Skip to content

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
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC88,920$4.16M0.05%-17,86713F-HRTimelineGroup
Vise Technologies, Inc.88,754$4.15M0.05%+36,98913F-HRTimeline
Alternative Investment Advisors, LLC.87,940$4.12M1.59%+8,39513F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO86,467$4.05M<0.01%-6,35613F-HRTimelineGroup
Beverly Hills Private Wealth, LLC86,243$4.04M0.78%-1,30013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/85,270$3.99M0.63%+2,45213F-HRTimeline
Seneca Financial Advisors LLC85,235$3.99M1.04%+2,27813F-HRTimeline
Cornerstone Financial Management LLC84,458$3.95M3.17%-1,80813F-HR/ATimeline
RATIONAL ADVISORS, INC.84,165$3.94M0.36%+1,79013F-HRTimeline
First Heartland Consultants, Inc.83,568$3.91M0.25%-11113F-HRTimeline
Checchi Capital Advisers, LLC81,511$3.82M0.24%+41613F-HRTimeline
Capital Investment Management, Inc.81,279$3.8M1.17%+43413F-HRTimeline
Foundations Investment Advisors, LLC80,357$3.76M0.04%-65013F-HRTimeline
FC Advisory LLC79,930$3.74M0.99%-1,63013F-HRTimeline
Bragg Financial Advisors, Inc79,225$3.71M0.1%+2,96213F-HRTimeline
Mariner, LLCin group Mariner, LLC78,556$3.68M<0.01%-3,64813F-HRTimelineGroup
Rockbridge Investment Management, LCC77,144$3.61M0.29%-42613F-HRTimeline
Plancorp, LLC77,171$3.57M0.09%new13F-HRTimeline
Grey Ledge Advisors, LLC73,138$3.42M0.69%+5,25213F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC72,557$3.4M0.35%+29,85813F-HRTimeline
VestGen Advisors, LLC72,303$3.38M0.1%+22613F-HRTimeline
Strategic Financial Partners, Ltd.71,959$3.37M1.27%+53,92913F-HRTimeline
Claro Advisors Inc.71,102$3.33M0.35%+4,68813F-HRTimeline
Sequoia Financial Advisors, LLC70,501$3.3M0.02%+96513F-HRTimeline
Advisory Services Network, LLC69,991$3.28M0.04%+97113F-HRTimeline
Blue Trust, Inc.69,923$3.27M0.03%+1,78313F-HRTimeline
Elevated Capital Advisors, LLC69,468$3.25M0.89%+1,67713F-HRTimeline
BALLAST ADVISORS LLC67,166$3.14M0.75%new13F-HRTimeline
EQUITY INVESTMENT CORP65,475$3.06M0.06%-1,70513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …65,287$3.06M0.03%+18,00613F-HRTimelineGroup
Brindle & Bay Financial Advisors, LLC64,940$3.04M1.52%+17,43013F-HRTimeline
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…63,833$2.99M0.27%new13F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…63,745$2.98M0.03%+5,25113F-HRTimelineGroup
Bulwark Capital Corp63,273$2.96M1.67%-1,88513F-HRTimeline
Composition Wealth, LLC63,219$2.96M0.03%-38,16313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding62,304$2.92M-10,665Timeline
Graetz Wealth LLC61,558$2.88M2.3%+9,74213F-HRTimeline
Seek First Inc.61,010$2.86M1.8%+25713F-HRTimeline
Waverly Advisors, LLC59,864$2.8M0.02%+94613F-HRTimeline
Fort Point Capital Partners LLC59,063$2.76M0.3%-2,05013F-HRTimeline
TriaGen Wealth Management LLC58,705$2.75M0.69%+7013F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.57,907$2.68M2.1%+10,76213F-HRTimeline
AE Wealth Management LLC57,018$2.67M0.01%-82813F-HRTimeline
WFA of San Diego, LLC57,319$2.66M2.17%-2,81813F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC56,494$2.64M0.26%+4,81513F-HRTimeline
Gateway Wealth Partners, LLC56,405$2.64M0.16%-8,35813F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC56,321$2.64M0.19%-42713F-HRTimeline
Seed Wealth Management, Inc.55,670$2.61M1.65%-1,02013F-HRTimeline
