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Get Institutions for : 
Vanguard Scottsdale Funds (VGSH)  
$57.81 0.04 (0.07%) as of 4:30 Wed 5/22


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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  : 
0.01 (0.02%)  




 
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
   J P MORGAN CHASE & CO 129 - 2024-03-31 32,920,864 $1,911,715,000 -18,085,220
   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
   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
   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
   ROYAL BANK OF CANADA 416 - 2024-03-31 2,160,056 $125,434,000 -201,665
   LPL FINANCIAL CORP 325 - 2024-03-31 1,675,958 $97,323,000 -241,880
   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
   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
   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
   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
   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
   Pacific Sage Partners LLC 3 - 2024-03-31 753,104 $43,733,000 -450
   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
   MARINER WEALTH ADVISORS, LLC 223 - 2024-03-31 643,644 $37,376,000 -10,829
   Vernal Point Advisors LLC 1 - 2024-03-31 633,362 $36,779,000 -22,786
   MainStreet Investment Advisors LLC 5 - 2024-03-31 512,865 $29,782,000 -810
   BENJAMIN F. EDWARDS & COMPANY INC. 52 - 2024-03-31 496,487 $28,831,000 -7,373
   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
   BANK OF NOVA SCOTIA / 223 - 2024-03-31 449,247 $26,101,000 -54,440
   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
   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
   Five Oceans Advisors 1 - 2024-03-31 397,223 $23,067,000 -7,738
   MML INVESTORS SERVICES LLC 225 - 2024-03-31 385,731 $22,399,000 -227,639
   CWA Asset Management Group LLC 12 - 2024-03-31 381,980 $22,182,000 -1,975
   GOULD ASSET MANAGEMENT LLC /CA/ 3 - 2024-03-31 342,793 $19,906,000 -13,722
   Spire Wealth Management 61 - 2024-03-31 342,616 $19,896,000 -110,037
   Capital Investment Advisory Services LLC 4 - 2024-03-31 318,877 $18,517,000 -434,498
   WAGNER CAPITAL MANAGEMENT CORP 13 - 2024-03-31 312,940 $18,172,000 -42,744
   Cypress Capital LLC 4 - 2023-12-31 302,477 $17,643,000 -16,024
   Winch Advisory Services LLC 6 - 2024-03-31 292,256 $16,971,000 -137,345
   MONTAG A & ASSOCIATES INC 27 - 2024-03-31 280,887 $16,311,000 -24,403
   RAYMOND JAMES & ASSOCIATES 900 - 2024-03-31 269,558 $15,653,000 -93,174
   HORIZON FINANCIAL SERVICES LLC 1 - 2024-03-31 254,384 $14,772,000 -1,851
   CI Private Wealth LLC 450 - 2024-03-31 245,638 $14,264,000 -11,218
   BUCKINGHAM ASSET MANAGEMENT, LLC 79 - 2024-03-31 230,779 $13,401,000 -6,006
   Venturi Wealth Management LLC 30 - 2024-03-31 227,821 $13,230,000 -4,362
   Sawtooth Asset Management Inc. 51 - 2023-12-31 218,516 $12,746,000 -223,443
   HORIZON ASSET MANAGEMENT INC/NY 44 - 2024-03-31 216,450 $12,569,000 -4,581
   COURIER CAPITAL CORP 23 - 2024-03-31 216,294 $12,560,000 -28,350
   Migdal Insurance & Financial Holdings Ltd. 73 - 2024-03-31 213,206 $12,381,000 -60,952
   COMMONWEALTH EQUITY SERVICES LLC. 686 - 2024-03-31 212,269 $12,327,000 -153,230
   Bleakley Financial Group LLC 53 - 2024-03-31 209,946 $12,192,000 -8,570
