Skip to content

VMBS VANGUARD SCOTTSDALE FDS

Follow

SHS (fund)

612 managers (620 13F filers) reported a position in VMBS shares at 2025-03-31, 374,467,878 shares in all. 56 filers opened a position and 62 filers sold out during the quarter.

Managers
612
13F filers
620
New
56
Added
259
Reduced
216
Sold out
62
Shares held by filers
374,467,878

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
SYKON CAPITAL LLC73,529$3.41M1.29%new13F-HRTimeline
Diversified Portfolios, Inc.73,117$3.39M0.36%-59,89213F-HRTimeline
Arlington Capital Management, Inc.72,851$3.37M2.56%+1,73513F-HRTimeline
Global Wealth Management Investment Adv…72,001$3.33M0.67%-1,86513F-HRTimeline
First Heartland Consultants, Inc.69,987$3.24M0.33%+4,69313F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO68,940$3.19M<0.01%+3,33013F-HR/ATimelineGroup
B. Riley Wealth Advisors, Inc.66,397$3.07M0.09%-5,76813F-HRTimeline
WESBANCO BANK INC65,821$3.05M0.11%-56713F-HRTimeline
Mariner, LLCin group Mariner, LLC65,161$3.02M0.01%-1,17013F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC65,088$3.01M0.03%-18,76013F-HRTimelineGroup
Prudent Man Advisors, LLC64,984$3.01M1.09%+6,59813F-HRTimeline
CWM, LLCin group CWM, LLC64,420$2.98M0.01%+57,36613F-HRTimelineGroup
EQUITY INVESTMENT CORP63,690$2.95M0.07%013F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC61,455$2.85M<0.01%-2,17313F-HR/ATimelineGroup
Baker Avenue Asset Management, LP60,244$2.79M0.09%+2,04713F-HRTimeline
LifeWealth Investments, LLC60,032$2.78M1.34%+22,40113F-HR/ATimeline
Claro Advisors Inc.58,534$2.71M0.36%-6,85713F-HRTimeline
Accurate Wealth Management, LLC59,657$2.7M0.51%+4,11613F-HRTimeline
Fort Point Capital Partners LLC57,490$2.66M0.3%+15,51413F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC57,486$2.66M0.21%-5,39313F-HRTimeline
Advisory Alpha, LLC57,603$2.66M0.09%-998,79813F-HR/ATimeline
Emergent Wealth Advisors, LLC56,356$2.61M1.89%new13F-HRTimeline
Retirement Wealth Solutions LLC55,024$2.55M2.06%+1,89513F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/54,665$2.53M0.52%new13F-HRTimeline
Seek First Inc.54,092$2.5M2.22%13F-HRTimeline
VestGen Advisors, LLC54,072$2.5M0.11%13F-HRTimeline
CGN Advisors LLC53,827$2.49M0.24%+89413F-HRTimeline
HANCOCK WHITNEY CORP53,791$2.49M0.08%-2,35113F-HRTimeline
Rialto Wealth Management, LLC52,901$2.45M0.77%+6,31113F-HRTimeline
Foundations Investment Advisors, LLC52,243$2.42M0.04%-7,00513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.50,940$2.36M0.01%-97713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…50,240$2.33M0.06%+51813F-HRTimelineGroup
&PARTNERS50,166$2.32M0.02%-9613F-HRTimeline
Veridan Wealth LLC50,039$2.32M1.05%+26413F-HRTimeline
TriaGen Wealth Management LLC49,977$2.31M0.82%+6,09713F-HRTimeline
Alternative Investment Advisors, LLC.49,411$2.29M1.21%+8,82813F-HRTimeline
Roger Wittlin Investment Advisory, LLC48,925$2.27M1.33%-1,60713F-HRTimeline
Signal Advisors Wealth, LLC48,609$2.25M0.22%-1,77013F-HRTimeline
City State Bank48,037$2.22M0.73%+2,17013F-HRTimeline
Centurion Wealth Management LLC48,635$2.21M0.69%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…47,484$2.2M0.04%-15,23213F-HRTimelineGroup
AdvisorNet Financial, Inc46,815$2.17M0.16%-55813F-HRTimeline
Geneos Wealth Management Inc.46,551$2.16M0.03%+27,54913F-HRTimeline
COMERICA BANK46,124$2.14M0.01%+2,09413F-HRTimeline
Westfuller Advisors, LLC45,964$2.13M1.42%+7,23313F-HRTimeline
