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Get Institutions for : 
Vanguard Scottsdale Funds (VGSH)  
$57.74 0.03 (0.05%) as of 4:30 Fri 5/10


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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  : 
0.06 (0.1%)  




 
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 :
2
7,829
 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
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 30 *New 2024-03-31 570,507 $33,129,000 570,507
   AllGen Financial Advisors Inc. 2 *New 2024-03-31 549,779 $31,926,000 549,779
   SCOPUS ASSET MANAGEMENT LP 41 *New 2023-12-31 350,000 $20,416,000 350,000
   INVESTURE LLC 14 *New 2023-12-31 222,200 $12,961,000 222,200
   RETIREMENT PLANNING GROUP 27 *New 2024-03-31 120,344 $6,988,000 120,344
   ETF Portfolio Partners Inc. 12 *New 2024-03-31 104,759 $6,083,000 104,759
   Benchmark Investment Advisors LLC 57 *New 2023-12-31 83,870 $4,892,000 83,870
   QUADRANT CAPITAL GROUP LLC 46 *New 2023-12-31 62,094 $3,622,000 62,094
   MILLENNIUM MANAGEMENT LLC 2036 *New 2023-12-31 59,283 $3,458,000 59,283
   DAGCO INC. 10 *New 2023-12-31 56,177 $3,277,000 56,177
   ADVISOR PARTNERS II LLC 191 *New 2023-09-30 48,146 $2,772,000 48,146
   AWM CAPITAL LLC 28 *New 2024-03-31 41,228 $2,394,000 41,228
   INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 23 *New 2023-12-31 30,313 $1,768,000 30,313
   COMMUNITY FINANCIAL SERVICES GROUP, LLC 69 *New 2024-03-31 29,592 $1,718,000 29,592
   Cresset Asset Management LLC 650 *New 2023-12-31 29,154 $1,701,000 29,154
   ANDERSON HOAGLAND & CO 98 *New 2024-03-31 28,780 $1,657,000 28,780
   Eudaimonia Partners LLC 60 *New 2024-03-31 27,407 $1,592,000 27,407
   Kowal Investment Group LLC 57 *New 2024-03-31 22,521 $1,308,000 22,521
   Avestar Capital LLC 87 *New 2023-12-31 21,092 $1,230,000 21,092
   EQIS CAPITAL MANAGEMENT, INC. 187 *New 2023-12-31 20,961 $1,223,000 20,961
   Sepio Capital LLC 160 *New 2023-12-31 17,372 $1,013,000 17,372
   Pensionmark Financial Group LLC 151 *New 2023-12-31 15,686 $915,000 15,686
   Lake Hills Wealth Management LLC 31 *New 2024-03-31 15,004 $871,000 15,004
   Atlantic Trust Group LLC 678 *New 2023-12-31 14,001 $817,000 14,001
   AEGON USA INVESTMENT MANAGEMENT, LLC 9 *New 2024-03-31 11,419 $663,000 11,419
   INVESCO LTD 3118 *New 2023-12-31 8,483 $495,000 8,483
   NICOLET BANKSHARES INC 130 *New 2023-12-31 7,977 $465,000 7,977
   Kendall Capital Management *New 2023-12-31 7,128 $416,000 7,128
   Sovereign Financial Group Inc. 177 *New 2024-03-31 7,000 $406,000 7,000
   FINANCIAL ENGINES ADVISORS L.L.C. 246 *New 2023-12-31 6,662 $389,000 6,662
   Silver Oak Advisory Group Inc. 45 *New 2024-03-31 6,666 $388,000 6,666
   KINGSWOOD WEALTH ADVISORS LLC 410 *New 2024-03-31 6,594 $383,000 6,594
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 1089 *New 2023-12-31 6,104 $356,000 6,104
   Southland Equity Partners LLC 139 *New 2024-03-31 5,948 $345,000 5,948
   OAK FAMILY ADVISORS LLC 95 *New 2024-03-31 5,557 $323,000 5,557
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 415 *New 2024-03-31 5,550 $322,000 5,550
   COLONY GROUP, LLC 654 *New 2023-12-31 5,427 $317,000 5,427
   FINANCIAL COUNSELORS INC 490 *New 2024-03-31 5,409 $314,000 5,409
   Johnson Financial Group LLC 38 *New 2023-12-31 5,296 $309,000 5,296
   Abbrea Capital LLC 200 *New 2023-12-31 5,165 $301,000 5,165
   BANCO BILBAO VIZCAYA ARGENTARIA S.A. 622 *New 2023-12-31 5,125 $299,000 5,125
   SpiderRock Advisors LLC 488 *New 2024-03-31 4,682 $271,000 4,682
   Roth Financial Partners LLC 26 *New 2024-03-31 3,977 $231,000 3,977
   RT CAPITAL MANAGEMENT, LLC 36 *New 2023-12-31 3,937 $230,000 3,937
   REGAL INVESTMENT ADVISORS, LLC 481 *New 2023-12-31 3,930 $229,000 3,930
   New Century Financial Group LLC 162 *New 2024-03-31 3,853 $224,000 3,853
   Lakeview Capital Partners LLC 366 *New 2023-12-31 3,745 $218,000 3,745
   Black Diamond Financial LLC 104 *New 2023-12-31 3,722 $217,000 3,722
   WSFS CAPITAL MANAGEMENT LLC 378 *New 2024-03-31 3,720 $216,000 3,720
   Kingsview Wealth Management LLC 898 *New 2023-12-31 3,514 $205,000 3,514
   American Capital Advisory LLC 99 *New 2024-03-31 2,500 $146,000 2,500
   BFSG LLC 320 *New 2024-03-31 1,606 $93,000 1,606
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 663 *New 2023-12-31 1,252 $73,000 1,252
   SCBT FINANCIAL CORP 322 *New 2023-12-31 1,233 $72,000 1,233
   JONES FINANCIAL COMPANIES LLLP 488 *New 2023-12-31 765 $45,000 765
   TD CAPITAL MANAGEMENT LLC 214 *New 2023-12-31 521 $30,000 521
   Concord Wealth Partners 448 *New 2024-03-31 461 $27,000 461
   Financial Advisory Service Inc. 400 *New 2024-03-31 253 $15,000 253
   Asset Dedication LLC 656 *New 2024-03-31 224 $13,000 224
   First Pacific Financial 261 *New 2024-03-31 179 $10,000 179
   Baldrige Asset Management LLC 271 *New 2023-03-31 138 $8,000 138
   ATLAS CAPITAL ADVISORS LLC 689 *New 2024-03-31 131 $8,000 131
   Rakuten Securities Inc. 367 *New 2024-03-31 128 $7,000 128
   Penserra Capital Management LLC 1169 *New 2023-12-31 128 $7,000 128
   First Capital Advisors Group LLC. 641 *New 2023-06-30 100 $6,000 100
   Kozak & Associates Inc. 361 *New 2023-12-31 0 $0 0
  66 Records found
  1    
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