Skip to content
Disclosery

VONE VANGUARD SCOTTSDALE FDS

Follow

COM (fund)

370 managers (378 13F filers) reported a position in VONE shares at 2025-12-31, 13,702,441 shares in all. 29 filers opened a position and 18 filers sold out during the quarter.

Managers
370
13F filers
378
New
29
Added
113
Reduced
99
Sold out
18
Shares held by filers
13,702,441

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
MORGAN STANLEYin group MORGAN STANLEY1,201,654$371M0.02%+36,68613F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC808,212$250M0.06%+11,09713F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding807,972$250M+44,860Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/778,077$240M0.02%+384,41613F-HRTimelineGroup
FMR LLCin group FMR LLC741,544$229M0.01%-30,54113F-HRTimelineGroup
RED CEDAR INVESTMENT MANAGEMENT, LLC531,951$164M17.76%-9,67413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp484,297$150M0.03%-23,90013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP462,141$143M0.13%+23,01113F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC458,854$142M0.1%+457,19613F-HRTimelineGroup
Jordan Park Group LLC375,997$116M6.73%+28,58313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC299,136$92.4M0.03%+2,97913F-HRTimelineGroup
Waverly Advisors, LLC298,808$92.3M0.75%-88813F-HRTimeline
Apella Capital, LLC285,228$88.1M1.74%+30,64513F-HRTimeline
Hilltop Partners LLC248,504$76.8M19.79%+29,55013F-HRTimeline
Flower City Capital238,010$73.6M37.51%+8,74713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/230,204$71.1M0.03%+1,38713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding230,082$71.1M-32,984Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN224,172$69.3M0.01%+4,82213F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC164,974$51M0.07%-89913F-HRTimelineGroup
Sherrill & Hutchins Financial Advisory,…160,106$49.5M35.08%-2,36313F-HRTimeline
MAI Capital Management156,682$48.4M0.28%+1,99313F-HRTimeline
Heartwood Wealth Advisors LLC140,104$43.3M3.99%-30413F-HRTimeline
Austin Private Wealth, LLC130,664$40.4M3.03%-4,60713F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…119,094$36.8M0.13%+55,11713F-HRTimelineGroup
HighTower Advisors, LLC118,976$36.8M0.04%+1,01113F-HRTimeline
LPL Financial LLC117,114$36.2M0.01%-8,96613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC109,285$33.8M<0.01%+45,11513F-HR/ATimelineGroup
OLD NATIONAL BANCORP /IN/102,869$31.8M0.53%-33313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…97,516$30.6M0.04%-1,66513F-HRTimeline
Beacon Pointe Advisors, LLC96,862$29.9M0.21%-66913F-HRTimeline
Modern Wealth Management, LLC95,790$29.6M0.54%-74313F-HRTimeline
Cetera Investment Advisers94,150$29.1M0.03%+1,06313F-HRTimeline
Hirtle & Co., LLC90,912$28.1M0.96%-11,77913F-HRTimeline
EVOKE WEALTH, LLC90,849$28.1M0.54%+26913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP81,752$25.3M0.02%+7,00513F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC78,744$24.3M<0.01%-2,65513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC73,455$22.7M0.06%-6,25213F-HRTimeline
1900 WEALTH MANAGEMENT LLC71,887$22.2M1.42%+3,04413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO68,821$21.3M<0.01%+17,13013F-HRTimelineGroup
CHOREO, LLC67,980$21.2M0.27%+4,97113F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC67,039$20.7M6.29%+5,51313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC66,576$20.6M0.08%-32213F-HRTimelineGroup
