Skip to content
Disclosery

VMBS VANGUARD SCOTTSDALE FDS

Follow

SHS (fund)

704 managers (713 13F filers) reported a position in VMBS shares at 2026-03-31, 284,570,198 shares in all. 69 filers opened a position and 50 filers sold out during the quarter.

Managers
704
13F filers
713
New
69
Added
339
Reduced
200
Sold out
50
Shares held by filers
284,570,198

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
SAGE RHINO CAPITAL LLC87,651$4.12M0.77%+1,15413F-HRTimeline
Beverly Hills Private Wealth, LLC87,543$4.11M0.69%-3,27313F-HRTimeline
Cornerstone Financial Management LLC86,266$4.05M3.72%+3,21213F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/85,195$4M<0.01%+2,74713F-HRTimelineGroup
Integrated Wealth Concepts LLC84,748$3.98M0.03%+71,25413F-HRTimeline
Diversified Portfolios, Inc.84,563$3.97M0.33%-613F-HRTimeline
First Heartland Consultants, Inc.83,679$3.93M0.3%+7,08613F-HRTimeline
Keystone Global Partners, LLC83,397$3.92M1.74%-23,03713F-HRTimeline
Seneca Financial Advisors LLC82,957$3.89M1.14%+4,33313F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/82,818$3.89M0.68%+16,16313F-HRTimeline
RATIONAL ADVISORS, INC.82,375$3.87M0.39%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC82,204$3.86M<0.01%+14,56113F-HRTimelineGroup
FC Advisory LLC81,560$3.83M1.12%+63813F-HRTimeline
Checchi Capital Advisers, LLC81,095$3.81M0.26%-3,99213F-HRTimeline
Foundations Investment Advisors, LLC81,007$3.8M0.05%+18,65213F-HRTimeline
Capital Investment Management, Inc.80,845$3.8M1.3%+2,78913F-HRTimeline
Alternative Investment Advisors, LLC.79,545$3.73M1.66%+9,35113F-HRTimeline
Rockbridge Investment Management, LCC77,570$3.64M0.33%+813F-HRTimeline
Bragg Financial Advisors, Inc76,263$3.58M0.11%-1,87213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…75,573$3.55M0.04%+9,41013F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding72,969$3.43M+64,273Timeline
VestGen Advisors, LLC72,077$3.36M0.09%-49,83113F-HRTimeline
Sequoia Financial Advisors, LLC69,536$3.26M0.02%-4,18013F-HRTimeline
Advisory Services Network, LLC69,020$3.24M0.04%+4,06913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…68,706$3.23M<0.01%+8,16713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP68,971$3.22M<0.01%-1,16913F-HRTimelineGroup
Blue Trust, Inc.68,140$3.2M0.04%-5,72013F-HRTimeline
Grey Ledge Advisors, LLC67,886$3.19M0.72%+56,94113F-HRTimeline
Elevated Capital Advisors, LLC67,791$3.18M0.8%+78913F-HRTimeline
EQUITY INVESTMENT CORP67,180$3.15M0.06%+1,71013F-HRTimeline
Claro Advisors Inc.66,414$3.12M0.38%+6,56313F-HRTimeline
Bulwark Capital Corp65,158$3.06M1.89%-148,50713F-HRTimeline
Gateway Wealth Partners, LLC64,763$3.04M0.12%new13F-HRTimeline
Fort Point Capital Partners LLC61,113$2.87M0.38%-11,32913F-HRTimeline
Seek First Inc.60,753$2.85M2.01%+16813F-HRTimeline
Creative Planningin group Creative Planning60,424$2.84M<0.01%-11,37113F-HRTimelineGroup
WFA of San Diego, LLC60,137$2.82M2.27%+1,25413F-HRTimeline
Waverly Advisors, LLC58,918$2.77M0.02%+24,39113F-HRTimeline
TriaGen Wealth Management LLC58,635$2.75M0.75%+2,18713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…58,494$2.75M0.03%+1,54113F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC58,214$2.73M0.04%+31,47013F-HRTimelineGroup
AE Wealth Management LLC57,846$2.72M0.01%+1,33713F-HRTimeline
TRAN CAPITAL MANAGEMENT, L.P.57,346$2.69M0.37%-40013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC56,748$2.66M0.19%013F-HRTimeline
Seed Wealth Management, Inc.56,690$2.66M1.83%-3,28013F-HRTimeline
