Skip to content
Disclosery

VGSH VANGUARD SCOTTSDALE FDS

Follow

SHS (fund)

924 managers (934 13F filers) reported a position in VGSH shares at 2025-03-31, 260,864,826 shares in all. 94 filers opened a position and 62 filers sold out during the quarter.

Managers
924
13F filers
934
New
94
Added
402
Reduced
302
Sold out
62
Shares held by filers
260,864,826

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
ZACKS INVESTMENT MANAGEMENT155,843$9.15M0.09%+2,39113F-HRTimeline
QUADRANT CAPITAL GROUP LLC155,657$9.14M0.34%+60,86013F-HRTimeline
Cravens & Co Advisors, LLC151,908$8.92M6.93%-7,58713F-HRTimeline
Echo45 Advisors LLC150,687$8.84M5.92%-2,20313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…149,974$8.8M0.08%+18,73013F-HRTimelineGroup
MIDDLETON & CO INC/MA149,509$8.77M1.03%+11,62913F-HRTimeline
Municipal Employees' Retirement System …142,206$8.35M0.11%-106,97713F-HRTimeline
OneDigital Investment Advisors LLC141,492$8.3M0.1%+19,28313F-HRTimeline
CAPE ANN SAVINGS BANK140,618$8.25M5.17%-10,84713F-HRTimeline
BOKF, NAin group BOKF, NA140,589$8.25M0.15%+4,62713F-HRTimelineGroup
DDD Partners, LLC137,952$8.1M0.98%+25,36113F-HRTimeline
Integrated Advisors Network LLC136,873$8.03M0.41%+36,83813F-HRTimeline
COMERICA BANK135,749$7.97M0.03%+15,14113F-HRTimeline
Bull Street Advisors, LLC135,562$7.96M3.81%013F-HRTimeline
Disciplined Investments, LLC132,298$7.76M3.57%+30,73313F-HRTimeline
Values First Advisors, Inc.131,741$7.73M4.51%+64713F-HRTimeline
Hara Capital LLC131,293$7.71M5.21%+58,97513F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC130,629$7.67M0.55%-52513F-HRTimeline
Beacon Financial Strategies CORP130,293$7.65M5.16%+8,72013F-HRTimeline
Freedom Investment Management, Inc.128,066$7.52M0.63%+6,24313F-HRTimeline
Safir Wealth Advisors, LLC127,498$7.48M5.94%+4,48513F-HRTimeline
SMART Wealth LLC125,906$7.39M2.65%-57,88513F-HRTimeline
ELEMENT POINTE ADVISORS, LLC125,161$7.35M1.79%-85,44313F-HRTimeline
Orion Porfolio Solutions, LLC124,928$7.33M0.07%+4,34713F-HRTimeline
Orion Portfolio Solutions, LLC124,928$7.33M0.07%+4,34713F-HR/ATimeline
Signal Advisors Wealth, LLC124,918$7.33M0.72%+12,74913F-HRTimeline
Robertson Stephens Wealth Management, L…124,159$7.29M0.27%+16,31113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP123,063$7.22M0.01%+25,88513F-HRTimelineGroup
Biltmore Wealth Management, LLC122,683$7.2M3.04%+30813F-HRTimeline
Colony Family Offices, LLC122,574$7.19M2.24%-7,09713F-HRTimeline
Marion Wealth Management122,440$7.19M1.92%+9,20013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…121,493$7.13M0.39%+1,23713F-HRTimelineGroup
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors119,233$7M4.05%-8,99313F-HRTimelineGroup
HANCOCK WHITNEY CORP118,759$6.97M0.23%+14613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/118,505$6.96M0.01%-23,04313F-HRTimelineGroup
Blueprint Investment Partners LLCin group Blueprint Investment Partners…117,412$6.89M1.26%new13F-HRTimelineGroup
Certified Advisory Corp113,485$6.66M0.75%+72913F-HRTimeline
Belpointe Asset Management LLC112,674$6.61M0.34%+59,94013F-HRTimeline
Lauer Wealth, LLC108,427$6.39M4.93%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC107,825$6.33M0.19%+13,32513F-HRTimeline
Kingdom Financial Group LLC.106,978$6.28M4.6%-12,41913F-HRTimeline
Retirement Planning Group, LLC105,357$6.18M0.29%-6,68813F-HRTimeline
Heritage Wealth Management, Inc. /CA/104,314$6.12M5.23%-3,44113F-HRTimeline
Stanich Group LLC103,854$6.1M4.51%+5,04413F-HRTimeline
