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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
   BANK OF AMERICA CORP /DE/ 46 - 2023-12-31 49,056,442 $3,795,497,000 -9,745,794
   PRUDENTIAL CORP PLC 1 - 2023-12-31 22,879,068 $1,770,153,000 -1,611,033
   MORGAN STANLEY 151 - 2023-12-31 18,212,142 $1,409,074,000 -496,337
   ENVESTNET ASSET MANAGEMENT INC 74 - 2023-12-31 7,630,377 $590,362,000 -361,052
   WELLS FARGO & CO/MN 137 - 2023-12-31 7,160,212 $553,986,000 -391,083
   ROYAL BANK OF CANADA 165 - 2023-12-31 6,130,768 $474,338,000 -367,806
   VANGUARD GROUP INC 1181 - 2023-12-31 4,606,854 $356,432,000 -38,236
   MERCER GLOBAL ADVISORS INC /ADV 30 - 2023-12-31 3,263,026 $252,460,000 -101,896
   FINANCIAL ENGINES ADVISORS L.L.C. 31 - 2023-12-31 2,963,176 $229,261,000 -65,047
   LPL FINANCIAL CORP 165 - 2023-12-31 2,421,714 $187,368,000 -54,222
   Varma Mutual Pension Insurance Co 12 - 2023-12-31 2,180,000 $168,667,000 -300,000
   GOLDMAN SACHS GROUP INC/ 489 - 2023-12-31 2,097,022 $162,247,000 -76,011
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 146 - 2023-12-31 1,908,735 $147,679,000 -64,158
   AMERIPRISE FINANCIAL INC 408 - 2023-12-31 1,821,759 $140,981,000 -264,070
   BANK OF KOREA - 2023-12-31 1,750,000 $135,398,000 -2,614,224
   MANUFACTURERES LIFE INSURANCE CO 181 - 2023-12-31 1,643,233 $127,137,000 -19,807
   BANK OF NEW YORK MELLON CORP 581 - 2024-03-31 1,515,270 $117,145,000 -1,179,352
   RIVERFRONT INVESTMENT GROUP, LLC 7 - 2023-12-31 1,499,179 $115,991,000 -24,566
   AMERIVEST INVESTMENT MANAGEMENT LLC 16 - 2023-06-30 1,453,080 $109,941,000 -92,789
   MATHER GROUP, INC. 16 - 2024-03-31 1,263,038 $97,721,000 -10,401
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 91 - 2023-12-31 1,234,322 $95,500,000 -286,014
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 584 - 2023-12-31 1,218,775 $94,297,000 -124,241
   Advisor Group Holdings Inc. 130 - 2023-12-31 1,165,930 $90,217,000 -45,833
   Valeo Financial Advisors LLC 7 - 2024-03-31 1,432,845 $83,315,000 -1,474
   COMMONWEALTH EQUITY SERVICES LLC. 172 - 2023-12-31 823,790 $63,737,000 -148,610
   Advisory Alpha LLC - 2023-12-31 799,469 $61,862,000 -28,394
   Total Wealth Planning LLC 1 - 2024-03-31 774,365 $59,866,000 -17,341
   SCHRODER INVESTMENT MANAGEMENT GROUP 237 - 2023-12-31 749,551 $57,993,000 -29,139
   BEACON INVESTMENT ADVISORY SERVICES INC. 7 - 2023-12-31 739,955 $57,250,000 -262,460
   HILTON CAPITAL MANAGEMENT, LLC 1 - 2023-12-31 726,446 $56,205,000 -747
   PrairieView Partners LLC - 2023-12-31 711,071 $55,016,000 -4,898
   STEPHENS INC /AR/ 16 - 2023-12-31 686,144 $53,087,000 -2,462
   NATIONAL BANK OF CANADA /FI/ 191 - 2023-12-31 677,903 $52,300,000 -472,274
   Brandywine Oak Private Wealth LLC 4 - 2023-12-31 656,985 $50,831,000 -1,497
   FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 2 - 2023-12-31 643,177 $49,762,000 -27,247
   Archetype Wealth Partners LLC 6 - 2023-12-31 634,071 $49,058,000 -185,303
   BUSEY TRUST CO 10 - 2024-03-31 619,117 $47,864,000 -15,730
   CREATIVE PLANNING 127 - 2023-12-31 606,991 $46,963,000 -28,176
   CONNABLE OFFICE INC 3 - 2023-12-31 577,096 $44,650,000 -4,437
   HIGHTOWER ADVISORS, LLC 272 - 2023-12-31 552,539 $42,751,000 -19,763
   MARINER WEALTH ADVISORS, LLC 191 - 2023-12-31 551,742 $42,688,000 -17,194
   BANK OF NOVA SCOTIA / 182 - 2023-12-31 517,281 $39,988,000 -5,850
   MEMBERS Trust Co 14 - 2024-03-31 480,475 $37,146,000 -141,382
   CWM LLC 125 - 2024-03-31 464,963 $35,946,000 -24,823
   PRIVATE MANAGEMENT GROUP INC 20 - 2023-12-31 437,694 $33,864,000 -7,032
   Patriot Investment Management Inc. 7 - 2024-03-31 437,942 $33,857,000 -10,651
   FRANKLIN RESOURCES INC 582 - 2023-12-31 435,590 $33,702,000 -10,887
   Sunburst Financial Group LLC 3 - 2024-03-31 430,139 $33,078,000 -20,691
   Northwest Bancshares Inc. 2 - 2024-03-31 423,110 $32,711,000 -4,571
