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Disclosery

VTWG VANGUARD SCOTTSDALE FDS

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ETF (fund)

162 managers (164 13F filers) reported a position in VTWG shares at 2024-12-31, 2,239,363 shares in all. 20 filers opened a position and 11 filers sold out during the quarter.

Managers
162
13F filers
164
New
20
Added
52
Reduced
45
Sold out
11
Shares held by filers
2,239,363

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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/303,586$63.8M0.01%+3,19813F-HRTimelineGroup
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC204,410$43M0.33%-158,52013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC168,978$35.5M0.16%-10613F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC123,516$26M0.07%-1,14313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY87,368$18.4M<0.01%-2,82213F-HR/ATimelineGroup
LPL Financial LLC67,315$14.1M0.01%+7,86413F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC62,639$13.2M0.09%+6,92013F-HRTimeline
UBS Group AGin group UBS Group AG58,672$12.3M<0.01%+5,51813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC58,536$12.3M<0.01%-25613F-HRTimelineGroup
LJI Wealth Management, LLC57,612$12.1M2.38%-4,10713F-HRTimeline
Virtue Capital Management, LLC55,510$11.7M2.35%-97713F-HRTimeline
CW Advisors, LLC54,812$11.5M0.16%+59513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.53,141$11.2M0.03%+48713F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN45,157$9.49M<0.01%+2,65813F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS45,000$9.46M0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding40,506$8.51M-7,218Timeline
WestHill Financial Advisors, Inc.40,131$8.43M1.89%+64913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…38,431$8.08M0.02%-18213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC35,322$7.42M<0.01%13F-HR/ATimelineGroup
HighTower Advisors, LLC33,548$7.05M0.01%-64013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC33,416$7.02M0.04%+94113F-HRTimelineGroup
RIVERSEDGE ADVISORS, LLC25,338$5.32M1.2%-8313F-HRTimeline
TD Waterhouse Canada Inc.23,696$4.98M0.04%+1,07413F-HRTimeline
Cetera Investment Advisers21,407$4.5M0.01%-115,32413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA17,528$3.68M<0.01%+1,28313F-HRTimelineGroup
CWM, LLCin group CWM, LLC16,490$3.46M0.01%-31013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP16,339$3.43M0.01%+3813F-HRTimelineGroup
Allegheny Financial Group15,591$3.28M0.84%+79613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP15,432$3.24M<0.01%+6,39213F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…15,081$3.17M0.27%-3013F-HRTimelineGroup
IVC Wealth Advisors LLC14,520$3.05M1.71%+11613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK13,449$2.83M0.02%+6,24513F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC12,900$2.71M<0.01%-1413F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC12,860$2.7M0.03%-21313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.12,258$2.58M0.02%new13F-HRTimeline
AdvisorNet Financial, Inc11,941$2.51M0.21%+55713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC11,512$2.42M0.02%-33213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,477$2.41M<0.01%+2,42413F-HRTimelineGroup
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…11,305$2.38M0.14%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,247$2.36M0.06%-11413F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding10,385$2.18M-21Timeline
Clearstead Advisors, LLC9,984$2.1M0.03%+113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,289$1.95M<0.01%-47913F-HRTimeline
Bragg Financial Advisors, Inc8,947$1.88M0.08%-20213F-HRTimeline
Creative Planningin group Creative Planning8,468$1.78M<0.01%-4713F-HRTimelineGroup
Vermillion Wealth Management, Inc.8,329$1.75M0.9%13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…8,159$1.71M0.04%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,037$1.69M0.02%-2613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,984$1.68M<0.01%-7413F-HRTimelineGroup
Parkside Financial Bank & Trust7,964$1.67M0.22%+70913F-HRTimeline
Gladstone Institutional Advisory LLC7,401$1.56M0.07%-49213F-HRTimeline
MML INVESTORS SERVICES, LLC6,968$1.46M0.01%+36113F-HRTimeline
Janney Montgomery Scott LLC6,163$1.29M<0.01%-49013F-HRTimeline
Grey Fox Wealth Advisors, LLC5,708$1.2M0.33%+513F-HRTimeline
LBJ Family Wealth Advisors, Ltd.5,598$1.18M0.7%-6313F-HR/ATimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,431$1.14M0.02%+13413F-HRTimelineGroup
AMG National Trust Bank4,918$1.03M0.03%new13F-HRTimeline
NewEdge Advisors, LLC4,885$1.03M0.01%+1,42613F-HRTimeline
FourThought Financial Partners, LLC4,854$1.02M0.11%-6813F-HRTimeline
MIdWestOne Financial Group, Inc.4,598$966K0.14%+99813F-HRTimeline
COMERICA BANK4,428$930K<0.01%+1813F-HR/ATimeline
Private Advisor Group, LLC4,393$923K0.01%+1213F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC4,364$917K0.48%-12213F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC4,200$883K0.49%-2,00013F-HRTimeline
Wolf Group Capital Advisors4,656$822K0.4%013F-HRTimeline
MATHER GROUP, LLC.3,885$816K0.01%-7513F-HRTimeline
1900 WEALTH MANAGEMENT LLC3,601$757K0.06%+1213F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC3,559$748K0.15%+913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,441$723K0.01%-11413F-HRTimeline
Freedom Investment Management, Inc.3,371$708K0.06%-1813F-HRTimeline
Chicago Partners Investment Group LLC2,982$634K0.02%+413F-HRTimeline
Cambridge Investment Research Advisors,…2,975$625K<0.01%+40213F-HRTimeline
