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Get Institutions for : 
Vanguard Scottsdale Funds (VGSH)  
$57.85 0.02 (0.03%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 795    19
Total shares held : 
 243,814,383  
% of shares held : 
 27.09%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -41  
Amount of shares held : 
 -11,226,968  
% of shares held change : 
   -1.25%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $57.38  
Last Quarter's Ending Price : 
 $58.33  
Last Quarter's Average Price : 
 $57.80  
Change from last quarter's     
avg. price to the last closing  : 
0.05 (0.09%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
57
 2,191,951
 0.9%
 
Increased Positions :
296
 15,750,913
 6.46%
 
Unchanged Positions :
124
 5,996,273
 2.46%
 
Decreased Positions :
318
-27,426,426
-11.25%
 
Closed Positions :
76
-1,743,406
-0.72%
 
Guru Positions :
1
3,793
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   J P MORGAN CHASE & CO 129 - 2024-03-31 32,920,864 $1,911,715,000 -18,085,220
   MORGAN STANLEY 191 - 2024-03-31 21,753,308 $1,263,215,000 1,730,962
   GOLDMAN SACHS GROUP INC/ 241 - 2024-03-31 6,845,784 $397,535,000 3,187,169
   Orgel Wealth Management LLC 2 - 2024-03-31 6,813,505 $395,660,000 385,608
   ENVESTNET ASSET MANAGEMENT INC 130 - 2024-03-31 6,725,131 $390,528,000 2,437,903
   BANK OF AMERICA CORP /DE/ 420 - 2024-03-31 6,229,707 $361,759,000 -175,084
   WELLS FARGO & CO/MN 202 - 2024-03-31 6,023,812 $349,803,000 -209,794
   Municipal Employees Retirement System of Michigan 9 - 2024-03-31 4,339,205 $251,977,000 35,995
   NORTHERN TRUST CORP 377 - 2024-03-31 4,260,841 $247,427,000 1,035,458
   M&T BANK CORP 24 - 2024-03-31 4,093,120 $237,687,000 151,821
   STATE STREET CORP 803 - 2024-03-31 4,000,000 $232,280,000 0
   SCS CAPITAL MANAGEMENT LLC 8 - 2024-03-31 3,941,333 $228,873,000 86,373
   UBS Group AG 289 - 2024-03-31 3,386,584 $196,659,000 -302,225
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 33 - 2024-03-31 3,342,868 $194,120,000 -532,910
   HPM Partners LLC 42 - 2024-03-31 2,939,098 $170,673,000 1,237,180
   Baird Financial Group Inc. 59 - 2024-03-31 2,634,950 $153,012,000 223,289
   PARTNERS CAPITAL INVESTMENT GROUP LLP 4 - 2024-03-31 2,513,857 $145,980,000 -1,535,216
   Ronald Blue Trust Inc. 19 - 2024-03-31 2,301,584 $133,653,000 -583,986
   Money Design Co.Ltd. 4 - 2024-03-31 2,265,108 $131,535,000 83,307
   VALMARK ADVISERS INC 12 - 2024-03-31 2,234,636 $129,765,000 41,114
   ROYAL BANK OF CANADA 416 - 2024-03-31 2,160,056 $125,434,000 -201,665
   NEPC LLC 5 - 2023-12-31 1,913,635 $111,622,000 0
   AMERIPRISE FINANCIAL INC 515 - 2024-03-31 1,805,214 $105,626,000 117,615
   Advisory Alpha LLC 5 - 2024-03-31 1,760,999 $102,266,000 86,281
   Gitterman Wealth Management LLC 1 - 2024-03-31 1,756,921 $102,024,000 105,079
   HIGHTOWER ADVISORS, LLC 141 - 2024-03-31 1,747,534 $101,486,000 140,089
