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
Beacon Pointe Advisors, LLC8,029$372K<0.01%-2813F-HRTimeline
LongView Wealth Management8,021$372K0.11%-1,39813F-HRTimeline
VERUS CAPITAL PARTNERS, LLC7,941$368K0.03%+59013F-HR/ATimeline
NWAM LLC7,919$365K0.02%+2,89513F-HR/ATimeline
Cornerstone Wealth Management, LLC7,868$365K0.02%+53913F-HRTimeline
WEST MICHIGAN ADVISORS, LLC7,843$363K0.1%-23813F-HRTimeline
Pinnacle Bancorp, Inc.7,832$363K0.11%013F-HRTimeline
Wilmington Savings Fund Society, FSB7,779$360K0.01%+1,14113F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…7,737$359K0.04%+53113F-HR/ATimelineGroup
Carnegie Investment Counsel7,745$359K0.01%new13F-HRTimeline
Waverly Advisors, LLC7,695$357K<0.01%-23013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH7,686$356K0.11%+27313F-HRTimeline
Rehmann Capital Advisory Group7,682$356K0.02%+613F-HRTimeline
WORLD EQUITY GROUP, INC.7,613$353K0.1%-1,04413F-HRTimeline
Leo Wealth, LLC7,572$351K0.03%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP7,531$349K<0.01%-17113F-HR/ATimelineGroup
BRIGHTON JONES LLC7,523$349K0.01%+3313F-HRTimeline
Ellis Investment Partners, LLC7,448$345K0.07%-33813F-HRTimeline
Drucker Wealth 3.0, LLC7,469$344K0.07%-4,35313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP7,408$343K0.02%+1,26113F-HRTimeline
GUIDANCE CAPITAL, INC7,372$341K0.1%+28213F-HRTimeline
PAX Financial Group, LLC7,239$335K0.06%-5,53313F-HRTimeline
Western Wealth Management, LLC7,163$332K0.02%+1613F-HRTimeline
United Advisor Group, LLC7,067$327K0.06%-46613F-HRTimeline
HUB Investment Partners, LLC6,986$324K0.01%+33513F-HRTimeline
Saranac Partners Ltd6,973$323K0.17%-43213F-HRTimeline
Meridian Wealth Management, LLC6,791$315K0.01%new13F-HRTimeline
Copperleaf Capital, LLC6,770$314K0.16%-29813F-HRTimeline
Snowden Capital Advisors LLC6,756$313K0.01%-25013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC6,719$311K<0.01%new13F-HRTimelineGroup
CAHABA WEALTH MANAGEMENT, INC.6,719$311K0.02%new13F-HRTimeline
Dynamic Advisor Solutions LLC6,658$309K0.01%-2,72613F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA6,650$308K0.16%013F-HRTimeline
BARRETT & COMPANY, INC.6,635$307K0.12%+313F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC6,614$306K0.02%013F-HRTimeline
Compound Planning, Inc.6,591$305K0.01%-49513F-HRTimeline
Stelac Advisory Services LLC6,427$298K0.11%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC6,411$297K<0.01%+1,32313F-HRTimelineGroup
Strategic Wealth Partners, Ltd.6,406$297K0.02%13F-HRTimeline
Larson Financial Group LLC6,369$295K0.01%+2213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,305$292K0.01%-17213F-HRTimelineGroup
ACAS, LLC6,116$284K0.19%-49613F-HRTimeline
Turtle Creek Wealth Advisors, LLC6,120$284K0.03%new13F-HRTimeline
PATTEN & PATTEN INC/TN6,113$283K0.02%013F-HRTimeline
Sowell Financial Services LLC6,086$282K0.01%-1,00013F-HRTimeline
Balefire, LLC5,956$276K0.06%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,932$275K<0.01%new13F-HRTimelineGroup
Pinnacle Financial Partners Inc5,926$275K0.01%-25013F-HRTimeline
Proactive Wealth Strategies LLC5,806$269K0.13%+6313F-HRTimeline
PRIVATE TRUST CO NA5,735$266K0.03%+1,18513F-HRTimeline
Advyzon Investment Management, LLC5,707$264K0.06%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,680$263K<0.01%-1,69513F-HRTimelineGroup
RCS Financial Planning, LLC5,613$260K0.13%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp5,555$257K0.01%new13F-HRTimelineGroup
Belpointe Asset Management LLC5,529$256K0.01%-1,08513F-HRTimeline
Walkner Condon Financial Advisors LLC5,515$256K0.05%-72513F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson5,446$252K<0.01%-84,21613F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO5,356$248K<0.01%-6913F-HRTimeline
REAP Financial Group, LLC5,350$248K0.06%-37613F-HRTimeline
Capital Investment Advisory Services, L…5,291$245K0.02%-11913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,277$245K<0.01%new13F-HRTimelineGroup
Rossby Financial, LCC5,240$243K0.09%+7813F-HRTimeline
Kingsview Wealth Management, LLC5,068$235K<0.01%-94013F-HRTimeline
Yoffe Investment Management, LLC5,051$234K0.32%013F-HRTimeline
