Skip to content
Disclosery

VTWO VANGUARD SCOTTSDALE FDS

Follow

STOK (fund)

595 managers (601 13F filers) reported a position in VTWO shares at 2024-12-31, 74,460,081 shares in all. 59 filers opened a position and 39 filers sold out during the quarter.

Managers
595
13F filers
601
New
59
Added
239
Reduced
149
Sold out
39
Shares held by filers
74,460,081

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
LifeWealth Investments, LLC13,020$1.16M0.77%13F-HRTimeline
GOLDEN ROAD ADVISORS LLC13,016$1.16M0.88%+11913F-HRTimeline
Sowell Financial Services LLC12,911$1.15M0.06%+2,75013F-HRTimeline
BluePointe Capital Management, LLC12,828$1.15M0.66%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.12,815$1.14M0.06%+2813F-HR/ATimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd12,720$1.14M0.1%-24,85013F-HRTimelineGroup
Vermillion Wealth Management, Inc.12,688$1.13M0.58%13F-HRTimeline
Mutual Advisors, LLC12,369$1.12M0.03%+25413F-HRTimeline
NCM Capital Management, LLC12,374$1.11M0.5%013F-HRTimeline
Checchi Capital Advisers, LLC12,365$1.1M0.08%+27113F-HRTimeline
Stonegate Investment Group, LLC12,261$1.1M0.03%+31513F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…12,261$1.09M0.06%+89013F-HRTimeline
Dorsey & Whitney Trust CO LLC12,067$1.08M0.06%-28813F-HRTimeline
Strategic Financial Services, Inc.11,575$1.03M0.06%013F-HRTimeline
Legacy Advisory Services, LLC11,506$1.03M0.88%-2613F-HRTimeline
WHITTIER TRUST CO11,360$1.01M0.01%013F-HRTimeline
Legacy Bridge, LLC11,330$1.01M0.53%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,165$997K<0.01%new13F-HRTimelineGroup
Enclave Advisors LLC11,060$988K0.16%+6,18013F-HRTimeline
WEBSTER BANK, N. A.10,904$974K0.1%+35613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…10,880$972K0.01%+10013F-HRTimelineGroup
C M BIDWELL & ASSOCIATES LTD10,715$957K0.58%-12913F-HRTimeline
CWM, LLCin group CWM, LLC10,584$945K<0.01%+39613F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC10,514$939K0.07%+15613F-HRTimeline
NewEdge Advisors, LLC10,111$903K0.01%+2,29913F-HRTimeline
Prescott Group Capital Management, L.L.…10,000$893K0.12%013F-HR/ATimeline
WEDBUSH SECURITIES INC9,702$867K0.03%+2,07013F-HRTimeline
B. Riley Wealth Advisors, Inc.9,517$850K0.03%-3,77513F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP9,431$842K0.12%-36813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC9,160$818K0.03%+81413F-HRTimeline
Cornerstone Wealth Management, LLC9,071$810K0.05%+44213F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…9,038$807K0.32%new13F-HRTimeline
SAPIENT CAPITAL LLC8,993$803K0.02%new13F-HRTimeline
Guidance Point Advisors, LLC8,805$787K0.22%+6113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC8,720$779K0.01%+67013F-HRTimeline
Hexagon Capital Partners LLC8,630$771K0.14%+63013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\8,626$771K<0.01%-3,69713F-HRTimelineGroup
Tennessee Valley Asset Management Partn…8,533$762K0.13%+5813F-HRTimeline
PENNINGTON PARTNERS & CO., LLC8,508$760K0.38%13F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC8,356$746K0.05%-7413F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.8,296$741K0.15%-2813F-HRTimeline