LifePlan Financial, LLC45,235$2.09M1.83%+1,44413F-HRTimeline
Montis Financial, LLC44,596$2.07M0.61%-9,98213F-HRTimeline
J.W. COLE ADVISORS, INC.43,964$2.04M0.06%-2,29913F-HRTimeline
Certus Wealth Management, LLC44,740$2.04M1.38%-3,35413F-HRTimeline
World Investment Advisors43,904$2.03M0.05%+15,34813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…43,391$2.01M<0.01%+5,84513F-HRTimelineGroup
Farringdon Capital, Ltd.42,424$1.96M0.99%new13F-HRTimeline
Clifford Group, LLC42,113$1.95M1.82%-24513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED42,073$1.95M0.18%-7,91213F-HR/ATimeline
BARD ASSOCIATES INC41,880$1.94M0.72%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.40,986$1.9M0.05%-14,36013F-HRTimelineGroup
Regal Investment Advisors LLC40,501$1.88M0.15%+11,88713F-HRTimeline
AlphaStar Capital Management, LLC39,539$1.83M0.18%-3,92813F-HRTimeline
PETRA FINANCIAL ADVISORS INC39,233$1.82M1.49%+2,55613F-HRTimeline
TOWNSQUARE CAPITAL LLC39,169$1.81M0.02%-5,47513F-HRTimeline
FWG Investments, LLC.38,643$1.79M2.1%-2,45413F-HRTimeline
Certified Advisory Corp38,396$1.78M0.2%-20,98113F-HRTimeline
Lutz Financial Services LLC37,039$1.72M0.14%+71713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP36,709$1.7M<0.01%+6,62213F-HR/ATimelineGroup
Ascent Group, LLCin group Ascent Group, LLC36,542$1.69M0.07%-2,43313F-HRTimelineGroup
CONNING INC.in group CONNING INC.36,000$1.67M0.06%new13F-HRTimelineGroup
True North Advisors, LLC35,250$1.63M0.29%+7,97313F-HRTimeline
Central Pacific Bank - Trust Division33,965$1.57M0.22%-22813F-HRTimeline
Atlatl Advisers LLC33,917$1.57M1.02%-33613F-HRTimeline
Security Financial Services, INC.33,911$1.57M0.31%+2,37513F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/33,431$1.55M0.08%-3,91913F-HRTimeline
AXS Investments LLC32,981$1.53M0.42%new13F-HRTimeline
First Horizon Advisors, Inc.32,182$1.49M0.04%-4,14413F-HRTimeline
Randall & Associates Wealth Management31,545$1.46M1.2%+1,53813F-HRTimeline
Resonant Capital Advisors, LLC31,160$1.44M0.1%-113F-HRTimeline
OneDigital Investment Advisors LLC31,017$1.44M0.02%+1,03113F-HRTimeline
IVC Wealth Advisors LLC30,916$1.43M0.77%-28013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.30,864$1.43M0.56%-1,73813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC30,064$1.39M0.04%-14,74613F-HRTimeline
Seneca Financial Advisors LLC30,038$1.39M0.67%+68013F-HRTimeline
RWA WEALTH PARTNERS, LLC30,001$1.39M0.02%-11,99713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding29,957$1.39M+23,159Timeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,303$1.36M<0.01%-52,17813F-HRTimelineGroup
Summit Wealth Group, LLC29,060$1.35M0.39%+16413F-HRTimeline
MGO ONE SEVEN LLC28,175$1.3M0.05%+11,58213F-HRTimeline
TRUE Private Wealth Advisors27,930$1.29M0.16%+8,79813F-HRTimeline
Rothschild Wealth LLC27,537$1.28M0.36%-2,35513F-HRTimeline
Willow Creek Wealth Management Inc.27,440$1.27M0.12%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.27,417$1.27M0.06%-1,72513F-HRTimeline
B.O.S.S. Retirement Advisors, LLC27,322$1.27M0.37%-2,94813F-HRTimeline
Essential Planning, LLC.26,458$1.23M0.49%-1,643,61113F-HRTimeline
GWN SECURITIES INC.26,940$1.22M0.07%new13F-HRTimeline
Semmax Financial Advisors Inc.26,682$1.22M0.33%-1,39013F-HRTimeline
Vestmark Advisory Solutions, Inc.25,475$1.18M0.03%new13F-HRTimeline
Prosperity Planning, Inc.24,721$1.14M0.36%-19313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.24,054$1.11M0.02%-72513F-HRTimelineGroup
