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Disclosery

VONE VANGUARD SCOTTSDALE FDS

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312 managers (317 13F filers) reported a position in VONE shares at 2025-03-31, 11,437,350 shares in all. 25 filers opened a position and 21 filers sold out during the quarter.

Managers
312
13F filers
317
New
25
Added
107
Reduced
98
Sold out
21
Shares held by filers
11,437,350

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
MORGAN STANLEYin group MORGAN STANLEY888,721$226M0.02%+282,07613F-HRTimelineGroup
FMR LLCin group FMR LLC782,537$199M0.01%+5,44813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC771,725$196M0.05%-17,49813F-HRTimelineGroup
UBS Group AGin group UBS Group AG673,626$171M0.04%+68,80313F-HRTimelineGroup
RED CEDAR INVESTMENT MANAGEMENT, LLC588,023$149M20.65%-87,04613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/572,521$145M0.01%-66,77913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP394,501$100M0.11%+41,07813F-HRTimelineGroup
Waverly Advisors, LLC297,773$75.6M0.92%-3,53613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC268,897$68.3M0.03%-4,56513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding257,020$65.2M+648Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp252,460$64.1M0.01%+28,55613F-HRTimelineGroup
Flower City Capital225,103$57.1M37.47%+13,13113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN221,741$56.3M0.01%-4,48513F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC209,093$53.1M0.11%+513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC197,019$50M0.01%-30,39113F-HR/ATimelineGroup
Austin Private Wealth, LLC185,805$47.2M4.24%-71,00713F-HRTimeline
Hilltop Partners LLC182,775$46.4M15.66%-88,67313F-HRTimeline
Sherrill & Hutchins Financial Advisory,…162,372$41.2M35.14%+1,38113F-HRTimeline
MAI Capital Management140,705$35.7M0.27%+6,73813F-HRTimeline
Heartwood Wealth Advisors LLC140,192$35.6M4.06%+12,76613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.129,006$32.7M0.06%+114,28913F-HRTimelineGroup
Apella Capital, LLC125,999$31M1.06%+91,24513F-HRTimeline
Beacon Pointe Advisors, LLC116,005$29.4M0.33%-3,28413F-HRTimeline
HighTower Advisors, LLC111,552$28.3M0.04%+2,21513F-HRTimeline
LPL Financial LLC103,867$26.4M0.01%-2,62413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…101,935$25.9M0.05%-3,57013F-HRTimeline
EVOKE WEALTH, LLC96,853$24.6M0.64%+71613F-HRTimeline
Modern Wealth Management, LLC96,419$24.5M0.78%+59813F-HR/ATimeline
MERCER GLOBAL ADVISORS INC /ADV85,553$21.7M0.05%+2,01913F-HRTimeline
OLD NATIONAL BANCORP /IN/82,616$21M0.55%+11,10513F-HRTimeline
Hirtle & Co., LLC79,391$20.2M0.78%+82013F-HRTimeline
MML INVESTORS SERVICES, LLC78,008$19.8M0.07%+11,37413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp75,301$19.1M0.87%new13F-HRTimelineGroup
Atria Wealth Solutions, Inc.73,076$18.6M0.22%-9,26413F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…68,097$17.3M0.07%-6,34513F-HRTimelineGroup
KICKSTAND VENTURES, LLC.67,223$17.1M4.4%-6,44313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC66,576$16.9M0.07%-18013F-HRTimelineGroup
Pasadena Private Wealth, LLC66,378$16.9M3.25%new13F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC64,898$16.5M6.51%+2,49213F-HRTimeline
Litman Gregory Wealth Management LLC63,452$16.1M1.38%-1,62013F-HRTimeline
Stegner Investment Associates Inc.62,902$16M11.16%+18013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Arbor Investment Advisors, LLC62,107$15.8M2.16%+8,38713F-HRTimeline
