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Disclosery

VGSH VANGUARD SCOTTSDALE FDS

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SHS (fund)

898 managers (908 13F filers) reported a position in VGSH shares at 2024-12-31, 245,809,960 shares in all. 62 filers opened a position and 63 filers sold out during the quarter.

Managers
898
13F filers
908
New
62
Added
371
Reduced
288
Sold out
63
Shares held by filers
245,809,960

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
CAPE ANN SAVINGS BANK151,465$8.81M5.19%+33513F-HRTimeline
ETF Portfolio Partners, Inc.148,580$8.64M2.6%+13,12113F-HRTimeline
Roundview Capital LLC141,965$8.26M0.58%+16,71113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/141,548$8.24M0.01%+26,13713F-HRTimelineGroup
Compton Wealth Advisory Group, LLC139,353$8.11M2.09%+38,66813F-HRTimeline
MIDDLETON & CO INC/MA137,880$8.02M0.89%-4,87013F-HRTimeline
Hilton Capital Management, LLC136,075$7.92M0.68%-151,24013F-HRTimeline
BOKF, NAin group BOKF, NA135,962$7.9M0.13%-2,00113F-HRTimelineGroup
Bull Street Advisors, LLC135,562$7.89M3.8%-32013F-HRTimeline
Signify Wealth132,253$7.69M8.68%+9,17013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…131,244$7.64M0.06%+21,08113F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC131,154$7.63M0.56%-30,42113F-HRTimeline
Values First Advisors, Inc.131,094$7.63M4.2%-26,84813F-HRTimeline
Colony Family Offices, LLC129,671$7.54M2.37%-15,54713F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors128,226$7.46M4.03%13F-HRTimelineGroup
Apella Capital, LLC127,740$7.43M0.29%+44,61313F-HRTimeline
Trek Financial, LLC123,668$7.19M0.54%+14,05713F-HRTimeline
Safir Wealth Advisors, LLC123,013$7.16M5.52%-23,45013F-HRTimeline
Biltmore Wealth Management, LLC122,375$7.12M2.96%+1,61713F-HRTimeline
OneDigital Investment Advisors LLC122,209$7.11M0.08%-1,27513F-HRTimeline
Freedom Investment Management, Inc.121,823$7.09M0.59%+2,72213F-HRTimeline
Beacon Financial Strategies CORP121,573$7.07M4.73%+3,83313F-HRTimeline
Aptus Capital Advisors, LLC121,489$7.07M0.08%+8,35613F-HRTimeline
COMERICA BANK120,608$7.02M0.03%+16,94413F-HR/ATimeline
Orion Porfolio Solutions, LLC120,581$7.02M0.07%-9,33413F-HRTimeline
Orion Portfolio Solutions, LLC120,581$7.02M0.07%-9,33413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…120,256$7M0.39%+54,63513F-HRTimelineGroup
Kingdom Financial Group LLC.119,397$6.95M4.75%-5,64113F-HRTimeline
HANCOCK WHITNEY CORP118,613$6.9M0.22%+3,39713F-HRTimeline
American Trust115,635$6.73M0.51%+22,13613F-HRTimeline
BEARING POINT CAPITAL, LLC115,499$6.72M1.4%13F-HRTimeline
Marion Wealth Management113,240$6.59M1.75%+5,08013F-HRTimeline
Certified Advisory Corp112,756$6.56M0.71%+5,71213F-HRTimeline
DDD Partners, LLC112,591$6.55M0.8%+11,51213F-HRTimeline
Signal Advisors Wealth, LLC112,169$6.53M0.74%+63,04913F-HRTimeline
Retirement Planning Group, LLC112,045$6.52M0.33%-3,96413F-HRTimeline
Dynasty Wealth Management, LLC111,879$6.51M0.11%-124,77813F-HRTimeline
Robertson Stephens Wealth Management, L…107,848$6.27M0.22%+22,27613F-HRTimeline
Heritage Wealth Management, Inc. /CA/107,755$6.27M5.35%+4,73813F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA106,856$6.23M0.01%-111,29613F-HR/ATimelineGroup
Perigon Wealth Management, LLC103,286$6.02M0.15%-10,33313F-HRTimeline
Tortoise Investment Management, LLC102,446$5.96M0.63%-71,68413F-HR/ATimeline
Disciplined Investments, LLC101,565$5.91M2.91%+71113F-HRTimeline
Elmwood Wealth Management, Inc.100,749$5.86M2.37%-7,08513F-HRTimeline
