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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
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co115,284,075$5.23B0.96%-5,380,80413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/73,174,421$3.32B0.31%+4,180,82113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO46,510,374$2.11B0.17%+37,928,55513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding23,757,861$1.08B+42,285Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp10,292,783$467M0.09%+169,60213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC8,115,991$368M1%+473,94013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,057,114$320M0.08%-937,71313F-HRTimelineGroup
LPL Financial LLC6,047,503$274M0.11%+866,90313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,664,014$257M0.27%+36,46113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,112,685$232M0.06%+644,87513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,409,990$200M0.07%13F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,362,311$198M0.01%+362,40113F-HR/ATimelineGroup
TD PRIVATE CLIENT WEALTH LLC3,617,793$164M4.59%+357,23213F-HRTimeline
LINCOLN NATIONAL CORPin group LINCOLN NATIONAL CORP3,456,910$157M5.04%+188,97713F-HRTimelineGroup
Morningstar Investment Management LLCgroup of 2 filers holding3,045,251$138M-572,191Timeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…2,296,423$104M0.4%+100,08313F-HRTimelineGroup
NorthCoast Asset Management LLC2,114,301$95.9M0.47%+78,26713F-HR/ATimeline
Financial Engines Advisors L.L.C.2,017,172$91.5M0.19%+587,07613F-HRTimeline
Essential Planning, LLC.1,670,069$76.8M0.5%+1,641,87813F-HRTimeline
CASTLEARK MANAGEMENT LLC1,609,080$73M2.54%new13F-HRTimeline
Acropolis Investment Management, LLC1,599,764$72.5M4.28%+36,20413F-HRTimeline
Clearstead Advisors, LLC1,522,333$69M1.05%+1,519,17213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,452,394$65.9M0.01%+45,62213F-HRTimelineGroup
Valmark Advisers, Inc.1,353,930$61.4M0.95%+16,06413F-HRTimeline
Cambridge Investment Research Advisors,…1,219,280$55.3M0.18%-30,36413F-HRTimeline
Ally Invest Advisors Inc.1,183,604$53.7M4.65%+57,40013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,122,351$50.9M0.1%+345,52213F-HR/ATimeline
Executive Wealth Management, LLC1,120,199$50.8M3.98%+29,63413F-HRTimeline
First Interstate Bank1,108,863$50.3M3.04%+80,31213F-HRTimeline
Advisory Alpha, LLC1,056,401$47.9M1.71%+57,87113F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,025,946$46.5M+151,082Timeline
VICTORY CAPITAL MANAGEMENT INC954,089$43.3M0.04%-110,39813F-HRTimeline
AE Wealth Management LLC951,458$43.1M0.37%+22,40213F-HRTimeline
BANK OF HAWAII938,164$42.5M2.35%-1,279,86613F-HRTimeline
Bell Investment Advisors, Inc887,248$40.2M7.52%+9,15313F-HRTimeline
UBS Group AGin group UBS Group AG872,878$39.6M0.01%-47,31613F-HRTimelineGroup
First Financial Bankshares Inc860,651$39M0.84%-2,69313F-HRTimeline
Cetera Investment Advisers841,589$38.2M0.08%+24,98813F-HRTimeline
HighTower Advisors, LLC837,896$38M0.05%+134,63813F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.818,949$37.1M2.57%-5,88213F-HRTimelineGroup
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…806,700$36.5M0.04%-37,30013F-HRTimelineGroup
Janney Montgomery Scott LLC786,825$35.7M0.1%+8,27413F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\780,000$35.4M0.01%013F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.775,232$35.2M0.08%-6,89913F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC767,122$34.8M0.01%+566,10913F-HRTimelineGroup
1832 Asset Management L.P.754,863$34.2M0.06%+3,26813F-HRTimeline
