AUM0.12%$1M17.0KQ1 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$1M15.4KQ1 2026
Farther Finance Advisors, LLC$10.6B AUM0.01%$1M15.2KQ1 2026
TSA Wealth Managment LLC$309M AUM0.30%$907,85213.2KQ4 2025OLDER
Jentner Corp$373M AUM0.24%$881,53112.7KQ2 2025OLDER
RIK SAYLOR FINANCIAL, INC.$132M AUM0.64%$836,86612.2KQ1 2026
17 CAPITAL PARTNERS, LLC$194M AUM0.40%$768,66411.2KQ1 2026
VIEWPOINT INVESTMENT PARTNERS CORP$216M AUM0.40%$738,22610.6KQ3 2025OLDER
Maridea Wealth Management LLC$688M AUM0.10%$674,3709.9KQ1 2026
Moss Adams Wealth Advisors LLC$1.4B AUM0.05%$672,8389.8KQ1 2026
Gould Capital, LLC$165M AUM0.39%$652,1969.5KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$649,7599.5KQ1 2026
Bristlecone Advisors, LLC$1.2B AUM0.05%$631,7119.1KQ3 2025OLDER
Focus Partners Wealth$89.9B AUM0.00%$619,1609.1KQ1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$601,0108.8KQ1 2026
Cetera Investment Advisers$94.0B AUM0.00%$595,9518.7KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$591,4848.7KQ1 2026
Kings Path Partners LLC$248M AUM0.23%$561,0188.1KQ2 2025OLDER
Valmark Advisers, Inc.$8.4B AUM0.01%$556,2938.1KQ1 2026
Opes Wealth Management LLC$609M AUM0.09%$484,6177.0KQ2 2025OLDER
Symmetry Partners, LLC$1.8B AUM0.03%$478,2457.0KQ1 2026
Ethos Financial Group, LLC$1.4B AUM0.03%$458,2186.7KQ1 2026
CFS Investment Advisory Services, LLC$1.5B AUM0.03%$451,2096.6KQ1 2026
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$416,2916.1KQ4 2025OLDER
Arcadia Wealth Management, Inc.$185M AUM0.22%$398,1395.8KQ1 2026
Stonehage Fleming Financial Services Holdings Ltd$2.7B AUM0.01%$395,3365.8KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$392,3295.7KQ1 2026
Alpha Financial Advisors, LLC$326M AUM0.12%$390,5865.7KQ1 2026
Clark Capital Management Group, Inc.$16.2B AUM0.00%$389,7325.7KQ1 2026
COMMONS CAPITAL, LLC$120M AUM0.26%$387,7235.6KQ4 2025OLDER
Luminvest Wealth Management LLC$382M AUM0.10%$371,1505.4KQ1 2026
Creative Planning$147.4B AUM0.00%$349,4055.1KQ1 2026
Ascent Group, LLC$2.9B AUM0.01%$345,2825.0KQ4 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$344,4375.0KQ1 2026
Perigon Wealth Management, LLC$5.5B AUM0.01%$340,7365.0KQ1 2026
Lido Advisors, LLC$32.7B AUM0.00%$333,6164.9KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$333,0704.9KQ1 2026
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$330,6774.8KQ1 2026
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$330,0824.8KQ1 2026
THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM0.00%$326,0004.7KQ2 2025OLDER
Bedminster, LLC$107M AUM0.30%$325,7564.8KQ1 2026
Kure Advisory, LLC$184M AUM0.20%$318,1284.6KQ3 2025OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$299,7174.4KQ1 2026
SIMON QUICK ADVISORS, LLC$2.2B AUM0.01%$297,1864.3KQ1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$293,7684.3KQ1 2026
Corient Private Wealth LLC$69.9B AUM0.00%$288,0124.2KQ1 2026
Claro Advisors Inc.$830M AUM0.04%$286,9224.2KQ4 2025OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.00%$260,5553.8KQ1 2026
Cambridge Investment Research Advisors, Inc.$38.8B AUM0.00%$259,0003.8KQ1 2026
SAGE FINANCIAL GROUP INC$1.5B AUM0.02%$257,9533.8KQ1 2026
American Investment Services, Inc.$448M AUM0.06%$253,3743.7KQ1 2026
Sigma Planning Corp$3.6B AUM0.01%$252,6223.7KQ1 2026
MONEYWISE, INC.$229M AUM0.11%$249,1563.6KQ1 2026
StoneX Group Inc.$1.9B AUM0.01%$241,1393.5KQ1 2026
Capstone Financial Advisors, Inc.$1.9B AUM0.01%$239,0793.5KQ1 2026
Wedmont Private Capital$3.1B AUM0.01%$235,9083.4KQ1 2026
