Skip to content

VMBS VANGUARD SCOTTSDALE FDS

Follow

SHS (fund)

620 managers (627 13F filers) reported a position in VMBS shares at 2025-06-30, 273,844,980 shares in all. 65 filers opened a position and 64 filers sold out during the quarter.

Managers
620
13F filers
627
New
65
Added
261
Reduced
205
Sold out
64
Shares held by filers
273,844,980

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
SURIENCE PRIVATE WEALTH LLC66,759$3.09M2.91%new13F-HRTimeline
PLANWISER FINANCIAL, LLC66,933$3.08M2.62%-61,00513F-HRTimeline
Prudent Man Advisors, LLC66,284$3.07M0.98%+1,30013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC65,638$3.04M0.09%-25,76413F-HRTimeline
EQUITY INVESTMENT CORP63,690$2.95M0.06%013F-HRTimeline
Clear Creek Financial Management, LLC63,157$2.93M0.28%-10,60813F-HRTimeline
Fort Point Capital Partners LLC62,846$2.91M0.29%+5,35613F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC62,371$2.89M0.02%-2,71713F-HRTimelineGroup
Rialto Wealth Management, LLC62,305$2.89M0.81%+9,40413F-HRTimeline
Seed Wealth Management, Inc.61,915$2.87M2.14%-97,89013F-HRTimeline
Mariner, LLCin group Mariner, LLC61,914$2.87M<0.01%-3,24713F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC61,739$2.86M<0.01%+28413F-HRTimelineGroup
Emergent Wealth Advisors, LLC58,607$2.85M1.82%+2,25113F-HRTimeline
Accurate Wealth Management, LLC60,836$2.8M0.43%+1,17913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…60,231$2.79M0.05%+9,99113F-HRTimelineGroup
CacheTech Inc.59,829$2.77M0.51%new13F-HRTimeline
Baker Avenue Asset Management, LP59,569$2.76M0.08%-67513F-HRTimeline
Seek First Inc.58,934$2.73M2.21%+4,84213F-HR/ATimeline
GOULD ASSET MANAGEMENT LLC /CA/57,875$2.68M0.53%+3,21013F-HRTimeline
WFA of San Diego, LLC57,706$2.67M1.97%13F-HRTimeline
Vise Technologies, Inc.57,351$2.66M0.11%13F-HRTimeline
Alternative Investment Advisors, LLC.56,925$2.64M1.31%+7,51413F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC56,879$2.64M0.19%-60713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…56,247$2.61M0.04%+8,76313F-HRTimelineGroup
Foundations Investment Advisors, LLC55,915$2.59M0.04%+3,67213F-HRTimeline
Arrowroot Family Office, LLC55,740$2.58M1.16%13F-HRTimeline
HANCOCK WHITNEY CORP53,791$2.49M0.05%013F-HRTimeline
Adams Wealth Management53,193$2.46M0.47%new13F-HRTimeline
Retirement Wealth Solutions LLC53,152$2.46M1.8%-1,87213F-HRTimeline
COMERICA BANK52,980$2.46M0.01%+6,85613F-HRTimeline
TriaGen Wealth Management LLC52,364$2.43M0.74%+2,38713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.50,594$2.34M0.01%-34613F-HRTimeline
CGN Advisors LLC50,543$2.34M0.21%-3,28413F-HRTimeline
VestGen Advisors, LLC49,884$2.31M0.09%-4,18813F-HRTimeline
Signal Advisors Wealth, LLC48,670$2.26M0.18%+6113F-HRTimeline
&PARTNERS48,296$2.24M0.02%-1,87013F-HRTimeline
AdvisorNet Financial, Inc47,661$2.21M0.14%+84613F-HRTimeline
Centurion Wealth Management LLC47,390$2.2M0.63%-1,24513F-HRTimeline
Certus Wealth Management, LLC47,029$2.18M1.4%+2,28913F-HRTimeline
Westfuller Advisors, LLC46,616$2.16M1.23%+65213F-HRTimeline
Advisory Services Network, LLC46,837$2.16M0.03%+24,86013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED46,427$2.15M0.18%+4,35413F-HRTimeline
Roger Wittlin Investment Advisory, LLC46,201$2.14M1.19%-2,72413F-HRTimeline
LifePlan Financial, LLC44,571$2.07M1.71%-66413F-HRTimeline
City State Bank43,927$2.04M0.64%-4,11013F-HRTimeline
World Investment Advisors41,930$1.94M0.04%-1,97413F-HRTimeline
