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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 :
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  
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 75 - 2023-12-31 51,006,084 $2,975,185,000 -5,264,676
   BANK OF AMERICA CORP /DE/ 384 - 2023-12-31 6,404,791 $373,591,000 -557,373
   STATE STREET CORP 760 - 2023-12-31 4,000,000 $233,320,000 -3,000,000
   SCS CAPITAL MANAGEMENT LLC 6 - 2023-12-31 3,854,960 $224,860,000 -85,464
   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
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 416 - 2023-12-31 2,504,452 $146,085,000 -347,767
   ROYAL BANK OF CANADA 384 - 2023-12-31 2,361,721 $137,759,000 -86,752
   Ronald Blue Trust Inc. - 2024-03-31 2,301,584 $133,653,000 -583,986
   AMERIPRISE FINANCIAL INC 524 - 2023-12-31 1,687,599 $98,441,000 -198,257
   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
   BB&T CORP 165 - 2023-12-31 1,309,398 $76,377,000 -244,225
   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
   INSIGHT 2811 INC 1 - 2023-12-31 784,207 $45,743,000 -13,558
   Pacific Sage Partners LLC 3 - 2024-03-31 753,104 $43,733,000 -450
   HILTON CAPITAL MANAGEMENT, LLC 8 - 2023-12-31 689,978 $40,246,000 -302,091
   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
   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. 52 - 2024-03-31 496,487 $28,831,000 -7,373
   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
   FINANCIAL NETWORK 133 - 2023-12-31 482,382 $28,137,000 -21,699
   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
   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
   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
   CWA Asset Management Group LLC 12 - 2023-12-31 383,955 $22,396,000 -1,519
   GOULD ASSET MANAGEMENT LLC /CA/ - 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
   Orion Portfolio Solutions LLC 107 - 2023-12-31 282,436 $16,452,000 -97,118
   RAYMOND JAMES & ASSOCIATES 900 - 2024-03-31 269,558 $15,653,000 -93,174
   SAND HILL ADVISORS INC/CA 26 - 2023-12-31 255,897 $14,926,000 -4,218
   HORIZON FINANCIAL SERVICES LLC 1 - 2024-03-31 254,384 $14,772,000 -1,851
   BUCKINGHAM ASSET MANAGEMENT, LLC 77 - 2023-12-31 236,785 $13,812,000 -6,699
   NewEdge Wealth LLC 78 - 2023-12-31 232,863 $13,583,000 -55,944
   Venturi Wealth Management LLC 30 - 2024-03-31 227,821 $13,230,000 -4,362
   Vectors Research Management LLC 5 - 2023-12-31 252,083 $12,926,000 -44,231
   HORIZON ASSET MANAGEMENT INC/NY 42 - 2023-12-31 221,031 $12,893,000 -1,859
   Bleakley Financial Group LLC - 2023-12-31 218,516 $12,746,000 -212,177
   Sawtooth Asset Management Inc. 51 - 2023-12-31 218,516 $12,746,000 -223,443
   COURIER CAPITAL CORP 23 - 2024-03-31 216,294 $12,560,000 -28,350
   EPG Wealth Management LLC 4 - 2023-12-31 215,987 $12,519,000 -19,876
   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
   HB Wealth Management LLC - 2024-03-31 202,296 $11,747,000 -144,044
   KCS Wealth Advisory 3 - 2023-09-30 203,100 $11,699,000 -29,666
   Rain Capital Management LLC 4 - 2023-12-31 199,965 $11,664,000 -2,582
   Cetera Investment Advisers 190 - 2023-12-31 198,000 $11,549,000 -89,084
   MONTECITO BANK & TRUST 8 - 2024-03-31 196,642 $11,419,000 -42,554
   STIFEL FINANCIAL CORP 724 - 2023-12-31 194,725 $11,358,000 -121,289
   Wells Financial Advisors INC 4 - 2023-12-31 189,569 $11,058,000 -6,080
   Atria Wealth Solutions Inc. 154 - 2023-12-31 188,100 $10,972,000 -24,990
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 182 - 2023-12-31 181,066 $10,562,000 -227,560
   Certified Advisory Corp 11 - 2023-12-31 179,576 $10,475,000 -20,760
   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
   ELEMENT POINTE ADVISORS LLC 12 - 2023-12-31 160,518 $9,363,000 -16,773
   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
   CAPITAL INVESTMENT SERVICES OF AMERICA INC 35 - 2023-12-31 147,840 $8,624,000 -21,095
   CITIGROUP INC 901 - 2023-12-31 144,265 $8,415,000 -151,590
   ANGELES WEALTH MANAGEMENT LLC 19 - 2023-12-31 142,550 $8,315,000 -27,499
   CHOATE INVESTMENT ADVISORS 47 - 2023-12-31 141,685 $8,264,000 -15,619
   Bull Street Advisors LLC 2 - 2024-03-31 139,948 $8,127,000 -3,000
   NICOLET ADVISORY SERVICES LLC 23 - 2023-12-31 139,422 $8,116,000 -35,062
   SEABRIDGE INVESTMENT ADVISORS LLC - 2024-03-31 134,883 $7,833,000 -20,821
   Private Advisor Group LLC - 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
   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
   Empowered Funds LLC 131 - 2023-12-31 123,691 $7,215,000 -46,467
   ST GERMAIN D J CO INC 77 - 2024-03-31 123,354 $7,163,000 -90,736
   Intelligence Driven Advisers LLC - 2024-03-31 123,303 $7,160,000 -840,659
   NATIONAL BANK OF CANADA /FI/ 571 - 2023-12-31 120,167 $6,989,000 -1,905
   HANCOCK HOLDING CO 88 - 2023-12-31 115,940 $6,763,000 -6,745
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 159 - 2023-12-31 115,680 $6,748,000 -895
   HM PAYSON & CO 89 - 2023-12-31 114,700 $6,690,000 -200
   Kestra Advisory Services LLC 371 - 2023-12-31 111,878 $6,526,000 -25,647
   STUDIO INVESTMENT MANAGEMENT LLC 14 - 2023-12-31 102,281 $5,966,000 -565
   Strategic Investment Solutions Inc. /IL 15 - 2023-12-31 102,186 $5,960,000 -645,890
   Starfox Financial Services LLC - 2024-03-31 100,749 $5,808,000 -15,363
   AXXCESS WEALTH MANAGEMENT LLC 123 - 2023-12-31 94,468 $5,510,000 -11,740
   Krasney Financial LLC 38 - 2024-03-31 88,630 $5,147,000 -370
   Envestnet Portfolio Solutions Inc. 327 - 2023-12-31 85,529 $4,989,000 -17,680
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 373 - 2023-12-31 84,471 $4,927,000 -50,504
   Elmwood Wealth Management Inc. 4 - 2023-12-31 79,843 $4,657,000 -15,184
   REDW Stanley Financial Advisors LLC - 2024-03-31 79,330 $4,607,000 -12,543
   Apella Capital LLC 67 - 2024-03-31 78,201 $4,522,000 -45,878
  100 Records found
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