Endowment Wealth Management, Inc.$226M AUM0.10%$231,8513.4KQ1 2026
Cogent Private Wealth, Inc.$139M AUM0.16%$228,4263.3KQ1 2026
SEEDS INVESTOR LLC$735M AUM0.03%$227,9133.3KQ1 2026
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$227,4103.3KQ1 2026
Modern Wealth Management, LLC$5.8B AUM0.00%$226,0873.3KQ4 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$223,8473.3KQ1 2026
Sanctuary Advisors, LLC$18.5B AUM0.00%$223,3683.3KQ1 2026
Aegis Wealth Management LLC$175M AUM0.13%$222,7533.3KQ1 2026
Newport Capital Group, LLC$164M AUM0.13%$215,8413.2KQ1 2026
Charter Oak Capital Management, LLC$1.3B AUM0.02%$212,3693.1KQ1 2026
Chicago Partners Investment Group LLC$4.5B AUM0.00%$211,4403.1KQ1 2026
Focus Partners Advisor Solutions, LLC$9.9B AUM0.00%$206,7593.0KQ1 2026
Leo Wealth, LLC$1.4B AUM0.01%$205,0353.0KQ1 2026
Keener Financial Planning LLC$238M AUM0.09%$203,0002.9KQ3 2025OLDER
VANGUARD ADVISERS INC$25.5B AUM0.00%$137,2932.0KQ1 2026
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$114,1591.7KQ1 2026
MAI Capital Management$17.7B AUM0.00%$109,3601.6KQ1 2026
S.A. Mason LLC$266M AUM0.04%$84,7911.2KQ2 2025OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.00%$77,0301.1KQ1 2026
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$75,1671.1KQ3 2025OLDER
Evolution Advisers, Inc.$237M AUM0.03%$75,0001.1KQ1 2026
DecisionPoint Financial, LLC$464M AUM0.01%$64,181939Q1 2026
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.01%$58,098850Q1 2026
CoreCap Advisors, LLC$3.4B AUM0.00%$52,841773Q1 2026
SageView Advisory Group, LLC$3.0B AUM0.00%$34,646504Q4 2025OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$28,980424Q1 2026
Capital Investment Advisory Services, LLC$1.4B AUM0.00%$28,707420Q1 2026
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$24,940358Q3 2025OLDER
FMR LLC$1.90T AUM0.00%$18,602272Q1 2026
Geneos Wealth Management Inc.$4.3B AUM0.00%$18,455270Q1 2026
WealthShield Partners, LLC$898M AUM0.00%$11,278165Q1 2026
Peachtree Investment Partners, LLC$262M AUM0.00%$10,940160Q1 2026
UBS Group AG$666.3B AUM0.00%$9,364137Q1 2026
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$9,220135Q1 2026
Larson Financial Group LLC$3.1B AUM0.00%$8,544125Q1 2026
Your Advocates Ltd., LLP$328M AUM0.00%$8,475124Q1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$7,230105Q4 2025OLDER
3 FACTOR INDEXING, LLC$118M AUM0.00%$4,37564Q1 2026
AdvisorNet Financial, Inc$1.9B AUM0.00%$4,23862Q1 2026
IFP Advisors, Inc$4.8B AUM0.00%$4,10160Q1 2026
CWM, LLC$38.1B AUM0.00%$4,00051Q3 2025OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$3,67054Q1 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$3,34949Q1 2026
AE Wealth Management LLC$18.5B AUM0.00%$3,34949Q1 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$3,05345Q1 2026
SIMPLEX TRADING, LLC$149.1B AUM0.00%$3,00048Q2 2025OLDER
Park Square Financial Group, LLC$13M AUM0.00%$2,98143Q2 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$2,85641Q3 2025OLDER
Topsail Wealth Management, LLC$678M AUM0.00%$1,49122Q1 2026
Ameritas Advisory Services, LLC$2.6B AUM0.00%$1,45621Q2 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$82012Q1 2026
TD Waterhouse Canada Inc.$33.7B AUM0.00%$5578Q3 2025OLDER
Glassman Wealth Services$736M AUM0.00%$4787Q1 2026
Brooklyn Investment Group$3.2B AUM0.00%$701Q2 2025OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$290Q4 2025OLDER
Sachetta, LLC$184M AUM0.00%$10Q1 2026
CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM$00Q2 2025OLDER

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