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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
   STATE STREET CORP 803 - 2024-03-31 4,000,000 $232,280,000 0
   NEPC LLC 5 - 2023-12-31 1,913,635 $111,622,000 0
   MINOT CAPITAL LP 8 - 2024-03-31 352,144 $20,449,000 0
   ARMSTRONG ADVISORY GROUP INC 20 - 2024-03-31 244,607 $14,268,000 0
   INVESTURE LLC 14 - 2024-03-31 222,200 $12,903,000 0
   PRUDENTIAL CORP PLC 172 - 2024-03-31 152,392 $8,849,000 0
   CHOATE INVESTMENT ADVISORS 60 - 2024-03-31 141,685 $8,228,000 0
   Biltmore Wealth Management LLC 12 - 2024-03-31 101,373 $5,913,000 0
   LEVEL FOUR ADVISORY SERVICES LLC 109 - 2024-03-31 76,731 $4,476,000 0
   BOSTON FAMILY OFFICE LLC 74 - 2024-03-31 72,576 $4,214,000 0
   DEUTSCHE BANK AG 1335 - 2024-03-31 66,400 $3,856,000 0
   BlueDrive Global Investors LLP 10 - 2024-03-31 49,825 $2,893,000 0
   ADVISORY RESEARCH INC 68 - 2024-03-31 31,567 $1,833,000 0
   ANCHOR CAPITAL ADVISORS INC 137 - 2024-03-31 31,380 $1,822,000 0
   EverSource Wealth Advisors LLC 118 - 2024-03-31 29,652 $1,730,000 0
   Arden Trust Co 68 - 2024-03-31 28,461 $1,653,000 0
   MARSHFIELD ASSOCIATES 18 - 2024-03-31 26,867 $1,560,000 0
   LEAVELL T & ASSOCIATES INC 213 - 2024-03-31 26,507 $1,539,000 0
   Ariel Capital Advisors LLC 72 - 2024-03-31 22,429 $1,302,000 0
   Towneley Capital Management Inc / DE 23 - 2024-03-31 22,294 $1,295,000 0
   Hummer Financial Advisory Services Inc 20 - 2024-03-31 20,000 $1,161,000 0
   DeDora Capital Inc. 56 - 2024-03-31 19,353 $1,124,000 0
   WESBANCO BANK INC 284 - 2024-03-31 18,490 $1,074,000 0
   RATHBONE BROTHERS PLC 319 - 2024-03-31 18,120 $1,052,000 0
   Heritage Wealth Partners LLC 15 - 2024-03-31 17,405 $1,015,000 0
   Sepio Capital LLC 164 - 2024-03-31 17,372 $1,009,000 0
   Tolleson Wealth Management Inc. 44 - 2024-03-31 16,164 $939,000 0
   COCONUT GROVE BANK 93 - 2024-03-31 15,571 $904,000 0
   Glenview Trust Co 270 - 2024-03-31 15,111 $877,000 0
   LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC 137 - 2024-03-31 13,027 $756,000 0
   Essex Savings Bank 107 - 2024-03-31 12,300 $717,000 0
   MMBG INVESTMENT ADVISORS CO. 105 - 2024-03-31 12,090 $700,000 0
   L.M. KOHN & COMPANY 114 - 2024-03-31 11,770 $683,000 0
   Monument Group Wealth Advisors LLC 18 - 2024-03-31 10,490 $609,000 0
   EVERGREEN CAPITAL MANAGEMENT LLC 399 - 2024-03-31 10,440 $606,000 0
   ARKANSAS FINANCIAL GROUP INC. 53 - 2024-03-31 9,644 $560,000 0
   DOPKINS WEALTH MANAGEMENT LLC 41 - 2024-03-31 9,500 $552,000 0
   Tri-Star Advisors Inc. 3 - 2023-09-30 8,925 $514,000 0
   Essential Planning LLC. 35 - 2024-03-31 8,732 $509,000 0
   Keebeck Wealth Management LLC 185 - 2024-03-31 8,740 $508,000 0
   Novak & Powell Financial Services Inc. 66 - 2024-03-31 8,600 $499,000 0
   PETRA FINANCIAL ADVISORS INC 78 - 2024-03-31 8,492 $493,000 0
   Efficient Wealth Management LLC 45 - 2024-03-31 8,040 $467,000 0
   Stokes Family Office LLC 155 - 2024-03-31 7,435 $432,000 0
   AJ WEALTH STRATEGIES LLC 202 - 2023-06-30 6,929 $400,000 0
   Meridian Wealth Partners LLC 69 - 2024-03-31 6,648 $386,000 0
   TEXAS CAPITAL BANCSHARES INC/TX 56 - 2024-03-31 6,473 $376,000 0
   MATHER GROUP, INC. 410 - 2024-03-31 5,801 $338,000 0
   Financial & Tax Architects LLC 82 - 2024-03-31 5,320 $309,000 0