Litman Gregory Wealth Management LLC66,031$20.4M1.49%-97113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV65,736$20.3M0.03%-2,00113F-HRTimeline
Parkside Financial Bank & Trust64,936$20.1M1.5%+6,85413F-HRTimeline
Stegner Investment Associates Inc.64,778$20M10.64%+413F-HRTimeline
Opus Capital Group, LLC62,200$19.2M2.08%-34413F-HRTimeline
Cambridge Investment Research Advisors,…54,099$16.7M0.04%+69513F-HRTimeline
Arbor Investment Advisors, LLC52,932$16.4M2.15%-3,20913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding51,818$16M-8,627,204Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…49,439$15.3M0.01%+2,38613F-HR/ATimelineGroup
SAWGRASS ASSET MANAGEMENT LLC49,218$15.2M1.9%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC48,805$15.1M0.01%+6,98013F-HRTimelineGroup
NICOLET BANKSHARES INCgroup of 2 filers holding48,026$14.9MnewTimeline
Clearstead Advisors, LLC44,750$13.8M0.17%-14213F-HRTimeline
PITCAIRN COgroup of 2 filers holding43,733$13.5M-16Timeline
COZAD ASSET MANAGEMENT INC34,244$10.6M0.82%-91813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP33,645$10.4M<0.01%+80513F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC33,160$10.2M0.13%-41113F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC33,092$10.2M0.49%-2,64113F-HRTimeline
Rialto Wealth Management, LLC32,228$9.96M2.38%-22713F-HRTimeline
Thrive Wealth Management, LLC31,978$9.88M1.45%-813F-HRTimeline
FOUNDERS CAPITAL MANAGEMENT, LLC30,204$9.33M1.39%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA29,725$9.19M<0.01%+61313F-HRTimelineGroup
FourThought Financial Partners, LLC28,708$8.87M0.75%-1,32413F-HRTimeline
Crusonia Wealth Advisors LLC28,645$8.85M1.95%13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp28,230$8.72M0.03%-6,39813F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC28,110$8.69M0.01%+1,08513F-HRTimelineGroup
Creative Planningin group Creative Planning27,976$8.65M0.01%+1,91513F-HRTimelineGroup
Nova R Wealth, Inc.27,676$8.55M3.12%+11,39913F-HRTimeline
COMERICA BANK26,766$8.27M0.03%+3313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC25,661$7.93M0.01%-3,86413F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.25,520$7.89M0.38%+91513F-HRTimelineGroup
Aaron Wealth Advisors LLC25,517$7.89M0.44%-2,41413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp23,824$7.36M0.33%-8,95213F-HRTimelineGroup
SoundView Advisors Inc.22,954$7.09M2.47%new13F-HRTimeline
Note Advisors, LLC22,435$6.98M3.58%-89513F-HRTimeline
Capstone Financial Advisors, Inc.22,541$6.97M0.37%-49513F-HRTimeline
Hapanowicz & Associates Financial Servi…22,482$6.95M2.72%+1,28613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC22,250$6.88M0.04%-70113F-HRTimelineGroup
Allworth Financial LP21,833$6.75M0.03%-60113F-HRTimeline
COMMERCE BANKin group COMMERCE BANK20,534$6.35M0.04%+2,42313F-HRTimelineGroup
Gotham Asset Management, LLC20,049$6.2M0.02%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co19,695$6.09M0.16%+39813F-HRTimeline
Zhang Financial LLC18,979$5.87M0.22%+6313F-HRTimeline
CBIZ Investment Advisory Services, LLC18,971$5.86M0.22%+1,41613F-HRTimeline
Napier Financial, LLC18,137$5.61M1.4%13F-HRTimeline
FIRST MANHATTAN CO. LLC.17,391$5.37M0.01%-75813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS16,816$5.2M0.01%+4,61413F-HRTimeline
LPWM LLC16,052$4.96M1.25%+38113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.16,050$4.96M0.01%+1713F-HRTimelineGroup