Tortoise Investment Management, LLC23,787$1.1M0.11%-1,67313F-HR/ATimeline
Arete Wealth Advisors, LLC23,648$1.09M0.08%+6,80613F-HRTimeline
TFB Advisors LLC23,286$1.08M0.31%-94513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS23,133$1.07M<0.01%-4,21113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…23,098$1.07M0.02%-1,73813F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC22,719$1.05M0.04%+56913F-HRTimelineGroup
BLB&B Advisors, LLC22,584$1.05M0.05%+98013F-HRTimeline
Advisory Services Network, LLC21,977$1.02M0.02%-2,06813F-HRTimeline
Accel Wealth Management21,512$996K0.36%-1,46113F-HRTimeline
Kathleen S. Wright Associates Inc.20,892$968K0.4%-2,39113F-HRTimeline
HT Partners LLC20,446$947K0.32%+4,29613F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC20,128$932K0.18%-83313F-HRTimeline
Crabel Capital Management, LLC19,799$917K0.99%new13F-HRTimeline
CoreCap Advisors, LLC19,665$911K0.04%-48,43713F-HRTimeline
Strategic Financial Partners, Ltd.19,421$899K0.47%+2013F-HRTimeline
Sonora Investment Management Group, LLC18,891$875K0.07%+19913F-HRTimeline
Disciplined Investments, LLC18,554$859K0.39%-1,77513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…18,381$851K0.02%+1,13513F-HRTimelineGroup
ROCKLAND TRUST CO18,365$850K0.04%-4413F-HRTimeline
ASHTON THOMAS SECURITIES, LLC18,205$843K0.23%-1,05513F-HRTimeline
Kovack Advisors, Inc.18,073$837K0.09%+2,90813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC17,791$824K0.02%+1,31413F-HRTimeline
Global Financial Private Client, LLC17,790$824K0.31%+13213F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC17,316$802K0.85%+3,89613F-HRTimeline
Ridgewood Investments LLC17,294$801K0.37%+2,93213F-HRTimeline
New Century Financial Group, LLC17,165$795K0.92%-10513F-HRTimeline
MAI Capital Management17,026$788K0.01%-23013F-HRTimeline
Advisors Asset Management, Inc.16,761$776K0.01%+1,54013F-HR/ATimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC16,724$774K0.31%+4,71313F-HRTimeline
Financial Advocates Investment Manageme…16,554$767K0.05%+57513F-HRTimeline
FSA Advisors, Inc.16,302$755K0.6%+11,23913F-HRTimeline
Independent Advisor Alliance16,226$751K0.02%-18,22213F-HRTimeline
Quest 10 Wealth Builders, Inc.16,096$745K0.8%+26613F-HRTimeline
Sigma Planning Corp15,995$741K0.02%+42213F-HRTimeline
Advisor Resource Council16,534$722K0.06%new13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC15,513$718K0.08%+75413F-HRTimelineGroup
Marcum Wealth, LLC15,288$708K0.06%+32213F-HRTimeline
ALTFEST L J & CO INC15,221$705K0.09%-57913F-HRTimeline
Brookwood Investment Group LLC15,002$695K0.12%13F-HRTimeline
Legacy Wealth Asset Management, LLC14,376$666K0.18%-11713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…14,320$663K0.03%+1,46713F-HRTimelineGroup
LifePlan Investment Advisors, Inc.14,263$661K0.38%+1,48613F-HRTimeline
Graypoint LLC14,215$658K0.04%013F-HRTimeline
RFG Advisory, LLC13,975$647K0.02%-17,68813F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC13,962$647K0.37%-1,51013F-HRTimeline
Seelaus Asset Management LLC13,890$643K0.61%+52513F-HRTimeline
Balboa Wealth Partners13,849$641K0.15%+2,19013F-HRTimeline
Versant Capital Management, Inc13,759$637K0.11%-1,62513F-HRTimeline
Modera Wealth Management, LLC13,746$637K0.01%-5,76313F-HRTimeline
Kure Advisory, LLC13,718$635K0.48%13F-HRTimeline