Integrated Advisors Network LLC100,035$5.82M0.28%+46,11613F-HRTimeline
Transform Wealth, LLC99,209$5.77M0.32%new13F-HRTimeline
Stanich Group LLC98,810$5.75M4.3%13F-HRTimeline
Strategic Investment Solutions, Inc. /IL99,000$5.74M1.92%+37,15713F-HRTimeline
Sanctuary Advisors, LLC97,575$5.7M0.04%-5,22013F-HRTimeline
Laidlaw Wealth Management LLC97,442$5.67M2.47%+18,32313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP97,178$5.65M0.01%-1,86913F-HRTimelineGroup
49 WEALTH MANAGEMENT, LLC96,911$5.64M0.8%+27,63813F-HRTimeline
B.O.S.S. Retirement Advisors, LLC95,915$5.58M1.56%+79,05513F-HRTimeline
Sage Mountain Advisors LLC95,781$5.57M0.41%+46,23013F-HRTimeline
QUADRANT CAPITAL GROUP LLC94,797$5.52M0.38%-2,13313F-HRTimeline
U.S. Capital Wealth Advisors, LLC94,500$5.5M0.17%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …94,130$5.48M0.08%+23,32613F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC92,489$5.38M0.08%+2,64913F-HRTimeline
BOK Financial Private Wealth, Inc.92,443$5.38M0.39%+32,80813F-HRTimeline
Marotta Asset Management92,426$5.38M1.12%+7,17413F-HRTimeline
COURIER CAPITAL LLC90,978$5.29M0.37%-56,03113F-HRTimeline
TT Capital Management LLC89,586$5.22M4.16%13F-HRTimeline
Seven Post Investment Office LP88,499$5.15M1.97%-69413F-HRTimeline
WHITTIER TRUST CO88,206$5.13M0.07%-3,66013F-HRTimeline
Vectors Research Management, LLC88,077$5.12M1.75%-45,94113F-HRTimeline
Tennessee Valley Asset Management Partn…85,197$4.96M0.83%+8513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC85,169$4.96M0.57%+13,95913F-HRTimeline
HB Wealth Management, LLC84,880$4.94M0.05%-67,65413F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC83,454$4.86M0.62%-13513F-HRTimeline
NewEdge Wealth, LLC81,408$4.74M0.08%-13,30513F-HRTimeline
SHUFRO ROSE & CO LLC80,788$4.7M0.37%+39,33513F-HRTimeline
Mechanics Financial Corp79,705$4.64M2.08%+20,25213F-HRTimeline
SCOTIA CAPITAL INC.78,754$4.58M0.02%-3,13413F-HRTimeline
Cornerstone Financial Group, LLC /NE/77,768$4.52M4.46%13F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding77,467$4.51M-44,277Timeline
CULBERTSON A N & CO INC76,516$4.45M0.71%+10,13713F-HRTimeline
One Degree Advisors Inc75,745$4.41M1.79%+11,62113F-HRTimeline
Aegis Wealth Management LLC75,747$4.41M2.98%13F-HRTimeline
Betterment LLC75,140$4.37M0.01%+21,79713F-HRTimeline
Fortune Financial Advisors, LLC74,358$4.33M3.93%+5,21313F-HRTimeline
McIlrath & Eck, LLC74,130$4.31M0.55%+5,79013F-HRTimeline
White Lighthouse Investment Management …74,065$4.31M0.76%+7,16113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC73,498$4.28M<0.01%-4,29513F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/73,136$4.26M<0.01%+52113F-HRTimelineGroup
Valley Financial Group, Inc.73,072$4.25M2.96%-91913F-HRTimeline
Tillman Hartley LLC72,351$4.21M1.21%+5,22113F-HRTimeline
Hara Capital LLC72,318$4.21M2.66%-14,89713F-HR/ATimeline
MRWM Advisors, LLC71,527$4.16M3.26%13F-HRTimeline
CWC Advisors, LLC.70,885$4.12M4.11%+1,36213F-HRTimeline
ADVISORY RESEARCH INC69,657$4.05M0.67%013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC69,468$4.04M1.5%+1,97413F-HRTimeline
RWA WEALTH PARTNERS, LLC69,454$4.04M0.05%+32,12813F-HRTimeline
FLOW TRADERS U.S. LLC68,982$4.01M0.16%new13F-HRTimeline
Alhambra Investment Management LLC68,953$4.01M2.06%-30213F-HRTimeline
Hexagon Capital Partners LLC67,340$3.92M0.71%+3,90613F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …67,173$3.91M0.89%+5,36413F-HRTimelineGroup
