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Disclosery

VMBS VANGUARD SCOTTSDALE FDS

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SHS (fund)

612 managers (620 13F filers) reported a position in VMBS shares at 2025-03-31, 374,467,878 shares in all. 56 filers opened a position and 62 filers sold out during the quarter.

Managers
612
13F filers
620
New
56
Added
259
Reduced
216
Sold out
62
Shares held by filers
374,467,878

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co110,368,157$5.11B0.96%-4,915,91813F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/52,506,795$2.43B0.22%-20,667,62613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO48,706,894$2.26B0.17%+2,196,52013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding24,717,492$1.14B+959,631Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp10,050,689$465M0.09%-242,09413F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC8,292,988$384M1.05%+176,99713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,013,812$325M0.08%-43,30213F-HRTimelineGroup
LPL Financial LLC5,915,853$274M0.11%-131,65013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,879,233$272M0.29%+215,21913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,517,380$256M0.1%+1,107,39013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,292,892$245M0.07%+180,20713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,537,564$210M0.02%+175,25313F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC3,923,459$182M5%+305,66613F-HRTimeline
LINCOLN NATIONAL CORPin group LINCOLN NATIONAL CORP3,500,919$162M5.22%+44,00913F-HRTimelineGroup
Morningstar Investment Management LLCgroup of 2 filers holding2,800,642$130M-244,609Timeline
NorthCoast Asset Management LLC2,260,858$105M0.53%+146,55713F-HR/ATimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…2,221,640$103M0.41%-74,78313F-HRTimelineGroup
Clearstead Advisors, LLC1,831,622$84.8M1.32%+309,28913F-HRTimeline
Acropolis Investment Management, LLC1,627,307$75.4M4.47%+27,54313F-HRTimeline
CASTLEARK MANAGEMENT LLC1,609,080$74.5M2.58%013F-HRTimeline
Financial Engines Advisors L.L.C.1,594,414$73.8M0.16%-422,75813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,546,152$71.6M0.02%+93,75813F-HR/ATimelineGroup
Valmark Advisers, Inc.1,394,052$64.6M0.97%+40,12213F-HRTimeline
First Interstate Bank1,218,719$56.4M3.37%+109,85613F-HRTimeline
Ally Invest Advisors Inc.1,206,860$55.9M4.79%+23,25613F-HRTimeline
Cambridge Investment Research Advisors,…1,184,156$54.8M0.19%-35,12413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,168,797$54.1M0.1%+46,44613F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,103,293$51.1M+77,347Timeline
Cetera Investment Advisers1,009,656$46.8M0.09%+168,06713F-HRTimeline
BANK OF HAWAII972,083$45M2.59%+33,91913F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC943,031$43.7M0.04%-11,05813F-HRTimeline
HighTower Advisors, LLC940,628$43.6M0.06%+102,73213F-HRTimeline
Bell Investment Advisors, Inc913,358$42.3M7.82%+26,11013F-HRTimeline
AE Wealth Management LLC894,980$41.4M0.35%-56,47813F-HRTimeline
First Financial Bankshares Inc890,813$41.3M0.89%+30,16213F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\870,000$40.3M0.02%+90,00013F-HRTimelineGroup
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.866,352$40.1M2.92%+47,40313F-HRTimelineGroup
BlueStem Wealth Partners, LLC820,982$38M5.18%+205,52013F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…818,800$37.9M0.03%+12,10013F-HRTimelineGroup
Janney Montgomery Scott LLC816,552$37.8M0.11%+29,72713F-HRTimeline
UBS Group AGin group UBS Group AG776,844$36M0.01%-96,03413F-HRTimelineGroup
1832 Asset Management L.P.740,695$34.3M0.07%-14,16813F-HRTimeline
