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Get Institutions for : 
Vanguard Scottsdale Funds (VCSH)  
$76.93 0.22 (0.29%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1205    32
Total shares held : 
 323,379,277  
% of shares held : 
 77.55%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -200  
Amount of shares held : 
 -13,820,690  
% of shares held change : 
   -3.31%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $74.77  
Last Quarter's Ending Price : 
 $77.37  
Last Quarter's Average Price : 
 $75.76  
Change from last quarter's     
avg. price to the last closing  : 
1.17 (1.54%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
55
 4,278,966
 1.32%
 
Increased Positions :
392
 29,211,001
 9.03%
 
Unchanged Positions :
198
 33,482,437
 10.35%
 
Decreased Positions :
560
-45,069,947
-13.94%
 
Closed Positions :
87
-2,240,710
-0.69%
 
Guru Positions :
1
1,908,735
 0.59%
 
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 265 - 2023-12-31 8,774,125 $678,854,000 313,830
   UBS Group AG 128 - 2023-12-31 5,452,079 $421,827,000 460,257
   PUBLIC SECTOR PENSION INVESTMENT BOARD 3 - 2023-12-31 5,200,000 $402,324,000 1,625,000
   American Family Insurance Mutual Holding Co 1 - 2023-12-31 4,181,000 $323,484,000 1,300,000
   NEPC LLC 1 - 2023-12-31 3,470,382 $268,503,000 92,125
   BNP PARIBAS ARBITRAGE SA 49 - 2023-12-31 2,655,712 $205,472,000 2,430,983
   Carlson Capital Management 2 - 2024-03-31 2,635,330 $203,737,000 106,303
   P-Solve Investments Ltd 1 - 2022-12-31 2,167,810 $162,998,000 415,790
   EMPIRICAL FINANCIAL SERVICES, LLC 1 - 2023-12-31 1,971,788 $152,557,000 16,376
   CI Private Wealth LLC 87 - 2023-12-31 1,842,512 $142,555,000 20,126
   iA Global Asset Management Inc. 15 - 2023-12-31 1,436,479 $111,140,000 1,190,884
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 141 - 2024-03-31 1,339,516 $103,558,000 58,607
   RAYMOND JAMES & ASSOCIATES 255 - 2024-03-31 1,313,595 $101,554,000 691,603
   KEYBANK NATIONAL ASSOCIATION/OH 56 - 2023-12-31 1,307,836 $101,187,000 7,775
   BANCO BILBAO VIZCAYA ARGENTARIA S.A. 12 - 2023-12-31 1,272,453 $98,579,000 543
   STRATEGIC INVESTMENT ADVISORS, INC 5 - 2023-12-31 1,253,058 $96,949,000 2,633
   BANK OF MONTREAL /CAN/ 285 - 2023-12-31 1,207,609 $93,463,000 7,969
   HPM Partners LLC - 2023-12-31 1,165,677 $90,188,000 737,077
   Steele Capital Management Inc. 6 - 2024-03-31 983,065 $76,001,000 26,076
   Intelligence Driven Advisers LLC 2 - 2023-12-31 953,582 $74,017,000 83,438
   SMITHFIELD TRUST CO 6 - 2023-12-31 801,917 $62,032,000 3,857
   Liquid Strategies LLC 2 - 2023-12-31 791,153 $61,212,000 11,548
   BARTLETT & CO. LLC 31 - 2023-12-31 775,645 $59,988,000 7,858
   BARTLETT & CO. WEALTH MANAGEMENT LLC 31 - 2023-12-31 775,645 $59,988,000 7,858
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 174 - 2023-12-31 670,663 $51,889,000 659,585