HB Wealth Management, LLC103,217$6.06M0.05%+18,33713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC102,211$6M0.01%+50,00913F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…101,298$5.92M0.01%+56,73013F-HR/ATimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/100,108$5.88M<0.01%+26,97213F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC99,029$5.81M0.09%+6,54013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …96,272$5.65M0.09%+2,14213F-HRTimelineGroup
Atria Wealth Solutions, Inc.94,973$5.57M0.07%-87,53913F-HRTimeline
Elmwood Wealth Management, Inc.93,022$5.46M2.24%-7,72713F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding72,651$5.4M-4,816Timeline
Perigon Wealth Management, LLC92,046$5.4M0.14%-11,24013F-HRTimeline
Seven Post Investment Office LP91,987$5.4M2.06%+3,48813F-HRTimeline
OneAscent Investment Solutions LLCin group OneAscent Financial Services …91,924$5.39M6.4%13F-HRTimelineGroup
Mechanics Financial Corp89,705$5.26M2.39%+10,00013F-HRTimeline
NewEdge Advisors, LLC88,344$5.18M0.03%+39,92713F-HRTimeline
SHUFRO ROSE & CO LLC88,039$5.17M0.41%+7,25113F-HRTimeline
TrueWealth Financial Partners85,879$5.04M3.04%+67,84713F-HRTimeline
B.O.S.S. Retirement Advisors, LLC85,879$5.04M1.46%-10,03613F-HRTimeline
Marotta Asset Management85,252$5.03M0.99%-7,17413F-HRTimeline
WHITTIER TRUST CO85,170$5M0.07%-3,03613F-HRTimeline
Climber Capital SA95,907$4.95M3.9%new13F-HRTimeline
Tennessee Valley Asset Management Partn…84,082$4.93M0.8%-1,11513F-HRTimeline
Betterment LLC83,352$4.89M0.01%+8,21213F-HRTimeline
Strategic Investment Solutions, Inc. /IL83,219$4.88M1.42%-15,78113F-HRTimeline
Altiora Financial Group, LLC82,523$4.84M1.03%+17,01213F-HRTimeline
Hexagon Capital Partners LLC80,574$4.73M0.9%+13,23413F-HRTimeline
CWC Advisors, LLC.79,541$4.67M2.66%+8,65613F-HRTimeline
Transform Wealth, LLC78,941$4.63M0.28%-20,26813F-HRTimeline
McIlrath & Eck, LLC77,991$4.58M0.56%+3,86113F-HRTimeline
Aegis Wealth Management LLC77,795$4.57M2.68%+2,04813F-HRTimeline
Aptus Capital Advisors, LLC77,580$4.55M0.05%-43,90913F-HRTimeline
Spartan Planning & Wealth Management77,568$4.55M4.41%new13F-HRTimeline
Dynamic Advisor Solutions LLC77,271$4.54M0.15%new13F-HRTimeline
Sanctuary Advisors, LLC76,778$4.51M0.03%-20,79713F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC76,727$4.5M0.61%-6,72713F-HRTimeline
CULBERTSON A N & CO INC76,561$4.49M0.72%+4513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC76,531$4.49M<0.01%+3,03313F-HRTimelineGroup
Fortune Financial Advisors, LLC76,084$4.47M3.85%+1,72613F-HRTimeline
SCOTIA CAPITAL INC.76,078$4.47M0.02%-2,67613F-HRTimeline
Trek Financial, LLC75,078$4.41M0.32%-48,59013F-HRTimeline
Journey Advisory Group, LLC73,048$4.29M0.35%new13F-HRTimeline
Valley Financial Group, Inc.72,710$4.27M2.83%-36213F-HRTimeline
Cornerstone Financial Group, LLC /NE/73,047$4.27M3.84%-4,72113F-HRTimeline
Tillman Hartley LLC72,114$4.23M1.23%-23713F-HRTimeline
HOWARD BAILEY SECURITIES, LLC72,088$4.23M1.41%+2,62013F-HR/ATimeline
ARVEST INVESTMENTS, INC.72,060$4.23M0.67%+8,33213F-HRTimeline
Roble, Belko & Company, Inc70,710$4.15M0.66%+5,53613F-HRTimeline
White Lighthouse Investment Management …70,509$4.14M0.74%-3,55613F-HRTimeline
BOSTON FAMILY OFFICE LLC70,283$4.12M0.29%+5,69413F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …70,126$4.12M0.9%13F-HRTimelineGroup
ADVISORY RESEARCH INC69,657$4.09M0.72%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC69,178$4.06M0.47%-15,99113F-HRTimeline
Simplicity Wealth,LLC67,469$3.96M0.31%+49,44013F-HRTimeline
