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Disclosery

VMBS VANGUARD SCOTTSDALE FDS

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SHS (fund)

627 managers (633 13F filers) reported a position in VMBS shares at 2024-12-31, 396,533,170 shares in all. 66 filers opened a position and 54 filers sold out during the quarter.

Managers
627
13F filers
633
New
66
Added
281
Reduced
175
Sold out
54
Shares held by filers
396,533,170

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
Bragg Financial Advisors, Inc73,079$3.31M0.13%+2,54613F-HRTimeline
Dynamic Wealth Strategies, LLC72,884$3.3M2.94%+19,89113F-HRTimeline
MAS Advisors LLC72,328$3.28M5.5%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.72,165$3.27M0.11%-17,25313F-HRTimeline
Arlington Capital Management, Inc.71,116$3.22M2.23%+4,39013F-HRTimeline
CoreCap Advisors, LLC68,102$3.09M0.14%+49,02413F-HRTimeline
SYON CAPITAL LLC67,869$3.08M0.28%-244,31513F-HRTimeline
WESBANCO BANK INC66,388$3.01M0.1%+49,96113F-HRTimeline
Mariner, LLCin group Mariner, LLC66,331$3.01M0.01%+3,45613F-HRTimelineGroup
SignalPoint Asset Management, LLC66,019$2.99M0.73%+21,42813F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO65,610$2.97M<0.01%+1,60013F-HRTimelineGroup
Claro Advisors Inc.65,391$2.96M0.4%-1,34313F-HRTimeline
First Heartland Consultants, Inc.65,294$2.96M0.3%+5,29113F-HRTimeline
Valtinson Bruner Financial Planning LLC64,688$2.93M1.02%-13,04313F-HRTimeline
EQUITY INVESTMENT CORP63,690$2.89M0.07%-2,15013F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC63,628$2.88M<0.01%+8,86213F-HR/ATimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC62,879$2.85M0.22%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…62,716$2.84M0.06%+44,71713F-HRTimelineGroup
Certified Advisory Corp59,377$2.69M0.29%+1,25813F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC59,318$2.69M0.35%+35,73513F-HRTimeline
Foundations Investment Advisors, LLC59,248$2.69M0.05%-1,80713F-HRTimeline
Prudent Man Advisors, LLC58,386$2.65M0.96%+1,90313F-HRTimeline
Baker Avenue Asset Management, LP58,197$2.64M0.08%+4,58513F-HRTimeline
VestGen Investment Management57,487$2.61M0.71%-25113F-HRTimeline
HANCOCK WHITNEY CORP56,142$2.55M0.08%-1,29613F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.55,346$2.51M0.06%-8,84413F-HRTimelineGroup
Accurate Wealth Management, LLC55,541$2.49M0.48%+11,38413F-HRTimeline
Montis Financial, LLC54,578$2.47M0.76%new13F-HRTimeline
CGN Advisors LLC52,933$2.4M0.23%+4,67413F-HRTimeline
Creative Planningin group Creative Planning52,762$2.39M<0.01%+1,58713F-HRTimelineGroup
Retirement Wealth Solutions LLC53,129$2.38M2.01%13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.51,917$2.35M0.01%+3,29713F-HRTimeline
Roger Wittlin Investment Advisory, LLC50,532$2.29M1.28%-12,67313F-HRTimeline
Signal Advisors Wealth, LLC50,379$2.28M0.26%+5,65013F-HRTimeline
&PARTNERS50,262$2.27M0.03%+34,03113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED49,985$2.27M0.21%new13F-HRTimeline
Veridan Wealth LLC49,775$2.26M1.06%13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…49,722$2.25M0.06%+2,56413F-HRTimelineGroup
Vise Technologies, Inc.49,601$2.25M0.19%+21,08013F-HRTimeline
Centurion Wealth Management LLC48,635$2.21M0.69%+19,00813F-HRTimeline
Certus Wealth Management, LLC48,094$2.19M1.47%+57013F-HRTimeline
AdvisorNet Financial, Inc47,373$2.15M0.18%-2,86113F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC47,028$2.13M1.67%new13F-HRTimeline