Francis Financial, Inc.15,860$4.9M0.96%-2913F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC15,303$4.73M0.99%+4,95513F-HRTimeline
Arete Wealth Advisors, LLC15,297$4.73M0.33%-1,00613F-HR/ATimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP15,137$4.68M0.03%013F-HRTimelineGroup
CMH Wealth Management LLC15,053$4.65M1%+32813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…14,526$4.49M0.01%+13,53513F-HRTimelineGroup
Nadler Financial Group, Inc.13,968$4.32M0.4%+9813F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV13,818$4.27M0.07%-69513F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP13,718$4.24M0.01%+1,89213F-HRTimelineGroup
Global Retirement Partners, LLC13,669$4.22M0.07%+11,32113F-HRTimeline
Arax Advisory Partners13,602$4.2M0.12%-2213F-HRTimeline
SAPIENT CAPITAL LLC13,166$4.1M0.06%013F-HRTimeline
RHUMBLINE ADVISERS12,963$4.01M<0.01%-4,20013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,145$3.77M0.01%-2,39513F-HRTimelineGroup
Brown Financial Advisory11,810$3.65M1.84%013F-HRTimeline
Keystone Financial Group11,757$3.63M0.27%+2,44713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding11,334$3.5M+140Timeline
Sigma Planning Corp10,499$3.24M0.09%+40313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding10,169$3.14M+779Timeline
Parallel Advisors, LLC9,635$2.98M0.05%013F-HRTimeline
NewEdge Advisors, LLC9,586$2.96M0.01%+18713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,561$2.95M<0.01%+4,62213F-HRTimelineGroup
SACHEM HILL LLC9,558$2.95M0.57%-9613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…9,361$2.89M<0.01%+20713F-HRTimelineGroup
TritonPoint Partners, LLCgroup of 2 filers holding9,353$2.89MnewTimeline
Enclave Advisors LLC9,051$2.8M0.4%-92513F-HRTimeline
Quantum Capital Management, LLC / NJ8,964$2.77M0.32%-30113F-HRTimeline
Brooklyn FI, LLC8,860$2.74M0.59%+62213F-HRTimeline
JFS WEALTH ADVISORS, LLC8,595$2.66M0.15%013F-HRTimeline
Sanctuary Advisors, LLC8,562$2.65M0.01%-3,88713F-HRTimeline
Topel & Distasi Wealth Management, LLC8,247$2.55M1.24%013F-HRTimeline
AdvisorNet Financial, Inc8,167$2.52M0.13%-94113F-HRTimeline
Carroll Advisory Group, LLC8,117$2.51M1.09%13F-HRTimeline
Brio Consultants, LLC7,957$2.46M0.32%+12413F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY7,883$2.44M1.66%-8213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,556$2.34M0.05%-3713F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC7,520$2.32M<0.01%-1,78013F-HRTimeline
FOSTER & MOTLEY INC7,491$2.31M0.12%-37813F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA7,479$2.31M0.01%13F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC7,361$2.27M0.03%013F-HRTimelineGroup
Vigilare Wealth Management7,286$2.25M0.76%-45613F-HRTimeline
FORMULATE FINANCIAL LLC7,262$2.24M2.63%013F-HRTimeline
MGO ONE SEVEN LLC7,174$2.22M0.05%new13F-HRTimeline
Rehmann Capital Advisory Group7,083$2.19M0.11%-8113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,796$2.1M<0.01%+63313F-HR/ATimelineGroup
AMG National Trust Bank6,499$2.01M0.05%+1,14813F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC6,246$1.96M0.28%-4213F-HRTimeline
Arsenal Capital Advisors LLC6,112$1.89M1.34%13F-HRTimeline
Blackston Financial Advisory Group, LLC5,833$1.8M1.1%-1,08713F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC5,817$1.8M<0.01%013F-HRTimelineGroup
Wealthspire Advisors, LLC5,807$1.79M0.01%+34613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,768$1.78M0.02%new13F-HRTimelineGroup
Royal Fund Management, LLC5,740$1.78M0.16%+86913F-HRTimeline