Successful Portfolios LLC5,045$234K0.14%-6613F-HRTimeline
Elite Life Management LLC5,040$234K0.6%013F-HRTimeline
BLAIR WILLIAM & CO/IL5,011$232K<0.01%+12413F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.4,938$229K0.05%-4513F-HRTimelineGroup
Clean Yield Group4,855$225K0.07%013F-HRTimeline
Park Square Financial Group, LLC4,835$224K0.16%-17913F-HRTimeline
Golden State Wealth Management, LLC4,821$223K0.03%-1,72313F-HRTimeline
Decker Retirement Planning Inc.4,782$222K0.13%-3,75113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,746$220K0.01%-65713F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.4,730$219K0.15%+25413F-HRTimeline
WEDBUSH SECURITIES INC4,700$218K0.01%-53113F-HRTimeline
TCV Trust & Wealth Management, Inc.4,670$216K0.02%-77513F-HRTimeline
GeoWealth Management, LLC4,662$216K0.01%new13F-HRTimeline
Bison Wealth, LLC4,618$214K0.02%-9313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4,615$214K0.01%new13F-HRTimeline
SageView Advisory Group, LLC4,651$214K0.01%+4613F-HRTimeline
Caitlin John, LLC4,594$213K0.19%013F-HRTimeline
HOWE & RUSLING INC4,592$213K0.02%+2513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,533$210K<0.01%new13F-HRTimelineGroup
BCWM, LLC4,489$208K0.07%new13F-HRTimeline
J. L. Bainbridge & Co., Inc.4,445$206K0.02%013F-HRTimeline
OFC FINANCIAL PLANNING, LLC4,353$202K0.21%013F-HRTimeline
MONECO ADVISORS, LLC4,347$201K0.02%new13F-HRTimeline
Archer Investment Corp4,003$186K0.04%+9213F-HRTimeline
Raleigh Capital Management Inc.3,823$177K0.07%-14113F-HRTimeline
CARDIFF PARK ADVISORS, LLC3,687$171K0.01%+9613F-HRTimeline
IFP Advisors, Inc3,437$159K<0.01%-5313F-HRTimeline
Aptus Capital Advisors, LLC3,097$144K<0.01%-2,96613F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD3,000$139K<0.01%-7,60013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,734$127K<0.01%-2,01213F-HRTimelineGroup
ROGCO, LP2,718$126K0.05%013F-HRTimeline
Wells Financial Advisors INC2,680$124K0.17%-45013F-HRTimeline
Semmax Financial Advisors Inc.2,515$116K0.03%-24,16713F-HRTimeline
Cape Investment Advisory, Inc.2,329$108K0.04%+40213F-HRTimeline
Cornerstone Planning Group LLC2,311$107K0.02%-1,08113F-HRTimeline
Richard W. Paul & Associates, LLC2,287$106K0.04%-4713F-HRTimeline
Winthrop Capital Management, LLC2,064$96K0.02%013F-HRTimeline
Front Row Advisors LLC2,000$92.7K0.03%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP1,725$79.9K0.03%13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC1,651$76K0.06%new13F-HRTimeline
Global Wealth Strategies & Associates1,595$73.9K0.02%-80013F-HRTimeline
FAS Wealth Partners, Inc.1,591$73.7K0.01%+1513F-HRTimeline
Parkside Financial Bank & Trust1,463$67.8K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,465$67.7K<0.01%013F-HR/ATimelineGroup
Berkshire Money Management, Inc.1,459$67.6K0.01%new13F-HRTimeline
Asset Dedication, LLC1,410$65.3K<0.01%+84513F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,345$62.3K0.04%013F-HRTimeline
Murphy & Mullick Capital Management Corp1,334$61.4K0.05%013F-HRTimeline
Traub Capital Management LLC1,304$60.4K0.06%13F-HRTimeline
AMERIFLEX GROUP, INC.1,152$53.4K0.03%-913F-HRTimeline
DUNCKER STREETT & CO INC1,040$48.2K0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.1,028$47.6K0.03%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC953$44.2K<0.01%+92713F-HRTimeline
AlphaCore Capital LLC884$41K<0.01%+36913F-HRTimeline
Frazier Financial Advisors, LLC869$40.3K0.03%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC851$39.4K0.02%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.827$38.3K0.04%-15,26913F-HRTimeline
CENTRAL TRUST Co818$37.9K<0.01%new13F-HRTimeline
CITY HOLDING CO800$37.1K<0.01%-51313F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC791$36.7K<0.01%new13F-HRTimelineGroup
HORIZON FINANCIAL SERVICES, LLC761$35.3K0.02%013F-HRTimeline
Rosenberg Matthew Hamilton748$34.7K0.01%-32713F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.732$33.9K0.04%13F-HRTimeline
Clark Wealth Partners728$33.7K0.02%-80413F-HRTimeline
Investors Research Corp726$33.6K0.01%+1313F-HRTimeline
Legacy Investment Solutions, LLC692$32.1K0.02%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…692$32.1K0.02%+15713F-HRTimelineGroup