Rialto Wealth Management, LLC46,590$2.11M0.7%13F-HRTimeline
J.W. COLE ADVISORS, INC.46,263$2.1M0.08%+2,14213F-HRTimeline
City State Bank45,867$2.08M0.73%+1,03013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC44,810$2.03M0.05%+2,36713F-HRTimeline
TOWNSQUARE CAPITAL LLC44,644$2.02M0.02%-10,72413F-HRTimeline
COMERICA BANK44,030$2M0.01%+4,58913F-HR/ATimeline
TriaGen Wealth Management LLC43,880$1.99M0.67%+2,29113F-HRTimeline
LifePlan Financial, LLC43,791$1.99M1.75%+42513F-HRTimeline
AlphaStar Capital Management, LLC43,467$1.97M0.21%-2,91213F-HRTimeline
Clifford Group, LLC42,358$1.92M1.46%+3,50813F-HRTimeline
RWA WEALTH PARTNERS, LLC41,998$1.9M0.02%-73813F-HRTimeline
Fort Point Capital Partners LLC41,976$1.9M0.21%+2,65213F-HRTimeline
BARD ASSOCIATES INC41,880$1.9M0.65%-2,73313F-HRTimeline
FWG Investments, LLC.41,097$1.86M1.45%+11413F-HRTimeline
Arrowroot Family Office, LLC40,925$1.86M0.96%+5,72713F-HRTimeline
Alternative Investment Advisors, LLC.40,583$1.84M0.96%+11,92913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC38,975$1.77M0.13%-3,09013F-HRTimelineGroup
Westfuller Advisors, LLC38,731$1.76M1.12%+20,39213F-HRTimeline
LifeWealth Investments, LLC37,631$1.71M1.13%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…37,546$1.7M<0.01%-18213F-HRTimelineGroup
COBBLESTONE CAPITAL ADVISORS LLC /NY/37,350$1.69M0.09%+2,95013F-HRTimeline
PETRA FINANCIAL ADVISORS INC36,677$1.66M1.13%+8713F-HRTimeline
First Horizon Advisors, Inc.36,326$1.65M0.05%-17,72813F-HRTimeline
Lutz Financial Services LLC36,322$1.65M0.13%+13,50513F-HRTimeline
Independent Advisor Alliance34,448$1.56M0.02%new13F-HRTimeline
Atlatl Advisers LLC34,253$1.55M0.91%13F-HRTimeline
Central Pacific Bank - Trust Division34,193$1.55M0.2%-26,58213F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.32,602$1.48M0.59%+28613F-HRTimeline
RFG Advisory, LLC31,663$1.44M0.04%+1,63713F-HRTimeline
Security Financial Services, INC.31,536$1.43M0.29%-4313F-HRTimeline
IVC Wealth Advisors LLC31,196$1.41M0.79%+1,13113F-HRTimeline
Resonant Capital Advisors, LLC31,161$1.41M0.1%+113F-HRTimeline
B.O.S.S. Retirement Advisors, LLC30,270$1.37M0.38%+25,13313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP30,087$1.36M<0.01%+1,90313F-HRTimelineGroup
Randall & Associates Wealth Management30,007$1.36M1.13%+65313F-HRTimeline
OneDigital Investment Advisors LLC29,986$1.36M0.02%-6,86813F-HRTimeline
Rothschild Wealth LLC29,892$1.36M0.4%-6,16613F-HRTimeline
Seneca Financial Advisors LLC29,358$1.33M0.66%+49013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.29,142$1.32M0.06%-98313F-HRTimeline
Summit Wealth Group, LLC28,896$1.31M0.38%-1,87213F-HRTimeline
Regal Investment Advisors LLC28,614$1.3M0.1%+4013F-HRTimeline
World Investment Advisors28,556$1.29M0.04%+16,76013F-HRTimeline
Semmax Financial Advisors Inc.28,072$1.28M0.34%-10,56313F-HRTimeline
Anchor Pointe Wealth Management, LLC28,155$1.28M1.66%13F-HRTimeline
SteelPeak Wealth, LLC28,091$1.27M0.05%new13F-HRTimeline
Willow Creek Wealth Management Inc.27,440$1.24M0.13%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS27,344$1.24M<0.01%+2,27313F-HRTimeline
True North Advisors, LLC27,277$1.24M0.29%-93013F-HRTimeline
W1M Asset Management Ltd26,965$1.22M0.1%new13F-HRTimeline
HRT FINANCIAL LP26,189$1.19M0.01%+19,49513F-HRTimeline
Tortoise Investment Management, LLC25,460$1.15M0.12%-51813F-HR/ATimeline