Stordahl Capital Management, Inc.8,261$738K0.17%-1413F-HRTimeline
PFG Investments, LLC8,159$729K0.05%-6313F-HRTimeline
TAGStone Capital, Inc.8,123$726K0.36%+3013F-HRTimeline
Perigon Wealth Management, LLC7,925$719K0.02%+1,34213F-HRTimeline
First Bancorp, Inc /ME/7,974$712K0.49%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC7,850$701K<0.01%new13F-HRTimelineGroup
Savvy Advisors, Inc.7,643$683K0.08%+2,69013F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …7,600$679K<0.01%+1,00013F-HRTimelineGroup
Linscomb Wealth, Inc.7,533$673K0.03%-4213F-HRTimeline
Cordatus Wealth Management LLC7,498$670K0.18%+28513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC7,366$658K0.07%-1,55813F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC7,130$637K0.09%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC7,074$632K0.01%+3,67213F-HRTimeline
ADG Wealth Management Group, LLC7,029$628K0.56%13F-HRTimeline
LETKO, BROSSEAU & ASSOCIATES INC7,000$625K0.01%013F-HRTimeline
Retirement Systems of Alabama6,979$623K<0.01%-10313F-HRTimeline
Enterprise Bank & Trust Co6,877$614K0.2%013F-HRTimeline
1834 INVESTMENT ADVISORS CO6,873$614K0.08%new13F-HRTimeline
DAVENPORT & Co LLC6,774$605K<0.01%-3113F-HRTimeline
Private Wealth Advisors, LLC6,767$604K0.26%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,741$602K0.02%-1,37813F-HRTimelineGroup
Rehmann Capital Advisory Group6,716$600K0.04%013F-HRTimeline
OLD MISSION CAPITAL LLC6,700$599K0.01%-1,43113F-HRTimeline
Parallel Advisors, LLC6,547$585K0.01%-73913F-HRTimeline
Integrated Wealth Concepts LLC6,520$582K0.01%+66213F-HRTimeline
CW Advisors, LLC6,433$575K0.01%new13F-HRTimeline
Emerald Advisors, LLC6,380$570K0.08%+11513F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC6,337$566K0.45%13F-HRTimeline
M3 Advisory Group, LLC6,257$559K0.4%-513F-HRTimeline
Pilgrim Partners Asia Pte Ltd6,200$554K0.48%13F-HRTimeline
Compass Investment Advisers LLC6,119$547K1.59%13F-HRTimeline
Pines Wealth Management, LLC6,085$534K0.23%13F-HRTimeline
SignalPoint Asset Management, LLC5,891$526K0.13%-5513F-HRTimeline
JT Stratford LLC5,811$519K0.09%-1,17113F-HRTimeline
Independent Advisor Alliance5,771$516K0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC5,655$505K0.01%+1,70513F-HRTimeline
Smartleaf Asset Management LLC5,647$504K0.05%-30313F-HRTimeline
Beacon Pointe Advisors, LLC5,633$503K0.01%+78113F-HRTimeline
Avestar Capital, LLC5,557$496K0.05%+95513F-HRTimeline
SkyOak Wealth, LLC5,522$493K0.11%new13F-HRTimeline
Foundations Investment Advisors, LLC5,395$482K0.01%-45213F-HRTimeline
GEM Asset Management, LLC5,392$482K0.27%+2013F-HRTimeline
FWG Investments, LLC.5,363$479K0.37%+23113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,352$478K0.01%+3,05513F-HRTimelineGroup
Braun-Bostich & Associates Inc.5,331$476K0.34%-16113F-HRTimeline
Archer Investment Corp5,317$475K0.13%013F-HRTimeline
RKL Wealth Management LLC5,314$475K0.04%+2013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5,306$474K0.04%+49613F-HRTimeline
Good Life Advisors, LLC5,283$472K0.03%+45713F-HRTimeline
Golden State Wealth Management, LLC5,278$472K0.07%13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC5,234$468K0.09%+24713F-HRTimeline
