Skip to content
Disclosery

VMBS VANGUARD SCOTTSDALE FDS

Follow

SHS (fund)

701 managers (713 13F filers) reported a position in VMBS shares at 2026-06-30, 299,259,771 shares in all. 59 filers opened a position and 54 filers sold out during the quarter.

Managers
701
13F filers
713
New
59
Added
319
Reduced
219
Sold out
54
Shares held by filers
299,259,771

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/58,928,194$2.76B0.18%+2,620,13413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding28,993,096$1.36B+936,417Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO26,485,779$1.25B0.07%+1,646,92913F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp10,605,591$496M0.08%+187,02913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,216,170$478M0.4%+1,524,57413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,746,512$456M0.08%+359,58213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC8,804,599$412M0.71%-48,52413F-HRTimelineGroup
MATHER GROUP, LLC.8,499,381$398M3.47%+1,183,60513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,905,111$323M0.09%+167,11013F-HRTimelineGroup
LPL Financial LLC6,295,640$295M0.07%-17,42813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC5,693,728$267M4.9%+404,55013F-HRTimeline
UBS Group AGgroup of 2 filers holding5,594,576$262M-547,317Timeline
MORGAN STANLEYin group MORGAN STANLEY5,492,517$257M0.01%+209,20013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,108,101$239M0.05%+34,29413F-HRTimelineGroup
LINCOLN NATIONAL CORPin group LINCOLN NATIONAL CORP3,880,622$182M4.65%+89,30413F-HRTimelineGroup
Clearstead Advisors, LLC3,144,439$147M1.39%+126,58613F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co2,500,178$117M0.02%+108,12613F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding2,472,358$116M-101,916Timeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…2,362,938$111M0.36%+42,39813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,166,152$101M0.01%+1,928,94913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,886,157$88.3M0.01%+62,11813F-HRTimelineGroup
Valmark Advisers, Inc.1,779,883$83.3M0.88%+188,55313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding1,735,490$80.3M+849,554Timeline
Alesco Advisors, LLC, An ESL Co1,703,018$79.7M1.83%+106,46113F-HRTimeline
Merit Financial Group, LLC1,619,728$75.8M0.47%+262,36013F-HR/ATimeline
Ally Invest Advisors Inc.1,520,621$71.2M4.3%+68,38213F-HRTimeline
CASTLEARK MANAGEMENT LLC1,487,800$69.6M1.88%013F-HRTimeline
First Interstate Bank1,467,793$68.7M3.59%+88,26513F-HRTimeline
Financial Engines Advisors L.L.C.1,399,365$65.5M0.12%+5,70713F-HRTimeline
Cambridge Investment Research Advisors,…1,355,000$63.4M0.14%+55,01113F-HR/ATimeline
Cetera Investment Advisers1,300,292$60.9M0.06%+36,20513F-HRTimeline
HighTower Advisors, LLC1,295,464$60.6M0.06%+20,73913F-HRTimeline
Angeles Investment Advisors, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,210,865$56.7M3.4%-174,63513F-HRTimelineGroup
EP Wealth Advisors, LLC1,148,037$53.7M0.21%+754,56613F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,140,281$53.4M+131,885Timeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.1,087,794$50.9M3.43%-5,68413F-HRTimelineGroup
Bell Investment Advisors, Inc1,069,422$50.1M7.35%+17,20913F-HRTimeline
Garde Capital, Inc.1,020,835$47.8M2.14%new13F-HRTimeline
Janney Montgomery Scott LLC1,012,323$47.4M0.09%+40,63013F-HRTimeline
NorthRock Partners, LLC970,465$45.4M0.66%+13,38713F-HRTimeline
Bell Bank967,430$45.3M1.73%+69,50113F-HRTimeline
BANK OF HAWAII936,753$43.8M2.16%+10,11713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.914,540$42.8M0.05%+55,99613F-HRTimelineGroup