Opus Capital Group, LLC57,738$14.7M1.89%+49113F-HRTimeline
Cetera Investment Advisers54,439$13.8M0.03%-28713F-HRTimeline
Parkside Financial Bank & Trust52,100$13.2M1.68%+4,06713F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC51,326$13M<0.01%+13,02813F-HRTimelineGroup
CHOREO, LLC50,269$12.8M0.2%+6,24113F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC49,437$12.6M1.54%-78513F-HRTimeline
Cambridge Investment Research Advisors,…49,226$12.5M0.04%+4,58113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…44,740$11.4M0.01%+1,21913F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP44,643$11.3M<0.01%013F-HRTimelineGroup
PITCAIRN COin group PITCAIRN CO43,749$11.1M0.67%-7913F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding42,558$10.8M-2,854Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO42,406$10.8M<0.01%+1,17713F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management40,932$10.4M0.15%-28,89313F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC36,150$9.18M0.92%+31313F-HRTimeline
Rialto Wealth Management, LLC35,882$9.11M2.86%-31213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC34,335$8.72M0.19%-84113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.34,281$8.7M0.05%+10,38113F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC34,248$8.69M0.5%-2,14013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp32,014$8.13M0.03%013F-HRTimelineGroup
Thrive Wealth Management, LLC31,098$7.89M1.51%-2,15413F-HRTimeline
FOUNDERS CAPITAL MANAGEMENT, LLC30,204$7.67M1.41%013F-HRTimeline
FourThought Financial Partners, LLC29,481$7.48M0.78%+22,61613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA28,181$7.15M<0.01%-2,22813F-HR/ATimelineGroup
Aaron Wealth Advisors LLC28,076$7.13M0.82%-73413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP28,216$7.13M0.01%+8,45213F-HR/ATimelineGroup
COMERICA BANK28,033$7.12M0.03%-1,38913F-HRTimeline
Mariner, LLCin group Mariner, LLC26,444$6.71M0.01%+1,62813F-HRTimelineGroup
Creative Planningin group Creative Planning26,161$6.64M0.01%+15613F-HRTimelineGroup
SoundView Advisors Inc.25,026$6.35M2.62%-3713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,608$6.26M0.01%+7,06913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC24,404$6.2M0.01%+1,46113F-HRTimeline
Note Advisors, LLC24,252$6.16M5.08%-32713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC23,588$5.99M0.05%-1,45913F-HR/ATimelineGroup
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.22,938$5.82M0.32%+27713F-HRTimelineGroup
Allworth Financial LP22,269$5.52M0.03%+2,68813F-HRTimeline
Capstone Financial Advisors, Inc.20,292$5.15M0.32%-12013F-HRTimeline
Arete Wealth Advisors, LLC19,750$5.01M0.38%+4,26413F-HRTimeline
CBIZ Investment Advisory Services, LLC18,901$4.8M0.23%013F-HR/ATimeline
FIRST MANHATTAN CO. LLC.18,256$4.63M0.01%-97013F-HRTimeline
US FINANCIAL ADVISORS, LLC18,181$4.62M1.36%-23513F-HRTimeline
Alesco Advisors, LLC, An ESL Co18,112$4.6M0.14%-13513F-HRTimeline
M Holdings Securities, Inc.17,433$4.43M0.74%-1,89913F-HRTimeline
Nadler Financial Group, Inc.17,375$4.41M0.49%-14013F-HRTimeline
Hapanowicz & Associates Financial Servi…17,209$4.37M2.43%+29413F-HRTimeline
Nova R Wealth, Inc.16,795$4.26M2.11%-20113F-HRTimeline
COMMERCE BANKin group COMMERCE BANK16,725$4.25M0.03%+1,45613F-HRTimelineGroup
Zhang Financial LLC16,113$4.09M0.22%+1,05913F-HRTimeline
LPWM LLC15,787$4.01M1.29%-4,75813F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP15,635$3.97M0.03%-7513F-HRTimelineGroup