   EPG Wealth Management LLC 5 - 2024-03-31 206,671 $12,001,000 -9,316
   HB Wealth Management LLC 73 - 2024-03-31 202,296 $11,747,000 -144,044
   KCS Wealth Advisory 3 - 2023-09-30 203,100 $11,699,000 -29,666
   Vectors Research Management LLC 5 - 2024-03-31 200,496 $11,643,000 -51,587
   MONTECITO BANK & TRUST 8 - 2024-03-31 196,642 $11,419,000 -42,554
   Orion Portfolio Solutions LLC 176 - 2024-03-31 188,117 $10,924,000 -94,319
   Rain Capital Management LLC 4 - 2024-03-31 187,643 $10,896,000 -12,322
   Wells Financial Advisors INC 4 - 2024-03-31 184,826 $10,733,000 -4,743
   Arista Wealth Management LLC 6 - 2024-03-31 178,719 $10,378,000 -241,378
   WOODMONT INVESTMENT COUNSEL LLC 29 - 2024-03-31 168,113 $9,762,000 -6,150
   THRIVENT FINANCIAL FOR LUTHERANS 627 - 2024-03-31 167,500 $9,727,000 -492,083
   STIFEL FINANCIAL CORP 858 - 2024-03-31 154,120 $8,950,000 -40,605
   Safir Wealth Advisors LLC 6 - 2024-03-31 149,311 $8,670,000 -5,401
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 693 - 2024-03-31 149,274 $8,668,000 -257,564
   Bull Street Advisors LLC 2 - 2024-03-31 139,948 $8,127,000 -3,000
   SEABRIDGE INVESTMENT ADVISORS LLC 8 - 2024-03-31 134,883 $7,833,000 -20,821
   Private Advisor Group LLC 332 - 2024-03-31 131,557 $7,640,000 -323,854
   Summit Trail Advisors LLC 47 - 2024-03-31 129,770 $7,536,000 -93,358
   NICOLET ADVISORY SERVICES LLC 26 - 2024-03-31 129,253 $7,473,000 -10,169
   MIDDLETON & CO INC/MA 40 - 2024-03-31 127,950 $7,430,000 -4,130
   ANGELES WEALTH MANAGEMENT LLC 23 - 2024-03-31 127,360 $7,396,000 -15,190
   Brookstone Capital Management 170 - 2024-03-31 127,301 $7,392,000 -401,571
   Highview Capital Management LLC/DE/ 7 - 2024-03-31 124,360 $7,222,000 -22,920
   ST GERMAIN D J CO INC 77 - 2024-03-31 123,354 $7,163,000 -90,736
   Intelligence Driven Advisers LLC 18 - 2024-03-31 123,303 $7,160,000 -840,659
   CITIGROUP INC 1041 - 2024-03-31 122,275 $7,101,000 -21,990
   NATIONAL BANK OF CANADA /FI/ 609 - 2024-03-31 116,587 $6,728,000 -3,580
   HM PAYSON & CO 89 - 2023-12-31 114,700 $6,690,000 -200
   COMERICA BANK 598 - 2024-03-31 110,086 $6,393,000 -18,607
   Strategic Investment Solutions Inc. /IL 15 - 2023-12-31 102,186 $5,960,000 -645,890
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 257 - 2024-03-31 100,604 $5,842,000 -80,462
   Starfox Financial Services LLC 8 - 2024-03-31 100,749 $5,808,000 -15,363
   Certified Advisory Corp 36 - 2024-03-31 99,728 $5,791,000 -79,848
   STRATEGIC POINT INVESTMENT ADVISORS LLC 20 - 2024-03-31 89,365 $5,189,000 -285
   Krasney Financial LLC 38 - 2024-03-31 88,630 $5,147,000 -370
   NewEdge Wealth LLC 160 - 2024-03-31 89,069 $5,135,000 -143,794
   AXXCESS WEALTH MANAGEMENT LLC 125 - 2024-03-31 88,121 $5,117,000 -6,347
   DDD Partners LLC 37 - 2024-03-31 85,124 $4,943,000 -32,819
   REDW Stanley Financial Advisors LLC 18 - 2024-03-31 79,330 $4,607,000 -12,543
   Apella Capital LLC 67 - 2024-03-31 78,201 $4,522,000 -45,878
   BCJ Capital Management LLC 75 - 2024-03-31 77,404 $4,495,000 -6,466
   Valley Financial Group Inc. 10 - 2024-03-31 76,280 $4,430,000 -1,434
   Triad Investment Management 4 - 2024-03-31 74,838 $4,346,000 -49
  100 Records found
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