Skip to content
Disclosery

VMBS VANGUARD SCOTTSDALE FDS

Follow

SHS (fund)

688 managers (696 13F filers) reported a position in VMBS shares at 2025-12-31, 275,422,568 shares in all. 72 filers opened a position and 44 filers sold out during the quarter.

Managers
688
13F filers
696
New
72
Added
307
Reduced
181
Sold out
44
Shares held by filers
275,422,568

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/59,766,080$2.81B0.2%+2,147,36013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding26,151,166$1.23B+335,863Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO24,580,902$1.16B0.08%-26,343,23813F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp10,478,686$493M0.09%+142,44313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,007,305$424M0.08%+843,17813F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC8,792,867$414M0.84%-46,16013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,298,375$391M0.35%+2,026,70913F-HRTimelineGroup
MATHER GROUP, LLC.7,024,424$331M3.41%+245,90513F-HRTimeline
LPL Financial LLC6,291,178$296M0.08%+136,73813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,035,361$284M0.09%+407,71713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY5,097,662$240M0.01%+356,51113F-HR/ATimelineGroup
TD PRIVATE CLIENT WEALTH LLC4,959,574$233M4.97%+488,87813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,935,160$232M0.05%+442,64913F-HRTimelineGroup
LINCOLN NATIONAL CORPin group LINCOLN NATIONAL CORP3,750,726$177M5.16%+96,50613F-HRTimelineGroup
Clearstead Advisors, LLC2,747,637$129M1.63%+196,93413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding2,455,335$116M+2,365,598Timeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co2,415,095$114M0.02%-54,64913F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…2,274,493$107M0.38%+28,03213F-HRTimelineGroup
Angeles Investment Advisors, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,923,500$90.6M6.04%013F-HRTimelineGroup
CASTLEARK MANAGEMENT LLC1,705,540$80.3M2.36%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,695,004$79.8M0.01%+61,61613F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,572,843$74M+667,550Timeline
Valmark Advisers, Inc.1,552,952$73.1M0.9%+45,78413F-HRTimeline
Alesco Advisors, LLC, An ESL Co1,527,417$71.9M1.86%new13F-HRTimeline
Financial Engines Advisors L.L.C.1,459,018$68.7M0.13%-178,21213F-HRTimeline
Ally Invest Advisors Inc.1,350,779$63.6M4.39%+53,41613F-HRTimeline
First Interstate Bank1,334,964$62.9M3.37%+66,56813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,311,166$61.8M0.08%+86,43913F-HRTimeline
Cetera Investment Advisers1,238,878$58.3M0.06%+23,26013F-HRTimeline
Merit Financial Group, LLC1,234,060$58.1M0.47%+324,26513F-HRTimeline
HighTower Advisors, LLC1,210,171$57M0.06%+60,60713F-HRTimeline
Cambridge Investment Research Advisors,…1,172,495$55.2M0.15%-58,94613F-HRTimeline
Bell Investment Advisors, Inc1,038,999$48.9M7.74%+37,59213F-HRTimeline
BANK OF HAWAII998,548$47M2.32%+3,75413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding984,689$46.4M-384,389Timeline
NorthRock Partners, LLC957,676$45.1M0.76%+667,18513F-HRTimeline
First Financial Bankshares Inc948,531$44.7M0.9%+13,44413F-HRTimeline
Janney Montgomery Scott LLC920,586$43.3M0.1%+23,37613F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.901,880$42.5M3.14%+29,70913F-HRTimelineGroup
Bell Bank844,957$39.8M1.7%+66,49613F-HRTimeline
1832 Asset Management L.P.775,882$36.5M0.05%+5,55813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.772,505$36.4M0.05%-352,90413F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC769,772$36.2M0.02%-173,25913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP769,271$36.2M0.05%+214,14513F-HRTimelineGroup