Prosperity Planning, Inc.24,914$1.13M0.36%+1213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…24,836$1.13M0.02%+2,03513F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.24,779$1.12M0.02%+11,06613F-HRTimelineGroup
TFB Advisors LLC24,231$1.1M0.31%-14913F-HRTimeline
Advisory Services Network, LLC24,045$1.09M0.02%+10,47113F-HRTimeline
Kathleen S. Wright Associates Inc.23,283$1.06M0.44%+12813F-HRTimeline
Accel Wealth Management22,973$1.04M0.39%+3,73913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC22,150$1M0.04%-1,37413F-HRTimelineGroup
BLB&B Advisors, LLC21,604$980K0.05%013F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC20,961$950K0.18%-4,72313F-HRTimeline
Merriman Wealth Management, LLC20,576$933K0.04%-52813F-HRTimeline
Drucker Wealth 3.0, LLC20,567$932K0.22%-6,70213F-HR/ATimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth20,463$928K0.02%new13F-HRTimelineGroup
Disciplined Investments, LLC20,329$922K0.45%+1,88413F-HRTimeline
Global Retirement Partners, LLC20,191$915K0.03%+2,10813F-HRTimeline
Modera Wealth Management, LLC19,509$885K0.01%new13F-HRTimeline
Strategic Financial Partners, Ltd.19,401$880K0.45%-3,05913F-HRTimeline
ASHTON THOMAS SECURITIES, LLC19,260$873K0.24%-1,56813F-HRTimeline
TRUE Private Wealth Advisors19,132$867K0.11%new13F-HRTimeline
Geneos Wealth Management Inc.19,002$862K0.03%-2013F-HRTimeline
Thrive Capital Management, LLC18,914$858K0.39%+2,37013F-HRTimeline
Sonora Investment Management Group, LLC18,692$847K0.06%+413F-HRTimeline
ROCKLAND TRUST CO18,409$835K0.04%+4,15113F-HRTimeline
Global Financial Private Client, LLC17,658$801K0.3%+44913F-HRTimeline
Laird Norton Wetherby Wealth Management…17,327$786K0.04%+6,22113F-HRTimeline
MAI Capital Management17,256$782K0.01%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…17,246$782K0.02%-2,27913F-HRTimelineGroup
New Century Financial Group, LLC17,270$781K0.33%+47213F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/17,172$779K0.37%+14,81213F-HRTimelineGroup
Arete Wealth Advisors, LLC16,842$764K0.06%+3,07013F-HRTimeline
MGO ONE SEVEN LLC16,593$752K0.03%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC16,477$747K0.02%13F-HRTimeline
HT Partners LLC16,150$732K0.25%-1,22613F-HRTimeline
PAX Financial Group, LLC16,091$730K0.13%-78613F-HRTimeline
Financial Advocates Investment Manageme…15,979$725K0.04%+1,23713F-HRTimeline
Quest 10 Wealth Builders, Inc.15,830$718K0.71%13F-HRTimeline
ALTFEST L J & CO INC15,800$716K0.09%+3,83513F-HRTimeline
Sigma Planning Corp15,573$706K0.02%+10413F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC15,472$702K0.42%-2,12913F-HRTimeline
WORLD EQUITY GROUP, INC.15,414$699K0.15%new13F-HRTimeline
Versant Capital Management, Inc15,384$698K0.15%new13F-HRTimeline
Advisors Asset Management, Inc.15,221$690K0.01%+4,55813F-HR/ATimeline
Kovack Advisors, Inc.15,165$688K0.07%+17813F-HRTimeline
Marcum Wealth, LLC14,966$679K0.06%+2,04313F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC14,759$669K0.08%-1,11313F-HRTimelineGroup
Legacy Wealth Asset Management, LLC14,493$657K0.18%-8813F-HRTimeline
Ridgewood Investments LLC14,362$651K0.31%-98413F-HRTimeline
Braun-Bostich & Associates Inc.14,277$647K0.47%+4,90513F-HRTimeline
Graypoint LLC14,215$645K0.04%-1713F-HRTimeline
Aveo Capital Partners, LLC14,172$643K0.07%-38513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…14,166$642K0.02%+47713F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA14,000$633K<0.01%-374,20013F-HR/ATimelineGroup