Retirement Wealth Solutions LLC55,826$2.62M1.65%+1,60513F-HRTimeline
Veridan Wealth LLC52,543$2.47M0.93%+2,08113F-HRTimeline
CGN Advisors LLC52,187$2.45M0.19%+3,16813F-HRTimeline
Hopwood Nicholas Hunter52,096$2.45M0.78%+73913F-HRTimeline
Vise Technologies, Inc.51,765$2.44M0.05%013F-HRTimeline
Graetz Wealth LLC51,816$2.43M2.17%-1,68613F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC51,679$2.43M0.25%+16,05013F-HRTimeline
AXS Investments LLC51,370$2.41M0.97%+18,05913F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.51,269$2.41M0.03%+88613F-HRTimelineGroup
CacheTech Inc.51,110$2.4M0.46%-5,79413F-HRTimeline
Steward Partners Investment Advisory, L…49,709$2.33M0.01%+9,05713F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.49,075$2.3M0.09%+1,64013F-HRTimeline
LifePlan Financial, LLC48,804$2.29M1.69%+2,64613F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …48,000$2.25M<0.01%+1,80013F-HRTimelineGroup
ENTRUST FINANCIAL LLC47,875$2.25M1.57%+2,41513F-HRTimeline
Brindle & Bay Financial Advisors, LLC47,510$2.23M1.37%+1,97613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …47,281$2.22M0.03%+1,27313F-HRTimelineGroup
Ridgewood Investments LLC47,122$2.21M0.9%13F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.47,145$2.21M2.09%+21,75513F-HRTimeline
Certified Advisory Corp44,082$2.07M0.19%+6,35313F-HRTimeline
Adams Wealth Management43,981$2.06M0.45%-5,86313F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC42,699$2M0.25%+22,60813F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC42,344$1.99M0.04%-5,38213F-HRTimeline
Lutz Financial Services LLC41,719$1.96M0.13%-73013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.41,499$1.95M0.01%+32,07613F-HRTimelineGroup
TRUE Private Wealth Advisors41,585$1.95M0.19%-66713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC41,338$1.94M0.05%+4,74013F-HRTimelineGroup
Thrive Capital Management, LLC41,073$1.93M0.42%+1,22713F-HRTimeline
Security Financial Services, INC.40,671$1.91M0.3%+1,72713F-HRTimeline
PETRA FINANCIAL ADVISORS INC40,577$1.91M1.18%+35213F-HRTimeline
OBSIDIAN CIO, LLC39,633$1.86M1.67%+6,69913F-HRTimeline
Regal Investment Advisors LLC39,184$1.84M0.11%+2,48813F-HRTimeline
M Holdings Securities, Inc.39,215$1.84M0.12%-13,85213F-HRTimeline
D.B. Root & Company, LLC38,941$1.83M0.44%new13F-HRTimeline
BDFS Capital LLC38,360$1.8M0.87%+1,68113F-HRTimeline
Randall & Associates Wealth Management37,232$1.75M1.18%+2,84813F-HRTimeline
Centurion Wealth Management LLC37,203$1.75M0.39%-1,54613F-HRTimeline
Western Wealth Management, LLC37,161$1.74M0.07%+30,49513F-HR/ATimeline
City State Bank36,822$1.73M0.45%-13513F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC36,794$1.73M<0.01%-1,70013F-HRTimelineGroup
PROTECTIVE LIFE CORP36,637$1.72M5.72%new13F-HRTimeline
OneDigital Investment Advisors LLC36,416$1.71M0.02%+18,23513F-HRTimeline
HANCOCK WHITNEY CORP36,447$1.71M0.03%-31,28813F-HRTimeline
AlphaStar Capital Management, LLC36,381$1.71M0.13%+42613F-HRTimeline
CONNING INC.in group CONNING INC.36,000$1.69M0.06%013F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.35,979$1.69M0.11%-76113F-HRTimeline
CWM, LLCin group CWM, LLC34,547$1.62M<0.01%-55713F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.34,315$1.61M0.04%-6,31913F-HRTimelineGroup
Greenspring Advisors, LLC33,932$1.59M0.1%+10,13113F-HRTimeline
Westfuller Advisors, LLC33,581$1.58M0.68%-3,94513F-HRTimeline
AdvisorNet Financial, Inc32,964$1.55M0.08%-4,50413F-HRTimeline
