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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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO37,620,327$2.19B0.17%+23,351,82913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY21,869,931$1.27B0.09%+1,317,57013F-HR/ATimelineGroup
Orgel Wealth Management, LLC7,410,127$431M11.25%+238,71713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,130,332$415M0.04%+536,91813F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,835,986$340M0.05%+438,47513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,264,550$306M0.06%-1,451,42813F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP4,500,000$262M0.01%+500,00013F-HRTimelineGroup
SCS Capital Management LLC4,203,603$245M5.04%+211,24613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,144,493$241M0.46%+362,16713F-HRTimelineGroup
NorthRock Partners, LLC3,608,308$210M6.85%+816,48813F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC3,463,004$201M0.44%+86,37413F-HRTimelineGroup
Blue Trust, Inc.3,440,752$200M2.56%+847,59113F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,392,368$197M-1,676,497Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,198,592$186M0.04%+2,89613F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp3,154,820$184M0.62%-756,60113F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP2,474,288$144M3.96%-2,477,99813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,325,885$135M0.05%13F-HR/ATimelineGroup
Money Design Co.,Ltd.2,278,767$133M6.8%-177,36913F-HRTimeline
Cetera Investment Advisers2,087,868$121M0.25%+809,10613F-HRTimeline
Smithfield Trust Co2,049,294$119M5.94%-10,64913F-HRTimeline
HighTower Advisors, LLC2,030,872$118M0.16%+144,91513F-HRTimeline
LPL Financial LLC2,020,581$118M0.05%+218,06913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,968,237$115M0.02%+88,62813F-HRTimelineGroup
Advisory Alpha, LLC1,945,534$113M4.03%+46,30013F-HRTimeline
NEPC LLC1,913,635$111M2.99%013F-HRTimeline
Pure Financial Advisors, LLC1,841,954$107M2.44%+239,29913F-HRTimeline
UBS Group AGin group UBS Group AG1,765,187$103M0.02%-921,53413F-HRTimelineGroup
Acropolis Investment Management, LLC1,721,827$100M5.91%+95,57113F-HRTimeline
Johns Hopkins University1,503,345$87.5M3.29%-557,72013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC1,472,866$85.7M0.13%+524,35913F-HRTimeline
MAI Capital Management1,404,040$81.7M0.61%new13F-HRTimeline
Valmark Advisers, Inc.1,271,975$74M1.15%-1,268,50013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,259,783$73.3M2.05%+109,34613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,214,999$70.7M0.06%+80,57713F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC1,171,009$68.1M0.09%-366,52513F-HRTimelineGroup
AE Wealth Management LLC1,165,588$67.8M0.58%+42,38313F-HRTimeline
First Financial Bankshares Inc1,157,496$67.3M1.46%+43,05113F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding1,138,891$66.3M+35,435Timeline
Evensky & Katz LLC1,132,598$65.9M4.31%+46,24613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,112,593$64.7M0.1%+24,57513F-HRTimelineGroup
Creative Planningin group Creative Planning1,054,687$61.4M0.06%+20,52113F-HRTimelineGroup
Miller Investment Management, LP1,022,044$59.5M6.51%-32,87013F-HRTimeline
First Command Advisory Services, Inc.997,832$58.1M0.55%+54,00113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…978,180$56.9M0.15%-252,64513F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…975,432$56.8M1.04%+2,68013F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…964,855$56.1M1.53%+58,00113F-HRTimeline
OLD NATIONAL BANCORP /IN/953,349$55.5M1.31%-81,25013F-HRTimeline
