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Disclosery

VMBS VANGUARD SCOTTSDALE FDS

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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/53,150,304$2.46B0.2%+643,50913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO49,670,899$2.3B0.16%+964,00513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding24,628,392$1.14B-89,100Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp10,082,461$467M0.09%+31,77213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC8,614,281$399M0.94%+321,29313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,171,795$332M0.07%+157,98313F-HRTimelineGroup
MATHER GROUP, LLC.6,470,848$300M3.2%+6,364,98113F-HRTimeline
LPL Financial LLC6,104,824$283M0.09%+188,97113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,854,616$271M0.26%-24,61713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,688,769$264M0.09%+171,38913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,964,664$230M0.06%-328,22813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,598,287$213M0.01%+60,72313F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC4,141,363$192M4.71%+217,90413F-HRTimeline
LINCOLN NATIONAL CORPin group LINCOLN NATIONAL CORP3,452,281$160M4.85%-48,63813F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co3,295,801$153M0.03%-107,072,35613F-HRTimelineGroup
NorthCoast Asset Management LLC2,299,857$107M0.46%+38,99913F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…2,177,505$101M0.38%-44,13513F-HRTimelineGroup
Clearstead Advisors, LLC2,175,793$101M1.42%+344,17113F-HRTimeline
CASTLEARK MANAGEMENT LLC1,705,540$79M2.38%+96,46013F-HRTimeline
Acropolis Investment Management, LLC1,658,973$76.9M4.22%+31,66613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,576,376$73M0.01%+30,22413F-HR/ATimelineGroup
Financial Engines Advisors L.L.C.1,491,066$69.1M0.14%-103,34813F-HRTimeline
Valmark Advisers, Inc.1,442,830$66.9M0.93%+48,77813F-HRTimeline
First Interstate Bank1,242,741$57.6M3.38%+24,02213F-HRTimeline
Ally Invest Advisors Inc.1,233,509$57.2M4.46%+26,64913F-HRTimeline
Cambridge Investment Research Advisors,…1,217,457$56.4M0.17%+33,30113F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,213,035$56.2M+109,742Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,183,612$54.4M0.09%+14,81513F-HRTimeline
HighTower Advisors, LLC1,046,064$48.5M0.06%+105,43613F-HRTimeline
Cetera Investment Advisers1,015,096$47M0.08%+5,44013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\990,000$45.9M0.02%+120,00013F-HRTimelineGroup
BANK OF HAWAII979,609$45.4M2.4%+7,52613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.965,523$44.8M0.08%+514,43913F-HR/ATimelineGroup
Bell Investment Advisors, Inc954,655$44.2M7.61%+41,29713F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC943,050$43.7M0.03%+1913F-HRTimeline
First Financial Bankshares Inc922,412$42.7M0.96%+31,59913F-HRTimeline
UBS Group AGin group UBS Group AG873,142$40.5M0.01%+96,29813F-HRTimelineGroup
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.854,966$39.6M2.8%-11,38613F-HRTimelineGroup
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…851,300$39.3M0.03%+32,50013F-HRTimelineGroup
Janney Montgomery Scott LLC831,647$38.5M0.1%+15,09513F-HRTimeline
1832 Asset Management L.P.774,072$35.9M0.06%+33,37713F-HRTimeline
Garde Capital, Inc.720,045$33.4M1.79%+87,41613F-HRTimeline
Evergreen Advisors, LLC645,774$29.9M7.93%+1,30713F-HRTimeline
Merit Financial Group, LLC625,677$29M0.32%+97,79413F-HRTimeline
POWER WEALTH MANAGEMENT LLC618,635$28.7M11.02%+8,65913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC607,738$28.2M0.39%+16,10313F-HRTimeline