OpenArc Corporate Advisory, LLC32,455$1.52M0.02%-4,77613F-HRTimeline
Verdence Capital Advisors LLC32,116$1.51M0.09%-1,11313F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC32,104$1.51M0.12%+5,55713F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…31,991$1.5M0.02%-8,68313F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…31,921$1.5M0.06%-72013F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC31,641$1.49M0.07%013F-HRTimeline
Resonant Capital Advisors, LLC31,160$1.46M0.08%013F-HRTimeline
A4 Wealth Advisors LLC30,719$1.44M1.2%+6,27513F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC30,605$1.44M1.03%+7,52413F-HRTimeline
BLB&B Advisors, LLC30,419$1.43M0.06%+6,81513F-HRTimeline
Oakmont Advisory Group, LLC30,021$1.41M1.44%+84813F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC29,839$1.4M0.01%-3,98113F-HRTimelineGroup
Summit Wealth Group, LLC29,666$1.39M0.32%+14413F-HRTimeline
BRIGHTON SECURITIES CORP.29,538$1.39M0.67%+14,58813F-HRTimeline
Ullmann Wealth Partners Group, LLC29,141$1.37M0.14%-21,55513F-HRTimeline
LANARK FINANCIAL, INC.28,472$1.34M0.1%+27113F-HRTimeline
Central Pacific Bank - Trust Division28,440$1.34M0.17%013F-HRTimeline
Independent Advisor Alliance28,370$1.33M0.01%+14,80613F-HRTimeline
Rothschild Wealth LLC27,906$1.31M0.12%-98813F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.27,709$1.3M0.41%+28313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\26,910$1.26M<0.01%-447,69513F-HRTimelineGroup
Farringdon Capital, Ltd.26,690$1.25M0.27%-4,34313F-HRTimeline
Legacy Wealth Partners, LLC26,648$1.25M0.31%+2,33413F-HRTimeline
Global Wealth Management Investment Adv…26,231$1.23M0.19%-2,66613F-HRTimeline
Schwallier Wealth Management LLC26,171$1.23M0.9%new13F-HRTimeline
Outlook Wealth Advisors, LLC26,051$1.22M0.3%new13F-HRTimeline
Prosperity Planning, Inc.25,731$1.21M0.31%-7113F-HRTimeline
Geneos Wealth Management Inc.25,586$1.2M0.03%-36113F-HRTimeline
Saranac Partners Ltd17,978$1.19M0.52%+6,25013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.25,359$1.19M0.01%+24313F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP25,055$1.18M0.07%+2,05313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC24,968$1.17M0.04%-8,65813F-HRTimeline
Midwest Financial Group LLC24,638$1.16M0.49%+1,28413F-HRTimeline
Balboa Wealth Partners24,485$1.15M0.19%+4,04013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK24,418$1.15M0.01%new13F-HRTimelineGroup
Keating Financial Advisory Services, In…23,715$1.11M0.18%+1,31913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.23,371$1.1M<0.01%+47613F-HRTimelineGroup
Roger Wittlin Investment Advisory, LLC23,192$1.09M0.89%-5,13613F-HRTimeline
Essential Planning, LLC.22,757$1.07M0.34%-12013F-HRTimeline
Accel Wealth Management21,949$1.03M0.27%+2,51513F-HRTimeline
LifePlan Investment Advisors, Inc.21,838$1.03M0.4%+2,19813F-HRTimeline
RFG Advisory, LLC21,809$1.02M0.02%-78313F-HRTimeline
FMR LLCin group FMR LLC21,454$1.01M<0.01%+7,52813F-HRTimelineGroup
GENESIS PRIVATE WEALTH, LLC20,912$982K0.31%+23713F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC20,703$972K0.32%+1,76813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS20,457$960K<0.01%new13F-HRTimelineGroup
Kovack Advisors, Inc.20,490$960K0.05%-41613F-HRTimeline
HT Partners LLC19,927$936K0.28%+25513F-HRTimeline
Sigma Planning Corp19,553$918K0.03%+5,82313F-HRTimeline
Capital Asset Managemnet, LLC19,469$914K1.03%+1,53813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…19,275$905K0.02%+6,30913F-HRTimelineGroup