   Private Ocean LLC 7 - 2024-03-31 410,533 $31,738,000 -373,692
   FINANCIAL NETWORK 118 - 2023-12-31 407,383 $31,519,000 -66,256
   Howard Capital Management Group LLC 14 - 2024-03-31 407,349 $31,492,000 -12,503
   PRUDENTIAL FINANCIAL INC 336 - 2023-12-31 378,821 $29,309,000 -19,200
   HANSON MCCLAIN, INC. 50 - 2024-03-31 375,505 $29,030,000 -8,008
   Baird Financial Group Inc. 260 - 2023-12-31 367,319 $28,419,000 -58,347
   BATH SAVINGS TRUST CO 8 - 2024-03-31 365,429 $28,251,000 -16,720
   EFFICIENT ADVISORS, LLC 21 - 2023-12-31 365,074 $28,246,000 -80,177
   PARSEC FINANCIAL MANAGEMENT, INC. 23 - 2023-03-31 359,767 $27,425,000 -5,267
   InterOcean Capital Group LLC 41 - 2023-12-31 341,572 $26,427,000 -85,060
   Quaker Wealth Management LLC 1 - 2023-12-31 327,665 $25,351,000 -2,221
   American Money Management LLC 2 - 2023-12-31 322,901 $24,983,000 -101,167
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 321,997 $24,913,000 -1,895
   Adaptive Financial Consulting LLC 2 - 2023-12-31 318,802 $24,666,000 -1,996
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 204 - 2024-03-31 316,682 $24,483,000 -47,619
   COMERICA BANK 162 - 2023-12-31 314,394 $24,325,000 -175
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 183 - 2023-12-31 313,948 $24,290,000 -26,708
   MARYLAND CAPITAL ADVISORS INC. 1 - 2024-03-31 312,613 $24,168,000 -6,366
   BDO Wealth Advisors LLC 9 - 2023-06-30 318,606 $24,106,000 -5,933
   CLS INVESTMENT FIRM LLC 38 - 2022-12-31 316,353 $23,787,000 -6,091
   FORT PITT CAPITAL GROUP LLC 36 - 2024-03-31 302,649 $23,398,000 -2,777
   Strategic Financial Group LLC - 2023-12-31 300,360 $23,239,000 -26,384
   Ariel Capital Advisors LLC 1 - 2023-12-31 300,035 $23,214,000 -2,814
   White Lighthouse Investment Management Inc. - 2023-12-31 291,695 $22,568,000 -20,465
   GOODMAN FINANCIAL CORP 2 - 2023-12-31 291,678 $22,567,000 -1,204
   Wescott Financial Advisory Group LLC 9 - 2023-12-31 284,016 $21,974,000 -1,175
   AllSquare Wealth Management LLC 2 - 2023-12-31 281,019 $21,742,000 -11,340
   MONTAG A & ASSOCIATES INC 16 - 2023-12-31 272,328 $21,070,000 -13,024
   JANNEY MONTGOMERY SCOTT LLC 287 - 2023-12-31 271,951 $21,040,000 -10,490
   Graves-Light Private Wealth Management Inc. 11 - 2023-12-31 269,065 $20,818,000 -2,820
   Matrix Trust Co 7 - 2023-12-31 256,222 $19,824,000 -2,543
   Bear Mountain Capital Inc. 4 - 2024-03-31 258,406 $19,758,000 -3,198
   ASSET MANAGEMENT GROUP, INC. 3 - 2023-12-31 246,697 $19,087,000 -6,588
   CONDOR CAPITAL MANAGEMENT 11 - 2023-12-31 245,679 $19,008,000 -10,338
   ATWOOD & PALMER INC 30 - 2024-03-31 241,840 $18,697,000 -2,870
   CAPTRUST FINANCIAL ADVISORS 252 - 2023-12-31 239,086 $18,498,000 -27,416
   Johnson Bixby & Associates LLC 10 - 2024-03-31 238,852 $18,466,000 -82,181
   Curbstone Financial Management Corp 2 - 2024-03-31 235,004 $18,168,000 -5,980
   NATIONAL ASSET MANAGEMENT, INC. 33 - 2023-12-31 229,550 $17,760,000 -124,858
   WASHINGTON TRUST CO 50 - 2024-03-31 228,226 $17,644,000 -16,641
   CITIGROUP INC 633 - 2023-12-31 227,874 $17,631,000 -13,675
   FARMERS & MERCHANTS INVESTMENTS INC 43 - 2024-03-31 226,445 $17,506,000 -134
   Executive Wealth Management LLC - 2023-12-31 224,368 $17,359,000 -5,746
   Cetera Investment Advisers 140 - 2023-12-31 222,089 $17,183,000 -24,467
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 14 - 2023-12-31 206,205 $15,954,000 -5,537
   Whelan Financial 5 - 2024-03-31 201,101 $15,547,000 -21,385
   Rezny Wealth Management Inc. 5 - 2024-03-31 192,025 $14,845,000 -11,132
   Coyle Financial Counsel Inc. 4 - 2023-12-31 185,427 $14,346,000 -2,015
   Orion Portfolio Solutions LLC 129 - 2023-12-31 185,418 $14,305,000 -16,610
   Private Advisor Group LLC 178 - 2023-12-31 182,188 $14,094,000 -145,021
   AUTUS ASSET MANAGEMENT, LLC 6 - 2022-12-31 177,954 $13,380,000 -10,877

  100 Records found
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