Retirement Wealth Solutions LLC55,483$2.6M1.43%-34313F-HRTimeline
Hopwood Nicholas Hunter54,870$2.57M0.7%+2,77413F-HRTimeline
TRAN CAPITAL MANAGEMENT, L.P.54,362$2.54M0.29%-2,98413F-HRTimeline
Creative Planningin group Creative Planning53,961$2.53M<0.01%-6,46313F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.53,142$2.49M0.01%+11,64313F-HRTimelineGroup
Keystone Global Partners, LLC52,490$2.46M0.93%-30,90713F-HRTimeline
Thrive Capital Management, LLC51,721$2.42M0.46%+10,64813F-HRTimeline
Collaborative Fund Advisors, LLC51,651$2.42M1.41%new13F-HRTimeline
CGN Advisors LLC51,138$2.39M0.17%-1,04913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.50,662$2.37M0.09%+1,58713F-HRTimeline
LifePlan Financial, LLC49,480$2.32M1.62%+67613F-HRTimeline
Greenspring Advisors, LLC48,605$2.28M0.13%+14,67313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC48,013$2.25M0.05%+6,67513F-HRTimelineGroup
D.B. Root & Company, LLC47,981$2.25M0.48%+9,04013F-HRTimeline
Veridan Wealth LLC47,901$2.24M0.78%-4,64213F-HRTimeline
CacheTech Inc.46,903$2.2M0.36%-4,20713F-HRTimeline
Steward Partners Investment Advisory, L…46,796$2.19M0.01%-2,91313F-HRTimeline
TRUE Private Wealth Advisors45,548$2.13M0.18%+3,96313F-HRTimeline
Private Advisor Group, LLC45,342$2.12M0.01%-220,57713F-HRTimeline
Ridgewood Investments LLC45,203$2.12M0.79%-1,91913F-HRTimeline
Western Wealth Management, LLC43,341$2.03M0.07%+6,18013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.43,145$2.02M<0.01%+19,77413F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.42,562$1.99M0.04%+8,24713F-HRTimelineGroup
BDFS Capital LLC42,141$1.97M0.86%+3,78113F-HRTimeline
PETRA FINANCIAL ADVISORS INC41,420$1.94M0.9%+84313F-HRTimeline
ENTRUST FINANCIAL LLC41,052$1.92M1.25%-6,82313F-HRTimeline
Security Financial Services, INC.40,714$1.91M0.26%+4313F-HRTimeline
A4 Wealth Advisors LLC40,132$1.88M1.27%+9,41313F-HRTimeline
Adams Wealth Management39,998$1.87M0.36%-3,98313F-HRTimeline
Regal Investment Advisors LLC39,987$1.87M0.1%+80313F-HRTimeline
Lutz Financial Services LLC39,757$1.86M0.11%-1,96213F-HRTimeline
M Holdings Securities, Inc.38,990$1.83M0.25%-22513F-HRTimeline
Randall & Associates Wealth Management38,743$1.81M1.12%+1,51113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC38,651$1.81M0.02%-19,56313F-HRTimelineGroup
OBSIDIAN CIO, LLC38,431$1.8M1.34%-1,20213F-HRTimeline
Inspire Investing, LLCgroup of 2 filers holding38,001$1.78M+5,897Timeline
AlphaStar Capital Management, LLC37,370$1.75M0.11%+98913F-HRTimeline
Arax Advisory Partners37,289$1.75M0.01%+33,08513F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC36,794$1.72M<0.01%013F-HRTimelineGroup
AXS Investments LLC36,522$1.71M0.48%-14,84813F-HRTimeline
City State Bank36,472$1.71M0.39%-35013F-HRTimeline
HANCOCK WHITNEY CORP36,447$1.71M0.03%013F-HRTimeline
NI ACQUISITIONS COMPANY, LLC13,240$1.7M0.73%13F-HRTimeline
Oakmont Advisory Group, LLC36,162$1.69M1.42%+6,14113F-HRTimeline
CONNING INC.in group CONNING INC.36,000$1.69M0.05%013F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC35,884$1.68M0.03%-6,46013F-HRTimeline
B. Riley Wealth Advisors, Inc.35,357$1.66M0.09%-62213F-HRTimeline
BlueSky Wealth Advisors, LLC35,076$1.64M0.19%+24,27713F-HRTimeline
Westfuller Advisors, LLC33,553$1.57M0.57%-2813F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …33,000$1.54M<0.01%-15,00013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/32,608$1.53M<0.01%-52,58713F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC31,939$1.5M0.06%+29813F-HRTimeline