Merit Financial Group, LLC923,190$53.7M0.97%+47,96113F-HRTimeline
Chemistry Wealth Management LLC915,073$53.2M12.48%+18,03313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.977,834$52.4M0.12%+80,26513F-HR/ATimelineGroup
NorthCoast Asset Management LLC898,163$52.3M0.26%-10,57613F-HR/ATimeline
Strata Wealth Advisors, LLC888,047$51.7M16.22%+29,51113F-HRTimeline
Eagle Ridge Investment Management881,242$51.3M4.47%+30,82913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Merriman Wealth Management, LLC846,016$49.2M2.05%+842,08713F-HRTimeline
Cornerstone Wealth Advisors, Inc.828,259$48.2M13.23%+38,94913F-HRTimeline
Talon Private Wealth, LLC794,752$46.2M9.66%-250,83613F-HR/ATimeline
Oak Harvest Investment Services792,209$46.1M6.43%+32,66213F-HRTimeline
1834 INVESTMENT ADVISORS CO773,486$45M5.7%-19,23613F-HRTimeline
Pacific Sage Partners, LLC772,800$45M10.25%+17,55613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC772,435$44.9M0.01%-880,51113F-HRTimelineGroup
Federation des caisses Desjardins du Qu…758,604$44.1M0.22%-21913F-HRTimeline
INSIGHT 2811, INC.750,439$43.7M22.51%-10,69413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management736,731$42.9M0.62%-242,27213F-HRTimelineGroup
Wealth Dimensions Group, Ltd.718,843$41.8M10.24%+25,06113F-HRTimeline
Vernal Point Advisors, LLC713,086$41.5M28.51%+128,18213F-HRTimeline
Falcon Wealth Planning710,035$41.3M4.61%+36,07013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC709,878$41.3M0.8%+44,16913F-HRTimeline
Foster Group, Inc.701,489$40.8M1.56%+26,38013F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC700,995$40.8M9.38%+33,25013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management682,020$39.7M1.23%+21,27413F-HRTimelineGroup
AMI INVESTMENT MANAGEMENT INC675,946$39.3M12.78%+94,39413F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT644,478$37.5M2.79%+322,04213F-HRTimeline
Mariner, LLCin group Mariner, LLC628,310$36.6M0.06%+24,37213F-HRTimelineGroup
MAYPORT, LLC625,075$36.4M10.72%+94,22313F-HRTimeline
Portland Global Advisors LLC609,187$35.4M4.49%+78,79513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…608,592$35.4M0.07%-3,253,72013F-HR/ATimeline
CAPITAL ADVISORS INC/OK606,485$35.3M0.7%+596,14113F-HRTimeline
Opus Capital Group, LLC582,280$33.9M4.3%+15,12113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC574,320$33.4M0.71%+228,36813F-HRTimeline
Connecticut Wealth Management, LLC614,056$32.7M1.61%+608,65613F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV559,659$32.6M1.04%+77,05813F-HRTimeline
ALTFEST L J & CO INC534,040$31.1M3.96%new13F-HRTimeline
Beacon Pointe Advisors, LLC526,983$30.7M0.34%+26,76913F-HRTimeline
American Money Management, LLC525,029$30.5M5.96%+56,93413F-HRTimeline
SCOPUS ASSET MANAGEMENT, L.P.522,500$30.4M1.12%013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding522,000$30.4M+334Timeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC514,998$30M0.43%+19,81313F-HRTimelineGroup
Facet Wealth, Inc.511,637$29.8M0.79%+28,66313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV506,633$29.5M0.07%-1,427,49813F-HRTimeline
Summit Trail Advisors, LLC504,019$29.3M1.08%+413,15313F-HRTimeline
Schiavi & Co LLC498,573$29M11.32%+18,12913F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC495,610$28.8M0.15%+127,49613F-HRTimelineGroup
Alaethes Wealth, LLC493,324$28.7M10.26%+20,26413F-HRTimeline
Arista Wealth Management, LLC493,230$28.7M6.88%-9,68513F-HRTimeline
Essential Planning, LLC.489,125$28.6M0.19%+481,60013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…489,552$28.5M0.4%+479,96513F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding479,848$27.9M+13,994Timeline