MANNING & NAPIER ADVISORS LLC737,258$34.8M0.45%+125,45213F-HRTimeline
Acropolis Investment Management, LLC736,411$34.7M1.56%-995,77613F-HRTimeline
POWER WEALTH MANAGEMENT LLC692,918$32.6M11.49%+26,84013F-HRTimeline
SOFI WEALTH, LLC692,870$32.6M1.63%+39,46913F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…673,751$31.7M5.02%-15,13613F-HRTimeline
Evergreen Advisors, LLC665,812$31.3M7.64%13F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…661,700$31.2M0.02%-162,40013F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding648,954$30.6M+185,126Timeline
BARTLETT & CO. WEALTH MANAGEMENT LLC632,336$29.8M0.39%+41,39913F-HRTimeline
Orion Porfolio Solutions, LLC613,466$28.9M0.21%+13,22313F-HRTimeline
SEVEN MILE ADVISORY608,490$28.6M4.92%+40,84413F-HRTimeline
HBK Sorce Advisory LLC600,200$28.3M0.65%+71,85413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…585,669$27.6M0.05%+43,50813F-HR/ATimelineGroup
Employees' Retirement Fund of the City …531,600$25M11.2%+113,40013F-HRTimeline
MML INVESTORS SERVICES, LLC530,638$25M0.06%+35,98913F-HRTimeline
COURIER CAPITAL LLC522,686$24.6M1.38%+96,08713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC510,482$24M0.09%+3,85013F-HRTimelineGroup
Goodman Financial Corp501,461$23.6M4.47%new13F-HRTimeline
Intelligence Driven Advisers, LLC499,573$23.5M3.36%-40,08213F-HRTimeline
Baker Avenue Asset Management, LP488,931$23M0.53%+423,83213F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC486,346$22.9M0.89%+18,10813F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\474,605$22.3M0.03%-3,91113F-HRTimelineGroup
Savvy Advisors, Inc.470,520$22.2M0.72%+144,64013F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI467,648$22M0.15%013F-HRTimelineGroup
Hamilton Capital, LLC454,796$21.4M1.07%13F-HRTimeline
SeaBridge Investment Advisors LLC441,809$20.8M3.43%-33,93413F-HRTimeline
Jaffetilchin Investment Partners, LLC440,664$20.7M1.21%+7,87313F-HRTimeline
United Asset Strategies, Inc.415,274$19.6M1.51%+11,22213F-HRTimeline
PROFFITT & GOODSON INC414,097$19.5M2.72%+21,26013F-HRTimeline
RKL Wealth Management LLC409,756$19.3M1.58%+14,23413F-HRTimeline
ALLIANCEBERNSTEIN L.P.398,842$18.8M0.01%+18,51613F-HRTimeline
Whitcomb & Hess, Inc.396,602$18.7M4.42%+32,14813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC397,068$18.7M0.02%+2,97613F-HRTimeline
Connecticut Wealth Management, LLC394,875$18.6M0.81%-1,99313F-HRTimeline
Rialto Wealth Management, LLC387,799$18.3M4.37%+140,87313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC381,034$17.9M0.43%+22,79313F-HRTimelineGroup
Quantum Financial Advisors, LLC379,844$17.9M2.01%+6,74813F-HRTimeline
Allworth Financial LP370,876$17.5M0.07%-6,56113F-HRTimeline
1607 Capital Partners, LLC370,155$17.4M1.19%-98,00013F-HRTimeline
Clark Asset Management, LLC354,406$16.7M1.73%+44,85513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC352,908$16.6M0.07%new13F-HRTimelineGroup
CAPITAL INSIGHT PARTNERS, LLC347,920$16.4M3.47%+11,19313F-HRTimeline
ZEVIN ASSET MANAGEMENT LLC345,206$16.3M2.18%new13F-HRTimeline
NewEdge Advisors, LLC337,542$15.9M0.06%+13,60113F-HRTimeline
Windward Private Wealth Management Inc.330,748$15.6M5.39%-76913F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC325,874$15.3M8.7%+1,97413F-HRTimeline
Vectors Research Management, LLC324,552$15.3M4.66%-20013F-HRTimeline
Robinswood Financial LLC319,327$15M4.81%+13,30813F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.318,620$15M0.03%+64,30013F-HRTimelineGroup
OneAscent Financial Services LLCgroup of 2 filers holding316,741$14.9M-1,236Timeline
Family CFO Inc313,409$14.8M6.6%+16,21513F-HRTimeline