Seven Springs Wealth Group, LLC66,853$3.89M1.45%new13F-HRTimeline
RFG Advisory, LLC65,677$3.82M0.11%-9,14913F-HRTimeline
Altiora Financial Group, LLC65,511$3.81M0.83%-17,39713F-HRTimeline
Kades & Cheifetz LLC65,231$3.8M1.94%new13F-HRTimeline
Roble, Belko & Company, Inc65,174$3.79M0.6%+6,07813F-HRTimeline
BOSTON FAMILY OFFICE LLC64,589$3.76M0.26%-12,38613F-HRTimeline
American Investment Services, Inc.64,193$3.73M0.66%-3,63413F-HR/ATimeline
Argent Trust Co64,065$3.73M0.15%-3,19113F-HRTimeline
ARVEST INVESTMENTS, INC.63,728$3.71M0.59%+3,87113F-HRTimeline
World Investment Advisors63,042$3.67M0.1%+28,67413F-HRTimeline
Breakwater Investment Management62,541$3.64M1.55%-2,02213F-HR/ATimeline
Capital Investment Counsel, LLC62,361$3.63M0.61%+4,23413F-HRTimeline
Truepoint, Inc.59,745$3.48M0.09%-1,31113F-HRTimeline
Treynor Bancshares, Inc.58,184$3.39M3.57%+6,48213F-HRTimeline
Checchi Capital Advisers, LLC56,844$3.31M0.25%+4,49313F-HRTimeline
BIRCHBROOK, INC.56,232$3.27M1.86%+5,82213F-HRTimeline
IFP Advisors, Inc56,084$3.26M0.11%+1,32013F-HRTimeline
Hayek Kallen Investment Management55,957$3.26M1.18%+37,12313F-HRTimeline
CARDIFF PARK ADVISORS, LLC55,432$3.23M0.31%+10,34913F-HRTimeline
Lake Hills Wealth Management, LLC54,590$3.18M2.17%+14,67313F-HRTimeline
Blackhawk Capital Partners, LLC54,014$3.14M1.63%new13F-HRTimeline
Anchor Investment Management, LLC53,799$3.13M0.29%-10013F-HRTimeline
Wells Financial Advisors INC53,367$3.1M4.23%-3,02113F-HRTimeline
Belpointe Asset Management LLC52,734$3.1M0.19%+3,81513F-HRTimeline
RoundAngle Advisors LLC53,186$3.09M2.95%13F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.52,803$3.07M2.35%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC52,202$3.04M<0.01%new13F-HRTimelineGroup
Marietta Wealth Management, LLC52,047$3.03M0.43%+3,06913F-HRTimeline
Iron Gate Global Advisors LLC51,805$3.01M0.43%+3,43813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC51,463$2.99M0.02%+46,34213F-HRTimelineGroup
FOUNDERS GROVE WEALTH PARTNERS, LLC51,257$2.98M0.86%13F-HRTimeline
Ridgewood Investments LLC50,182$2.92M1.41%-1,14513F-HRTimeline
Valeo Financial Advisors, LLC49,876$2.9M0.08%-112,61713F-HRTimeline
Accredited Wealth Management, LLC49,715$2.89M2.53%13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…49,487$2.88M0.28%-13,09713F-HRTimelineGroup
QUATTRO FINANCIAL ADVISORS LLC48,670$2.84M0.73%-17413F-HR/ATimeline
NewEdge Advisors, LLC48,417$2.82M0.02%+6,46213F-HRTimeline
Windward Private Wealth Management Inc.48,120$2.8M1.09%-1,01213F-HRTimeline
Kovack Advisors, Inc.47,996$2.79M0.27%+42713F-HRTimeline
Successful Portfolios LLC47,931$2.79M1.87%+4,09113F-HRTimeline
GatePass Capital, LLC46,650$2.71M2.96%13F-HRTimeline
PYA Waltman Capital, LLC46,614$2.71M0.87%-82813F-HRTimeline
NWAM LLC45,999$2.68M0.17%-1,83113F-HRTimeline
Wescott Financial Advisory Group, LLC45,414$2.64M0.27%-2,23413F-HRTimeline
Frontier Asset Management, LLC45,351$2.64M0.87%-21,41813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…44,568$2.59M0.01%-10,90113F-HRTimelineGroup
4WEALTH ADVISORS, INC.44,306$2.58M2.64%13F-HRTimeline
SEVEN MILE ADVISORY44,274$2.58M1.64%-9,66113F-HRTimeline
McDonough Capital Management, Inc43,754$2.55M1.57%-1,53513F-HRTimeline
First Horizon Advisors, Inc.43,484$2.53M0.07%+5,30813F-HRTimeline
Accurate Wealth Management, LLC43,312$2.52M0.48%+8,54313F-HRTimeline
Investment Advisory Group, LLC43,104$2.51M0.84%-1,14913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC43,096$2.51M0.08%-5,16313F-HRTimelineGroup