Evergreen Advisors, LLC644,467$29.8M8.28%+9,85713F-HRTimeline
Garde Capital, Inc.632,629$29.3M1.68%new13F-HRTimeline
POWER WEALTH MANAGEMENT LLC609,976$28.2M11.43%+72,17713F-HRTimeline
MA Private Wealth593,385$27.5M5.17%+3,04413F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC591,635$27.4M0.4%+49,01813F-HRTimeline
Orion Porfolio Solutions, LLC581,926$26.9M0.26%+53,40413F-HRTimeline
Orion Portfolio Solutions, LLC581,926$26.9M0.26%+53,40413F-HR/ATimeline
Parkside Advisors LLC570,439$26.4M6.36%+13,53413F-HRTimeline
SOFI WEALTH, LLC545,827$25.3M1.9%+535,82713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP534,622$24.8M0.04%+16,64813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC528,886$24.5M0.08%-13,84613F-HRTimeline
Merit Financial Group, LLC527,883$24.4M0.37%+152,40513F-HRTimeline
1607 Capital Partners, LLC508,455$23.5M1.9%+93,40013F-HRTimeline
Intelligence Driven Advisers, LLC508,149$23.5M4.53%-24,08413F-HRTimeline
MANNING & NAPIER ADVISORS LLC483,774$22.4M0.28%-3,54913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\481,620$22.3M0.03%+12,11513F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC480,930$22.3M1.05%+22213F-HRTimelineGroup
Atria Wealth Solutions, Inc.468,971$21.7M0.26%-6,01213F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI467,648$21.7M0.18%013F-HRTimelineGroup
Bell Bank462,997$21.4M1.16%+226,38813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.451,084$20.9M0.05%-324,14813F-HRTimelineGroup
Connecticut Wealth Management, LLC434,975$20.1M1.05%new13F-HRTimeline
HBK Sorce Advisory LLC411,565$19.1M0.56%-87,19013F-HRTimeline
Jaffetilchin Investment Partners, LLC405,090$18.8M1.36%-38,54713F-HRTimeline
Allworth Financial LP394,987$18.1M0.1%-28,99313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC390,261$18.1M0.08%+198,95513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC385,029$17.8M0.03%+38,53213F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC378,170$17.5M3.06%+16,44713F-HRTimeline
PROFFITT & GOODSON INC370,263$17.1M2.82%+58,04813F-HRTimeline
Quantum Financial Advisors, LLC364,825$16.9M2.52%+17,80013F-HRTimeline
RKL Wealth Management LLC353,531$16.4M1.54%+9,02413F-HRTimeline
COURIER CAPITAL LLC349,085$16.2M1.06%+68,06913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC343,783$15.9M0.48%+10,91213F-HRTimelineGroup
United Asset Strategies, Inc.339,582$15.7M1.46%+8,58313F-HRTimeline
Sanctuary Advisors, LLC326,740$15.1M0.11%-10,18513F-HRTimeline
Whitcomb & Hess, Inc.326,005$15.1M4.57%+1,99413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…325,851$15.1M0.04%+9,24713F-HRTimelineGroup
STALEY CAPITAL ADVISERS INC323,700$15M0.68%-4,00013F-HRTimeline
Windward Private Wealth Management Inc.321,309$14.9M5.8%+4,55313F-HRTimeline
Private Advisor Group, LLC303,507$14.1M0.09%+53,41313F-HRTimeline
OBSIDIAN CIO, LLC302,864$14M2.28%+18,03313F-HRTimeline
NewEdge Advisors, LLC302,552$14M0.08%-8,94213F-HRTimeline
Robinswood Financial LLC300,767$13.9M5.15%+16,61713F-HRTimeline
Vectors Research Management, LLC298,221$13.8M4.83%+21,77413F-HRTimeline
ALLIANCEBERNSTEIN L.P.291,156$13.5M<0.01%+146,69513F-HRTimeline
Atria Investments, Inc289,193$13.4M0.17%+13,03113F-HRTimeline
First National Trust Co286,100$13.2M0.53%+26,03213F-HRTimeline
Money Design Co.,Ltd.282,711$13.1M0.65%-1,05313F-HRTimeline
Betterment LLC282,478$13.1M0.03%+9,71913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC268,994$12.5M0.02%+96,03713F-HR/ATimelineGroup
Hamilton Capital, LLC264,874$12.3M0.74%-44,28613F-HRTimeline
Family CFO Inc264,601$12.3M6.72%+2,63313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding260,652$12.1M+35,367Timeline