   SMITHFIELD TRUST CO 3 - 2024-03-31 1,714,213 $99,528,000 105,984
   LPL FINANCIAL CORP 325 - 2024-03-31 1,675,958 $97,323,000 -241,880
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 6 - 2024-03-31 1,544,784 $89,706,000 128,648
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 161 - 2024-03-31 1,485,342 $86,254,000 -17,942
   BROWN ADVISORY HOLDINGS INC 152 - 2024-03-31 1,471,970 $85,477,000 -225,812
   BB&T CORP 165 - 2024-03-31 1,393,640 $80,929,000 84,242
   MERCER GLOBAL ADVISORS INC /ADV 70 - 2024-03-31 1,364,377 $79,229,000 245,118
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 746 - 2024-03-31 1,324,556 $76,917,000 -1,179,896
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 126 - 2024-03-31 1,252,265 $72,719,000 -183,714
   PURE FINANCIAL ADVISORS, INC. 13 - 2024-03-31 1,207,161 $70,100,000 125,973
   Cornerstone Wealth Advisors Inc. 1 - 2024-03-31 1,185,301 $68,830,000 38,178
   Penserra Capital Management LLC 34 - 2024-03-31 1,178,865 $68,456,000 1,178,737
   Rockefeller Capital Management L.P. 124 - 2024-03-31 1,113,358 $64,653,000 -90,483
   EVENSKY & KATZ INC 7 - 2024-03-31 1,061,261 $61,627,000 -28,948
   First Financial Bankshares Inc 23 - 2024-03-31 1,053,092 $61,153,000 27,684
   Merit Financial Group LLC 12 - 2024-03-31 1,012,357 $58,453,000 -38,748
   AE Wealth Management LLC 24 - 2024-03-31 1,006,514 $58,448,000 -1,179,105
   Defender Capital LLC. 1 - 2024-03-31 968,975 $56,268,000 -114,075
   OLD NATIONAL BANCORP /IN/ 14 - 2024-03-31 962,885 $55,915,000 179,322
   MILESTONE GROUP INC 8 - 2024-03-31 911,394 $52,925,000 113,841
   Chemistry Wealth Management LLC 1 - 2024-03-31 852,581 $49,509,000 29,571
   EMPIRICAL FINANCIAL SERVICES, LLC 16 - 2024-03-31 850,502 $49,389,000 20,418
   Strata Wealth Advisors LLC 1 - 2024-03-31 839,759 $48,765,000 76,396
   Oak Harvest Investment Services 1 - 2024-03-31 821,160 $47,685,000 121,454
   INSIGHT 2811 INC 1 - 2024-03-31 810,979 $47,094,000 26,772
   EAGLE RIDGE INVESTMENT MANAGEMENT 3 - 2024-03-31 780,049 $45,297,000 23,333
   Federation des caisses Desjardins du Quebec 60 - 2024-03-31 778,645 $45,216,000 0
   CREATIVE PLANNING 144 - 2024-03-31 775,147 $45,013,000 -252,135
   Advisor Group Holdings Inc. 196 - 2024-03-31 769,413 $44,681,000 -169,913
   MULTIFINANCIAL SECURITIES CORP 52 - 2024-03-31 760,084 $44,138,000 141,849
   Pacific Sage Partners LLC 3 - 2024-03-31 753,104 $43,733,000 -450
   NORTHERN OAK CAPITAL MANAGEMENT INC 2 - 2024-03-31 734,005 $42,624,000 1,744
   ALTA ADVISERS LTD 1 - 2024-03-31 699,427 $40,616,000 30,753
   Foundations Investment Advisors LLC 25 - 2024-03-31 685,221 $39,791,000 -359,577
   Relative Value Partners Group LLC 12 - 2024-03-31 651,628 $38,146,000 -4,613
   Wealth Dimensions Group Ltd. 1 - 2024-03-31 647,249 $37,586,000 8,191
   MARINER WEALTH ADVISORS, LLC 223 - 2024-03-31 643,644 $37,376,000 -10,829