SOFI WEALTH, LLC867,101$40.6M1.63%+34,62613F-HRTimeline
MANNING & NAPIER ADVISORS LLC836,947$39.3M0.5%+128,19213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…840,336$39M0.07%+40,21513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP822,300$38.5M0.05%+13,50613F-HRTimelineGroup
1832 Asset Management L.P.821,240$38.4M0.05%+28,74513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…816,589$38.2M0.06%-24,18313F-HRTimelineGroup
Orion Porfolio Solutions, LLC807,948$37.8M0.29%+112,13713F-HRTimeline
Goodman Financial Corp732,842$34.3M5.3%+61,02613F-HRTimeline
Evergreen Advisors, LLC714,446$33.4M7.14%+21,61213F-HRTimeline
SYON CAPITAL LLC698,411$32.7M1.43%+211,13013F-HRTimeline
First Financial Bankshares Inc697,422$32.6M0.61%-242,22613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC681,746$31.9M0.4%+19,52813F-HRTimeline
HBK Sorce Advisory LLC669,524$30.9M0.6%+23,75513F-HRTimeline
POWER WEALTH MANAGEMENT LLC658,862$30.8M10.6%+22,81813F-HRTimeline
Employees' Retirement Fund of the City …652,168$30.5M10.9%+120,56813F-HRTimeline
COURIER CAPITAL LLC615,210$28.8M1.44%+67,65913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC562,991$26.4M0.08%+52,73213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC544,568$25.5M0.05%+81,55113F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC525,552$24.6M0.01%013F-HRTimeline
Savvy Advisors, Inc.522,340$24.5M0.52%+61,50013F-HRTimeline
Baker Avenue Asset Management, LP501,186$23.5M0.45%-2,28313F-HRTimeline
SeaBridge Investment Advisors LLC499,622$23.4M3.38%+47,86513F-HRTimeline
Intelligence Driven Advisers, LLC495,921$23.2M3.77%+21,99413F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC494,591$23.2M0.83%+9,04013F-HRTimelineGroup
Triad Wealth Partners, LLC499,229$23M1.36%new13F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI467,648$21.9M0.15%013F-HRTimelineGroup
PROFFITT & GOODSON INC465,598$21.8M3%+35,06013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC464,458$21.7M0.47%+36,93813F-HRTimelineGroup
Hamilton Capital, LLC463,399$21.7M1.07%-13,15613F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…436,568$20.4M2.95%+7,54013F-HRTimeline
Acropolis Investment Management, LLC431,704$20.2M0.8%-104,10713F-HR/ATimeline
ALLIANCEBERNSTEIN L.P.422,983$19.9M0.01%-3,86413F-HRTimeline
Whitcomb & Hess, Inc.420,735$19.7M4.25%+13,81913F-HRTimeline
Clark Asset Management, LLC419,593$19.6M1.54%+32,35513F-HRTimeline
RKL Wealth Management LLC412,846$19.3M1.54%+15,49613F-HRTimeline
Strategic Investment Advisors / MI405,224$19M1.15%+3,97213F-HRTimeline
United Asset Strategies, Inc.402,952$18.9M1.33%-15,85213F-HRTimeline
Quantum Financial Advisors, LLC401,594$18.8M1.86%+14,31313F-HRTimeline
Rialto Wealth Management, LLC396,019$18.5M3.67%-28,74013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…395,481$18.5M0.03%+66,23313F-HRTimelineGroup
MA Private Wealth387,032$18.1M2.7%+71,02113F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…385,450$18M0.01%-131,10013F-HRTimelineGroup
Connecticut Wealth Management, LLC372,730$17.4M0.65%+12,73313F-HRTimeline
Onyx Bridge Wealth Group LLC365,376$17.1M1.54%+53,89313F-HRTimeline
OLD NATIONAL BANCORP /IN/360,149$16.9M0.34%+32,98013F-HRTimeline
Robinswood Financial LLC350,470$16.4M4.7%+16,82413F-HRTimeline
ZEVIN ASSET MANAGEMENT LLC349,217$16.3M2.29%-14,94913F-HRTimeline
Family CFO Inc346,727$16.2M6.25%+23,83013F-HRTimeline
Windward Private Wealth Management Inc.345,088$16.2M5.17%+1,95913F-HRTimeline
1834 INVESTMENT ADVISORS CO344,888$16.1M1.83%+23,09013F-HRTimeline
NewEdge Advisors, LLC339,899$15.9M0.05%+11,79613F-HRTimeline
MGO ONE SEVEN LLC339,221$15.9M0.26%+40,01713F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.338,547$15.8M0.02%-226,77313F-HRTimelineGroup