SeaBridge Investment Advisors LLC260,696$12.1M2.61%+68,70613F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC260,032$12M4.11%+61,76413F-HRTimeline
FLC Capital Advisors259,099$12M2.69%+14,92413F-HRTimeline
Clark Asset Management, LLC258,422$12M2.01%+28,67413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV250,773$11.6M0.03%+6,39813F-HRTimeline
Sensible Financial Planning & Managemen…249,288$11.5M2.3%+33,93713F-HRTimeline
1834 INVESTMENT ADVISORS CO249,113$11.5M1.49%+41,06213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC248,622$11.5M0.01%new13F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC243,933$11.3M0.07%-2,39013F-HRTimelineGroup
STERLING INVESTMENT MANAGEMENT, LLC228,489$10.6M7.53%+181,46113F-HRTimeline
Perigon Wealth Management, LLC227,969$10.6M0.27%+147,14313F-HRTimeline
Kingdom Financial Group LLC.224,907$10.4M7.64%-9,11513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…222,233$10.3M0.57%-14,32813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC222,196$10.3M<0.01%-544,92613F-HR/ATimelineGroup
Strategic Blueprint, LLC221,674$10.3M0.56%+1,01613F-HRTimeline
Cravens & Co Advisors, LLC210,019$9.73M7.56%-19413F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …208,728$9.67M0.02%013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC208,322$9.65M0.02%013F-HRTimelineGroup
ZACKS INVESTMENT MANAGEMENT202,133$9.36M0.09%+10,26113F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding200,946$9.31M+102,060Timeline
OLD NATIONAL BANCORP /IN/200,906$9.3M0.24%+10,31313F-HRTimeline
FIRST AMERICAN TRUST, FSB198,104$9.17M0.84%-36,85413F-HRTimeline
Evolution Advisers, Inc.198,088$9.12M4.8%+30,69413F-HRTimeline
Level Financial Advisors196,152$9.08M3.09%+2,58713F-HRTimeline
MassMutual Private Wealth & Trust, FSB192,647$8.92M0.26%+9,74113F-HRTimeline
Strategic Investment Advisors / MI191,451$8.87M0.94%+13,90413F-HRTimeline
Composition Wealth, LLC189,395$8.77M0.18%-19,32913F-HRTimeline
WNY Asset Management, LLC188,358$8.72M1.04%-4,23113F-HRTimeline
Smartleaf Asset Management LLC182,966$8.47M0.82%+49,06613F-HRTimeline
Obsidian Personal Planning Solutions LLC180,847$8.38M3.74%-5,25413F-HRTimeline
Creative Planningin group Creative Planning172,171$7.97M0.01%+119,40913F-HRTimelineGroup
HOWARD BAILEY SECURITIES, LLC162,942$7.55M2.51%+9,13413F-HR/ATimeline
Pinnacle Wealth Management Group, Inc.161,382$7.47M5.21%+6,82413F-HRTimeline
Proquility Private Wealth Partners, LLC160,506$7.43M2.29%-3,01613F-HRTimeline
Seed Wealth Management, Inc.159,805$7.4M6.02%-3013F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …159,277$7.38M1.06%+45,83113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…159,032$7.29M0.02%-15,96613F-HR/ATimelineGroup
Hobart Private Capital, LLC157,447$7.29M1.82%-65,77013F-HRTimeline
Sovereign Investment Advisors, LLC158,545$7.23M2.52%-5,44613F-HRTimeline
Sequoia Financial Advisors, LLC155,577$7.2M0.06%-42,59413F-HRTimeline
VCI Wealth Management LLC154,692$7.16M3.01%+10,95713F-HRTimeline
Freedom Investment Management, Inc.152,396$7.06M0.59%+8,35713F-HRTimeline
Bay Harbor Wealth Management, LLC147,750$6.84M2.16%+2,02513F-HRTimeline
Savvy Advisors, Inc.145,863$6.75M0.68%+5,39513F-HRTimeline
Prospera Financial Services Inc143,696$6.65M0.15%+2,49213F-HRTimeline
Mutual Advisors, LLC142,966$6.59M0.19%+4,15213F-HRTimeline
Keystone Global Partners, LLC140,659$6.51M4.57%13F-HRTimeline
ONE Advisory Partners, LLC139,001$6.44M2.75%-12,28313F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.136,520$6.32M0.01%+19,30013F-HRTimelineGroup
PFG Advisors136,123$6.3M0.35%+2,93713F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC135,066$6.25M<0.01%+28,97113F-HRTimelineGroup
Ullmann Wealth Partners Group, LLC134,596$6.23M0.83%-13,17613F-HRTimeline
