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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Moss Adams Wealth Advisors LLC 136 *Closed 2023-12-31 0 $0 -32
   Arcadia Wealth Management LLC *Closed 2023-12-31 0 $0 -3,543
   B.O.S.S. Retirement Advisors LLC 123 *Closed 2024-03-31 0 $0 -44,418
   Claraphi Advisory Network LLC 165 *Closed 2022-12-31 0 $0 -11,544
   GFG Capital LLC 128 *Closed 2023-12-31 0 $0 -3,974
   TSFG LLC 785 *Closed 2024-03-31 0 $0 -247
   Crewe Advisors LLC 374 *Closed 2023-12-31 0 $0 -132
   Toroso Investments LLC 1426 *Closed 2023-12-31 0 $0 -90,759
   Western Wealth Management LLC 671 *Closed 2024-03-31 0 $0 -4,357
   GRADIENT INVESTMENTS LLC 1217 *Closed 2024-03-31 0 $0 -78
   BAKER AVENUE ASSET MANAGEMENT, LP 801 *Closed 2023-12-31 0 $0 -1,299
   Ambassador Advisors LLC 265 *Closed 2023-12-31 0 $0 -8,028
   ABLES IANNONE MOORE & ASSOCIATES INC. *Closed 2024-03-31 0 $0 -150
   BARTLETT & CO. LLC 1182 *Closed 2023-12-31 0 $0 -5
   Canal Capital Management LLC 149 *Closed 2024-03-31 0 $0 -9,171
   V Wealth ManagementLLC 239 *Closed 2023-09-30 0 $0 -4,670
   Strategic Advocates LLC 150 *Closed 2024-03-31 0 $0 -6,264
   GeoWealth Management LLC 686 *Closed 2023-12-31 0 $0 -140,148
   Meridian Wealth Management LLC 303 *Closed 2024-03-31 0 $0 -69,297
   GTS SECURITIES LLC 1549 *Closed 2023-12-31 0 $0 -97,943
   Fifth Third Securities Inc. 237 *Closed 2024-03-31 0 $0 -3,622
   Axim Planning & Wealth 27 *Closed 2024-03-31 0 $0 -5,422
   Wellspring Financial Advisors LLC *Closed 2024-03-31 0 $0 -9,975
   Peterson Financial Group Inc. 98 *Closed 2024-03-31 0 $0 -5,639
   Navalign LLC 124 *Closed 2024-03-31 0 $0 -4,319
   FIRST FINANCIAL CORP /IN/ 560 *Closed 2024-03-31 0 $0 -804
   Monument Capital Management 193 *Closed 2024-03-31 0 $0 -38,611
   TWO SIGMA SECURITIES LLC 1801 *Closed 2023-12-31 0 $0 -27,375
   LAKE STREET ADVISORS GROUP LLC 434 *Closed 2023-12-31 0 $0 -38,280
   INTL FCSTONE INC. 296 *Closed 2024-03-31 0 $0 -17,970
   Newbridge Financial Services Group Inc. 1240 *Closed 2024-03-31 0 $0 -94
   Semmax Financial Advisors Inc. 399 *Closed 2023-12-31 0 $0 -76
   RFP Financial Group LLC 892 *Closed 2023-12-31 0 $0 -1,644
   We Are One Seven LLC 902 *Closed 2023-12-31 0 $0 -3,948
   MRP Capital Investments LLC 175 *Closed 2023-12-31 0 $0 -4,975
   BEACON INVESTMENT ADVISORY SERVICES INC. 282 *Closed 2023-12-31 0 $0 -107,554
   Pine Valley Investments Ltd Liability Co 464 *Closed 2023-12-31 0 $0 -33,616
   COLDSTREAM CAPITAL MANAGEMENT INC 959 *Closed 2023-12-31 0 $0 -3,913
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1761 *Closed 2023-12-31 0 $0 -863
   Fortis Group Advisors LLC *Closed 2024-03-31 0 $0 -3,500
   VERITABLE LP 522 *Closed 2023-09-30 0 $0 -5,188
   UNITED SERVICES AUTOMOBILE ASSOCIATION 456 *Closed 2023-12-31 0 $0 -52,535
   TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC 221 *Closed 2023-12-31 0 $0 -23,071
   Vident Investment Advisory LLC 842 *Closed 2023-09-30 0 $0 -126,281
   BerganKDV Wealth Management LLC 1022 *Closed 2023-06-30 0 $0 -244
   EVOKE WEALTH LLC 602 *Closed 2023-12-31 0 $0 -5,067
   Lloyd Advisory Services LLC. 160 *Closed 2024-03-31 0 $0 -4,259
   WEDBUSH MORGAN SECURITIES INC 1098 *Closed 2023-12-31 0 $0 -6,200
   Strait & Sound Wealth Management LLC 129 *Closed 2023-12-31 0 $0 -3,639
   TCG Advisory Services LLC 397 *Closed 2023-12-31 0 $0 -13,298
   Hibernia Wealth Partners LLC 335 *Closed 2023-12-31 0 $0 -94
   NOMURA ASSET MANAGEMENT CO LTD 1737 *Closed 2023-12-31 0 $0 -7,800
   COMMERCE BANK N A/MO *Closed 2024-03-31 0 $0 -4,781
   Magnolia Wealth Management LLC 12 *Closed 2023-12-31 0 $0 -308,592
   BKM Wealth Management LLC 537 *Closed 2024-03-31 0 $0 -13
   OLD MISSION CAPITAL LLC 1149 *Closed 2023-12-31 0 $0 -12,631
   Fielder Capital Group LLC 179 *Closed 2024-03-31 0 $0 -3,511
   Koss-Olinger Consulting LLC 329 *Closed 2024-03-31 0 $0 -12,714
   Security Financial Services INC. 195 *Closed 2024-03-31 0 $0 -4,925
   Calton & Associates Inc. 248 *Closed 2024-03-31 0 $0 -16,029
   BNP PARIBAS ARBITRAGE SA *Closed 2024-03-31 0 $0 -90,452
   Total Clarity Wealth Management Inc. 289 *Closed 2024-03-31 0 $0 -17,079
   Badgley Phelps Wealth Managers LLC 248 *Closed 2023-12-31 0 $0 -8,220
   Halpern Financial Inc. 247 *Closed 2024-03-31 0 $0 -259
   Flagstone Financial Management *Closed 2024-03-31 0 $0 -4,104
   Clearview Wealth Advisors LLC 124 *Closed 2024-03-31 0 $0 -3,609
   Azimuth Capital Investment Management LLC 305 *Closed 2023-12-31 0 $0 -13,484
   BARTLETT & CO. WEALTH MANAGEMENT LLC 1205 *Closed 2023-12-31 0 $0 -5
  68 Records found
  1    
  Page 1 of 1
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