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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
AA Financial Advisors, LLC8,035$364K0.1%+1,63813F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…8,012$363K0.04%-25113F-HR/ATimelineGroup
PITCAIRN COin group PITCAIRN CO7,988$362K0.02%013F-HRTimelineGroup
Etesian Wealth Advisors, Inc.7,979$362K0.16%-1,02413F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC7,933$360K0.17%new13F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA7,850$357K0.2%+1,00013F-HRTimeline
BRIGHTON JONES LLC7,833$355K0.01%+34713F-HR/ATimeline
Hexagon Capital Partners LLC7,821$355K0.06%+1,77413F-HRTimeline
Ellis Investment Partners, LLC7,764$352K0.07%+25213F-HRTimeline
Larson Financial Group LLC7,763$352K0.02%-2,40813F-HRTimeline
Pinnacle Bancorp, Inc.7,756$352K0.11%+1,16813F-HRTimeline
Bremer Bank National Association7,674$348K0.07%013F-HRTimeline
Rehmann Capital Advisory Group7,672$348K0.02%+613F-HRTimeline
Golden State Wealth Management, LLC7,661$347K0.05%13F-HRTimeline
Redwood Financial Network Corp7,471$339K0.25%-1,38013F-HRTimeline
Cooper Financial Group7,409$336K0.04%+913F-HRTimeline
Western Wealth Management, LLC7,406$336K0.02%-6,67413F-HR/ATimeline
Coppell Advisory Solutions LLC7,335$333K0.05%-2,45113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.7,320$332K<0.01%new13F-HRTimelineGroup
Cornerstone Wealth Management, LLC7,223$327K0.02%+6013F-HRTimeline
Aptus Capital Advisors, LLC7,165$325K<0.01%+4,83213F-HRTimeline
Snowden Capital Advisors LLC7,113$323K0.01%-12113F-HRTimeline
CWM, LLCin group CWM, LLC7,054$320K<0.01%-3,23713F-HRTimelineGroup
Belpointe Asset Management LLC6,780$317K0.02%-1,05313F-HRTimeline
Trivium Point Advisory, LLC6,909$313K0.04%+1,59513F-HRTimeline
REAP Financial Group, LLC6,856$311K0.08%-34513F-HRTimeline
Transform Wealth, LLC6,808$309K0.02%+1,97913F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding6,798$308K-1,363Timeline
LBMC INVESTMENT ADVISORS, LLC6,763$307K0.02%013F-HRTimeline
Simplicity Wealth,LLC6,739$306K0.06%-109,76713F-HRTimeline
GUIDANCE CAPITAL, INC6,683$303K0.09%+42513F-HRTimeline
ACAS, LLC6,613$302K0.22%-513F-HRTimeline
Maia Wealth LLC6,578$300K0.06%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,605$299K0.01%-1,71213F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH6,594$299K0.08%-43613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC6,544$297K0.03%+1,06813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,504$295K0.01%-70713F-HRTimelineGroup
FLP Wealth Management, LLC6,477$294K0.75%13F-HRTimeline
NewEdge Wealth, LLC6,457$293K0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.6,452$293K0.12%+2713F-HRTimeline
Strategic Wealth Partners, Ltd.6,406$292K0.02%+17513F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC6,420$291K0.01%+2,03113F-HRTimeline
Walkner Condon Financial Advisors LLC6,240$283K0.06%-65413F-HRTimeline
Pinnacle Financial Partners Inc6,133$278K0.01%+1,70413F-HRTimeline
Csenge Advisory Group6,113$277K0.02%-15,12113F-HRTimeline
BLAIR WILLIAM & CO/IL5,938$269K<0.01%+2,86513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,834$265K0.02%new13F-HRTimeline
Compound Planning, Inc.5,695$258K0.01%+65413F-HRTimeline
Clean Yield Group5,655$256K0.08%-24013F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.5,668$256K0.51%+913F-HRTimeline
Proactive Wealth Strategies LLC5,649$256K0.13%+19513F-HRTimeline
Qube Research & Technologies Ltd5,567$252K<0.01%+3,50213F-HRTimeline
FINANCIAL LIFE ADVISORS5,534$251K0.09%013F-HRTimeline
Lord & Richards Wealth Management, LLC5,534$251K0.53%13F-HRTimeline
Park Square Financial Group, LLC5,514$250K0.17%13F-HRTimeline
HUB Investment Partners, LLC5,482$249K0.01%-6813F-HRTimeline
PACIFIC FINANCIAL GROUP INC5,475$248K0.18%-1613F-HRTimeline
TCV Trust & Wealth Management, Inc.5,445$247K0.02%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO5,425$246K<0.01%-43713F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC5,412$245K0.03%-2,12213F-HRTimeline
Bison Wealth, LLC5,405$245K0.03%13F-HRTimeline
Kelly Financial Services LLC5,303$240K0.09%-4,54713F-HR/ATimeline
IFG Advisory, LLC5,281$239K0.01%new13F-HRTimeline
