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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   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
   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
   SCS CAPITAL MANAGEMENT LLC 8 - 2024-03-31 3,941,333 $228,873,000 86,373
   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
   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
   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
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 6 - 2024-03-31 1,544,784 $89,706,000 128,648
   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
   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
   First Financial Bankshares Inc 23 - 2024-03-31 1,053,092 $61,153,000 27,684
   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
   MULTIFINANCIAL SECURITIES CORP 52 - 2024-03-31 760,084 $44,138,000 141,849
   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
   Wealth Dimensions Group Ltd. 1 - 2024-03-31 647,249 $37,586,000 8,191
   Foster Group Inc. 17 - 2024-03-31 639,146 $37,115,000 52,412
   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
   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
   FINANCIAL NETWORK 142 - 2024-03-31 494,483 $28,715,000 12,101
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 68 - 2024-03-31 469,969 $27,291,000 463,865
   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
   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
   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
   Prime Capital Investment Advisors LLC 66 - 2024-03-31 395,016 $22,939,000 362,115
   MILLER INVESTMENT MANAGEMENT LP 7 - 2024-03-31 369,008 $21,428,000 3,904
   Level Financial Advisors Inc. 2 - 2024-03-31 365,311 $21,214,000 32,908
   Strategic Wealth Designers 7 - 2023-12-31 361,609 $21,093,000 16,502
   MAYPORT LLC 3 - 2024-03-31 354,105 $20,563,000 46,933
   REGIONS FINANCIAL CORP 126 - 2024-03-31 352,291 $20,458,000 15,194
   EFFICIENT ADVISORS, LLC 27 - 2024-03-31 344,280 $19,992,000 23,485
   RENAISSANCE TECHNOLOGIES LLC 636 - 2024-03-31 342,627 $19,896,000 116,565
   CREATIVE FINANCIAL DESIGNS INC /ADV 9 - 2024-03-31 339,808 $19,733,000 25,975
   Global Wealth Management Investment Advisory Inc. 1 - 2024-03-31 339,389 $19,708,000 13,168
   COUNTRY CLUB BANK /GFN 14 - 2024-03-31 325,798 $18,919,000 26,834
   PATHSTONE FAMILY OFFICE, LLC 105 - 2023-09-30 319,294 $18,391,000 315,644
   Simplicity WealthLLC 36 - 2024-03-31 316,624 $18,386,000 244,506
   Carlson Capital Management 12 - 2024-03-31 294,097 $17,078,000 3,160
   Wolff Financial Management LLC 9 - 2024-03-31 286,422 $16,633,000 2,015
   PARK AVENUE SECURITIES LLC 74 - 2024-03-31 281,983 $16,375,000 30,139
   ALLEN INVESTMENT MANAGEMENT LLC 56 - 2024-03-31 280,168 $16,269,000 4,640
   NORTHWEST WEALTH MANAGEMENT LLC 5 - 2024-03-31 260,565 $15,131,000 17,000
   SAND HILL ADVISORS INC/CA 25 - 2024-03-31 259,209 $15,052,000 3,312
   VOISARD ASSET MANAGEMENT GROUP INC. 4 - 2024-03-31 252,055 $14,637,000 13,982
   Manhattan West Asset Management LLC 5 - 2024-03-31 247,720 $14,385,000 50,446
   SHAH CAPITAL MANAGEMENT 8 - 2024-03-31 247,496 $14,372,000 6,273
   Falcon Wealth Planning 19 - 2024-03-31 239,762 $13,923,000 22,376
   VANGUARD GROUP INC 2789 - 2024-03-31 236,069 $13,709,000 25,690
   Fountainhead AM LLC 12 - 2024-03-31 224,300 $13,025,000 32,042
   ANDERSON FISHER LLC 11 - 2024-03-31 219,914 $12,770,000 11,128
   Elm Partners Management LLC 21 - 2024-03-31 216,643 $12,580,000 46,911
   JANE STREET GROUP LLC 707 - 2024-03-31 209,337 $12,156,000 202,018
   Whitcomb & Hess Inc. 10 - 2024-03-31 205,340 $11,924,000 11,402
   Vise Technologies Inc. 5 - 2024-03-31 199,139 $11,564,000 17,514
   WEBSTERROGERS FINANCIAL ADVISORS LLC 8 - 2024-03-31 198,118 $11,505,000 165,880
   Peak Asset Management LLC 17 - 2024-03-31 196,978 $11,438,000 15,903
   American Trust 23 - 2023-12-31 194,998 $11,374,000 194,998
   Atria Wealth Solutions Inc. 175 - 2024-03-31 194,049 $11,268,000 5,949
   Alaethes Wealth LLC 2 - 2024-03-31 190,088 $11,038,000 1,847
   Conservest Capital Advisors Inc. 18 - 2024-03-31 188,513 $10,947,000 2,037
   Unison Advisors LLC 14 - 2024-03-31 187,539 $10,890,000 20,086
   Engrave Wealth Partners LLC 9 - 2023-12-31 184,910 $10,786,000 8,797
   Kure Advisory LLC 3 - 2024-03-31 178,585 $10,370,000 7,075
   Patriot Investment Management Inc. 20 - 2024-03-31 178,343 $10,356,000 4,066
   ROGCO LP 5 - 2024-03-31 177,226 $10,292,000 10,736
   Integrated Wealth Concepts LLC 156 - 2024-03-31 173,785 $10,092,000 13,558
   ELEMENT POINTE ADVISORS LLC 9 - 2024-03-31 173,586 $10,080,000 13,068
   Ullmann Financial Group Inc. 14 - 2024-03-31 171,774 $9,975,000 6,096
   Tortoise Investment Management LLC 23 - 2024-03-31 171,775 $9,975,000 7,132
  100 Records found
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