Evergreen Advisors, LLC634,610$28.8M7.87%+82,24613F-HRTimeline
BlueStem Wealth Partners, LLC615,462$27.9M3.66%13F-HRTimeline
Pallas Capital Advisors LLC611,565$27.7M1.19%+2,42513F-HRTimeline
MA Private Wealth590,341$26.8M5%+16,70713F-HRTimeline
Parkside Advisors LLC556,905$25.3M5.95%+30,20713F-HRTimeline
MML INVESTORS SERVICES, LLC542,732$24.6M0.08%-14,82313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC542,617$24.6M0.36%+134,91513F-HRTimeline
POWER WEALTH MANAGEMENT LLC537,799$24.4M10.18%+33,52813F-HRTimeline
Intelligence Driven Advisers, LLC532,233$24.1M4.54%-93,79613F-HRTimeline
Orion Porfolio Solutions, LLC528,522$24M0.24%+28,47813F-HRTimeline
Orion Portfolio Solutions, LLC528,522$24M0.24%+28,47813F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC527,755$23.9M0.78%-26,49813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP517,974$23.5M0.04%+21,57913F-HRTimelineGroup
HBK Sorce Advisory LLC498,755$22.6M0.68%+126,82813F-HRTimeline
MANNING & NAPIER ADVISORS LLC487,323$22.1M0.25%-2,16413F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC480,708$21.8M0.99%+25,90213F-HRTimelineGroup
Atria Wealth Solutions, Inc.474,983$21.5M0.24%+28,90213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\469,505$21.3M0.03%-74413F-HRTimelineGroup
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI467,648$21.2M0.17%013F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC443,637$20.1M1.46%+18,86713F-HRTimeline
Allworth Financial LP423,980$19.2M0.11%-23,04813F-HRTimeline
1607 Capital Partners, LLC415,055$18.8M1.51%+185,52513F-HRTimeline
Merit Financial Group, LLC375,478$17M0.31%+46,51313F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC361,723$16.4M2.83%+23,35313F-HRTimeline
Quantum Financial Advisors, LLC347,025$15.7M2.4%+17,62513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC346,497$15.7M0.02%+20,62313F-HRTimeline
RKL Wealth Management LLC344,507$15.6M1.39%+18,35813F-HRTimeline
Sanctuary Advisors, LLC336,925$15.4M0.1%+42,22813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC332,871$15.1M0.46%+11,43913F-HRTimelineGroup
United Asset Strategies, Inc.330,999$15M1.38%+64,44113F-HRTimeline
STALEY CAPITAL ADVISERS INC327,700$14.9M0.66%+7,35013F-HRTimeline
Whitcomb & Hess, Inc.324,011$14.7M4.54%+1,24913F-HRTimeline
Windward Private Wealth Management Inc.316,756$14.4M5.6%+5,95913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…316,604$14.4M0.04%-56,49313F-HRTimelineGroup
PROFFITT & GOODSON INC312,215$14.2M2.35%-3,11913F-HRTimeline
NewEdge Advisors, LLC311,494$14.1M0.08%+34,98513F-HRTimeline
Hamilton Capital, LLC309,160$14M1.07%-5,23313F-HRTimeline
OBSIDIAN CIO, LLC284,831$12.9M2.36%+20,83513F-HRTimeline
Robinswood Financial LLC284,150$12.9M4.87%+3,67713F-HRTimeline
Money Design Co.,Ltd.283,764$12.9M0.66%-30,31713F-HRTimeline
COURIER CAPITAL LLC281,016$12.7M0.88%-55,44113F-HRTimeline
Vectors Research Management, LLC276,447$12.5M4.27%-36,82213F-HRTimeline
Atria Investments, Inc276,162$12.5M0.16%-18,29213F-HRTimeline
Betterment LLC272,759$12.4M0.03%+13,21213F-HRTimeline
Family CFO Inc261,968$11.9M6.54%+27,71113F-HRTimeline
First National Trust Co260,068$11.8M0.44%+31,29913F-HRTimeline
Private Advisor Group, LLC250,094$11.3M0.06%+17,77713F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC246,323$11.2M0.07%+6,61313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV244,375$11.1M0.03%-101,49213F-HRTimeline
FLC Capital Advisors244,175$11.1M2.55%+6,40813F-HRTimeline
Bell Bank236,609$10.7M0.8%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…236,561$10.7M0.6%+13,89413F-HRTimelineGroup
FIRST AMERICAN TRUST, FSB234,958$10.7M1.06%+42,59113F-HRTimeline