BEARING POINT CAPITAL, LLC67,332$3.95M0.84%-48,16713F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC66,366$3.91M0.33%+56,77513F-HRTimeline
Argent Trust Co64,662$3.8M0.16%+59713F-HRTimeline
MRWM Advisors, LLC64,602$3.79M2.64%-6,92513F-HRTimeline
Accredited Wealth Management, LLC64,405$3.78M3.19%+14,69013F-HRTimeline
THOMAS STORY & SON LLC64,161$3.77M1.47%new13F-HRTimeline
Breakwater Investment Management63,526$3.73M1.59%+98513F-HRTimeline
World Investment Advisors62,969$3.7M0.1%-7313F-HRTimeline
Capital Investment Counsel, LLC62,519$3.67M0.61%+15813F-HRTimeline
Garde Capital, Inc.61,664$3.62M0.21%new13F-HRTimeline
CWM, LLCin group CWM, LLC61,470$3.61M0.01%+49,59013F-HRTimelineGroup
Tortoise Investment Management, LLC61,008$3.58M0.37%-41,43813F-HR/ATimeline
Truepoint, Inc.60,041$3.52M0.1%+29613F-HRTimeline
Checchi Capital Advisers, LLC59,574$3.5M0.25%+2,73013F-HRTimeline
Alhambra Investment Management LLC59,350$3.48M1.8%-9,60313F-HRTimeline
American Investment Services, Inc.59,041$3.47M0.61%-5,15213F-HRTimeline
DOVER ADVISORS, LLC58,591$3.44M1.5%new13F-HRTimeline
Everhart Financial Group, Inc.58,007$3.4M0.47%new13F-HRTimeline
Marietta Wealth Management, LLC56,785$3.33M0.49%+4,73813F-HRTimeline
Mutual Advisors, LLC56,480$3.32M0.1%+17,75813F-HRTimeline
49 WEALTH MANAGEMENT, LLC55,370$3.25M0.39%-41,54113F-HRTimeline
North Capital, Inc.55,105$3.23M3.05%13F-HRTimeline
Anchor Investment Management, LLC54,969$3.23M0.3%+1,17013F-HRTimeline
Lake Hills Wealth Management, LLC54,502$3.2M2.21%-8813F-HRTimeline
Hayek Kallen Investment Management54,166$3.18M1.17%-1,79113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP53,080$3.11M<0.01%+33,32313F-HR/ATimelineGroup
RoundAngle Advisors LLC52,456$3.08M2.83%-73013F-HRTimeline
Wells Financial Advisors INC52,068$3.06M4.21%-1,29913F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.52,047$3.05M2.38%-75613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…51,937$3.05M0.31%+2,45013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…51,871$3.04M0.09%+51,77113F-HRTimelineGroup
Accurate Wealth Management, LLC51,535$3.01M0.58%+8,22313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC51,055$3M0.02%-40813F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC50,937$2.99M0.09%+7,84113F-HRTimelineGroup
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC50,641$2.97M0.22%+7,63013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC50,545$2.97M0.04%+11,38313F-HRTimelineGroup
Seven Springs Wealth Group, LLC50,431$2.96M1.06%-16,42213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.50,202$2.95M0.02%+8,33613F-HRTimeline
CWS Financial Advisors, LLC49,677$2.92M0.92%+10,30413F-HRTimeline
GatePass Capital, LLC49,650$2.91M2.18%+3,00013F-HRTimeline
Ridgewood Investments LLC49,600$2.91M1.36%-58213F-HRTimeline
TrueWealth Advisors, LLC49,315$2.89M0.95%+11,61713F-HRTimeline
Kovack Advisors, Inc.48,996$2.88M0.3%+1,00013F-HRTimeline
Successful Portfolios LLC48,499$2.85M1.94%+56813F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC47,855$2.81M0.96%-81513F-HRTimeline
Valeo Financial Advisors, LLC47,849$2.81M0.08%-2,02713F-HRTimeline
Windward Private Wealth Management Inc.47,370$2.78M1.08%-75013F-HRTimeline
4WEALTH ADVISORS, INC.47,254$2.77M3.07%+2,94813F-HRTimeline
Investment Advisory Group, LLC45,802$2.69M0.9%+2,69813F-HRTimeline
PYA Waltman Capital, LLC45,485$2.67M0.84%-1,12913F-HRTimeline
Wescott Financial Advisory Group, LLC45,207$2.65M0.28%-20713F-HRTimeline