PATTEN & PATTEN INC/TN5,223$237K0.02%-30013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC5,184$235K0.01%-49913F-HRTimeline
FSA Advisors, Inc.5,063$230K0.28%-11,61613F-HRTimeline
Yoffe Investment Management, LLC5,051$229K0.34%13F-HR/ATimeline
Successful Portfolios LLC5,041$229K0.15%+51313F-HRTimeline
NWAM LLC4,913$223K0.01%-23613F-HRTimeline
TrueWealth Advisors, LLC4,913$223K0.07%+2213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,912$223K<0.01%new13F-HRTimelineGroup
Archer Investment Corp4,900$222K0.06%-16713F-HRTimeline
EHRLICH FINANCIAL GROUP4,842$220K0.16%+5913F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.4,806$218K0.37%-1,68313F-HRTimeline
United Advisor Group, LLC4,666$212K0.04%-6,97813F-HRTimeline
Charter Oak Capital Management, LLC4,618$209K0.02%-1913F-HRTimeline
Caitlin John, LLC4,594$208K0.14%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP4,516$205K0.02%new13F-HRTimeline
APPLETON PARTNERS INC/MA4,501$204K0.02%new13F-HRTimeline
Pinion Investment Advisors, LLC4,493$204K0.08%-40013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,487$203K<0.01%new13F-HRTimelineGroup
J. L. Bainbridge & Co., Inc.4,445$202K0.02%013F-HRTimeline
BCWM, LLC4,417$200K0.07%13F-HRTimeline
Wilmington Savings Fund Society, FSB4,227$192K<0.01%-2,52613F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.4,190$190K0.13%-2,17013F-HRTimeline
BOK Financial Private Wealth, Inc.3,937$179K0.01%013F-HRTimeline
IFP Advisors, Inc3,849$175K0.01%-8,87313F-HRTimeline
Raleigh Capital Management Inc.3,783$172K0.07%-6013F-HRTimeline
PRIVATE TRUST CO NA3,759$170K0.02%-1,66813F-HRTimeline
TUCKER ASSET MANAGEMENT LLC3,631$165K0.02%+1,82213F-HRTimeline
AMERIFLEX GROUP, INC.3,606$164K0.08%13F-HRTimeline
CARDIFF PARK ADVISORS, LLC3,574$162K0.02%+3213F-HRTimeline
Empirical Asset Management, LLC38,415$157K0.05%+73213F-HRTimeline
Wells Financial Advisors INC3,130$142K0.19%+17813F-HRTimeline
ROGCO, LP2,766$125K0.05%-3,18613F-HRTimeline
MONTAG A & ASSOCIATES INC2,671$121K0.01%013F-HRTimeline
Pineridge Advisors LLC2,611$118K0.04%-29313F-HRTimeline
Cape Investment Advisory, Inc.2,439$111K0.04%+1,07513F-HRTimeline
Richard W. Paul & Associates, LLC2,432$110K0.04%+25713F-HRTimeline
Capital Investment Advisory Services, L…2,315$105K0.01%+5313F-HRTimeline
Elequin Capital, LP2,281$103K0.01%new13F-HRTimeline
Cornerstone Planning Group LLC2,265$103K0.03%-51113F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP2,099$95.2K0.02%-50613F-HRTimeline
Winthrop Capital Management, LLC2,064$94K0.03%013F-HRTimeline
Windsor Advisory Group, LLC2,068$93.8K0.11%new13F-HRTimeline
Front Row Advisors LLC2,000$90.7K0.03%013F-HRTimeline
Synergy Investment Management, LLC1,854$84.1K0.04%13F-HRTimeline
Avior Wealth Management, LLC1,679$76.1K<0.01%-14013F-HRTimeline
Murphy & Mullick Capital Management Corp1,614$73.2K0.07%13F-HRTimeline
FAS Wealth Partners, Inc.1,567$71K0.01%+5913F-HRTimeline
Founders Financial Alliance, LLC1,475$66.9K0.02%-3313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,465$66.4K<0.01%+1,09013F-HRTimelineGroup
Parkside Financial Bank & Trust1,463$66.3K0.01%+813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,345$61K<0.01%+91213F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.1,345$61K0.04%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,325$59.7K<0.01%-81313F-HRTimelineGroup
CITY HOLDING CO1,313$59.5K0.01%013F-HRTimeline
Parallel Advisors, LLC1,299$58.9K<0.01%+3813F-HRTimeline
Sugarloaf Wealth Management, LLC1,089$49.4K0.01%-71713F-HRTimeline
GeoWealth Management, LLC1,052$47.7K<0.01%+76313F-HRTimeline
DUNCKER STREETT & CO INC1,040$47.2K0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.1,028$46.6K0.04%013F-HRTimeline
Rosenberg Matthew Hamilton984$44.6K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC869$39.4K0.03%-9513F-HRTimeline
POM Investment Strategies, LLC818$37.1K0.03%new13F-HRTimeline
Investors Research Corp744$33.7K0.01%013F-HRTimeline
Truvestments Capital LLC742$33.7K0.01%+613F-HRTimeline
Mechanics Financial Corp640$29K0.01%013F-HRTimeline
Asset Dedication, LLC565$25.6K<0.01%013F-HRTimeline
NFSG Corp554$25.1K0.01%013F-HRTimeline
