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Get Institutions for : 
Vanguard Scottsdale Funds (VGSH)  
$57.69 0.01 (0.02%) as of 4:30 Fri 4/26


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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  : 
0.11 (0.19%)  




 
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
4,036
 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
   J P MORGAN CHASE & CO 75 - 2023-12-31 51,006,084 $2,975,185,000 -5,264,676
   MORGAN STANLEY 182 - 2023-12-31 20,022,346 $1,167,904,000 1,199,763
   Orgel Wealth Management LLC 2 - 2024-03-31 6,813,505 $395,660,000 385,608
   BANK OF AMERICA CORP /DE/ 384 - 2023-12-31 6,404,791 $373,591,000 -557,373
   WELLS FARGO & CO/MN 195 - 2023-12-31 6,233,606 $363,606,000 459,753
   Municipal Employees Retirement System of Michigan 9 - 2024-03-31 4,339,205 $251,977,000 35,995
   ENVESTNET ASSET MANAGEMENT INC 185 - 2023-12-31 4,287,228 $250,074,000 273,778
   PARTNERS CAPITAL INVESTMENT GROUP LLP 4 - 2023-12-31 4,049,073 $236,182,000 561,781
   STATE STREET CORP 760 - 2023-12-31 4,000,000 $233,320,000 -3,000,000
   M&T BANK CORP 23 - 2023-12-31 3,941,299 $229,895,000 251,065
   SCS CAPITAL MANAGEMENT LLC 6 - 2023-12-31 3,854,960 $224,860,000 -85,464
   UBS Group AG 233 - 2023-12-31 3,688,809 $215,168,000 1,216,421
   GOLDMAN SACHS GROUP INC/ 402 - 2023-12-31 3,658,615 $213,407,000 -1,084,293
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 33 - 2024-03-31 3,342,868 $194,120,000 -532,910
   NORTHERN TRUST CORP 441 - 2023-12-31 3,225,383 $188,137,000 1,683,535
   Ronald Blue Trust Inc. 14 - 2023-12-31 2,885,570 $166,209,000 -968,969
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 416 - 2023-12-31 2,504,452 $146,085,000 -347,767
   Baird Financial Group Inc. 63 - 2023-12-31 2,411,661 $140,672,000 193,435
   ROYAL BANK OF CANADA 384 - 2023-12-31 2,361,721 $137,759,000 -86,752
   VALMARK ADVISERS INC 12 - 2023-12-31 2,193,522 $127,948,000 156,959
   AE Wealth Management LLC 19 - 2023-12-31 2,185,619 $127,575,000 354,966
   Money Design Co.Ltd. 3 - 2023-12-31 2,181,801 $127,264,000 203,220
   LPL FINANCIAL CORP 257 - 2023-12-31 1,917,838 $111,867,000 85,877
   NEPC LLC 5 - 2023-12-31 1,913,635 $111,622,000 0
   HPM Partners LLC - 2023-12-31 1,701,918 $99,273,000 1,680,119
   BROWN ADVISORY HOLDINGS INC 126 - 2023-12-31 1,697,782 $99,032,000 -225,016
   AMERIPRISE FINANCIAL INC 524 - 2023-12-31 1,687,599 $98,441,000 -198,257
   Advisory Alpha LLC - 2023-12-31 1,674,718 $97,691,000 37,099
   Gitterman Wealth Management LLC 1 - 2023-12-31 1,651,842 $96,352,000 27,218
   SMITHFIELD TRUST CO 3 - 2023-12-31 1,608,229 $93,798,000 98,698
   HIGHTOWER ADVISORS, LLC 135 - 2023-12-31 1,607,445 $93,753,000 73,880
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 6 - 2024-03-31 1,544,784 $89,706,000 128,648
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 151 - 2023-12-31 1,503,284 $87,687,000 -47,847
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 102 - 2023-12-31 1,435,979 $83,761,000 170,490
   BB&T CORP 165 - 2023-12-31 1,309,398 $76,377,000 -244,225
   Rockefeller Capital Management L.P. 103 - 2023-12-31 1,203,841 $70,220,000 373,317
   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
   MERCER GLOBAL ADVISORS INC /ADV 80 - 2023-12-31 1,119,259 $65,286,000 202,379
   ESTATE COUNSELORS, LLC - 2023-12-31 1,089,380 $63,544,000 621,340
   Defender Capital LLC. - 2023-12-31 1,083,050 $63,174,000 -49,095
   EVENSKY & KATZ INC 7 - 2024-03-31 1,061,261 $61,627,000 -28,948
   Merit Financial Group LLC 12 - 2023-12-31 1,051,105 $61,311,000 -860,946
   Foundations Investment Advisors LLC 12 - 2023-12-31 1,044,798 $61,006,000 -11,033
   CREATIVE PLANNING 109 - 2023-12-31 1,027,282 $59,921,000 117,290
   First Financial Bankshares Inc 21 - 2023-12-31 1,025,408 $59,812,000 0
   Intelligence Driven Advisers LLC 4 - 2023-12-31 963,962 $56,430,000 87,600