STALEY CAPITAL ADVISERS INC313,225$14.7M0.61%-5,75013F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC313,063$14.7M0.09%+74,78513F-HRTimelineGroup
Betterment LLC312,948$14.7M0.03%+10,98913F-HRTimeline
MA Private Wealth305,648$14.4M2.4%+50313F-HRTimeline
First National Trust Co301,928$14.2M0.47%+11,67013F-HRTimeline
Private Advisor Group, LLC297,182$14M0.07%+49,12413F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC288,718$13.6M3.95%+10,19213F-HRTimeline
Perigon Wealth Management, LLC284,415$13.4M0.24%+15,46813F-HRTimeline
1834 INVESTMENT ADVISORS CO276,082$13M1.63%+5,91613F-HRTimeline
FLC Capital Advisors275,505$13M2.39%+16,15813F-HRTimeline
FIRST AMERICAN TRUST, FSB275,010$12.9M0.89%+46,09513F-HRTimeline
OLD NATIONAL BANCORP /IN/273,409$12.9M0.21%+35,31713F-HRTimeline
Strategic Blueprint, LLC271,198$12.8M0.75%+12,56013F-HRTimeline
Modern Wealth Management, LLC266,402$12.5M0.23%+123,33813F-HRTimeline
Beacon Pointe Advisors, LLC265,076$12.5M0.09%+255,98613F-HRTimeline
MGO ONE SEVEN LLC262,766$12.4M0.25%+99,66613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…252,009$11.9M0.02%+51,15913F-HRTimelineGroup
eCIO, Inc.252,033$11.9M5.53%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC237,638$11.2M0.02%+133,55013F-HRTimelineGroup
Level Financial Advisors237,034$11.2M2.95%+19,36113F-HRTimeline
Strategic Investment Advisors / MI232,983$11M0.95%+12,30713F-HRTimeline
Atria Investments, Inc231,701$10.9M0.12%+3,90113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC230,300$10.8M0.02%013F-HRTimelineGroup
Evolution Advisers, Inc.217,033$10.2M4.42%+8,50613F-HRTimeline
Bulwark Capital Corp213,665$10.1M7.15%+3,27613F-HRTimeline
Cravens & Co Advisors, LLC211,779$10M6.55%-3,70713F-HRTimeline
Onyx Bridge Wealth Group LLC207,437$9.77M1.04%+116,10013F-HRTimeline
Smartleaf Asset Management LLC206,961$9.76M0.37%+7,75313F-HRTimeline
United Capital Management of KS, Inc.206,198$9.71M1.36%+17,41313F-HR/ATimeline
Mutual Advisors, LLC203,887$9.6M0.21%+49,05813F-HRTimeline
VCI Wealth Management LLC200,949$9.46M2.63%+15,80913F-HRTimeline
MassMutual Private Wealth & Trust, FSB200,199$9.43M0.24%-4,45613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…200,060$9.42M0.35%+3,51313F-HRTimelineGroup
PFG Advisors197,807$9.31M0.45%+48,14413F-HRTimeline
Dynamic Wealth Strategies, LLC192,591$9.07M5.4%+17,06013F-HRTimeline
Farther Finance Advisors, LLC190,126$8.95M0.1%+67,24913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV188,798$8.89M0.01%-1,83413F-HRTimeline
Vestmark Advisory Solutions, Inc.186,825$8.8M0.12%+147,96313F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …186,743$8.79M0.01%+1513F-HRTimelineGroup
Pinnacle Wealth Management Group, Inc.180,374$8.49M4.24%+3,92813F-HRTimeline
Sanctuary Advisors, LLC175,967$8.28M0.05%-192,80813F-HRTimeline
ZACKS INVESTMENT MANAGEMENT175,144$8.25M0.06%-8,43613F-HRTimeline
Mendota Financial Group, LLC172,763$8.13M5.92%+21,36513F-HRTimeline
SIMON QUICK ADVISORS, LLC171,758$8.09M0.35%-1,66313F-HRTimeline
Sovereign Investment Advisors, LLC170,933$8.05M2.01%+2,14613F-HRTimeline
LEUTHOLD GROUP, LLC165,106$7.77M0.84%-2,49113F-HRTimeline
ONE Advisory Partners, LLC164,419$7.74M2.33%-11613F-HRTimeline
&PARTNERS160,963$7.58M0.04%+92,93813F-HRTimeline
Connecticut Capital Management Group, L…158,893$7.48M7.16%13F-HRTimeline
SWS Partners158,572$7.47M1.8%+4,61713F-HRTimeline
EFG International AGin group EFG International AG158,122$7.44M0.14%13F-HRTimelineGroup
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …151,081$7.11M0.93%-6,79613F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC149,227$7.03M0.34%+140,34713F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC148,960$7.01M0.76%+65,25813F-HRTimeline