VANGUARD GROUP INCin group VANGUARD GROUP INC470,556$27.4M<0.01%+72,09613F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB466,665$27.2M0.76%-83,33613F-HRTimeline
MainStreet Investment Advisors LLC465,322$27.1M3.79%-14,44313F-HRTimeline
Cordant, Inc.453,461$26.4M13.88%+13,82013F-HRTimeline
Global Wealth Management Investment Adv…443,261$25.8M5.32%+27,18213F-HRTimeline
Five Oceans Advisors426,700$24.8M11.38%+55,69713F-HRTimeline
Bleakley Financial Group, LLC424,833$24.7M0.74%-1,66213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources424,521$24.7M0.01%+14213F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…420,641$24.5M0.24%-384,68213F-HRTimelineGroup
GOULD ASSET MANAGEMENT LLC /CA/416,774$24.2M5.11%+39,02513F-HRTimeline
Level Financial Advisors415,409$24.2M8.87%+26,33813F-HRTimeline
WBH ADVISORY INC396,986$23.1M2.14%-25,90413F-HRTimeline
Strategic Point Investment Advisors, LLC389,847$22.7M3.7%+4,95213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS385,994$22.5M0.02%+142,72513F-HRTimelineGroup
Delta Investment Management, LLC384,962$22.4M4.36%-33,78113F-HRTimeline
Sollinda Capital Management LLC381,483$22.2M6.1%-5,33213F-HRTimeline
Independent Advisor Alliance375,423$21.8M0.29%new13F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP368,964$21.5M0.16%-66813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC365,035$21.2M0.07%+3,65813F-HRTimeline
COUNTRY CLUB BANK363,734$21.2M1.41%+13,90313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV361,009$21M1.71%+8,94013F-HRTimeline
Foundations Investment Advisors, LLC359,110$20.9M0.4%-65,39013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC358,874$20.9M0.21%+19,64813F-HRTimelineGroup
Efficient Advisors, LLC345,669$20.1M1.29%+10,47713F-HRTimeline
Salomon & Ludwin, LLC337,454$19.6M2.08%+4,19813F-HRTimeline
GEN Financial Management, INC.336,919$19.6M12.72%13F-HRTimeline
Janney Montgomery Scott LLC336,738$19.6M0.05%+53,13613F-HRTimeline
Wolff Financial Management LLC334,016$19.4M5.39%+21,68913F-HRTimeline
AllGen Financial Advisors, Inc.329,950$19.2M6.45%+6,16113F-HRTimeline
Cambridge Investment Research Advisors,…321,357$18.7M0.06%-33,88813F-HRTimeline
Morling Financial Advisors, LLC316,543$18.4M6.42%+14,34113F-HRTimeline
Winch Advisory Services, LLC310,125$18M4.69%+10,07513F-HRTimeline
Integrated Wealth Concepts LLC303,197$17.6M0.2%+44,61113F-HRTimeline
Peak Asset Management, LLC299,056$17.4M3.22%+15,40013F-HRTimeline
Venturi Wealth Management, LLC297,756$17.3M0.85%-119,50213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP296,401$17.2M0.03%+118,32513F-HRTimelineGroup
OBSIDIAN CIO, LLC293,733$17.1M3.12%+19,84713F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC293,200$17.1M9.59%+43,34113F-HRTimeline
Carlson Capital Management292,047$17M0.74%-4,82013F-HRTimeline
PATTEN & PATTEN INC/TN268,785$15.6M1.03%new13F-HRTimeline
Elm Partners Management LLC266,089$15.5M1.06%+214,74113F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.264,776$15.4M5.15%-13,09713F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC263,591$15.3M0.18%013F-HRTimelineGroup
Alpha Advisors, LLC/VA260,920$15.2M15.63%13F-HRTimeline
Human Investing LLC251,691$14.6M2.6%+6,20013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC250,109$14.6M3.08%-10,26913F-HRTimeline
Municipal Employees' Retirement System …249,183$14.5M0.2%-3,351,99413F-HRTimeline
Cypress Capital, LLC242,035$14.1M4.03%-2,86013F-HRTimeline
SHAH CAPITAL MANAGEMENT237,752$13.8M2.79%-4,60513F-HRTimeline
MONTAG A & ASSOCIATES INC237,044$13.8M0.65%-15,21913F-HRTimeline
Rockingstone Advisors LLC227,425$13.2M5.84%+182,43013F-HRTimeline