B. Riley Wealth Advisors, Inc.41,921$1.94M0.09%-24,47613F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.41,269$1.91M0.05%+28313F-HRTimelineGroup
BARD ASSOCIATES INC40,880$1.89M0.61%-1,00013F-HRTimeline
Lutz Financial Services LLC40,876$1.89M0.15%+3,83713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP40,914$1.89M<0.01%+4,20513F-HRTimelineGroup
SYKON CAPITAL LLC40,427$1.87M0.68%-33,10213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.39,763$1.84M0.08%+12,34613F-HRTimeline
AE Wealth Management LLC39,700$1.84M0.01%-855,28013F-HRTimeline
Clifford Group, LLC39,604$1.84M1.51%-2,50913F-HRTimeline
Claro Advisors Inc.39,505$1.83M0.3%-19,02913F-HRTimeline
Regal Investment Advisors LLC39,466$1.83M0.14%-1,03513F-HRTimeline
PETRA FINANCIAL ADVISORS INC39,240$1.82M1.15%+713F-HRTimeline
CWM, LLCin group CWM, LLC36,241$1.68M0.01%-28,17913F-HRTimelineGroup
CONNING INC.in group CONNING INC.36,000$1.67M0.06%013F-HRTimelineGroup
Certified Advisory Corp35,877$1.66M0.17%-2,51913F-HRTimeline
AlphaStar Capital Management, LLC35,806$1.66M0.12%-3,73313F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC34,889$1.62M0.34%new13F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/34,410$1.59M0.08%+97913F-HRTimeline
Atlatl Advisers LLC34,238$1.59M0.75%+32113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC34,194$1.58M0.06%-2,34813F-HRTimelineGroup
Security Financial Services, INC.34,146$1.58M0.28%+23513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …34,047$1.58M0.02%new13F-HRTimelineGroup
Central Pacific Bank - Trust Division33,934$1.57M0.2%-3113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…33,390$1.55M<0.01%-10,00113F-HRTimelineGroup
TRUE Private Wealth Advisors33,170$1.54M0.17%+5,24013F-HRTimeline
First Horizon Advisors, Inc.32,841$1.52M0.04%+65913F-HRTimeline
Crabel Capital Management, LLC31,465$1.46M0.89%+11,66613F-HRTimeline
True North Advisors, LLC31,382$1.45M0.28%-3,86813F-HRTimeline
Resonant Capital Advisors, LLC31,160$1.44M0.09%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC30,830$1.43M0.03%+76613F-HRTimeline
Montis Financial, LLC30,369$1.41M0.39%-14,22713F-HRTimeline
Vestmark Advisory Solutions, Inc.29,858$1.38M0.02%+4,38313F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.29,847$1.38M0.49%-1,01713F-HRTimeline
Randall & Associates Wealth Management29,833$1.38M1.06%-1,71213F-HRTimeline
Thrive Capital Management, LLC29,715$1.38M0.43%new13F-HRTimeline
Summit Wealth Group, LLC28,117$1.3M0.33%-94313F-HRTimeline
Willow Creek Wealth Management Inc.27,440$1.27M0.11%013F-HRTimeline
OneDigital Investment Advisors LLC26,906$1.25M0.01%-4,11113F-HRTimeline
Global Wealth Management Investment Adv…26,626$1.23M0.23%-45,37513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC26,430$1.23M0.04%+3,71113F-HRTimelineGroup
Essential Planning, LLC.26,315$1.22M0.45%-14313F-HRTimeline
Advisory Alpha, LLC26,104$1.21M0.04%-31,49913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.26,053$1.21M0.02%+1,99913F-HRTimelineGroup
IVC Wealth Advisors LLC25,945$1.2M0.59%-4,97113F-HRTimeline
Steward Partners Investment Advisory, L…25,752$1.19M0.01%+16,49013F-HRTimeline
Rothschild Wealth LLC25,486$1.18M0.29%-2,05113F-HRTimeline
LANARK FINANCIAL, INC.25,142$1.17M0.1%+16,84113F-HRTimeline
Prosperity Planning, Inc.24,628$1.14M0.33%-9313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS24,102$1.12M<0.01%+96913F-HRTimeline