Michels Family Financial, LLC2,926$615K0.56%13F-HRTimeline
Curi Capital, LLC2,921$614K0.01%013F-HRTimeline
Waldron Private Wealth LLC2,787$586K0.02%013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd2,529$533K0.01%new13F-HRTimelineGroup
IEQ CAPITAL, LLC2,453$515K<0.01%new13F-HRTimeline
First Citizens Asset Management, Inc.2,435$512K0.19%-10313F-HR/ATimeline
Mill Creek Capital Advisors, LLC2,399$504K0.01%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS2,337$491K<0.01%-113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,248$472K<0.01%+2013F-HRTimelineGroup
Prosperity Consulting Group, LLC2,233$469K0.04%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,206$464K<0.01%-1,37913F-HRTimelineGroup
Hirtle & Co., LLC2,191$460K0.02%-13313F-HRTimeline
FF Advisors,LLC2,065$455K0.31%013F-HRTimeline
ROFFMAN MILLER ASSOCIATES INC /PA/2,150$452K0.03%+413F-HRTimeline
VANCE WEALTH, LLC2,061$433K0.17%+413F-HRTimeline
Modera Wealth Management, LLC2,012$423K0.01%+413F-HRTimeline
WRAPMANAGER INC1,932$406K0.1%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,816$382K<0.01%-16713F-HR/ATimeline
Perigon Wealth Management, LLC1,660$356K0.01%+9613F-HRTimeline
Kuhn & Co Investment Counsel1,690$355K0.3%+313F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC1,675$352K0.05%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cornerstone Wealth Management, LLC1,634$343K0.02%+16113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,575$331K<0.01%new13F-HRTimeline
PINNACLE ASSOCIATES LTD1,558$327K<0.01%new13F-HRTimeline
Embree Financial Group1,538$323K0.06%013F-HRTimeline
Kiely Wealth Advisory Group, Inc.1,483$322K0.21%-1413F-HRTimeline
Valeo Financial Advisors, LLC1,491$313K0.01%+36513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,442$303K<0.01%013F-HRTimelineGroup
CIBC WORLD MARKET INC.1,391$292K<0.01%+34513F-HRTimeline
Institute for Wealth Management, LLC.1,388$292K0.04%013F-HRTimeline
Valued Retirements, Inc.1,372$288K0.39%+113F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/1,365$287K0.14%+80713F-HRTimelineGroup
FMR LLCin group FMR LLC1,337$281K<0.01%+12513F-HRTimelineGroup
SUTTON PLACE INVESTORS LLC1,300$273K0.16%013F-HRTimeline
Compass Ion Advisors, LLC1,281$269K0.03%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC1,242$261K<0.01%+313F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,185$260K0.01%-42513F-HRTimeline
Indiana Trust & Investment Management Co1,208$254K0.09%013F-HRTimeline
Cresset Asset Management, LLC1,178$247K<0.01%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth1,167$245K<0.01%new13F-HR/ATimelineGroup
Americana Partners, LLC1,132$238K0.01%013F-HRTimeline
Zhang Financial LLC1,093$230K0.01%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC1,054$221K0.01%+4813F-HRTimelineGroup
Sigma Planning Corp1,013$213K0.01%013F-HRTimeline
High Net Worth Advisory Group LLC1,000$210K0.06%013F-HRTimeline
Graney & King, LLC891$187K0.14%13F-HRTimeline
Global Retirement Partners, LLC885$186K0.01%+85313F-HRTimeline
Aptus Capital Advisors, LLC822$173K<0.01%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC822$173K0.01%new13F-HRTimeline
ORG Partners LLC821$173K0.02%+113F-HRTimeline
MAI Capital Management734$154K<0.01%new13F-HRTimeline
Powell Investment Advisors, LLC620$130K0.06%013F-HRTimeline
Allworth Financial LP584$128K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…598$126K<0.01%013F-HRTimelineGroup
Avior Wealth Management, LLC549$116K<0.01%+113F-HRTimeline
City State Bank536$113K0.04%-15013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.497$104K0.01%013F-HRTimeline
IFP Advisors, Inc489$103K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.482$101K0.04%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC424$89.1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/339$71.2K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC338$70.9K<0.01%+113F-HRTimeline
Sunbelt Securities, Inc.300$63.1K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL255$53.6K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC237$49.8K<0.01%-31013F-HRTimeline
Sterling Capital Management LLC212$44.5K<0.01%+4713F-HRTimeline
AE Wealth Management LLC204$42.9K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\200$42K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd193$40.6K<0.01%+14813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC180$37.8K<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.157$33K<0.01%13F-HRTimeline
Cape Investment Advisory, Inc.115$24.2K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV115$24.1K<0.01%-2413F-HRTimeline
SOA Wealth Advisors, LLC.112$23.5K<0.01%013F-HR/ATimeline
Steward Partners Investment Advisory, L…105$22.1K<0.01%-1013F-HRTimeline
Independence Bank of Kentucky80$16.8K<0.01%013F-HRTimeline
WealthShield Partners, LLC74$15.6K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.68$14.3K<0.01%new13F-HRTimeline
Eukles Asset Management57$12K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP50$10.5K<0.01%013F-HRTimelineGroup
FSA Wealth Management LLC43$9.13K<0.01%013F-HRTimeline
Laurel Wealth Advisors LLC25$5.25K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC24$5.04K<0.01%13F-HRTimeline
Transce3nd, LLC18$3.78K<0.01%13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners17$3.57K<0.01%013F-HRTimelineGroup
Caitlin John, LLC15$3.19K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.10$2.1K<0.01%013F-HRTimeline
Horizon Investments, LLC6$1.26K<0.01%new13F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC4$841<0.01%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1$210<0.01%013F-HRTimelineGroup