Drum Hill Capital, LLC227,177$13.2M16.42%13F-HRTimeline
LOWE BROCKENBROUGH & CO INC226,969$13.2M0.85%+31,13913F-HRTimeline
Montecito Bank & Trust226,806$13.2M2.29%+29,13213F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…225,826$13.1M0.05%+47,76813F-HRTimelineGroup
Investure, LLC222,200$12.9M0.77%013F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd215,366$12.5M7.91%-465,91013F-HRTimelineGroup
HORIZON KINETICS ASSET MANAGEMENT LLC215,098$12.5M0.16%-8,40113F-HRTimeline
Sand Hill Global Advisors, LLC214,246$12.5M0.53%+8,10613F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…212,910$12.4M0.93%+9,23513F-HRTimeline
Chicago Partners Investment Group LLC212,504$12.4M0.41%+4,27913F-HRTimeline
Whitcomb & Hess, Inc.211,814$12.3M3.81%+3,34313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC210,802$12.3M0.02%+18,72313F-HRTimeline
ELEMENT POINTE ADVISORS, LLC210,604$12.3M2.88%+20,84613F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …210,433$12.2M1.76%13F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC207,067$12M4.18%+3,20413F-HRTimeline
Conservest Capital Advisors, Inc.206,976$12M1.24%+18,46313F-HRTimeline
Vise Technologies, Inc.202,509$11.8M0.98%-1,61413F-HRTimeline
Michael A. Dubis Financial Planning, LLC198,815$11.6M11.18%13F-HRTimeline
Capital Investment Advisory Services, L…195,281$11.4M1.09%-6,67113F-HRTimeline
ROGCO, LP194,585$11.3M4.61%+11,60913F-HRTimeline
HARBOUR INVESTMENTS, INC.190,862$11.1M0.32%+5,07213F-HRTimeline
Ullmann Wealth Partners Group, LLC189,744$11M1.42%+2,58813F-HRTimeline
Cascade Wealth Advisors, Inc189,560$11M7.46%+24,70613F-HRTimeline
Private Advisor Group, LLC187,542$10.9M0.06%+58,57113F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC184,981$10.8M1.4%+48413F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC184,346$10.7M2.28%+62,59613F-HRTimeline
MOKAN Wealth Management Inc.184,171$10.7M6.82%13F-HRTimeline
SMART Wealth LLC183,791$10.7M3.81%-89,98613F-HRTimeline
Atria Wealth Solutions, Inc.182,512$10.6M0.12%-13,64813F-HRTimeline
Elite Financial, Inc.182,240$10.6M5.74%13F-HRTimeline
SCRATCH CAPITAL LLC180,325$10.5M12.81%13F-HRTimeline
Deane Retirement Strategies, Inc.179,255$10.4M5.25%-93,99313F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP177,484$10.3M0.15%+61,90513F-HRTimeline
HOWE & RUSLING INC175,649$10.2M0.88%+8,36413F-HRTimeline
ARK & TLK INVESTMENTS, LLC172,690$10M3.49%-713F-HRTimeline
Unison Advisors LLC172,530$10M1.19%-14,76113F-HRTimeline
Kings Path Partners LLC172,487$10M4.29%+3,13613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC170,180$9.9M0.25%+20,35413F-HRTimeline
Daiichi Life Group, Inc.in group Daiichi Life Insurance Co., L…167,600$9.73M10.68%-124,40013F-HRTimelineGroup
HM PAYSON & CO165,836$9.65M0.16%+10,97513F-HRTimeline
McLean Asset Management Corp165,349$9.62M2.89%+16,14213F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC165,149$9.59M0.88%+42,87613F-HRTimelineGroup
MUIRFIELD WEALTH ADVISORS LLC162,736$9.47M7.8%+97313F-HRTimeline
EPG Wealth Management LLC160,855$9.36M2.47%-11,49713F-HRTimeline
Cravens & Co Advisors, LLC159,495$9.28M7.07%+6,55713F-HRTimeline
Capital Investment Services of America,…158,675$9.23M0.88%-3,70013F-HRTimeline
Beverly Hills Private Wealth, LLC157,612$9.17M1.85%-17,95413F-HRTimeline
Empowered Funds, LLC156,489$9.1M0.13%+6,28813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS154,302$8.98M0.03%-196,37813F-HRTimeline
Farther Finance Advisors, LLC153,806$8.95M0.32%+16,28513F-HRTimeline
ZACKS INVESTMENT MANAGEMENT153,452$8.93M0.08%+8,92013F-HRTimeline
Echo45 Advisors LLC152,890$8.89M5.84%+17,02013F-HRTimeline