Tortoise Investment Management, LLC23,853$1.11M0.11%+6613F-HRTimeline
TFB Advisors LLC23,806$1.1M0.29%+52013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…23,363$1.08M0.01%+26513F-HRTimelineGroup
BLB&B Advisors, LLC22,584$1.05M0.05%013F-HRTimeline
RWA WEALTH PARTNERS, LLC22,522$1.04M0.01%-7,47913F-HRTimeline
Global Retirement Partners, LLC22,438$1.04M0.03%13F-HRTimeline
Accel Wealth Management22,391$1.04M0.35%+87913F-HRTimeline
Arete Wealth Advisors, LLC21,750$1.01M0.07%-1,89813F-HRTimeline
Ridgewood Investments LLC21,597$1M0.43%+4,30313F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC21,077$977K0.36%+4,35313F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/20,473$949K0.4%+11,71213F-HR/ATimelineGroup
HT Partners LLC20,410$946K0.29%-3613F-HRTimeline
RFG Advisory, LLC20,396$945K0.02%+6,42113F-HRTimeline
Kathleen S. Wright Associates Inc.20,325$942K0.37%-56713F-HRTimeline
Geneos Wealth Management Inc.20,199$936K0.02%-26,35213F-HRTimeline
Engineers Gate Manager LP20,157$934K0.01%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC19,540$905K0.09%-19,62913F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC19,445$901K0.16%-68313F-HRTimeline
Strategic Financial Partners, Ltd.18,939$878K0.41%-48213F-HRTimeline
Sonora Investment Management Group, LLC18,691$866K0.06%-20013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC18,675$865K0.09%+3,16213F-HRTimelineGroup
MGO ONE SEVEN LLC18,519$858K0.03%-9,65613F-HRTimeline
Kovack Advisors, Inc.18,315$849K0.08%+24213F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC18,263$846K0.83%+94713F-HRTimeline
CoreCap Advisors, LLC18,187$843K0.03%-1,47813F-HRTimeline
ASHTON THOMAS SECURITIES, LLC17,969$833K0.2%-23613F-HRTimeline
Global Financial Private Client, LLC17,745$822K0.31%-4513F-HRTimeline
Advisors Asset Management, Inc.17,665$819K0.01%+90413F-HR/ATimeline
Modera Wealth Management, LLC17,225$798K0.01%+3,47913F-HRTimeline
Laird Norton Wetherby Wealth Management…17,090$792K0.04%13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC17,025$789K0.02%-76613F-HRTimeline
ROCKLAND TRUST CO16,789$778K0.04%-1,57613F-HRTimeline
Fund Evaluation Group, LLC16,650$772K0.03%new13F-HRTimeline
MAI Capital Management16,573$768K0.01%-45313F-HRTimeline
Axecap Investments, LLC16,564$768K0.5%new13F-HRTimeline
Financial Advocates Investment Manageme…16,006$742K0.06%-54813F-HRTimeline
Arlington Capital Management, Inc.15,420$715K0.62%-57,43113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…15,221$705K0.03%+90113F-HRTimelineGroup
Sigma Planning Corp14,862$689K0.02%-1,13313F-HRTimeline
Brookwood Investment Group LLC14,853$688K0.11%-14913F-HRTimeline
LifePlan Investment Advisors, Inc.14,847$688K0.34%+58413F-HRTimeline
Seelaus Asset Management LLC14,750$684K0.6%+86013F-HRTimeline
Disciplined Investments, LLC14,734$683K0.29%-3,82013F-HRTimeline
ALTFEST L J & CO INC14,678$680K0.08%-54313F-HRTimeline
Balboa Wealth Partners14,592$676K0.14%+74313F-HRTimeline
Legacy Wealth Asset Management, LLC14,470$671K0.17%+9413F-HRTimeline
Graypoint LLC14,215$659K0.04%013F-HRTimeline
Coppell Advisory Solutions LLC13,909$642K0.08%+3,26513F-HR/ATimeline
Cresset Asset Management, LLC13,843$641K<0.01%new13F-HR/ATimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…13,549$628K0.01%-4,83213F-HRTimelineGroup
MARIPAU WEALTH MANAGEMENT LLC13,400$621K0.31%-56213F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC12,934$599K0.3%+58313F-HRTimeline