SCHMIDT P J INVESTMENT MANAGEMENT INC13,439$609K0.11%013F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC13,420$608K0.66%13F-HRTimeline
Continuum Advisory, LLC13,418$608K0.08%+98413F-HRTimeline
Saranac Partners Ltd13,395$607K0.34%new13F-HRTimeline
Seelaus Asset Management LLC13,365$606K0.55%+64313F-HRTimeline
Transce3nd, LLC12,866$583K0.2%13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…12,853$583K0.02%-2213F-HRTimelineGroup
LifePlan Investment Advisors, Inc.12,777$579K0.36%+2,00313F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV12,212$554K0.03%13F-HR/ATimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC12,011$545K0.21%-3,41513F-HR/ATimeline
Farther Finance Advisors, LLC11,817$536K0.02%+25913F-HRTimeline
Integrated Wealth Concepts LLC11,731$532K0.01%+3,56413F-HRTimeline
Balboa Wealth Partners11,659$529K0.12%+95813F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC11,495$521K0.29%+1,51813F-HRTimeline
Koshinski Asset Management, Inc.11,284$512K0.05%-80313F-HRTimeline
Wealthspire Advisors, LLC11,252$510K0.01%+5,80013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments11,219$509K0.03%+40113F-HRTimelineGroup
Cambridge Advisors Inc.11,201$508K0.11%013F-HRTimeline
Ignite Planners, LLC11,204$507K0.11%+82613F-HRTimeline
Alteri Wealth LLC10,988$498K0.14%13F-HRTimeline
FMR LLCin group FMR LLC10,800$490K<0.01%-4,84713F-HRTimelineGroup
Lifeworks Advisors, LLC10,766$488K0.09%+17113F-HRTimeline
PARK AVENUE SECURITIES LLCgroup of 2 filers holding10,630$482K-412,207Timeline
TRUST POINT INC.10,588$480K0.03%+37713F-HRTimeline
Southland Equity Partners LLC10,502$476K0.11%+8513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC10,405$472K0.05%-99313F-HR/ATimeline
Lloyd Advisory Services, LLC.10,285$466K0.22%+15313F-HRTimeline
CHOREO, LLC10,185$462K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…10,099$458K<0.01%+5,03213F-HRTimeline
SOFI WEALTH, LLC10,000$453K0.03%new13F-HRTimeline
Talon Private Wealth, LLC9,888$448K0.09%+9,86313F-HR/ATimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,734$441K0.03%-13913F-HRTimelineGroup
LongView Wealth Management9,599$435K0.13%-23713F-HRTimeline
Meridian Wealth Partners, LLC9,489$430K0.07%+1,00413F-HRTimeline
Argent Trust Co9,428$427K0.02%-4,37713F-HRTimeline
Accretive Wealth Partners, LLC9,372$425K0.18%+3,24013F-HRTimeline
Avidian Wealth Enterprises, LLC9,224$418K0.02%-1,61913F-HRTimeline
TRAN CAPITAL MANAGEMENT, L.P.9,179$416K0.05%013F-HRTimeline
WHITTIER TRUST CO9,061$411K0.01%013F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…8,950$406K0.41%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC8,934$405K0.02%new13F-HRTimeline
Rossby Financial, LCC8,931$405K0.26%13F-HRTimeline
WT Wealth Management8,659$393K0.12%-1513F-HRTimeline
CULTIVAR CAPITAL, INC.8,560$388K0.34%013F-HRTimeline
Decker Retirement Planning Inc.8,517$386K0.22%13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP8,448$383K<0.01%-3,57013F-HRTimelineGroup
SHAYNE & JACOBS, LLC8,390$380K0.1%013F-HRTimeline
Copperleaf Capital, LLC8,369$379K0.24%new13F-HRTimeline
Beacon Pointe Advisors, LLC8,345$378K<0.01%-5313F-HRTimeline
WEST MICHIGAN ADVISORS, LLC8,299$376K0.11%+39613F-HRTimeline
SIMA Wealth Partners, LLC8,282$376K0.32%-23913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP8,224$373K0.01%+36313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources8,180$371K<0.01%+55313F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,169$370K<0.01%-1,39613F-HRTimelineGroup