Kingdom Financial Group LLC.234,022$10.6M7.25%-14,68413F-HRTimeline
Clark Asset Management, LLC229,748$10.4M1.95%+26,21713F-HRTimeline
Hobart Private Capital, LLC223,217$10.1M2.51%+13,30613F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding225,285$10.1M+30,268Timeline
Strategic Blueprint, LLC220,658$10M0.6%+7,71013F-HRTimeline
Sensible Financial Planning & Managemen…215,351$9.76M2.02%+20,68213F-HRTimeline
Cravens & Co Advisors, LLC210,213$9.53M7.26%+8,41813F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …208,728$9.46M0.02%+56,50413F-HRTimelineGroup
Composition Wealth, LLC208,724$9.46M0.19%+33,53513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC208,322$9.45M0.02%+52,24613F-HRTimelineGroup
1834 INVESTMENT ADVISORS CO208,051$9.43M1.19%+12,75713F-HRTimeline
Employees' Retirement Fund of the City …20,000$9.07M4.23%new13F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC198,268$8.99M3.12%+2,93713F-HRTimeline
Sequoia Financial Advisors, LLC198,171$8.99M0.09%+125,44913F-HR/ATimeline
Level Financial Advisors193,565$8.78M3.22%+12,43813F-HRTimeline
WNY Asset Management, LLC192,589$8.73M1.08%+4,92813F-HRTimeline
SeaBridge Investment Advisors LLC191,990$8.7M1.82%-16,58013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT191,872$8.7M0.08%+6,16913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC191,306$8.67M0.04%+22,54113F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/190,593$8.64M0.2%+41,79913F-HRTimeline
Obsidian Personal Planning Solutions LLC186,101$8.49M4.09%+14,87113F-HRTimeline
MassMutual Private Wealth & Trust, FSB182,906$8.29M0.23%+44713F-HRTimeline
Onyx Bridge Wealth Group LLC179,483$8.14M1.17%+74,66013F-HRTimeline
Strategic Investment Advisors / MI177,547$8.05M0.86%+12,85413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…174,998$8.02M0.02%-26,15613F-HRTimelineGroup
Global Wealth Strategies & Associates175,183$7.94M2.48%+10,73013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC172,957$7.84M0.01%+31,81513F-HRTimelineGroup
Evolution Advisers, Inc.167,394$7.59M4.15%-21,72913F-HRTimeline
Sovereign Investment Advisors, LLC163,991$7.44M2.21%+2,12013F-HRTimeline
Proquility Private Wealth Partners, LLC163,522$7.41M2.39%-5,54213F-HRTimeline
Seed Wealth Management, Inc.159,835$7.25M5.85%-4,24013F-HRTimeline
Pinnacle Wealth Management Group, Inc.154,558$7.01M4.36%+12,44013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC153,808$6.97M2.59%+4,81113F-HRTimeline
ONE Advisory Partners, LLC151,284$6.86M3.04%+9,38313F-HRTimeline
Invesco Ltd.in group Invesco Ltd.148,747$6.74M<0.01%-218,57313F-HRTimelineGroup
Ullmann Wealth Partners Group, LLC147,772$6.7M0.86%-8,25413F-HRTimeline
Bay Harbor Wealth Management, LLC145,725$6.61M2.14%-2,18713F-HRTimeline
ALLIANCEBERNSTEIN L.P.144,461$6.55M<0.01%-26,41313F-HRTimeline
Freedom Investment Management, Inc.144,039$6.53M0.54%+4,53113F-HRTimeline
VCI Wealth Management LLC143,735$6.52M2.77%-39,09013F-HR/ATimeline
Prospera Financial Services Inc141,204$6.4M0.15%new13F-HRTimeline
Savvy Advisors, Inc.140,468$6.37M0.77%+32,03413F-HRTimeline
Mendota Financial Group, LLC139,845$6.34M4.11%-35,54913F-HRTimeline
Mutual Advisors, LLC138,814$6.29M0.18%-6,00513F-HRTimeline
SWP FINANCIAL LLC136,330$6.18M3.73%new13F-HRTimeline
Smartleaf Asset Management LLC133,900$6.08M0.62%+17,03613F-HRTimeline
PFG Advisors133,186$6.04M0.37%-6,85513F-HRTimeline
SigFig Wealth Management, LLC133,053$6.04M0.22%+3,93113F-HRTimeline
Diversified Portfolios, Inc.133,009$6.03M0.66%new13F-HRTimeline
MATHER GROUP, LLC.132,362$6M0.08%-14,90413F-HRTimeline
Center For Asset Management LLC123,762$5.61M3.63%-7,30713F-HRTimeline
CW Advisors, LLC122,204$5.54M0.08%+46,25913F-HRTimeline