Allworth Financial LP337,411$15.8M0.07%-17,94413F-HRTimeline
STALEY CAPITAL ADVISERS INC332,625$15.6M0.61%+1,20013F-HRTimeline
eCIO, Inc.332,623$15.6M4.38%+30,47513F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding331,978$15.5M+8,326Timeline
Strategic Blueprint, LLC329,236$15.4M0.77%+18,97013F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC328,187$15.4M3.94%+33,28913F-HRTimeline
Perigon Wealth Management, LLC323,024$15.1M0.24%+19,70113F-HRTimeline
Vectors Research Management, LLC320,040$15M3.91%-3,81913F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC319,916$15M8.21%-8,75413F-HRTimeline
Betterment LLC318,938$14.9M0.03%+6,20713F-HRTimeline
First National Trust Co316,376$14.8M0.5%+14,21813F-HRTimeline
FLC Capital Advisors307,701$14.4M2.36%+22,60713F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …291,033$13.6M0.02%+84,51613F-HRTimelineGroup
Beacon Pointe Advisors, LLC288,722$13.5M0.06%-16,58713F-HRTimeline
Level Financial Advisors287,255$13.4M3%+26,92613F-HRTimeline
FIRST AMERICAN TRUST, FSB278,761$13M0.79%+20,24713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC277,622$13M0.02%-22,80413F-HRTimeline
Modern Wealth Management, LLC272,711$12.8M0.15%+2,30913F-HRTimeline
1607 Capital Partners, LLC265,040$12.4M1.08%-69,90013F-HRTimeline
Mutual Advisors, LLC257,677$12.1M0.23%+13,04213F-HRTimeline
Atria Investments, Inc247,999$11.6M0.12%+8,89813F-HRTimeline
Evolution Advisers, Inc.247,486$11.6M4.26%+15,25613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC239,524$11.2M0.01%+38813F-HRTimelineGroup
&PARTNERS234,343$11M0.05%+51,40113F-HRTimeline
United Capital Management of KS, Inc.233,846$10.9M1.44%+13,39313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC230,300$10.8M0.01%013F-HRTimelineGroup
Dynamic Wealth Strategies, LLC230,103$10.8M5.74%+20,66813F-HRTimeline
VCI Wealth Management LLC220,560$10.3M2.59%-1,24913F-HRTimeline
PFG Advisors219,383$10.3M0.52%+4,44413F-HRTimeline
Farther Finance Advisors, LLC218,364$10.2M0.08%+36,05313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…212,186$9.93M0.34%-172,10413F-HRTimelineGroup
ALPS ADVISORS INC207,758$9.73M0.05%+57513F-HRTimeline
Mendota Financial Group, LLC203,848$9.54M5.91%+19,26913F-HRTimeline
MassMutual Private Wealth & Trust, FSB203,493$9.53M0.25%-97813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV200,962$9.41M0.01%+12,59513F-HR/ATimeline
Sanctuary Advisors, LLC197,414$9.24M0.04%+10,14813F-HRTimeline
TIAAgroup of 3 filers holding196,339$9.19M+28,168Timeline
ONE Advisory Partners, LLC190,328$8.91M2.43%+17,00413F-HRTimeline
Cravens & Co Advisors, LLC186,288$8.72M5.85%-28,21313F-HRTimeline
ZACKS INVESTMENT MANAGEMENT186,205$8.72M0.06%+15,43813F-HRTimeline
Smartleaf Asset Management LLC183,726$8.64M0.28%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…184,300$8.63M<0.01%+115,59413F-HRTimelineGroup
SWS Partners181,005$8.47M1.83%+10713F-HRTimeline
SIMON QUICK ADVISORS, LLC177,887$8.33M0.34%-1,85013F-HRTimeline
Marion Wealth Management175,588$8.22M1.68%+13,07313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …174,495$8.17M0.4%+23,69413F-HRTimeline
Sovereign Investment Advisors, LLC173,909$8.14M1.53%+1,79613F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC171,111$8.01M0.06%+30,69213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…169,563$7.94M<0.01%+12,47413F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management168,163$7.87M0.08%+30,62213F-HRTimelineGroup
Arrowroot Family Office, LLC165,388$7.74M2.22%+22,84213F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC160,132$7.5M0.74%+4,64513F-HRTimeline