   PERSONAL CFO SOLUTIONS LLC 389 - 2024-03-31 5,270 $306,000 0
   RSM US WEALTH MANAGEMENT LLC 526 - 2024-03-31 5,253 $305,000 0
   CORA CAPITAL ADVISORS LLC 70 - 2024-03-31 5,250 $305,000 0
   Spinnaker Investment Group LLC 68 - 2024-03-31 4,895 $284,000 0
   Sovereign Investment Advisors LLC 34 - 2024-03-31 4,874 $283,000 0
   BANK OF HAWAII 231 - 2024-03-31 4,783 $278,000 0
   Berger Financial Group Inc 304 - 2024-03-31 4,520 $262,000 0
   SHAYNE & CO., LLC 86 - 2024-03-31 4,500 $261,000 0
   E&G Advisors LP 170 - 2024-03-31 4,425 $257,000 0
   PBMares Wealth Management LLC 156 - 2024-03-31 4,430 $257,000 0
   Planning Center Inc. 52 - 2024-03-31 4,321 $251,000 0
   REUTER JAMES WEALTH MANAGEMENT LLC 115 - 2024-03-31 4,135 $240,000 0
   Brickley Wealth Management 42 - 2024-03-31 4,008 $233,000 0
   LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP 262 - 2024-03-31 3,872 $223,000 0
   AlTi Global Inc. 354 - 2024-03-31 3,782 $220,000 0
   Tobias Financial Advisors Inc. 92 - 2024-03-31 3,778 $219,000 0
   NAPATREE CAPITAL LLC 114 - 2024-03-31 3,791 $219,000 0
   Black Diamond Financial LLC 104 - 2024-03-31 3,722 $217,000 0
   ZELIFF WALLACE JACKSON INVESTMENT COUNSEL INC 215 - 2024-03-31 3,692 $214,000 0
   TIEDEMANN WEALTH MANAGEMENT, LLC 259 - 2023-09-30 3,693 $213,000 0
   B&D White Capital Company LLC 56 - 2024-03-31 3,582 $208,000 0
   TRU INDEPENDENCE ASSET MANAGEMENT 2 LLC 70 - 2023-03-31 3,510 $205,000 0
   Ballentine Capital Advisors Inc 30 - 2024-03-31 3,542 $205,000 0
   SALEM INVESTMENT COUNSELORS INC 353 - 2024-03-31 3,504 $203,000 0
   PINNACLE FINANCIAL PARTNERS INC 431 - 2024-03-31 3,475 $202,000 0
   Delta Financial Group Inc. 224 - 2024-03-31 3,458 $201,000 0
   AdvisorNet Financial Inc 479 - 2024-03-31 3,330 $193,000 0
   Capital Advisors Ltd. LLC 284 - 2024-03-31 3,074 $179,000 0
   WESTCHESTER CAPITAL MANAGEMENT INC 36 - 2024-03-31 2,295 $133,000 0
   Nalls Sherbakoff Group LLC 106 - 2023-12-31 2,110 $123,000 0
   Legacy Bridge LLC 167 - 2024-03-31 1,900 $110,000 0
   CENTRAL BANK & TRUST CO 209 - 2024-03-31 1,574 $91,000 0
   WHITTIER TRUST CO OF NEVADA INC 614 - 2024-03-31 1,275 $74,000 0
   Nordwand Advisors LLC 65 - 2024-03-31 1,262 $73,000 0
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 217 - 2024-03-31 1,124 $65,000 0
   WEBSTER BANK 313 - 2024-03-31 1,106 $64,000 0
   MORRIS FINANCIAL CONCEPTS INC. 115 - 2024-03-31 1,019 $59,000 0
   Laurel Wealth Advisors LLC 279 - 2024-03-31 990 $57,000 0
   Main Management LLC 96 - 2024-03-31 956 $56,000 0
   Bogart Wealth LLC 369 - 2024-03-31 900 $52,000 0
   VAUGHAN NELSON SCARBOROUGH & MCCULLOUGH LP 197 - 2024-03-31 875 $51,000 0
   PHILLIPS FINANCIAL MANAGEMENT LLC 204 - 2024-03-31 857 $50,000 0
   Rosenberg Matthew Hamilton 441 - 2024-03-31 758 $44,000 0
   FIRST MANHATTAN CO 924 - 2024-03-31 700 $41,000 0
   Sargent Bickham Lagudis LLC 477 - 2022-12-31 662 $38,000 0
   S.A. Mason LLC 266 - 2024-03-31 600 $35,000 0
   Eukles Asset Management 123 - 2024-03-31 495 $29,000 0
   Carmichael Hill & Associates Inc. 388 - 2024-03-31 403 $23,000 0
   TCTC HOLDINGS, LLC 383 - 2024-03-31 341 $20,000 0
   Key Financial Inc 633 - 2024-03-31 315 $18,000 0
   Avalon Trust Co 277 - 2024-03-31 301 $17,000 0

  100 Records found
  1    
  Page 1 of 1
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