Headlands Technologies LLC18,955$890K0.1%new13F-HRTimeline
MAI Capital Management18,747$880K<0.01%-1,03313F-HRTimeline
Financial Plan, Inc.18,704$878K0.09%new13F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA18,340$861K0.02%new13F-HRTimelineGroup
Strategic Financial Partners, Ltd.18,030$847K0.37%-22913F-HRTimeline
Global Financial Private Client, LLC17,947$843K0.28%+2713F-HRTimeline
Arete Wealth Advisors, LLC17,494$822K0.06%-1,61613F-HR/ATimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC17,234$809K0.72%-65813F-HRTimeline
Advisory Alpha, LLC16,676$784K0.02%-31,32813F-HRTimeline
ASHTON THOMAS SECURITIES, LLC16,451$772K0.1%+42313F-HRTimeline
Legacy Wealth Asset Management, LLC16,303$765K0.19%+64013F-HRTimeline
Brookwood Investment Group LLC16,299$765K0.1%+79313F-HRTimeline
Avise Financial Cooperative, Inc.16,106$756K0.63%-95713F-HRTimeline
Seelaus Asset Management LLC15,905$747K0.54%+45413F-HRTimeline
Moors & Cabot, Inc.15,342$720K0.03%+43513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…15,130$710K0.02%-37113F-HRTimelineGroup
Alvarez & Marsal Private Wealth Partner…14,981$703K0.1%013F-HRTimeline
rebel Financial LLC14,860$698K0.3%+1,28313F-HRTimeline
Tortoise Investment Management, LLC14,834$696K0.06%-6,20713F-HRTimeline
Advyzon Investment Management, LLC14,823$696K0.06%+2,85013F-HRTimeline
Ignite Planners, LLC14,353$687K0.11%-20113F-HRTimeline
Avidian Wealth Enterprises, LLC14,410$677K0.02%+67013F-HRTimeline
Alteri Wealth LLC14,330$673K0.22%+21713F-HRTimeline
RWA WEALTH PARTNERS, LLC14,293$671K0.01%-4,74713F-HRTimeline
ARWA LLC14,195$667K0.33%+1,83213F-HRTimeline
ROCKLAND TRUST CO14,142$664K0.03%+1,89113F-HRTimeline
Proactive Wealth Strategies LLC14,098$662K0.12%+8,54413F-HRTimeline
Navigation Wealth Management, Inc.13,991$657K2.37%-79113F-HRTimeline
Compound Planning, Inc.13,876$651K0.02%+4,40913F-HRTimeline
Modera Wealth Management, LLC13,813$649K0.01%+913F-HRTimeline
Gotham Asset Management, LLC13,555$636K<0.01%+7,49813F-HRTimeline
IVC Wealth Advisors LLC13,487$633K0.27%-3,58413F-HRTimeline
ALTFEST L J & CO INC13,401$629K0.07%+32713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC13,225$621K0.01%+1,50713F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…13,112$616K0.05%+7,06313F-HRTimelineGroup
Apella Capital, LLC12,868$608K0.01%+313F-HRTimeline
TFB Advisors LLC12,867$604K0.32%-9,59213F-HRTimeline
BAM Wealth Management, LLC12,758$599K0.45%-74613F-HRTimeline
Talon Private Wealth, LLC12,717$597K0.08%13F-HRTimeline
Pacific Excel Wealth Advisors, Inc.12,698$596K0.63%+4,80913F-HRTimeline
WNY Asset Management, LLC12,622$593K0.06%13F-HRTimeline
Hexagon Capital Partners LLC12,472$586K0.09%+22513F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.12,047$584K<0.01%13F-HRTimelineGroup
Disciplined Investments, LLC12,391$582K0.21%-69113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC12,336$579K<0.01%-99913F-HRTimelineGroup
Ausdal Financial Partners, Inc.12,228$574K0.03%+1,97113F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV12,018$564K0.02%+1,33813F-HRTimeline
Versant Capital Management, Inc11,925$560K0.06%013F-HRTimeline
Jacobs Equity LLC11,848$556K0.5%+2,14413F-HRTimeline
True North Advisors, LLC11,584$544K0.06%-13,58213F-HRTimeline
Cresset Asset Management, LLC11,578$544K<0.01%-2,54113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,576$543K0.01%+4,74813F-HR/ATimeline
WT Wealth Management11,535$542K0.16%+33813F-HRTimeline