Avior Wealth Management, LLC45,069$2.65M0.1%+17,21613F-HRTimeline
Grove Street Fiduciary, LLC44,708$2.62M1.33%+3,55813F-HRTimeline
NWAM LLC44,339$2.6M0.22%-1,66013F-HRTimeline
Impact Investors, Inc44,041$2.58M2.01%+34,47213F-HRTimeline
Welch Group, LLC44,013$2.58M0.11%+8,80913F-HRTimeline
LifeWealth Investments, LLC43,780$2.57M1.24%+15,24813F-HR/ATimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC43,533$2.55M0.71%-7,72413F-HRTimeline
Kathmere Capital Management, LLC43,100$2.53M0.22%+24,23413F-HRTimeline
CENTRAL TRUST Co42,800$2.51M0.06%+10,56213F-HRTimeline
Curran Financial Partners, LLC42,726$2.51M0.62%+7,59513F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC42,519$2.5M0.57%+10,09813F-HRTimeline
Unconventional Investor, LLC41,844$2.46M1.45%+1,82413F-HRTimeline
Glass Jacobson Investment Advisors llc42,058$2.45M0.8%013F-HRTimeline
Brucke Financial, Inc.41,125$2.43M2.11%+2,04613F-HRTimeline
First Horizon Advisors, Inc.39,785$2.34M0.07%-3,69913F-HRTimeline
Allworth Financial LP39,399$2.31M0.01%-2,52713F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co39,118$2.3M0.03%-64413F-HRTimelineGroup
SEVEN MILE ADVISORY39,080$2.29M1.53%-5,19413F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC38,738$2.27M0.32%+7,98313F-HRTimeline
BIRCHBROOK, INC.38,735$2.27M1.28%-17,49713F-HRTimeline
Lord & Richards Wealth Management, LLC38,419$2.25M2.56%+14,06813F-HRTimeline
McDonough Capital Management, Inc38,179$2.24M1.46%-5,57513F-HRTimeline
Arcus Capital Partners, LLC38,169$2.24M0.9%new13F-HRTimeline
RFG Advisory, LLC37,662$2.21M0.06%-28,01513F-HRTimeline
Prime Capital Investment Advisors, LLC37,566$2.2M0.03%+7,00313F-HRTimeline
Manchester Capital Management LLC37,339$2.19M0.27%+9,90513F-HRTimeline
Chandler Asset Management, Inc.37,315$2.19M0.41%+21,73513F-HRTimeline
Pinnacle Bancorp, Inc.37,043$2.17M0.71%+7,06013F-HRTimeline
FIRST AMERICAN TRUST, FSB36,796$2.16M0.2%-5,17213F-HRTimeline
REDW Wealth LLC36,522$2.14M0.8%-89513F-HRTimeline
Intelligence Driven Advisers, LLC36,146$2.12M0.41%-16813F-HRTimeline
OAK FAMILY ADVISORS, LLC35,924$2.11M0.88%+4,23213F-HRTimeline
Wilmington Savings Fund Society, FSB34,802$2.04M0.04%+5,01213F-HRTimeline
Schulz Wealth, LTD.34,543$2.03M1.55%new13F-HRTimeline
Autumn Glory Partners, LLC33,900$1.99M0.99%+14,47013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co33,893$1.99M0.14%+6,72913F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…33,349$1.96M0.06%+5,23213F-HRTimelineGroup
Wedmont Private Capital33,365$1.95M0.1%+15,48513F-HRTimeline
Zhang Financial LLC33,213$1.95M0.1%+3,41413F-HRTimeline
MB Generational Wealth, LLC33,187$1.95M1.45%-1,19913F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC32,985$1.94M0.2%+92913F-HRTimeline
Hobbs Group Advisors, LLC32,794$1.92M0.73%-1,19113F-HRTimeline
Balboa Wealth Partners32,453$1.9M0.46%+1,68213F-HRTimeline
Advisor Resource Council35,217$1.88M0.15%new13F-HRTimeline
Sowell Financial Services LLC31,870$1.87M0.09%+9,06813F-HRTimeline
Manhattan West Asset Management, LLC31,618$1.86M0.47%-1,40213F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC31,527$1.85M0.78%-4,08113F-HR/ATimeline
Summit Wealth Partners, LLC31,498$1.85M0.37%-1,33013F-HRTimeline
HEADINVEST, LLC31,429$1.84M0.36%-2,93413F-HRTimeline
MGO ONE SEVEN LLC31,068$1.82M0.07%-1,10313F-HRTimeline
Institute for Wealth Management, LLC.30,883$1.81M0.23%-70013F-HRTimeline
Verus Financial Partners, Inc.30,857$1.81M0.21%+1,69313F-HRTimeline
Spectrum Financial Alliance Ltd LLC30,713$1.8M0.59%+1,01413F-HRTimeline