   Rappaport Reiches Capital Management LLC 1 - 2024-03-31 633,107 $48,945,000 48,550
   Oakworth Capital Inc. 7 - 2024-03-31 628,168 $48,564,000 38,452
   Lutz Financial Services LLC 7 - 2023-12-31 590,714 $45,704,000 35,644
   DAVENPORT & CO LLC - 2023-12-31 582,815 $45,092,000 5,938
   MODERA WEALTH MANAGEMENT, LLC 34 - 2023-12-31 581,600 $44,998,000 575,969
   Rockbridge Investment Management LCC 4 - 2023-12-31 555,690 $42,994,000 54,473
   ALBION FINANCIAL GROUP /UT 6 - 2024-03-31 543,298 $42,002,000 19,626
   STIFEL FINANCIAL CORP 319 - 2023-12-31 540,367 $41,809,000 7,801
   BCK Partners Inc. - 2023-12-31 518,466 $40,114,000 18,572
   BB&T CORP 275 - 2023-12-31 490,594 $37,957,000 1,194
   CAPITAL INVESTMENT SERVICES OF AMERICA INC 4 - 2023-12-31 479,988 $37,137,000 20,350
   NewEdge Wealth LLC 22 - 2023-12-31 478,656 $37,034,000 113,577
   VICTORY CAPITAL MANAGEMENT INC 539 - 2023-12-31 472,495 $36,557,000 24,920
   Kohmann Bosshard Financial Services LLC 5 - 2024-03-31 466,747 $36,084,000 56,749
   BerganKDV Wealth Management LLC 4 - 2023-06-30 472,379 $35,740,000 1,065
   PROFFITT & GOODSON INC 6 - 2024-03-31 458,681 $35,461,000 73,721
   MILLENNIUM MANAGEMENT LLC 681 - 2023-12-31 451,779 $34,954,000 292,069
   Essex LLC 1 - 2023-12-31 450,985 $34,893,000 10,391
   MML INVESTORS SERVICES LLC 148 - 2023-12-31 440,826 $34,107,000 37,035
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 223 - 2024-03-31 432,615 $33,446,000 47,935
   Resonant Capital Advisors LLC 7 - 2023-12-31 414,705 $32,086,000 28,509
   RMR Wealth Builders 7 - 2024-03-31 380,174 $29,391,000 42,689
   NORTHERN OAK CAPITAL MANAGEMENT INC 4 - 2023-12-31 372,615 $28,829,000 27,117
   NEUBERGER BERMAN GROUP LLC 531 - 2023-12-31 369,024 $28,551,000 1,185
   American Financial Advisors LLC 9 - 2024-03-31 367,994 $28,450,000 3,515
   KESTRA PRIVATE WEALTH SERVICES LLC 19 - 2023-12-31 358,278 $27,720,000 212,012
   RAYMOND JAMES TRUST CO 33 - 2024-03-31 355,307 $27,469,000 20,274
   BENJAMIN F. EDWARDS & COMPANY INC. 54 - 2023-12-31 336,426 $26,029,000 63,915
   Stonebridge Capital Advisors LLC 7 - 2023-12-31 331,811 $25,672,000 171,016
   CREATIVE FINANCIAL DESIGNS INC /ADV 7 - 2023-12-31 325,475 $25,182,000 9,273
   UG Investment Advisers Ltd. 3 - 2023-12-31 324,516 $25,108,000 85,000
   Towneley Capital Management Inc / DE 4 - 2024-03-31 321,809 $24,879,000 5,089
   PNC FINANCIAL SERVICES GROUP INC 346 - 2023-12-31 317,567 $24,570,000 15,275
   EverSource Wealth Advisors LLC 6 - 2023-12-31 312,583 $24,185,000 19,976
   OLD NATIONAL BANCORP /IN/ 32 - 2024-03-31 308,976 $23,887,000 20,954
   Cable Hill Partners LLC 9 - 2023-12-31 301,123 $23,241,000 4,642
   BURNS WEALTH MANAGEMENT, INC. 23 - 2023-12-31 291,006 $22,515,000 33,513