   OLD NATIONAL BANCORP /IN/ 14 - 2024-03-31 962,885 $55,915,000 179,322
   Advisor Group Holdings Inc. 199 - 2023-12-31 939,326 $54,794,000 49,011
   Chemistry Wealth Management LLC 1 - 2024-03-31 852,581 $49,509,000 29,571
   Strata Wealth Advisors LLC 1 - 2024-03-31 839,759 $48,765,000 76,396
   EMPIRICAL FINANCIAL SERVICES, LLC 16 - 2023-12-31 830,084 $48,419,000 28,404
   Oak Harvest Investment Services 1 - 2024-03-31 821,160 $47,685,000 121,454
   MILESTONE GROUP INC 8 - 2023-12-31 797,553 $46,521,000 -18,537
   INSIGHT 2811 INC 1 - 2023-12-31 784,207 $45,743,000 -13,558
   EAGLE RIDGE INVESTMENT MANAGEMENT 3 - 2024-03-31 780,049 $45,297,000 23,333
   Pacific Sage Partners LLC 3 *New 2023-12-31 753,554 $43,955,000 753,554
   Capital Investment Advisory Services LLC 3 - 2023-12-31 753,375 $43,944,000 -112,333
   NORTHERN OAK CAPITAL MANAGEMENT INC 1 - 2023-12-31 732,261 $42,713,000 24,014
   HILTON CAPITAL MANAGEMENT, LLC 8 - 2023-12-31 689,978 $40,246,000 -302,091
   ALTA ADVISERS LTD 1 - 2023-12-31 668,674 $39,004,000 -13,643
   THRIVENT FINANCIAL FOR LUTHERANS 291 - 2023-12-31 659,583 $38,473,000 -1,172,260
   Relative Value Partners Group LLC 12 - 2023-12-31 656,241 $38,279,000 -38,050
   Vernal Point Advisors LLC 1 - 2023-12-31 656,148 $38,273,000 0
   MARINER WEALTH ADVISORS, LLC 208 - 2023-12-31 654,473 $38,175,000 31,575
   Sollinda Capital Management LLC 3 - 2023-12-31 643,394 $37,529,000 0
   Wealth Dimensions Group Ltd. 1 - 2023-12-31 639,058 $37,276,000 19,341
   Foster Group Inc. 17 - 2024-03-31 639,146 $37,115,000 52,412
   MULTIFINANCIAL SECURITIES CORP 36 - 2023-12-31 618,235 $36,062,000 15,701
   MML INVESTORS SERVICES LLC 137 - 2023-12-31 613,370 $35,778,000 54,509
   AMI INVESTMENT MANAGEMENT INC 1 - 2024-03-31 539,286 $31,316,000 49,021
   OPUS CAPITAL GROUP LLC 6 - 2023-12-31 523,601 $30,542,000 2,612
   MASSMUTUAL TRUST CO FSB/ADV 28 - 2024-03-31 522,107 $30,319,000 8,690
   MainStreet Investment Advisors LLC 6 - 2023-12-31 513,675 $29,963,000 -32,079
   Herr Investment Group LLC 1 - 2023-12-31 505,270 $29,472,000 -177,804
   BENJAMIN F. EDWARDS & COMPANY INC. 44 - 2023-12-31 503,860 $29,391,000 34,935
   BANK OF NOVA SCOTIA / 228 - 2023-12-31 503,687 $29,355,000 308,650
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 160 - 2023-12-31 497,224 $29,003,000 -146,609
   Delta Investment Management LLC 2 - 2023-12-31 494,420 $28,840,000 73,326
   Beacon Pointe Advisors LLC 59 - 2023-12-31 493,935 $28,811,000 45,300
   Traverso Chambers Private Wealth Management LLC 3 - 2023-12-31 484,487 $28,260,000 -32,621
   FINANCIAL NETWORK 133 - 2023-12-31 482,382 $28,137,000 -21,699
   Financial Gravity Wealth Inc. 59 - 2023-12-31 600,478 $27,525,000 0
   CLS INVESTMENT FIRM LLC 28 - 2022-12-31 475,243 $27,479,000 -4,791
   WIT LLC 9 - 2023-12-31 467 $27,237,000 -15,673
   Private Advisor Group LLC 102 - 2023-12-31 455,411 $26,564,000 -35,662
   Spire Wealth Management 19 - 2023-12-31 452,653 $26,390,000 -25,414
   PRESILIUM PRIVATE WEALTH LLC 4 - 2023-12-31 432,183 $25,209,000 37,755
   Winch Advisory Services LLC 2 - 2023-12-31 429,601 $25,059,000 -55,808
   Schiavi & Co LLC 3 - 2023-12-31 426,803 $24,895,000 -13,555
   Charles Schwab Trust Co 12 - 2024-03-31 422,068 $24,509,000 -4,819
   Arista Wealth Management LLC 5 - 2023-12-31 420,097 $24,504,000 -21,373
   HNP Capital LLC 2 - 2023-03-31 417,767 $24,456,000 23,236
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 406,838 $23,731,000 -114,502
   Cordant Inc. 2 - 2024-03-31 407,925 $23,688,000 7,102
   FRANKLIN RESOURCES INC 672 - 2023-12-31 399,023 $23,275,000 11,919
   Five Oceans Advisors 1 - 2024-03-31 397,223 $23,067,000 -7,738
   American Money Management LLC 3 - 2023-12-31 388,189 $22,643,000 107,174
   CWA Asset Management Group LLC 12 - 2023-12-31 383,955 $22,396,000 -1,519
   PRUDENT INVESTORS NETWORK 1 - 2023-09-30 382,900 $22,055,000 8,360
  100 Records found
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