Versant Capital Management, Inc12,925$599K0.09%-83413F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC12,787$593K0.1%+1,29013F-HRTimeline
FMR LLCin group FMR LLC12,606$584K<0.01%+98413F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC12,401$575K<0.01%new13F-HRTimelineGroup
AA Financial Advisors, LLC12,377$574K0.12%+3,55113F-HRTimeline
Alteri Wealth LLC12,374$573K0.22%+59213F-HRTimeline
Talon Private Wealth, LLC12,140$563K0.08%+88513F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC12,129$562K0.48%13F-HRTimeline
Avidian Wealth Enterprises, LLC12,115$561K0.02%+2,96813F-HRTimeline
Ignite Planners, LLC12,111$556K0.1%-5813F-HR/ATimeline
TWO SIGMA SECURITIES, LLC11,974$555K0.07%+5,26713F-HRTimeline
Braun-Bostich & Associates Inc.11,804$547K0.37%-30213F-HRTimeline
Hexagon Capital Partners LLC11,751$545K0.12%+3,46913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…11,732$544K0.03%-1,62213F-HRTimelineGroup
Integrated Wealth Concepts LLC11,644$540K0.01%+93113F-HRTimeline
Navigation Wealth Management, Inc.11,482$532K0.78%new13F-HRTimeline
Independent Advisor Alliance11,259$522K0.02%-4,96713F-HRTimeline
Cambridge Advisors Inc.11,201$519K0.11%013F-HRTimeline
CHOREO, LLC11,187$518K0.01%+1,57013F-HRTimeline
EP Wealth Advisors, LLC10,981$509K<0.01%+7,48813F-HRTimeline
TRUST POINT INC.10,903$505K0.05%-65713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,865$503K0.01%+4,90513F-HRTimeline
Summit Global Investmentsin group Summit Global Investments10,772$499K0.03%-4713F-HRTimelineGroup
Southland Equity Partners LLC10,767$499K0.11%+22013F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV10,622$487K0.03%-1,03413F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,479$486K<0.01%+1,37013F-HRTimelineGroup
VestGen Investment Management10,322$478K0.34%-1,11513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.10,224$474K0.03%-26113F-HRTimelineGroup
Koshinski Asset Management, Inc.10,149$470K0.04%-99413F-HRTimeline
WT Wealth Management10,015$464K0.14%+51613F-HRTimeline
FSA Advisors, Inc.9,849$456K0.37%-6,45313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…9,762$452K<0.01%-149,27013F-HR/ATimelineGroup
Meridian Wealth Partners, LLC9,672$448K0.06%+5713F-HRTimeline
PACIFIC FINANCIAL GROUP INC9,313$432K0.34%+2,44313F-HRTimeline
Edgestream Partners, L.P.9,281$430K0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources9,273$430K<0.01%+67413F-HRTimelineGroup
Maia Wealth LLC9,083$421K0.08%+1,47313F-HRTimeline
WHITTIER TRUST CO9,061$420K0.01%013F-HRTimeline
Wealthspire Advisors, LLC8,975$416K<0.01%-71113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding8,921$413K-21,036Timeline
BRIGHTON SECURITIES CORP.8,890$412K0.23%new13F-HRTimeline
CULTIVAR CAPITAL, INC.8,560$397K0.29%013F-HRTimeline
Argent Trust Co8,555$396K0.01%-87313F-HRTimeline
Buck Wealth Strategies, LLC8,546$396K0.06%+3,46813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,534$395K<0.01%new13F-HRTimelineGroup
TRAN CAPITAL MANAGEMENT, L.P.8,506$394K0.05%013F-HRTimeline
Trivium Point Advisory, LLC8,478$393K0.04%+1,12313F-HRTimeline
SHAYNE & JACOBS, LLC8,390$389K0.13%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,356$387K<0.01%-20,94713F-HRTimelineGroup
Acorn Wealth Advisors, LLC8,312$385K0.14%new13F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.8,273$385K0.69%+1,58813F-HRTimeline
Lifeworks Advisors, LLC8,244$382K0.06%+1113F-HRTimeline
SIMA Wealth Partners, LLC8,210$380K0.31%-7013F-HRTimeline