Atria Investments, Inc5,601$1.73M0.02%+1,11513F-HRTimeline
ETF Portfolio Partners, Inc.5,491$1.7M0.44%-1,04913F-HRTimeline
Indivisible Partners5,451$1.68M0.18%13F-HRTimeline
Landmark Wealth Management, LLC5,391$1.67M0.64%+2813F-HRTimeline
Mutual Advisors, LLC5,364$1.66M0.04%+113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,345$1.65M<0.01%+95813F-HR/ATimelineGroup
Berkshire Money Management, Inc.5,295$1.64M0.16%new13F-HRTimeline
Bragg Financial Advisors, Inc5,238$1.62M0.05%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC5,099$1.58M0.03%-1713F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC5,085$1.57M1.46%-19513F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC4,858$1.5M0.78%+76713F-HRTimeline
EP Wealth Advisors, LLC4,680$1.45M0.01%13F-HRTimeline
BLAIR WILLIAM & CO/IL4,652$1.44M<0.01%+3,90013F-HRTimeline
Ballast Rock Private Wealth LLC4,623$1.43M0.89%13F-HRTimeline
Anson Capital, Inc.4,613$1.43M1.04%+1213F-HRTimeline
American Investment Services, Inc.4,425$1.37M0.32%013F-HRTimeline
PFW Advisors LLC4,354$1.35M0.41%-10213F-HRTimeline
Curi Capital, LLC4,250$1.31M0.02%-1,04613F-HRTimeline
Welch Group, LLC4,237$1.31M0.05%013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.4,160$1.29M0.37%013F-HRTimeline
Indiana Trust & Investment Management Co4,075$1.26M0.37%-38113F-HRTimeline
Compass Financial Group, INC/SD4,069$1.26M0.18%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI3,967$1.23M0.07%+11013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC3,860$1.19M0.22%-79213F-HRTimeline
Continuum Advisory, LLC3,804$1.18M0.12%+1213F-HRTimeline
Clarius Group, LLC3,741$1.16M0.07%013F-HRTimeline
Private Advisor Group, LLC3,735$1.15M0.01%-3613F-HRTimeline
Janney Montgomery Scott LLC3,718$1.15M<0.01%+52913F-HRTimeline
Hershey Financial Advisers, LLC3,607$1.11M0.94%new13F-HRTimeline
Crane Advisory, LLC3,471$1.09M0.17%013F-HRTimeline
GOLDEN ROAD ADVISORS LLC3,520$1.09M0.62%013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC3,480$1.08M0.03%013F-HRTimeline
Segment Wealth Management, LLC3,424$1.06M0.06%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,358$1.04M0.03%013F-HRTimeline
Integrated Wealth Concepts LLC3,349$1.04M0.01%-1113F-HRTimeline
Bawa N Mallick Trust3,250$1M0.37%013F-HRTimeline
Sequoia Financial Advisors, LLC3,245$1M0.01%-6513F-HRTimeline
Avior Wealth Management, LLC3,229$998K0.03%+21113F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …3,172$980K0.01%13F-HR/ATimelineGroup
CERTUITY, LLC3,093$956K0.06%+813F-HRTimeline
Wick Capital Partners, LLC3,058$945K0.17%013F-HR/ATimeline
Blue Trust, Inc.3,014$931K0.01%013F-HRTimeline
AE Wealth Management LLC2,969$918K0.01%+1,29513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding2,938$908K-507Timeline
BXM Wealth LLC2,928$905K0.7%+32813F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC2,870$887K0.15%013F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC2,837$877K0.86%13F-HRTimeline
Midwest Trust Co2,796$864K0.01%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,793$863K0.01%+38613F-HRTimelineGroup
Composition Wealth, LLC2,758$852K0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC2,708$852K0.25%013F-HRTimeline
Ethos Financial Group, LLC2,756$852K0.06%013F-HRTimeline
Downshift Financial, LLC2,633$807K0.5%13F-HRTimeline
Madden Advisory Services, Inc.2,555$789K0.32%-813F-HRTimeline
Michels Family Financial, LLC2,528$781K0.57%-313F-HRTimeline
Smartleaf Asset Management LLC2,465$768K0.03%+2,38513F-HRTimeline