Premier Path Wealth Partners, LLC120,253$5.45M0.83%+5,31813F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…119,782$5.43M0.31%+6,30513F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.117,220$5.31M0.01%-84,10013F-HRTimelineGroup
Parker Financial LLC116,512$5.29M2.6%+69513F-HRTimeline
Forthright Family Wealth Advisory LLC116,092$5.26M3.42%-9,32813F-HRTimeline
Aspire Private Capital, LLC115,717$5.25M1.3%-2,06313F-HRTimeline
Marion Wealth Management114,918$5.21M1.38%+4,08813F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …113,446$5.14M0.74%13F-HRTimeline
SWS Partners112,026$5.08M1.54%+11,83813F-HRTimeline
Chandler Asset Management, Inc.111,800$5.07M0.97%+13,17013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC107,734$4.88M0.11%-17,30313F-HRTimelineGroup
Unison Advisors LLC106,822$4.84M0.58%+5,32713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …106,324$4.82M0.39%+1,66013F-HR/ATimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC106,095$4.81M<0.01%-2,47213F-HRTimelineGroup
Fisher Asset Management, LLC104,742$4.75M<0.01%+26,64813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…103,379$4.69M<0.01%-61,24313F-HRTimelineGroup
Columbus Macro, LLC101,513$4.6M0.64%+68,26813F-HRTimeline
Beverly Hills Private Wealth, LLC100,581$4.56M0.92%-3,43913F-HRTimeline
Blue Trust, Inc.100,548$4.56M0.06%-25,96313F-HR/ATimeline
HORIZON FINANCIAL SERVICES, LLC99,434$4.51M2.54%+8,99313F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …98,886$4.48M0.38%new13F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management98,820$4.48M0.07%+5,06213F-HRTimelineGroup
Consolidated Portfolio Review Corp94,290$4.28M0.68%+11,15913F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson93,196$4.23M<0.01%-336,88013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC88,743$4.02M0.01%-64413F-HRTimelineGroup
SAGE RHINO CAPITAL LLC88,466$4.01M0.88%+20,24413F-HRTimeline
Elevated Capital Advisors, LLC88,192$4M1.09%+36,35013F-HRTimeline
SECURITY BENEFIT LIFE INSURANCE CO /KS/in group SECURITY BENEFIT LIFE INSURAN…86,630$3.93M1.28%+43,93013F-HRTimelineGroup
FIRST FINANCIAL BANK - TRUST DIVISION86,599$3.93M0.37%+4,47913F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC86,581$3.93M0.94%new13F-HRTimeline
Sovereign Financial Group, Inc.86,121$3.9M0.9%-1,18213F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …85,233$3.86M0.88%+7,34413F-HRTimelineGroup
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK84,669$3.84M0.12%+2,83013F-HRTimelineGroup
Hilltop Partners LLC83,936$3.81M1.3%+9,16913F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC83,848$3.8M0.03%+12,98413F-HRTimelineGroup
Arcadia Wealth Management, LLC83,820$3.8M1.92%+2,84213F-HRTimeline
EFG Private Wealth Management (Americas…83,275$3.78M0.73%+4,61713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…81,481$3.69M0.01%new13F-HRTimelineGroup
Perigon Wealth Management, LLC80,826$3.66M0.09%-6,18613F-HRTimeline
HARBOUR INVESTMENTS, INC.80,547$3.65M0.1%+10,76813F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC79,173$3.59M0.06%new13F-HRTimelineGroup
Rockbridge Investment Management, LCC78,287$3.55M0.45%-10913F-HRTimeline
FC Advisory LLC76,875$3.49M1.17%+1,33813F-HRTimeline
Checchi Capital Advisers, LLC76,045$3.45M0.26%-3,06413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/74,256$3.37M<0.01%-49,95913F-HRTimelineGroup
Clear Creek Financial Management, LLC74,025$3.36M0.36%-2,38313F-HRTimeline
Global Wealth Management Investment Adv…73,866$3.35M0.69%+21713F-HRTimeline
Elite Life Management LLC73,760$3.34M9.9%+80013F-HRTimeline
Leeward Financial Partners, LLC73,113$3.31M1.18%+6,34813F-HRTimeline