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Disclosery

BNDW VANGUARD SCOTTSDALE FDS

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SHS (fund)

107 managers (108 13F filers) reported a position in BNDW shares at 2024-12-31, 6,273,704 shares in all. 15 filers opened a position and 8 filers sold out during the quarter.

Managers
107
13F filers
108
New
15
Added
38
Reduced
23
Sold out
8
Shares held by filers
6,273,704

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY2,377,346$162M0.01%+2,330,20013F-HR/ATimelineGroup
ALLIANCEBERNSTEIN L.P.1,253,716$85.5M0.03%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding321,940$22M-27,891Timeline
Aurelius Family Office LLC317,296$21.6M10.91%13F-HRTimeline
Beacon Pointe Advisors, LLC194,503$13.3M0.15%+1,79513F-HRTimeline
Two West Capital Advisors LLC176,230$12M10.3%-56,06213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/167,786$11.4M<0.01%-30,86513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV136,854$9.33M0.02%+79,13313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…126,095$8.6M0.02%+2,63713F-HR/ATimeline
Mariner, LLCin group Mariner, LLC81,113$5.53M0.01%-1,14813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA76,941$5.25M<0.01%-36,45413F-HRTimelineGroup
Applied Capital LLC71,374$4.87M2.5%+3,46613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN69,923$4.77M<0.01%+24,09413F-HRTimelineGroup
Professional Financial Advisors, LLC61,621$4.2M1.08%+88513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…47,265$3.24M0.01%-2,33813F-HRTimelineGroup
LPL Financial LLC41,751$2.85M<0.01%+19,97513F-HRTimeline
Alhambra Investment Management LLC41,628$2.84M1.46%+12,94413F-HRTimeline
Five Pine Wealth Management40,913$2.79M2.35%13F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…40,775$2.78M0.03%new13F-HRTimelineGroup
OLD MISSION CAPITAL LLC34,562$2.36M0.05%new13F-HRTimeline
Betterment LLC32,923$2.25M0.01%-27,58713F-HRTimeline
Visionary Wealth Advisors29,913$2.04M0.12%+24313F-HRTimeline
Sensible Financial Planning & Managemen…25,829$1.76M0.37%+11,60213F-HRTimeline
Bleakley Financial Group, LLC23,734$1.62M0.05%+76213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.23,048$1.57M<0.01%+1,45713F-HR/ATimelineGroup
Apella Capital, LLC19,649$1.34M0.05%+3613F-HRTimeline
VanderPol Investments L.L.C.18,714$1.28M2.79%+1,13913F-HRTimeline
Symmetry Partners, LLC17,738$1.21M0.17%new13F-HRTimeline
Atria Investments, Inc17,699$1.21M0.02%new13F-HRTimeline
Eagle Bay Advisors LLC17,624$1.2M0.76%new13F-HRTimeline
MONEYWISE, INC.17,555$1.2M0.6%-8,32513F-HRTimeline
Foundations Investment Advisors, LLC17,402$1.19M0.02%+3,94613F-HRTimeline
Kings Path Partners LLC15,178$1.03M0.44%+3,28013F-HRTimeline
RIK SAYLOR FINANCIAL, INC.15,020$1.02M0.95%13F-HRTimeline
Luminvest Wealth Management LLC13,884$947K0.38%-113F-HRTimeline
NAPATREE CAPITAL LLC13,688$933K0.55%+35613F-HRTimeline
Jentner Corp13,392$913K0.27%+7,52513F-HRTimeline
Destiny Wealth Partners, LLC13,199$900K0.15%+68213F-HRTimeline
Creative Planningin group Creative Planning13,181$899K<0.01%+11813F-HRTimelineGroup
Freedom Financial Partners LLC12,182$831K0.4%13F-HRTimeline
Farther Finance Advisors, LLC11,993$818K0.03%+10,71513F-HRTimeline
FFT WEALTH MANAGEMENT LLC11,753$801K0.06%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC10,905$744K<0.01%-4313F-HRTimeline
NewEdge Advisors, LLC10,499$716K<0.01%013F-HRTimeline
Cetera Investment Advisers10,205$696K<0.01%+1113F-HRTimeline
17 CAPITAL PARTNERS, LLC9,561$652K0.41%+1,53213F-HRTimeline
SEEDS INVESTOR LLC8,591$586K0.17%-32013F-HRTimeline
American Investment Services, Inc.8,332$568K0.1%013F-HR/ATimeline
