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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 2025-03-31, 5,732,490 shares in all. 17 filers opened a position and 18 filers sold out during the quarter.

Managers
107
13F filers
108
New
17
Added
33
Reduced
33
Sold out
18
Shares held by filers
5,732,490

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY2,446,915$168M0.01%+69,56913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV824,723$56.7M0.13%+687,86913F-HRTimeline
Aurelius Family Office LLC319,543$22M11.15%+2,24713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding293,158$20.2M-28,782Timeline
Beacon Pointe Advisors, LLC191,502$13.2M0.15%-3,00113F-HRTimeline
Two West Capital Advisors LLC187,460$12.8M10.67%+11,23013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/179,986$12.4M<0.01%+12,20013F-HRTimelineGroup
Applied Capital LLC161,233$11.1M5.44%+89,85913F-HRTimeline
Mariner, LLCin group Mariner, LLC82,332$5.66M0.01%+1,21913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA78,876$5.43M<0.01%+1,93513F-HR/ATimelineGroup
Professional Financial Advisors, LLC67,644$4.65M1.18%+6,02313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN60,774$4.18M<0.01%-9,14913F-HRTimelineGroup
Five Pine Wealth Management51,719$3.56M2.9%+10,80613F-HRTimeline
Alhambra Investment Management LLC43,784$3.01M1.55%+2,15613F-HRTimeline
LPL Financial LLC42,184$2.9M<0.01%+43313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP33,892$2.33M<0.01%new13F-HRTimelineGroup
SEEDS INVESTOR LLC32,314$2.22M0.62%+23,72313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC32,133$2.21M<0.01%new13F-HR/ATimelineGroup
Sensible Financial Planning & Managemen…31,529$2.17M0.43%+5,70013F-HRTimeline
Visionary Wealth Advisors29,752$2.05M0.12%-16113F-HRTimeline
Bleakley Financial Group, LLC22,971$1.58M0.05%-76313F-HRTimeline
Foundations Investment Advisors, LLC21,548$1.48M0.03%+4,14613F-HRTimeline
Betterment LLC20,176$1.39M<0.01%-12,74713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…18,686$1.29M<0.01%-28,57913F-HR/ATimelineGroup
Apella Capital, LLC18,543$1.27M0.04%-1,10613F-HRTimeline
Symmetry Partners, LLC17,642$1.21M0.17%-9613F-HRTimeline
VanderPol Investments L.L.C.17,613$1.21M2.56%-1,10113F-HRTimeline
Destiny Wealth Partners, LLC17,420$1.2M0.19%+4,22113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…17,297$1.19M<0.01%-108,79813F-HRTimeline
Kure Advisory, LLC16,557$1.14M0.86%13F-HRTimeline
NAPATREE CAPITAL LLC15,130$1.04M0.59%+1,44213F-HRTimeline
RIK SAYLOR FINANCIAL, INC.14,943$1.03M0.91%-7713F-HRTimeline
Creative Planningin group Creative Planning14,780$1.02M<0.01%+1,59913F-HRTimelineGroup
Luminvest Wealth Management LLC13,884$955K0.39%013F-HRTimeline
MONEYWISE, INC.13,586$935K0.49%-3,96913F-HRTimeline
Geneos Wealth Management Inc.13,329$917K0.01%+5,88813F-HRTimeline
Kings Path Partners LLC12,394$853K0.42%-2,78413F-HRTimeline
Farther Finance Advisors, LLC12,073$831K0.02%+8013F-HRTimeline
Jentner Corp12,052$829K0.25%-1,34013F-HRTimeline
17 CAPITAL PARTNERS, LLC11,382$783K0.5%+1,82113F-HRTimeline
Cetera Investment Advisers11,354$781K<0.01%+1,14913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,608$730K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC10,499$722K<0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,697$667K<0.01%-1,20813F-HRTimeline
VIEWPOINT INVESTMENT PARTNERS CORP9,600$661K0.36%new13F-HRTimeline
Geometric Wealth Advisors8,822$607K0.1%new13F-HRTimeline
Valmark Advisers, Inc.8,797$605K0.01%+2,63213F-HRTimeline
HRT FINANCIAL LP8,735$601K<0.01%new13F-HRTimeline
Inscription Capital, LLC8,397$576K0.09%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,832$470K<0.01%new13F-HRTimelineGroup