Orion Porfolio Solutions, LLC588,237$27.3M0.23%+6,31113F-HR/ATimeline
MANNING & NAPIER ADVISORS LLC583,484$27M0.32%+99,71013F-HRTimeline
Parkside Advisors LLC582,759$27M5.93%+12,32013F-HRTimeline
SOFI WEALTH, LLC579,898$26.9M1.64%+34,07113F-HRTimeline
BlueStem Wealth Partners, LLC546,681$25.3M3.11%-274,30113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP539,151$25M0.04%+4,52913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…530,423$24.6M0.05%+204,57213F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC506,832$23.5M0.07%-22,05413F-HRTimeline
Intelligence Driven Advisers, LLC503,251$23.3M3.52%-4,89813F-HRTimeline
1607 Capital Partners, LLC490,655$22.7M1.84%-17,80013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC485,405$22.5M0.09%+95,14413F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\480,270$22.3M0.03%-1,35013F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC471,574$21.9M0.94%-9,35613F-HRTimelineGroup
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI467,648$21.7M0.17%013F-HRTimelineGroup
Hamilton Capital, LLC466,361$21.6M1.19%+201,48713F-HRTimeline
HBK Sorce Advisory LLC457,706$21.2M0.57%+46,14113F-HRTimeline
Bell Bank446,592$20.7M0.96%-16,40513F-HRTimeline
COURIER CAPITAL LLC424,303$19.7M1.19%+75,21813F-HRTimeline
Connecticut Wealth Management, LLC423,898$19.6M0.94%-11,07713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC409,786$19M0.03%+24,75713F-HRTimeline
Jaffetilchin Investment Partners, LLC406,673$18.8M1.23%+1,58313F-HRTimeline
Allworth Financial LP386,289$17.9M0.09%-8,69813F-HRTimeline
PROFFITT & GOODSON INC377,435$17.5M2.67%+7,17213F-HRTimeline
RKL Wealth Management LLC361,806$16.8M1.47%+8,27513F-HRTimeline
Quantum Financial Advisors, LLC358,835$16.6M2.25%-5,99013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC355,342$16.5M0.43%+11,55913F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding345,413$16M+84,761Timeline
CAPITAL INSIGHT PARTNERS, LLC340,505$15.8M2.74%-37,66513F-HRTimeline
Vectors Research Management, LLC339,856$15.7M5.4%+41,63513F-HRTimeline
United Asset Strategies, Inc.336,480$15.6M1.33%-3,10213F-HRTimeline
ALLIANCEBERNSTEIN L.P.332,534$15.4M0.01%+41,37813F-HRTimeline
Whitcomb & Hess, Inc.332,406$15.4M4.34%+6,40113F-HRTimeline
Windward Private Wealth Management Inc.329,643$15.3M5.51%+8,33413F-HRTimeline
Private Advisor Group, LLC326,631$15.1M0.08%+23,12413F-HRTimeline
OBSIDIAN CIO, LLC322,733$15M2.17%+19,86913F-HRTimeline
STALEY CAPITAL ADVISERS INC320,975$14.9M0.63%-2,72513F-HRTimeline
SeaBridge Investment Advisors LLC316,118$14.6M2.72%+55,42213F-HRTimeline
NewEdge Advisors, LLC314,987$14.6M0.08%+12,43513F-HRTimeline
Sanctuary Advisors, LLC310,449$14.4M0.09%-16,29113F-HRTimeline
MA Private Wealth309,291$14.3M2.56%-284,09413F-HRTimeline
Robinswood Financial LLC299,372$13.9M4.91%-1,39513F-HRTimeline
First National Trust Co294,562$13.7M0.51%+8,46213F-HRTimeline
Betterment LLC290,988$13.5M0.03%+8,51013F-HRTimeline
Money Design Co.,Ltd.290,049$13.4M0.63%+7,33813F-HRTimeline
Clark Asset Management, LLC281,817$13.1M1.78%+23,39513F-HRTimeline
Family CFO Inc274,826$12.7M6.38%+10,22513F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC259,960$12M3.83%-7213F-HRTimeline
1834 INVESTMENT ADVISORS CO253,503$11.7M1.49%+4,39013F-HRTimeline
FLC Capital Advisors252,687$11.7M2.42%-6,41213F-HRTimeline
Atria Investments, Inc251,866$11.7M0.14%-37,32713F-HRTimeline
Perigon Wealth Management, LLC244,027$11.3M0.26%+16,05813F-HRTimeline