Dunhill Financial, LLC680$31.5K0.01%013F-HRTimeline
LRI Investments, LLC680$31.5K<0.01%-5113F-HRTimeline
Breakwater Investment Management590$27.3K0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC551$25.5K<0.01%013F-HRTimeline
Truvestments Capital LLC525$24.3K<0.01%+613F-HRTimeline
Parallel Advisors, LLC524$24.3K<0.01%-1,26513F-HRTimeline
Bangor Savings Bank520$24.1K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors513$23.8K<0.01%+41813F-HRTimelineGroup
First PREMIER Bank470$22K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC471$21.8K<0.01%-2813F-HRTimelineGroup
SOA Wealth Advisors, LLC.465$21.5K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…459$21.3K0.01%-6913F-HRTimeline
SBI Securities Co., Ltd.423$19.6K<0.01%+613F-HRTimeline
Iron Horse Wealth Management, LLC409$19K0.01%013F-HRTimeline
Millstone Evans Group, LLC407$18.9K0.01%013F-HRTimeline
Boreal Capital Management LLC0$18.5K0.02%13F-HRTimelineAmount filed as zero, left out of ratios.
Sound Income Strategies, LLC398$18.4K<0.01%+5113F-HRTimeline
2UniFi Bank390$18.1K0.01%013F-HRTimeline
Anchor Investment Management, LLC371$17.2K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.363$16.8K<0.01%013F-HRTimeline
WPG Advisers, LLC342$15.8K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.320$14.8K<0.01%013F-HRTimelineGroup
Key Financial Inc280$13K<0.01%013F-HRTimeline
Abound Wealth Management272$12.6K<0.01%new13F-HRTimeline
Rise Advisors, LLC270$12.5K<0.01%-3513F-HRTimeline
TRUST CO OF TOLEDO NA /OH/249$11.5K<0.01%new13F-HRTimeline
WealthShield Partners, LLC242$11.2K<0.01%+313F-HRTimeline
EASTERN BANK225$10.4K<0.01%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC219$10.1K<0.01%new13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.206$9.55K<0.01%-5013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC186$8.62K<0.01%013F-HRTimeline
EPG Wealth Management LLC181$8.39K<0.01%013F-HRTimeline
Mid-American Wealth Advisory Group, Inc.180$8.34K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC173$8.02K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC171$7.92K<0.01%013F-HRTimeline
Transce3nd, LLC170$7.88K<0.01%-13,37013F-HRTimeline
North Star Investment Management Corp.160$7.41K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC160$7.41K<0.01%+11013F-HRTimeline
Beacon Capital Management, LLC160$7.39K<0.01%+113F-HRTimeline
Salomon & Ludwin, LLC156$7.19K<0.01%+11413F-HRTimeline
FIRST COMMUNITY TRUST NA146$6.77K0.01%013F-HRTimeline
BFSG, LLC145$6.72K<0.01%013F-HRTimeline
Pacifica Partners Inc.133$6.14K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC128$5.93K<0.01%+113F-HRTimeline
Sunbelt Securities, Inc.120$5.46K<0.01%+6213F-HRTimeline
Blume Capital Management, Inc.107$4.96K<0.01%new13F-HRTimeline
Arax Advisory Partners105$4.89K<0.01%013F-HRTimeline
Tidemark, LLC104$4.8K<0.01%+213F-HRTimeline
Crews Bank & Trust100$4.63K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.77$4K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ROTHSCHILD INVESTMENT LLC81$3.75K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC81$3.75K<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC80$3.7K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC74$3.43K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.73$3.38K<0.01%new13F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT72$3.34K<0.01%new13F-HRTimeline
Values First Advisors, Inc.70$3.24K<0.01%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…68$3.15K<0.01%013F-HRTimeline
ORG Partners LLC64$3.1K<0.01%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC66$3.06K<0.01%new13F-HR/ATimeline
WOLFF WIESE MAGANA LLC62$2.87K<0.01%+3013F-HRTimeline
N.E.W. Advisory Services LLC62$2.87K<0.01%-6213F-HRTimeline
Bogart Wealth, LLC60$2.78K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC56$2.6K<0.01%+2613F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.55$2.55K<0.01%013F-HRTimeline
Promus Capital, LLC40$1.85K<0.01%013F-HR/ATimeline
Glass Jacobson Investment Advisors llc38$1.77K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC33$1.53K<0.01%-513F-HRTimeline
Glen Eagle Advisors, LLC31$1.46K<0.01%+3113F-HRTimeline