   PRUDENT INVESTORS NETWORK 2 - 2023-09-30 292,415 $21,975,000 6,757
   COLONY GROUP LLC 83 - 2023-09-30 289,747 $21,774,000 20,508
   Sowell Financial Services LLC - 2023-12-31 278,094 $21,516,000 16,237
   NISA INVESTMENT ADVISORS L L C - 2023-12-31 271,910 $21,038,000 1,830
   ALLEN INVESTMENT MANAGEMENT LLC 44 - 2023-12-31 269,890 $20,881,000 175,279
   PINNACLE FINANCIAL PARTNERS INC - 2023-12-31 269,449 $20,847,000 1,238
   ShankerValleau Wealth Advisors Inc. 3 - 2024-03-31 266,700 $20,619,000 16,339
   Wolff Financial Management LLC 8 - 2024-03-31 254,497 $19,675,000 3,788
   PRINCIPAL FINANCIAL GROUP INC 903 - 2023-12-31 246,531 $19,074,000 3,111
   MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 11 - 2024-03-31 237,781 $18,383,000 17,650
   Leonard Rickey Investment Advisors P.L.L.C. 7 - 2024-03-31 236,273 $18,266,000 16,273
   CYPRESS FINANCIAL PLANNING LLC 4 - 2024-03-31 233,417 $18,045,000 159,294
   MCMORGAN & CO LLC 9 - 2023-12-31 231,506 $17,912,000 36,858
   Baldrige Asset Management LLC 2 - 2023-03-31 232,821 $17,748,000 25,541
   Blue Edge Capital LLC 6 - 2023-12-31 228,875 $17,708,000 292
   ATRIA INVESTMENTS LLC 80 - 2023-12-31 225,583 $17,453,000 15,937
   FIRST NATIONAL TRUST CO 37 - 2024-03-31 225,588 $17,440,000 23,235
   Dynamic Advisors Solutions LLC 30 - 2024-03-31 223,677 $17,292,000 18,519
   Unison Advisors LLC 10 - 2024-03-31 220,975 $17,084,000 18,075
   FIDELIS iM LLC 6 - 2024-03-31 219,384 $16,960,000 11,618
   Bromfield Sneider Wealth Advisors 3 - 2024-03-31 218,172 $16,867,000 4,688
   KWMG LLC 14 - 2024-03-31 212,566 $16,434,000 6,529
   Rockwood Wealth Management LLC 12 - 2024-03-31 211,763 $16,371,000 30,927
   TORONTO DOMINION BANK 367 - 2023-12-31 210,960 $16,322,000 210,000
   Bouchey Financial Group Ltd 19 - 2024-03-31 206,317 $15,950,000 11,918
   VAN STRUM & TOWNE INC 2 - 2023-12-31 203,775 $15,766,000 5,443
   Marion Wealth Management 3 - 2024-03-31 202,318 $15,641,000 2,511
   Larson Financial Group LLC 13 - 2023-12-31 201,921 $15,623,000 6,948
   BALYASNY ASSET MANAGEMENT LLC 504 - 2023-12-31 195,884 $15,156,000 195,884
   INTERACTIVE FINANCIAL ADVISORS 2 - 2023-12-31 14,434,156 $14,434,000 14,430,717
   NORTH STAR INVESTMENT MANAGEMENT CORP. 14 - 2023-12-31 186,398 $14,422,000 47,428
   Fifth Third Securities Inc. 14 - 2024-03-31 185,179 $14,316,000 1,277
   MASSMUTUAL TRUST CO FSB/ADV 60 - 2024-03-31 181,191 $14,008,000 2,927
   Grey Fox Wealth Advisors LLC 6 - 2024-03-31 178,924 $13,833,000 18,621
   AMI INVESTMENT MANAGEMENT INC 3 - 2024-03-31 178,102 $13,769,000 11,815
   TL Private Wealth 7 - 2024-03-31 174,368 $13,418,000 7,751
   THRIVENT FINANCIAL FOR LUTHERANS 521 - 2023-12-31 172,279 $13,329,000 4,483
   RFG Advisory Group LLC 33 - 2024-03-31 168,970 $13,063,000 4,406
  100 Records found
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