Sensible Financial Planning & Managemen…241,118$11.2M2.12%-8,17013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV240,427$11.1M0.03%-10,34613F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC238,673$11.1M0.06%-5,26013F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.237,120$11M0.02%+100,60013F-HRTimelineGroup
Strategic Blueprint, LLC230,608$10.7M0.52%+8,93413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC230,554$10.7M0.02%+22,23213F-HRTimelineGroup
STERLING INVESTMENT MANAGEMENT, LLC230,388$10.7M7.07%+1,89913F-HRTimeline
OLD NATIONAL BANCORP /IN/220,270$10.2M0.18%+19,36413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…219,277$10.2M0.46%-2,95613F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …208,728$9.67M0.02%013F-HRTimelineGroup
Level Financial Advisors207,228$9.6M2.99%+11,07613F-HRTimeline
Strategic Investment Advisors / MI206,865$9.58M0.93%+15,41413F-HRTimeline
Cravens & Co Advisors, LLC206,507$9.57M7.14%-3,51213F-HRTimeline
Smartleaf Asset Management LLC205,692$9.5M0.84%+22,72613F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding203,221$9.42M+2,275Timeline
Savvy Advisors, Inc.200,321$9.28M0.62%+54,45813F-HRTimeline
Employees' Retirement Fund of the City …200,000$9.27M4.23%new13F-HRTimeline
Evolution Advisers, Inc.199,483$9.24M4.53%+1,39513F-HRTimeline
Bulwark Capital Corp196,565$9.11M7.67%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB193,283$8.96M0.24%+63613F-HRTimeline
Simplicity Wealth,LLC189,343$8.77M0.37%+68,22213F-HRTimeline
WNY Asset Management, LLC188,141$8.72M0.96%-21713F-HRTimeline
Obsidian Personal Planning Solutions LLC187,223$8.68M3.51%+6,37613F-HRTimeline
ZACKS INVESTMENT MANAGEMENT181,170$8.4M0.07%-20,96313F-HRTimeline
Keystone Global Partners, LLC180,737$8.38M4.56%+40,07813F-HRTimeline
Christopher J. Hasenberg, Inc178,124$8.25M3.07%new13F-HRTimeline
VCI Wealth Management LLC175,039$8.11M2.84%+20,34713F-HRTimeline
United Capital Management of KS, Inc.172,243$7.98M1.25%new13F-HRTimeline
FIRST AMERICAN TRUST, FSB168,621$7.81M0.62%-29,48313F-HRTimeline
Pinnacle Wealth Management Group, Inc.168,448$7.81M4.48%+7,06613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC167,192$7.75M0.01%-101,80213F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC167,105$7.74M0.39%new13F-HR/ATimeline
Sovereign Investment Advisors, LLC167,011$7.74M2.13%+8,46613F-HRTimeline
PFG Advisors159,170$7.38M0.34%+23,04713F-HRTimeline
Composition Wealth, LLC158,686$7.35M0.12%-30,70913F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …157,576$7.3M1%-1,70113F-HRTimeline
Freedom Investment Management, Inc.155,923$7.23M0.58%+3,52713F-HRTimeline
Mutual Advisors, LLC152,642$7.03M0.18%+9,67613F-HRTimeline
Hobart Private Capital, LLC151,598$7.03M1.59%-5,84913F-HRTimeline
ONE Advisory Partners, LLC151,460$6.96M2.32%+12,45913F-HRTimeline
Prospera Financial Services Inc146,263$6.78M0.13%+2,56713F-HRTimeline
Bay Harbor Wealth Management, LLC145,130$6.73M1.95%-2,62013F-HRTimeline
SWS Partners143,943$6.67M1.8%new13F-HRTimeline
Premier Path Wealth Partners, LLC135,955$6.3M0.88%+4,06313F-HRTimeline
Mendota Financial Group, LLC134,212$6.22M5.88%+28,51213F-HRTimeline
Atria Wealth Solutions, Inc.134,066$6.21M0.14%-334,90513F-HRTimeline
F/m Investments LLC133,567$6.19M0.22%new13F-HRTimeline
SigFig Wealth Management, LLC133,322$6.16M0.2%+1,27713F-HRTimeline
Chandler Asset Management, Inc.132,645$6.15M1.09%013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC127,894$5.93M<0.01%-7,17213F-HRTimelineGroup
Parker Financial LLC125,107$5.8M2.5%+4,08513F-HRTimeline
Marion Wealth Management124,797$5.78M1.45%+1,43013F-HRTimeline
EFG Private Wealth Management (Americas…121,528$5.63M1.04%+38,54013F-HRTimeline