Warwick Investment Management, Inc.15,575$3.95M0.82%013F-HRTimeline
CMH Wealth Management LLC15,419$3.91M0.98%-26513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC13,611$3.46M<0.01%+4,32113F-HRTimelineGroup
SAPIENT CAPITAL LLC13,166$3.34M0.07%-33313F-HRTimeline
Brown Financial Advisory11,997$3.05M1.92%-9713F-HRTimeline
Clearstead Advisors, LLC11,585$2.94M0.05%-7,42013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding11,287$2.87M-489Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,870$2.76M<0.01%-64613F-HRTimelineGroup
FOSTER & MOTLEY INC10,521$2.67M0.17%-2,18613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS10,384$2.64M0.01%+8,84513F-HRTimeline
Enclave Advisors LLC9,976$2.53M0.43%013F-HRTimeline
Vigilare Wealth Management9,720$2.47M0.99%-3,37513F-HRTimeline
Parallel Advisors, LLC9,635$2.45M0.06%013F-HRTimeline
Endowment Wealth Management, Inc.9,459$2.4M1.55%-51113F-HRTimeline
Topel & Distasi Wealth Management, LLC9,367$2.38M1.11%-2,32713F-HRTimeline
JFS WEALTH ADVISORS, LLC8,595$2.18M0.15%013F-HRTimeline
NewEdge Advisors, LLC8,590$2.18M0.01%-23413F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY8,402$2.13M2.17%-5313F-HRTimeline
Blackston Financial Advisory Group, LLC8,214$2.09M1.42%-58113F-HR/ATimeline
FLAGSHIP HARBOR ADVISORS, LLC7,990$2.03M0.11%+4013F-HRTimeline
Keystone Financial Group7,965$2.02M0.21%+29013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC7,700$1.95M<0.01%-9,60013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,655$1.94M0.05%+9513F-HRTimelineGroup
AdvisorNet Financial, Inc7,494$1.9M0.14%+84213F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC7,361$1.87M0.04%013F-HRTimelineGroup
SACHEM HILL LLC7,285$1.85M0.36%+5,09613F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC7,143$1.81M<0.01%-81413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,011$1.78M<0.01%+3,64213F-HRTimelineGroup
NorthCoast Asset Management LLC6,905$1.75M0.01%-1,78213F-HR/ATimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA6,880$1.75M0.01%013F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding6,733$1.71M+2,278Timeline
ETF Portfolio Partners, Inc.6,540$1.66M0.5%013F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC6,537$1.66M0.46%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,398$1.62M<0.01%+3,88913F-HRTimelineGroup
MITCHELL MCLEOD PUGH & WILLIAMS INC6,366$1.62M0.33%013F-HRTimeline
Royal Fund Management, LLC6,072$1.55M0.19%-5,95413F-HRTimeline
AE Wealth Management LLC6,094$1.55M0.01%+4,98513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,755$1.46M<0.01%+65813F-HRTimelineGroup
Landmark Wealth Management, LLC5,475$1.39M0.61%+9413F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC5,470$1.39M0.29%-10,20613F-HRTimeline
PFW Advisors LLC5,463$1.39M0.43%+8113F-HRTimeline
Wealthspire Advisors, LLC5,430$1.38M0.01%+1613F-HRTimeline
Indiana Trust & Investment Management Co5,355$1.36M0.49%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC5,301$1.35M0.04%-39013F-HRTimeline
Strategic Financial Concepts, LLC5,282$1.34M0.25%+47613F-HRTimeline
Mutual Advisors, LLC5,360$1.34M0.04%+10613F-HRTimeline
Sigma Planning Corp5,219$1.32M0.04%+2113F-HRTimeline
AMG National Trust Bank4,790$1.22M0.03%+3,35513F-HRTimeline
Anson Capital, Inc.4,566$1.16M1%-5,40813F-HRTimeline
Abacus Planning Group, Inc.4,535$1.15M0.2%013F-HRTimeline
American Investment Services, Inc.4,531$1.15M0.2%+30213F-HRTimeline
Curi Capital, LLC4,463$1.13M0.03%-83313F-HRTimeline
Ethos Financial Group, LLC4,156$1.11M0.11%013F-HRTimeline