BRIGHTON SECURITIES CORP.31,886$1.49M0.64%+2,34813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…31,886$1.49M0.02%-10513F-HRTimelineGroup
CHAPMAN FINANCIAL GROUP, LLC31,805$1.49M0.99%+1,20013F-HRTimeline
LANARK FINANCIAL, INC.31,705$1.48M0.1%+3,23313F-HRTimeline
Resonant Capital Advisors, LLC31,160$1.46M0.07%013F-HRTimeline
Verdence Capital Advisors LLC31,128$1.46M0.08%-98813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding30,926$1.45M+5,567Timeline
Farringdon Capital, Ltd.30,504$1.43M0.71%+3,81413F-HRTimeline
BLB&B Advisors, LLC30,419$1.42M0.05%013F-HRTimeline
Global Retirement Partners, LLC29,957$1.4M0.02%13F-HRTimeline
Accel Wealth Management29,933$1.4M0.32%+7,98413F-HRTimeline
Summit Wealth Group, LLC29,528$1.38M0.28%-13813F-HRTimeline
Centurion Wealth Management LLC28,714$1.34M0.32%-8,48913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK28,548$1.34M0.01%+4,13013F-HRTimelineGroup
Central Pacific Bank - Trust Division28,440$1.33M0.14%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP28,216$1.32M0.06%+3,16113F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.28,123$1.32M0.37%+41413F-HRTimeline
Noble Wealth Partners LLC27,482$1.29M1.12%13F-HRTimeline
AdvisorNet Financial, Inc27,392$1.28M0.06%-5,57213F-HRTimeline
Midwest Financial Group LLC27,190$1.27M0.45%+2,55213F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC27,169$1.27M0.01%-2,67013F-HRTimelineGroup
Legacy Wealth Partners, LLC26,954$1.26M0.28%+30613F-HRTimeline
Entruity Wealth, LLC26,875$1.26M0.81%new13F-HRTimeline
FMR LLCin group FMR LLC26,842$1.26M<0.01%+5,38813F-HRTimelineGroup
Balboa Wealth Partners26,186$1.23M0.17%+1,70113F-HRTimeline
Outlook Wealth Advisors, LLC25,947$1.21M0.26%-10413F-HRTimeline
Global Wealth Management Investment Adv…25,879$1.21M0.17%-35213F-HRTimeline
Prosperity Planning, Inc.25,617$1.2M0.27%-11413F-HRTimeline
Geneos Wealth Management Inc.25,351$1.19M0.02%-23513F-HRTimeline
Schwallier Wealth Management LLC25,175$1.18M0.74%-99613F-HRTimeline
Keating Financial Advisory Services, In…24,373$1.14M0.15%+65813F-HRTimeline
Edgestream Partners, L.P.23,627$1.11M0.03%new13F-HRTimeline
Rothschild Wealth LLC23,233$1.09M0.09%-4,67313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\23,041$1.08M<0.01%-3,86913F-HRTimelineGroup
Kovack Advisors, Inc.23,132$1.08M0.05%+2,64213F-HRTimeline
Crabel Capital Management, LLC22,709$1.06M0.78%new13F-HRTimeline
Ullmann Wealth Partners Group, LLC22,446$1.05M0.1%-6,69513F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC22,392$1.05M0.26%+1,68913F-HRTimeline
LifePlan Investment Advisors, Inc.22,052$1.03M0.36%+21413F-HRTimeline
HT Partners LLC22,023$1.03M0.29%+2,09613F-HRTimeline
Essential Planning, LLC.21,818$1.02M0.29%-93913F-HRTimeline
OpenArc Corporate Advisory, LLC21,404$1M0.01%-11,05113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC21,024$984K<0.01%+19,94413F-HRTimeline
GENESIS PRIVATE WEALTH, LLC20,827$975K0.27%-8513F-HRTimeline
Sigma Planning Corp20,759$972K0.02%+1,20613F-HRTimeline
MAI Capital Management19,873$930K<0.01%+1,12613F-HRTimeline
RFG Advisory, LLC19,543$915K0.01%-2,26613F-HRTimeline