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC43,011$2.5M0.18%-34913F-HRTimeline
Synergy Investment Management, LLC42,967$2.5M1.07%13F-HRTimeline
Glass Jacobson Investment Advisors llc42,058$2.45M0.8%+2,55013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Allworth Financial LP41,926$2.44M0.01%+24,05813F-HRTimeline
FIRST AMERICAN TRUST, FSB41,968$2.44M0.24%-12,93013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.41,866$2.44M0.02%-3,86713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.41,824$2.43M0.15%+25,19613F-HRTimelineGroup
Grove Street Fiduciary, LLC41,150$2.39M1.26%13F-HRTimeline
Estate Counselors, LLC40,949$2.38M0.25%-52013F-HRTimeline
Embree Financial Group40,411$2.35M0.4%-3,43713F-HRTimeline
Unconventional Investor, LLC40,020$2.33M1.41%+9313F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co39,762$2.31M0.03%-16,04913F-HRTimelineGroup
CWS Financial Advisors, LLC39,373$2.29M0.74%+6,58113F-HRTimeline
Brucke Financial, Inc.39,079$2.28M1.96%13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC39,184$2.28M0.01%+24,03313F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC39,162$2.28M0.04%new13F-HRTimelineGroup
Mutual Advisors, LLC38,722$2.26M0.07%-65013F-HRTimeline
TrueWealth Advisors, LLC37,698$2.19M0.73%+62113F-HRTimeline
REDW Wealth LLC37,417$2.18M0.76%-15,47013F-HRTimeline
Intelligence Driven Advisers, LLC36,314$2.11M0.4%-12,74013F-HRTimeline
Meridian Wealth Management, LLC36,180$2.1M0.1%-5,45813F-HRTimeline
VIAWEALTH, LLC35,725$2.08M1.25%-5,25213F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC35,608$2.07M1.22%13F-HRTimeline
HRT FINANCIAL LP35,361$2.06M0.01%+13,03413F-HRTimeline
Welch Group, LLC35,204$2.05M0.09%new13F-HRTimeline
Curran Financial Partners, LLC35,131$2.04M0.54%+7,03213F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…34,500$2.01M0.02%013F-HRTimelineGroup
DB Fitzpatrick & Co, Inc34,418$2M1.84%-7,81413F-HRTimeline
MB Generational Wealth, LLC34,386$2M1.47%new13F-HRTimeline
HEADINVEST, LLC34,363$2M0.38%-1,01013F-HRTimeline
Hobbs Group Advisors, LLC33,985$1.98M0.74%-5,44813F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC33,099$1.93M1.14%+14,34313F-HRTimeline
ANDERSON HOAGLAND & CO33,037$1.92M0.2%-171,77613F-HRTimeline
Manhattan West Asset Management, LLC33,020$1.92M0.52%-80313F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC32,987$1.92M<0.01%+1,14313F-HRTimelineGroup
Summit Wealth Partners, LLC32,828$1.91M0.39%-2,77413F-HRTimeline
Hennion & Walsh Asset Management, Inc.32,671$1.9M0.09%-2,05513F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC32,538$1.89M0.09%+2,56713F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC32,421$1.89M0.44%+13,68713F-HRTimeline
FWG Investments, LLC.32,291$1.88M1.46%+1,81213F-HRTimeline
CENTRAL TRUST Co32,238$1.88M0.05%+7,24813F-HRTimeline
MGO ONE SEVEN LLC32,171$1.87M0.07%+7,59413F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC32,056$1.87M0.19%+2,76213F-HRTimeline
OAK FAMILY ADVISORS, LLC31,692$1.84M0.72%+17,97213F-HRTimeline
Institute for Wealth Management, LLC.31,583$1.84M0.23%-3,52513F-HRTimeline
Verum Partners LLC30,890$1.8M0.52%-2,39613F-HRTimeline
Balboa Wealth Partners30,771$1.79M0.41%+14,79413F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC30,755$1.79M0.26%+1,48613F-HRTimeline
Transcendent Capital Group LLC30,736$1.79M0.93%-12,70813F-HRTimeline
Prime Capital Investment Advisors, LLC30,563$1.78M0.03%+15613F-HRTimeline
Pinnacle Bancorp, Inc.29,983$1.74M0.57%+49913F-HRTimeline