Snider Financial Group4,363$1.11M0.36%-16513F-HRTimeline
Continuum Advisory, LLC4,258$1.08M0.14%013F-HRTimeline
Welch Group, LLC4,237$1.07M0.05%-12913F-HRTimeline
Prospera Financial Services Inc4,156$1.06M0.02%-57213F-HRTimeline
Compass Financial Group, INC/SD4,069$1.03M0.2%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI4,026$1.02M0.06%+93613F-HRTimeline
Atria Investments, Inc3,949$1M0.01%-14013F-HRTimeline
Pinnacle Financial Partners Inc3,901$990K0.02%013F-HRTimeline
Sequoia Financial Advisors, LLC3,747$951K0.01%-30813F-HRTimeline
Clarius Group, LLC3,741$950K0.06%013F-HRTimeline
GOLDEN ROAD ADVISORS LLC3,520$894K0.7%013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC3,440$873K0.03%013F-HRTimeline
Integrated Wealth Concepts LLC3,415$867K0.01%-1,80413F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC3,377$857K0.18%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,358$853K0.04%013F-HR/ATimeline
Crane Advisory, LLC3,491$845K0.15%013F-HRTimeline
Bawa N Mallick Trust3,250$825K0.39%013F-HRTimeline
Wick Capital Partners, LLC3,128$794K0.24%013F-HRTimeline
Compass Wealth Management LLC3,125$793K0.2%013F-HRTimeline
CERTUITY, LLC3,058$772K0.08%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…2,989$759K0.03%+613F-HRTimelineGroup
FINANCIAL COUNSELORS INC2,760$701K0.01%-8813F-HRTimeline
Centricity Wealth Management, LLC2,722$691K0.63%+113F-HRTimeline
Madden Advisory Services, Inc.2,683$681K0.32%+213F-HRTimeline
BXM Wealth LLC2,650$673K0.81%-4013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC2,758$672K0.31%013F-HRTimeline
Sanctuary Advisors, LLC2,623$666K<0.01%+1,14413F-HRTimeline
Aveo Capital Partners, LLC2,598$663K0.11%+1,29013F-HRTimeline
Michels Family Financial, LLC2,609$662K0.6%-1613F-HRTimeline
Blue Trust, Inc.2,593$658K0.01%-4513F-HRTimeline
Advisory Services Network, LLC2,469$627K0.01%+80613F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC2,459$624K0.24%+813F-HR/ATimeline
Strategic Blueprint, LLC2,442$620K0.03%+79013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,405$611K0.01%+113F-HRTimelineGroup
VERUS WEALTH MANAGEMENT, LLC2,398$609K0.67%013F-HRTimeline
Modera Wealth Management, LLC2,319$589K0.01%-2513F-HRTimeline
Chicago Partners Investment Group LLC2,264$577K0.02%new13F-HRTimeline
WealthShield Partners, LLC2,220$564K0.07%+16613F-HRTimeline
TIAAgroup of 2 filers holding2,180$553K-16Timeline
Private Advisor Group, LLC2,169$551K<0.01%+48313F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)2,138$543K0.24%-1,21013F-HRTimeline
Highland Financial Advisors, LLC2,138$543K0.19%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,135$542K0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,033$516K<0.01%-15513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,955$496K<0.01%-14613F-HRTimeline
Base Wealth Management LLC1,914$486K0.37%13F-HRTimeline
Retirement Planning Group, LLC1,910$485K0.02%013F-HRTimeline
HBK Sorce Advisory LLC1,889$480K0.01%-15013F-HRTimeline
Roble, Belko & Company, Inc1,850$470K0.07%new13F-HRTimeline
Goelzer Investment Management, Inc.1,834$466K0.03%013F-HR/ATimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …1,811$460K0.01%+913F-HRTimelineGroup
Astoria Portfolio Advisors LLC.1,872$455K0.16%new13F-HRTimeline
SageView Advisory Group, LLC1,658$421K0.02%+29613F-HRTimeline
Glassman Wealth Services1,655$420K0.07%013F-HRTimeline
RETIREMENT CAPITAL STRATEGIES1,654$420K0.16%+5913F-HRTimeline
Moser Wealth Advisors, LLC1,638$416K0.22%+25513F-HRTimeline