Arcadia Wealth Management, Inc.7,797$532K0.45%13F-HRTimeline
Geneos Wealth Management Inc.7,441$507K0.02%-3,25013F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…7,039$480K0.01%+2,02413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,780$462K<0.01%new13F-HRTimelineGroup
SAGE FINANCIAL GROUP INC6,707$457K0.04%+83013F-HRTimeline
Opes Wealth Management LLC6,485$442K0.09%+36013F-HRTimeline
Perigon Wealth Management, LLC6,245$425K0.01%+11813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,199$423K<0.01%13F-HR/ATimelineGroup
Valmark Advisers, Inc.6,165$420K0.01%013F-HRTimeline
Charter Oak Capital Management, LLC5,967$407K0.04%-47613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC5,615$383K<0.01%013F-HRTimelineGroup
Alpha Financial Advisors, LLC5,170$353K0.16%+41613F-HRTimeline
Wealthspire Advisors, LLC5,144$351K<0.01%new13F-HRTimeline
Belpointe Asset Management LLC4,906$343K0.02%013F-HRTimeline
Fortis Capital Advisors, LLC4,906$343K0.12%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,432$302K<0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC4,414$301K<0.01%-2,27613F-HRTimeline
Acorn Wealth Advisors, LLC4,307$294K0.12%-17513F-HRTimeline
PRIVATE CLIENT SERVICES, LLC4,011$274K0.15%-48113F-HRTimeline
Verisail Partners, LLC3,718$254K0.12%13F-HRTimeline
Capstone Financial Advisors, Inc.3,434$234K0.01%+6513F-HRTimeline
Maridea Wealth Management LLC3,339$228K0.07%13F-HRTimeline
Keener Financial Planning LLC2,984$203K0.12%+34613F-HRTimeline
Cambridge Investment Research Advisors,…2,933$200K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,808$191K<0.01%013F-HRTimelineGroup
Avior Wealth Management, LLC1,932$132K<0.01%+8313F-HRTimeline
MAI Capital Management1,600$109K<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC1,528$104K0.03%-14613F-HRTimeline
S.A. Mason LLC1,223$83.4K0.04%013F-HRTimeline
Evolution Advisers, Inc.1,003$68K0.04%-3913F-HRTimeline
CoreCap Advisors, LLC848$57.8K<0.01%-8013F-HRTimeline
Continuum Advisory, LLC787$53.7K0.01%013F-HRTimeline
Bogart Wealth, LLC423$28.8K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…420$28.6K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC358$24.4K<0.01%-813F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.350$23.9K0.01%new13F-HRTimeline
Abound Wealth Management178$12.1K<0.01%new13F-HRTimeline
AE Wealth Management LLC168$11.4K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/135$9.21K<0.01%-25013F-HRTimelineGroup
Peachtree Investment Partners, LLC133$9.06K<0.01%+613F-HRTimeline
FMR LLCin group FMR LLC75$5.11K<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…69$4.71K<0.01%+6813F-HRTimelineGroup
Sachetta, LLC59$4.03K<0.01%+113F-HRTimeline
IFP Advisors, Inc57$3.92K<0.01%+113F-HRTimeline
Parkside Financial Bank & Trust54$3.66K<0.01%013F-HRTimeline
Sugarloaf Wealth Management, LLC53$3.59K<0.01%+113F-HRTimeline
HARBOUR INVESTMENTS, INC.49$3.34K<0.01%-113F-HRTimeline
Park Square Financial Group, LLC43$2.93K<0.01%13F-HRTimeline
Qube Research & Technologies Ltd41$2.8K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…40$2.73K<0.01%-1513F-HRTimeline
WealthShield Partners, LLC30$2.05K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.22$1.5K<0.01%013F-HRTimeline
Venturi Wealth Management, LLC21$1.43K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…15$1.02K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/12$818<0.01%013F-HRTimelineGroup
Glassman Wealth Services7$477<0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.1$68<0.01%013F-HRTimeline
GeoWealth Management, LLC1$60<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.