SAGE FINANCIAL GROUP INC6,798$468K0.04%+9113F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…6,669$459K0.02%-37013F-HRTimelineGroup
American Investment Services, Inc.6,530$449K0.08%-1,80213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,352$437K<0.01%+15313F-HRTimelineGroup
Opes Wealth Management LLC6,190$426K0.09%-29513F-HRTimeline
Arcadia Wealth Management, Inc.6,095$419K0.33%-1,70213F-HRTimeline
Evolution Advisers, Inc.5,543$381K0.2%+4,54013F-HRTimeline
Alpha Financial Advisors, LLC5,422$373K0.17%+25213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC5,252$361K<0.01%-36313F-HRTimelineGroup
Maridea Wealth Management LLC5,179$356K0.12%+1,84013F-HRTimeline
Charter Oak Capital Management, LLC4,891$337K0.03%-1,07613F-HRTimeline
Wealthspire Advisors, LLC4,745$327K<0.01%-39913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,620$318K<0.01%-18,42813F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP4,214$290K<0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC4,044$278K<0.01%-37013F-HRTimeline
Acorn Wealth Advisors, LLC4,035$278K0.12%-27213F-HRTimeline
Belpointe Asset Management LLC3,938$271K0.01%-96813F-HRTimeline
Fortis Capital Advisors, LLC3,938$271K0.06%-96813F-HRTimeline
Wedmont Private Capital3,658$249K0.01%new13F-HRTimeline
Capstone Financial Advisors, Inc.3,451$237K0.01%+1713F-HRTimeline
Chicago Partners Investment Group LLC3,015$208K0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…2,998$206K<0.01%+6513F-HRTimeline
Aveo Capital Partners, LLC2,981$205K0.03%new13F-HRTimeline
Keener Financial Planning LLC2,821$194K0.13%-16313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,808$193K<0.01%013F-HRTimelineGroup
MAI Capital Management1,600$110K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC1,392$95.8K0.03%-13613F-HRTimeline
S.A. Mason LLC1,223$84.2K0.04%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,092$75.1K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC958$65.9K<0.01%+11013F-HRTimeline
Continuum Advisory, LLC787$54.2K0.01%013F-HRTimeline
Bogart Wealth, LLC423$29.1K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…420$28.9K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC358$24.4K<0.01%013F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.350$24.1K0.01%013F-HRTimeline
Peachtree Investment Partners, LLC138$9.48K<0.01%+513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/135$9.29K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC93$6.4K<0.01%-7513F-HRTimeline
AdvisorNet Financial, Inc62$4.27K<0.01%new13F-HRTimeline
Sachetta, LLC59$4.08K<0.01%013F-HRTimeline
IFP Advisors, Inc58$3.97K<0.01%+113F-HRTimeline
Parkside Financial Bank & Trust54$3.69K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.49$3.37K<0.01%013F-HRTimeline
Park Square Financial Group, LLC43$2.96K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd41$2.82K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…36$2.48K<0.01%-413F-HRTimeline
WealthShield Partners, LLC30$2.06K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.22$1.51K<0.01%013F-HRTimeline
Topsail Wealth Management, LLC21$1.45K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…15$1.03K<0.01%013F-HRTimelineGroup
Allworth Financial LP12$828<0.01%new13F-HRTimeline
SYM FINANCIAL Corp12$826<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/12$826<0.01%013F-HRTimelineGroup
Glassman Wealth Services7$482<0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.1$69<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
HANTZ FINANCIAL SERVICES, INC.0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.