Transce3nd, LLC13,540$627K0.28%+67413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…13,354$616K0.02%-81213F-HRTimelineGroup
PAX Financial Group, LLC12,772$591K0.1%-3,31913F-HRTimeline
Continuum Advisory, LLC12,599$583K0.08%-81913F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC12,351$572K0.33%+85613F-HRTimeline
Braun-Bostich & Associates Inc.12,106$561K0.41%-2,17113F-HRTimeline
Ignite Planners, LLC12,169$560K0.11%+96513F-HRTimeline
Prime Capital Investment Advisors, LLC11,869$550K0.01%new13F-HRTimeline
Drucker Wealth 3.0, LLC11,822$547K0.12%-8,74513F-HRTimeline
Alteri Wealth LLC11,782$546K0.24%+79413F-HRTimeline
FMR LLCin group FMR LLC11,622$538K<0.01%+82213F-HRTimelineGroup
TRUST POINT INC.11,560$535K0.05%+97213F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC11,497$532K0.1%-1,94213F-HRTimeline
VestGen Investment Management11,437$530K0.4%-46,05013F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV11,656$530K0.23%-55613F-HR/ATimeline
Talon Private Wealth, LLC11,255$521K0.07%+1,36713F-HRTimeline
Cambridge Advisors Inc.11,201$519K0.11%013F-HRTimeline
Koshinski Asset Management, Inc.11,143$516K0.04%-14113F-HRTimeline
Summit Global Investmentsin group Summit Global Investments10,819$501K0.04%-40013F-HRTimelineGroup
EARNED WEALTH ADVISORS, LLC10,778$499K0.11%new13F-HRTimeline
Integrated Wealth Concepts LLC10,713$496K0.01%-1,01813F-HRTimeline
Coppell Advisory Solutions LLC10,644$493K0.07%+3,30913F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD10,600$491K<0.01%new13F-HRTimelineGroup
Southland Equity Partners LLC10,547$488K0.11%+4513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.10,485$486K0.03%+75113F-HRTimelineGroup
Lloyd Advisory Services, LLC.10,480$485K0.24%+19513F-HRTimeline
Quantinno Capital Management LP10,419$483K<0.01%new13F-HRTimeline
Wealthspire Advisors, LLC9,686$449K<0.01%-1,56613F-HRTimeline
CHOREO, LLC9,617$445K0.01%-56813F-HRTimeline
Meridian Wealth Partners, LLC9,615$445K0.07%+12613F-HRTimeline
WT Wealth Management9,499$440K0.14%+84013F-HRTimeline
Argent Trust Co9,428$437K0.02%013F-HRTimeline
LongView Wealth Management9,419$436K0.13%-18013F-HRTimeline
Dynamic Advisor Solutions LLC9,384$435K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…9,262$429K<0.01%-83713F-HRTimeline
Avidian Wealth Enterprises, LLC9,147$424K0.02%-7713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.9,109$422K<0.01%+94013F-HRTimelineGroup
WHITTIER TRUST CO9,061$420K0.01%013F-HRTimeline
Accretive Wealth Partners, LLC9,010$413K0.15%-36213F-HRTimeline
Good Steward Wealth Advisors,LLC8,901$412K0.38%13F-HRTimeline
AA Financial Advisors, LLC8,826$409K0.1%+79113F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/8,761$406K0.19%-8,41113F-HRTimelineGroup
Transform Wealth, LLC8,746$405K0.02%+1,93813F-HRTimeline
WORLD EQUITY GROUP, INC.8,657$401K0.11%-6,75713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources8,599$398K<0.01%+41913F-HRTimelineGroup
CULTIVAR CAPITAL, INC.8,560$396K0.32%013F-HRTimeline
Decker Retirement Planning Inc.8,533$395K0.25%+1613F-HRTimeline
TRAN CAPITAL MANAGEMENT, L.P.8,506$394K0.05%-67313F-HRTimeline
Cooper Financial Group8,425$390K0.05%+1,01613F-HRTimeline
SHAYNE & JACOBS, LLC8,390$389K0.1%013F-HRTimeline
LANARK FINANCIAL, INC.8,301$384K0.03%+8,29313F-HRTimeline
Hexagon Capital Partners LLC8,282$384K0.07%+46113F-HRTimeline
SIMA Wealth Partners, LLC8,280$383K0.32%-213F-HRTimeline
Lifeworks Advisors, LLC8,233$381K0.06%-2,53313F-HRTimeline