Legacy Investment Solutions, LLC551$25.1K0.02%+46213F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…551$25.1K0.02%+46213F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…528$23.9K0.01%013F-HRTimeline
Bangor Savings Bank520$23.6K<0.01%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd481$21.8K0.01%13F-HRTimelineGroup
SOA Wealth Advisors, LLC.465$21.1K<0.01%013F-HR/ATimeline
First PREMIER Bank470$21K0.01%-1,00813F-HRTimeline
MCF Advisors LLC445$20.2K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC409$18.5K0.01%013F-HRTimeline
Millstone Evans Group, LLC407$18.5K0.01%13F-HRTimeline
SBI Securities Co., Ltd.390$17.7K<0.01%13F-HRTimeline
2UniFi Bank390$17.7K0.01%13F-HRTimeline
NorthRock Partners, LLC367$16.6K<0.01%+20813F-HR/ATimeline
Westside Investment Management, Inc.363$16.5K<0.01%013F-HRTimeline
Sound Income Strategies, LLC362$16.4K<0.01%-2513F-HRTimeline
LRI Investments, LLC306$13.9K<0.01%013F-HRTimeline
WPG Advisers, LLC305$13.8K0.01%13F-HRTimeline
Rise Advisors, LLC303$13.7K0.01%+413F-HRTimeline
United Community Bankin group United Community Bank296$13.4K0.01%new13F-HRTimelineGroup
EPG Wealth Management LLC278$12.6K<0.01%013F-HRTimeline
HOWE & RUSLING INC257$11.7K<0.01%-19013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.256$11.6K<0.01%013F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp253$11.5K<0.01%new13F-HRTimelineGroup
Key Financial Inc228$10.3K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC226$10.2K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EASTERN BANK225$10.2K<0.01%013F-HRTimeline
WealthShield Partners, LLC209$9.48K<0.01%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.200$9.07K0.01%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC189$8.57K<0.01%013F-HRTimeline
New Millennium Group LLC189$8.57K0.01%+16713F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC173$7.84K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC171$7.75K<0.01%13F-HRTimeline
North Star Investment Management Corp.160$7.25K<0.01%013F-HRTimeline
Beacon Capital Management, LLC158$7.18K<0.01%+113F-HRTimeline
Global Trust Asset Management, LLC156$7.07K<0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC141$6.66K<0.01%new13F-HRTimelineGroup
Mattson Financial Services, LLC141$6.66K<0.01%new13F-HRTimeline
FIRST COMMUNITY TRUST NA146$6.62K<0.01%new13F-HRTimeline
BFSG, LLC145$6.58K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.135$6.12K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS128$5.8K<0.01%013F-HRTimelineGroup
Darwin Wealth Management, LLC127$5.76K<0.01%013F-HR/ATimeline
Element Wealth, LLC122$5.53K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.120$5.46K<0.01%-1,07913F-HRTimeline
Mainstream Capital Management LLC120$5.44K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC103$4.67K<0.01%new13F-HRTimeline
Tidemark, LLC102$4.61K<0.01%+213F-HRTimeline
Wiser Advisor Group LLC101$4.59K0.01%+113F-HRTimeline
Crews Bank & Trust100$4.53K<0.01%13F-HRTimeline
Menard Financial Group LLC99$4.49K<0.01%new13F-HRTimeline
Sachetta, LLC90$4.08K<0.01%+3113F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…89$4.04K<0.01%013F-HRTimeline
SIGNATUREFD, LLC89$4.04K<0.01%+313F-HRTimeline
Sanctuary Wealth Management, L.L.C.83$3.76K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC81$3.67K<0.01%013F-HRTimeline
Bullock Wealth Management Group80$3.63K<0.01%013F-HRTimeline
GoalVest Advisory LLC75$3.4K<0.01%-35113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.74$3.35K<0.01%-2,40813F-HRTimelineGroup
Values First Advisors, Inc.70$3.17K<0.01%013F-HRTimeline
ORG Partners LLC64$3.04K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.63$2.86K<0.01%013F-HRTimeline
Bogart Wealth, LLC60$2.72K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC59$2.67K<0.01%13F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC56$2.54K<0.01%13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.55$2.49K<0.01%013F-HRTimeline
Hamilton Point Investment Advisors, LLC54$2.45K<0.01%new13F-HRTimeline
Venturi Wealth Management, LLC46$2.07K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC42$1.9K<0.01%new13F-HRTimeline
Promus Capital, LLC40$1.81K<0.01%13F-HR/ATimeline
Glass Jacobson Investment Advisors llc38$1.73K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.