AdvisorNet Financial, Inc5,157$461K0.04%-1513F-HRTimeline
Fort Sheridan Advisors LLC5,113$457K0.07%-20013F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.5,113$457K0.2%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5,074$453K<0.01%+8313F-HRTimelineGroup
Institute for Wealth Management, LLC.5,066$453K0.06%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding4,908$438K-2,431Timeline
Kingsview Wealth Management, LLC4,896$437K0.01%+1,84013F-HRTimeline
Aptus Capital Advisors, LLC4,884$436K0.01%+2,05513F-HRTimeline
Sigma Planning Corp4,869$435K0.01%+83013F-HRTimeline
DAVIDSON TRUST CO4,857$434K0.22%+51713F-HRTimeline
Federation des caisses Desjardins du Qu…4,828$431K<0.01%+29513F-HRTimeline
FIRST FINANCIAL CORP /IN/4,808$429K0.2%013F-HRTimeline
ALLIANCEBERNSTEIN L.P.4,735$423K<0.01%+26613F-HRTimeline
Sage Mountain Advisors LLC4,722$422K0.03%-713F-HRTimeline
Financial Advisors Network, Inc.4,670$417K0.07%13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA4,667$417K<0.01%+4,12213F-HRTimelineGroup
Global Wealth Management Investment Adv…4,632$414K0.09%-25013F-HRTimeline
Centricity Wealth Management, LLC4,618$413K0.39%13F-HRTimeline
Curi Capital, LLC4,582$409K0.01%new13F-HRTimeline
Scientech Research LLC4,565$408K0.12%new13F-HRTimeline
Signal Advisors Wealth, LLC4,562$407K0.05%+1,94613F-HRTimeline
SBI Securities Co., Ltd.4,539$405K0.01%13F-HRTimeline
Salomon & Ludwin, LLC4,513$403K0.04%013F-HRTimeline
TOWNSQUARE CAPITAL LLC4,505$402K<0.01%+613F-HRTimeline
Wilmington Savings Fund Society, FSB4,504$402K0.01%+2,50413F-HRTimeline
Bogart Wealth, LLC4,447$397K0.02%+5713F-HRTimeline
Red Tortoise LLC4,385$392K0.21%+92413F-HRTimeline
MYCIO WEALTH PARTNERS, LLC4,360$389K0.09%new13F-HRTimeline
PRIVATE TRUST CO NA4,339$388K0.04%013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …4,336$387K0.09%013F-HRTimelineGroup
MIDLAND WEALTH ADVISORS, LLC4,328$387K0.02%-8413F-HRTimeline
Strategic Advisors LLC4,297$384K0.07%new13F-HRTimeline
SFMG, LLC4,265$381K0.03%013F-HRTimeline
BFI Infinity Ltd.4,224$377K0.41%13F-HRTimeline
TD Waterhouse Canada Inc.4,220$377K<0.01%+99613F-HRTimeline
Keener Financial Planning LLC4,205$375K0.22%+73013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…4,195$375K0.06%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,181$373K0.01%+1,40013F-HRTimelineGroup
OneAscent Wealth Management LLCin group OneAscent Financial Services …4,124$368K0.15%new13F-HRTimelineGroup
DB Fitzpatrick & Co, Inc4,080$364K0.33%+62313F-HRTimeline
Valeo Financial Advisors, LLC4,077$364K0.01%-1,62113F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC4,062$363K0.1%+1213F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC4,000$357K0.09%+1313F-HRTimelineGroup
Ridgepath Capital Management LLC3,994$357K0.16%-36,06013F-HRTimeline
LPWM LLC3,956$353K0.11%-413F-HRTimeline
WASHINGTON TRUST Co3,925$351K0.01%new13F-HRTimeline
New England Private Wealth Advisors LLC3,832$342K0.05%013F-HRTimeline
Robertson Stephens Wealth Management, L…3,823$342K0.01%+20213F-HRTimeline
Lazard Freres Gestion S.A.S.3,825$341K0.01%+30013F-HRTimeline