Center For Asset Management LLC121,329$5.5M3.39%+27,79813F-HRTimeline
Unison Advisors LLC118,778$5.5M0.62%+9,70313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management116,480$5.4M0.07%+12,70013F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC113,708$5.27M0.06%+25,34213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC113,005$5.24M<0.01%-109,19113F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …112,979$5.24M0.34%+4,60913F-HR/ATimeline
Forthright Family Wealth Advisory LLC110,988$5.14M3.26%-4,92213F-HRTimeline
SWP FINANCIAL LLC108,365$5.02M2.76%+3,76813F-HRTimeline
CW Advisors, LLC108,132$5.01M0.05%+1,67613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…107,335$4.97M<0.01%+3,00713F-HRTimelineGroup
Blue Trust, Inc.106,246$4.92M0.06%+6,94913F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC105,238$4.82M1%+9,22613F-HRTimeline
Onyx Bridge Wealth Group LLC104,085$4.82M0.64%+19,15613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC103,558$4.8M0.09%-4,17613F-HRTimelineGroup
SECURITY BENEFIT LIFE INSURANCE CO /KS/in group SECURITY BENEFIT LIFE INSURAN…100,000$4.63M2.19%013F-HRTimelineGroup
Sovereign Financial Group, Inc.99,643$4.62M0.95%+2,21913F-HRTimeline
Dynamic Wealth Strategies, LLC98,710$4.57M3.29%+17,13713F-HRTimeline
Aspire Private Capital, LLC98,519$4.57M1.06%-6,63213F-HRTimeline
Farther Finance Advisors, LLC98,467$4.56M0.09%+1,38613F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …97,427$4.51M0.89%13F-HRTimelineGroup
Consolidated Portfolio Review Corp95,587$4.43M0.61%+9913F-HRTimeline
Columbus Macro, LLC94,521$4.38M0.54%-8,09313F-HRTimeline
Hilltop Partners LLC94,408$4.37M1.32%+4,24913F-HRTimeline
Beverly Hills Private Wealth, LLC94,392$4.37M0.82%-25513F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION94,244$4.37M0.38%+14,37113F-HRTimeline
Arcadia Wealth Management, LLC93,131$4.32M1.89%+2,73013F-HRTimeline
Fisher Asset Management, LLC92,482$4.29M<0.01%-10,80913F-HRTimeline
Ullmann Wealth Partners Group, LLC90,021$4.17M0.49%-44,57513F-HRTimeline
Sequoia Financial Advisors, LLC87,053$4.03M0.03%-68,52413F-HRTimeline
Creative Planningin group Creative Planning86,584$4.01M<0.01%-85,58713F-HRTimelineGroup
J.W. COLE ADVISORS, INC.86,315$4M0.09%+42,35113F-HRTimeline
Leeward Financial Partners, LLC85,648$3.97M1.26%+5,61313F-HRTimeline
SAGE RHINO CAPITAL LLC84,034$3.89M0.82%-5,56413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC83,499$3.87M0.01%-94913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.83,195$3.86M0.1%+2,49813F-HRTimeline
Diversified Portfolios, Inc.82,788$3.84M0.37%+9,67113F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC82,424$3.82M0.48%+2,06013F-HRTimeline
Checchi Capital Advisers, LLC81,363$3.77M0.26%+2,01713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding81,328$3.77M+2,406Timeline
FC Advisory LLC80,377$3.72M1.15%+17813F-HRTimeline
Rockbridge Investment Management, LCC77,536$3.59M0.39%-73813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/77,212$3.58M<0.01%+55013F-HRTimelineGroup
Elevated Capital Advisors, LLC75,332$3.49M0.98%013F-HRTimeline
Bragg Financial Advisors, Inc74,497$3.45M0.12%+82813F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA73,248$3.39M0.01%new13F-HRTimelineGroup
First Heartland Consultants, Inc.72,479$3.36M0.3%+2,49213F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO71,200$3.3M<0.01%+2,26013F-HRTimelineGroup
WESBANCO BANK INC68,536$3.18M0.09%+2,71513F-HRTimeline
MAS Advisors LLC68,260$3.16M5.17%-27,17513F-HRTimeline
Seneca Financial Advisors LLC66,870$3.1M1.19%+36,83213F-HRTimeline