Chandler Asset Management, Inc.132,645$6.14M1.16%+20,84513F-HRTimeline
SigFig Wealth Management, LLC132,045$6.11M0.22%-1,00813F-HRTimeline
Premier Path Wealth Partners, LLC131,892$6.11M0.95%+11,63913F-HRTimeline
PLANWISER FINANCIAL, LLC127,938$5.88M5.32%13F-HRTimeline
Marion Wealth Management123,367$5.71M1.53%+8,44913F-HRTimeline
Simplicity Wealth,LLC121,121$5.61M0.44%+114,38213F-HRTimeline
Parker Financial LLC121,022$5.6M2.7%+4,51013F-HRTimeline
Forthright Family Wealth Advisory LLC115,910$5.37M3.55%-18213F-HRTimeline
Unison Advisors LLC109,075$5.05M0.64%+2,25313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …108,370$5.02M0.4%+2,04613F-HRTimeline
CW Advisors, LLC106,456$4.93M0.06%-15,74813F-HRTimeline
MATHER GROUP, LLC.105,867$4.9M0.06%-26,49513F-HRTimeline
Mendota Financial Group, LLC105,700$4.89M5.31%-34,14513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC107,734$4.88M0.11%013F-HRTimelineGroup
Aspire Private Capital, LLC105,151$4.87M1.21%-10,56613F-HRTimeline
Pallas Capital Advisors LLC104,741$4.85M0.2%-506,82413F-HRTimeline
SWP FINANCIAL LLC104,597$4.84M2.96%-31,73313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…104,328$4.83M<0.01%+94913F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management103,780$4.81M0.07%+4,96013F-HRTimelineGroup
Fisher Asset Management, LLC103,291$4.78M<0.01%-1,45113F-HRTimeline
Columbus Macro, LLC102,614$4.75M0.63%+1,10113F-HRTimeline
SECURITY BENEFIT LIFE INSURANCE CO /KS/in group SECURITY BENEFIT LIFE INSURAN…100,000$4.63M1.73%+13,37013F-HRTimelineGroup
Blue Trust, Inc.99,297$4.6M0.06%-1,25113F-HRTimeline
Sovereign Financial Group, Inc.97,424$4.51M1.04%+11,30313F-HRTimeline
Farther Finance Advisors, LLC97,081$4.5M0.11%+85,26413F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC96,012$4.45M1.03%+9,43113F-HRTimeline
Consolidated Portfolio Review Corp95,488$4.42M0.71%+1,19813F-HRTimeline
MAS Advisors LLC95,435$4.42M6.79%+23,10713F-HRTimeline
Beverly Hills Private Wealth, LLC94,647$4.38M0.87%-5,93413F-HRTimeline
Center For Asset Management LLC93,531$4.33M2.65%-30,23113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC91,402$4.23M0.14%-436,35313F-HRTimeline
Arcadia Wealth Management, LLC90,401$4.19M2.07%+6,58113F-HRTimeline
Hilltop Partners LLC90,159$4.18M1.41%+6,22313F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson89,662$4.15M<0.01%-3,53413F-HRTimelineGroup
SAGE RHINO CAPITAL LLC89,598$4.15M0.96%+1,13213F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …89,210$4.13M0.9%13F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC88,366$4.09M0.06%+9,19313F-HRTimelineGroup
Onyx Bridge Wealth Group LLC84,929$3.93M0.56%-94,55413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC84,448$3.91M0.01%-4,29513F-HRTimelineGroup
EFG Private Wealth Management (Americas…82,988$3.84M0.78%-28713F-HRTimeline
Dynamic Wealth Strategies, LLC81,573$3.78M3.14%+8,68913F-HRTimeline
HARBOUR INVESTMENTS, INC.80,697$3.74M0.11%+15013F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC80,364$3.72M0.5%+21,04613F-HRTimeline
FC Advisory LLC80,199$3.71M1.26%+3,32413F-HRTimeline
Leeward Financial Partners, LLC80,035$3.71M1.38%+6,92213F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION79,873$3.7M0.36%-6,72613F-HRTimeline
Checchi Capital Advisers, LLC79,346$3.67M0.26%+3,30113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding78,922$3.65M+58,459Timeline
Rockbridge Investment Management, LCC78,274$3.62M0.43%-1313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/76,662$3.55M<0.01%+2,40613F-HRTimelineGroup
Elevated Capital Advisors, LLC75,332$3.49M0.98%-12,86013F-HRTimeline
Clear Creek Financial Management, LLC73,765$3.42M0.35%-26013F-HRTimeline
Bragg Financial Advisors, Inc73,669$3.41M0.14%+59013F-HRTimeline