   Foster Group Inc. 17 - 2024-03-31 639,146 $37,115,000 52,412
   Vernal Point Advisors LLC 1 - 2024-03-31 633,362 $36,779,000 -22,786
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 30 *New 2024-03-31 570,507 $33,129,000 570,507
   AllGen Financial Advisors Inc. 2 *New 2024-03-31 549,779 $31,926,000 549,779
   AMI INVESTMENT MANAGEMENT INC 1 - 2024-03-31 539,286 $31,316,000 49,021
   OPUS CAPITAL GROUP LLC 6 - 2024-03-31 534,950 $31,065,000 11,349
   PRESILIUM PRIVATE WEALTH LLC 4 - 2024-03-31 528,251 $30,676,000 96,068
   SCOPUS ASSET MANAGEMENT LP 32 - 2024-03-31 522,500 $30,342,000 172,500
   MASSMUTUAL TRUST CO FSB/ADV 28 - 2024-03-31 522,107 $30,319,000 8,690
   MainStreet Investment Advisors LLC 5 - 2024-03-31 512,865 $29,782,000 -810
   Beacon Pointe Advisors LLC 66 - 2024-03-31 502,882 $29,202,000 8,947
   First Command Advisory Services Inc. 16 - 2024-03-31 502,394 $29,174,000 494,845
   BENJAMIN F. EDWARDS & COMPANY INC. 52 - 2024-03-31 496,487 $28,831,000 -7,373
   FINANCIAL NETWORK 142 - 2024-03-31 494,483 $28,715,000 12,101
   Herr Investment Group LLC 2 - 2024-03-31 488,608 $28,373,000 -16,662
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 173 - 2024-03-31 488,099 $28,344,000 -9,125
   Traverso Chambers Private Wealth Management LLC 3 - 2023-12-31 484,487 $28,260,000 -32,621
   CLS INVESTMENT FIRM LLC 28 - 2022-12-31 475,243 $27,479,000 -4,791
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 68 - 2024-03-31 469,969 $27,291,000 463,865
   Dynasty Wealth Management LLC 26 *New 2024-03-31 457,188 $26,549,000 457,188
   BANK OF NOVA SCOTIA / 223 - 2024-03-31 449,247 $26,101,000 -54,440
   Facet Wealth Inc. 24 - 2024-03-31 449,041 $25,923,000 79,470
   PORTLAND GLOBAL ADVISORS LLC 7 - 2024-03-31 442,896 $25,719,000 103,129
   HILTON CAPITAL MANAGEMENT, LLC 9 - 2024-03-31 441,494 $25,638,000 -248,484
   Delta Investment Management LLC 1 - 2024-03-31 440,737 $25,594,000 -53,683
   Schiavi & Co LLC 3 - 2024-03-31 437,500 $25,406,000 10,697
   Salomon & Ludwin LLC 13 - 2024-03-31 435,074 $25,265,000 101,555
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 191 - 2024-03-31 433,668 $25,183,000 349,197
   American Money Management LLC 2 - 2024-03-31 432,275 $25,102,000 44,086
   Sollinda Capital Management LLC 4 - 2024-03-31 426,808 $24,785,000 -216,586
   Charles Schwab Trust Co 12 - 2024-03-31 422,068 $24,509,000 -4,819
   HNP Capital LLC 2 - 2023-03-31 417,767 $24,456,000 23,236
   FRANKLIN RESOURCES INC 763 - 2024-03-31 415,176 $24,109,000 16,153
   Cordant Inc. 2 - 2024-03-31 407,925 $23,688,000 7,102
   Five Oceans Advisors 1 - 2024-03-31 397,223 $23,067,000 -7,738
   Prime Capital Investment Advisors LLC 66 - 2024-03-31 395,016 $22,939,000 362,115
   MML INVESTORS SERVICES LLC 225 - 2024-03-31 385,731 $22,399,000 -227,639
  100 Records found
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