CFO4Life Group, LLC19,501$913K0.12%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC19,317$904K0.01%-5,65113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.19,086$894K0.01%-18913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…18,800$880K0.02%-13,12113F-HRTimelineGroup
Legacy Wealth Asset Management, LLC18,257$855K0.19%+1,95413F-HRTimeline
Saranac Partners Ltd18,203$852K0.27%+22513F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA18,182$851K0.02%-15813F-HRTimelineGroup
Global Financial Private Client, LLC17,990$842K0.23%+4313F-HRTimeline
ROCKLAND TRUST CO17,805$833K0.03%+3,66313F-HRTimeline
ARWA LLC17,919$832K0.35%+3,72413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS17,709$829K<0.01%-2,74813F-HRTimelineGroup
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC17,453$817K0.65%+21913F-HRTimeline
Certified Advisory Corp17,309$810K0.07%-26,77313F-HRTimeline
Arete Wealth Advisors, LLC17,259$808K0.05%-23513F-HR/ATimeline
Chesley Taft & Associates LLC16,831$788K0.03%+10,65013F-HRTimeline
Gotham Asset Management, LLC16,765$785K<0.01%+3,21013F-HRTimeline
Hexagon Capital Partners LLC16,524$773K0.11%+4,05213F-HRTimeline
ASHTON THOMAS SECURITIES, LLC16,444$770K0.11%-713F-HRTimeline
Fairlight Advisors16,283$762K0.62%13F-HRTimeline
Advyzon Investment Management, LLC16,262$761K0.06%+1,43913F-HRTimeline
Coppell Advisory Solutions LLC24,649$761K0.08%new13F-HRTimeline
Compound Planning, Inc.16,158$756K0.02%+2,28213F-HRTimeline
Avise Financial Cooperative, Inc.16,082$753K0.53%-2413F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…15,995$749K0.06%+2,88313F-HRTimelineGroup
Roger Wittlin Investment Advisory, LLC15,953$747K0.59%-7,23913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…15,717$736K0.02%+58713F-HRTimelineGroup
Alteri Wealth LLC15,519$726K0.2%+1,18913F-HRTimeline
Advisory Alpha, LLC14,986$703K0.02%-1,69013F-HRTimeline
Alvarez & Marsal Private Wealth Partner…14,981$701K0.09%013F-HRTimeline
Ignite Planners, LLC14,707$688K0.09%+35413F-HRTimeline
Avidian Wealth Enterprises, LLC14,572$682K0.02%+16213F-HRTimeline
Tortoise Investment Management, LLC14,489$678K0.05%-34513F-HRTimeline
Navigation Wealth Management, Inc.14,152$662K0.91%+16113F-HRTimeline
Proactive Wealth Strategies LLC14,118$661K0.11%+2013F-HRTimeline
Modera Wealth Management, LLC13,707$642K0.01%-10613F-HRTimeline
RWA WEALTH PARTNERS, LLC13,600$637K0.01%-69313F-HRTimeline
ALTFEST L J & CO INC13,562$635K0.06%+16113F-HRTimeline
BAM Wealth Management, LLC13,541$634K0.4%+78313F-HRTimeline
Trivium Point Advisory, LLC13,423$628K0.06%new13F-HRTimeline
Independent Advisor Alliance13,366$626K0.01%-15,00413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP13,274$621K<0.01%+6,14313F-HRTimelineGroup
Ellis Investment Partners, LLC13,224$619K0.09%+2,45213F-HRTimeline
IVC Wealth Advisors LLC13,142$615K0.24%-34513F-HRTimeline
TFB Advisors LLC12,976$607K0.27%+10913F-HRTimeline
OneDigital Investment Advisors LLC12,864$602K0.01%-23,55213F-HRTimeline
Summit Financial, LLC12,856$602K0.01%+7,21213F-HRTimeline
Quantinno Capital Management LP12,852$602K<0.01%+4,27713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC12,836$601K0.01%-38913F-HRTimelineGroup
Apella Capital, LLC12,871$598K0.01%+313F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd12,569$588K0.01%new13F-HRTimelineGroup
Jacobs Equity LLC12,558$588K0.41%+71013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC12,517$586K0.01%new13F-HRTimeline
Argyle Capital Partners, LLC12,412$581K0.37%+2,77913F-HRTimeline