EFG International AGin group EFG International AG159,767$7.48M0.14%+3,83313F-HRTimelineGroup
Pinnacle Wealth Management Group, Inc.158,658$7.43M3.46%+1,07013F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …158,484$7.42M0.88%+5,09513F-HRTimeline
Connecticut Capital Management Group, L…156,665$7.33M5.91%+66213F-HRTimeline
Hilltop Partners LLC155,925$7.3M1.77%+52,97013F-HRTimeline
Prospera Financial Services Inc154,412$7.23M0.1%+4,93713F-HRTimeline
SigFig Wealth Management, LLC148,909$7M0.19%+74613F-HRTimeline
Bay Harbor Wealth Management, LLC149,175$6.98M1.61%+80313F-HRTimeline
PLANWISER FINANCIAL, LLC146,485$6.86M4.77%+6,79513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC145,611$6.82M0.02%-214,30513F-HRTimelineGroup
Hobart Private Capital, LLC145,496$6.81M1.17%+12113F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/144,350$6.76M2.17%+10,01613F-HRTimelineGroup
GeoWealth Management, LLC144,337$6.76M0.21%+28,51413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…141,706$6.63M0.01%-526,78513F-HRTimelineGroup
World Investment Advisors135,377$6.35M0.11%+6,26713F-HRTimeline
Unison Advisors LLC134,964$6.32M0.44%+9,69913F-HRTimeline
Sovereign Financial Group, Inc.134,927$6.32M0.97%+7,08913F-HRTimeline
Parker Financial LLC131,299$6.15M2.25%-39113F-HRTimeline
Prudent Man Advisors, LLC130,330$6.1M1.39%+15,40613F-HRTimeline
DiPaolo Financial Group, Inc.129,184$6.05M3.95%+5,47313F-HRTimeline
HARBOUR INVESTMENTS, INC.126,188$5.91M0.08%-8,65313F-HRTimeline
SWP FINANCIAL LLC125,850$5.89M2.72%+9,31713F-HRTimeline
Chandler Asset Management, Inc.125,475$5.87M0.83%013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC123,808$5.8M<0.01%-1,22013F-HRTimelineGroup
Premier Path Wealth Partners, LLC119,832$5.61M0.65%+8,16813F-HRTimeline
WESBANCO BANK INC119,161$5.58M0.14%+1,52713F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION119,048$5.57M0.4%+30,24813F-HRTimeline
LEUTHOLD GROUP, LLC117,868$5.52M0.55%-47,23813F-HRTimeline
Finhabits Advisors LLC117,741$5.51M4.63%+8,00013F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…116,908$5.47M0.04%-264,75813F-HRTimelineGroup
Signal Advisors Wealth, LLC114,480$5.36M0.28%+25,01913F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …114,456$5.36M0.87%13F-HRTimelineGroup
NewSquare Capital LLC112,708$5.28M0.39%+6,52213F-HRTimeline
Integrated Wealth Concepts LLC111,309$5.21M0.03%+26,56113F-HRTimeline
Vestmark Advisory Solutions, Inc.111,090$5.2M0.05%-116,37913F-HRTimeline
Simplicity Wealth,LLC108,169$5.06M0.17%-3,06513F-HRTimeline
Forthright Family Wealth Advisory LLC107,074$5.01M2.84%-28,34813F-HRTimeline
SAGE RHINO CAPITAL LLC106,687$4.99M0.82%+19,03613F-HRTimeline
Financial Plan, Inc.103,640$4.85M0.46%+84,93613F-HRTimeline
Aspire Private Capital, LLC103,313$4.84M1%+4,26413F-HRTimeline
Arcadia Wealth Management, LLC102,116$4.78M1.5%+7,14313F-HRTimeline
Leeward Financial Partners, LLC101,397$4.75M1.25%+4,31513F-HRTimeline
J.W. COLE ADVISORS, INC.101,274$4.74M0.08%+5,71913F-HRTimeline
SECURITY BENEFIT LIFE INSURANCE CO /KS/in group SECURITY BENEFIT LIFE INSURAN…100,000$4.68M2.58%013F-HR/ATimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…99,321$4.65M0.04%+23,74813F-HRTimelineGroup
Unify Financial Advisors97,572$4.57M4.22%+3,22713F-HRTimeline
Accurate Wealth Management, LLC96,360$4.47M0.43%+7,50313F-HRTimeline
Diversified Portfolios, Inc.95,439$4.47M0.32%+10,87613F-HRTimeline
Columbus Macro, LLC94,549$4.43M0.43%-1,47413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS93,763$4.39M0.01%-1,97413F-HRTimeline
Center For Asset Management LLC92,823$4.34M1.93%+2,65813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP89,091$4.18M<0.01%+20,12013F-HRTimelineGroup