Hobart Private Capital, LLC147,079$6.92M1.35%-2,27313F-HRTimeline
Prospera Financial Services Inc146,772$6.91M0.11%-31313F-HRTimeline
Destiny Wealth Partners, LLC145,201$6.87M0.79%new13F-HRTimeline
Bay Harbor Wealth Management, LLC144,515$6.8M1.78%-1,51913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC142,728$6.72M<0.01%+10,69913F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…136,263$6.42M<0.01%-29,13113F-HRTimelineGroup
SigFig Wealth Management, LLC136,044$6.4M0.19%+3,05513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …133,883$6.3M0.38%+9,97513F-HRTimeline
Chandler Asset Management, Inc.133,105$6.27M0.99%+11,10513F-HRTimeline
Premier Path Wealth Partners, LLC132,100$6.22M0.8%-11,24613F-HRTimeline
Marion Wealth Management130,578$6.16M1.37%+3,51913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management127,585$6.01M0.07%+4,25113F-HRTimelineGroup
Parker Financial LLC124,824$5.88M2.38%+1,01713F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC122,657$5.77M0.05%+6,29113F-HRTimelineGroup
VestGen Advisors, LLC121,908$5.74M0.24%+70,93113F-HRTimeline
Unison Advisors LLC120,799$5.69M0.5%+3,27813F-HRTimeline
WESBANCO BANK INC118,907$5.6M0.15%+44,69513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC115,965$5.46M0.08%+2,79313F-HRTimelineGroup
SWP FINANCIAL LLC114,734$5.4M2.71%+3,13313F-HRTimeline
Sovereign Financial Group, Inc.110,380$5.2M0.93%+6,32813F-HRTimeline
HARBOUR INVESTMENTS, INC.109,772$5.17M0.1%+16,45813F-HRTimeline
Finhabits Advisors LLC109,451$5.15M4.84%13F-HRTimeline
Simplicity Wealth,LLC106,780$5.03M0.3%+3,68613F-HRTimeline
Keystone Global Partners, LLC106,434$5.01M2.2%-56,27213F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …105,247$4.96M0.95%+67313F-HRTimelineGroup
Forthright Family Wealth Advisory LLC104,137$4.9M3.08%+3,61613F-HRTimeline
Composition Wealth, LLC101,239$4.77M0.07%-1,36113F-HRTimeline
PLANWISER FINANCIAL, LLC100,959$4.76M3.56%+32,95613F-HR/ATimeline
World Investment Advisors101,037$4.76M0.08%+59,00413F-HR/ATimeline
NewSquare Capital LLC101,013$4.76M0.42%new13F-HRTimeline
Aspire Private Capital, LLC100,536$4.73M1.05%-61613F-HRTimeline
SECURITY BENEFIT LIFE INSURANCE CO /KS/in group SECURITY BENEFIT LIFE INSURAN…100,000$4.71M1.94%013F-HRTimelineGroup
Hilltop Partners LLC98,986$4.66M1.2%+4,22713F-HRTimeline
Arrowroot Family Office, LLC97,550$4.59M1.67%+41,59213F-HRTimeline
Leeward Financial Partners, LLC97,482$4.59M1.29%-1,87113F-HRTimeline
Columbus Macro, LLC97,133$4.57M0.5%+4,95313F-HRTimeline
DiPaolo Financial Group, Inc.95,696$4.51M4.8%13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS95,461$4.49M0.01%+75,35213F-HRTimeline
Arcadia Wealth Management, LLC92,943$4.38M1.63%+28513F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION92,851$4.37M0.36%+1,24513F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO91,003$4.28M<0.01%+8,38013F-HRTimelineGroup
Beverly Hills Private Wealth, LLC90,816$4.28M0.73%-2,58913F-HR/ATimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC89,156$4.2M<0.01%+20,53313F-HR/ATimelineGroup
Center For Asset Management LLC88,301$4.16M2.17%-5,04313F-HRTimeline
SAGE RHINO CAPITAL LLC86,497$4.07M0.77%+1,25213F-HRTimeline
Accurate Wealth Management, LLC85,331$4.04M0.51%+4,82513F-HRTimeline
Checchi Capital Advisers, LLC85,087$4.01M0.27%-51713F-HRTimeline
Diversified Portfolios, Inc.84,569$3.98M0.33%-75613F-HRTimeline
Cornerstone Financial Management LLC83,054$3.91M3.67%13F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/82,448$3.88M<0.01%-36813F-HRTimelineGroup
FC Advisory LLC80,922$3.81M1.09%+28913F-HRTimeline