Pine Valley Investments Ltd Liability Co3,811$340K0.02%-98113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,810$340K<0.01%+45313F-HRTimelineGroup
Aspen Grove Capital, LLC3,722$332K0.07%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,639$326K<0.01%+1,18713F-HRTimelineGroup
SageView Advisory Group, LLC3,639$325K0.01%+13213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,617$323K<0.01%+45013F-HRTimelineGroup
PLIMOTH TRUST CO LLC3,566$319K0.08%+113F-HRTimeline
Embree Financial Group3,538$316K0.05%+1,07213F-HRTimeline
SENTINEL PENSION ADVISORS, LLC3,503$313K0.06%+1313F-HRTimeline
Mesirow Financial Investment Management…3,473$310K0.01%-3,45313F-HRTimeline
SYNOVUS FINANCIAL CORP3,472$310K<0.01%-4,53213F-HRTimeline
MWA Asset Management3,470$310K0.21%+47013F-HRTimeline
Peregrine Asset Advisers, Inc.3,468$310K0.11%013F-HRTimeline
J. W. Coons Advisors, LLC3,460$309K0.08%+53013F-HRTimeline
Venture Visionary Partners LLC3,339$298K0.01%013F-HR/ATimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA3,331$298K0.02%+6013F-HRTimelineGroup
Steward Partners Investment Advisory, L…3,312$296K<0.01%+64413F-HRTimeline
Glass Jacobson Investment Advisors llc3,285$293K0.1%+85413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp3,281$293K0.02%-54713F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.3,258$291K0.29%13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC3,257$291K<0.01%+6513F-HRTimelineGroup
Wedmont Private Capital3,314$291K0.02%+1213F-HRTimeline
Sentry LLC3,200$286K0.06%013F-HRTimeline
Farther Finance Advisors, LLC3,180$284K0.01%+24013F-HRTimeline
Wealthspire Advisors, LLC3,160$282K<0.01%+20213F-HRTimeline
Modern Wealth Management, LLC3,122$279K0.01%new13F-HR/ATimeline
Evercore Wealth Management, LLC3,122$279K<0.01%-10313F-HRTimeline
ELLERSON GROUP INC /ADV3,100$277K0.2%new13F-HRTimeline
Capital Investment Advisors, LLC3,068$274K0.01%+8813F-HRTimeline
Tranquility Partners, LLC3,049$272K0.1%+1813F-HRTimeline
Resolute Advisors LLC3,042$272K0.05%+1113F-HRTimeline
Sincerus Advisory, LLC3,040$272K0.29%13F-HRTimeline
O'ROURKE & COMPANY, Inc3,033$271K0.13%-4813F-HRTimeline
IPG Investment Advisors LLC3,030$271K0.06%new13F-HRTimeline
Whipplewood Advisors, LLC3,018$270K0.15%13F-HRTimeline
Grantvest Financial Group LLC2,984$267K0.3%13F-HRTimeline
Financial Partners Group, Inc2,979$266K0.04%+25913F-HRTimeline
NCP Inc.2,977$266K0.14%+1,62013F-HRTimeline
MAI Capital Management2,974$266K<0.01%new13F-HRTimeline
Marcum Wealth, LLC2,964$265K0.02%+313F-HRTimeline
Belpointe Asset Management LLC2,973$265K0.02%-2,16813F-HRTimeline
Fortis Capital Advisors, LLC2,973$265K0.09%-2,16813F-HRTimeline
Lifeworks Advisors, LLC2,952$264K0.05%+30513F-HRTimeline
Brown Financial Advisory2,947$263K0.19%013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC2,944$263K0.03%013F-HRTimeline
Dodds Wealth, LLC2,848$263K0.08%013F-HRTimeline
BAKER BOYER NATIONAL BANK2,939$263K0.09%+65213F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,919$261K<0.01%-28613F-HRTimelineGroup
Olistico Wealth, LLC2,895$259K0.15%-7013F-HRTimeline
Arcadia Wealth Management, LLC2,893$258K0.13%-11713F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC2,885$258K0.05%-1313F-HRTimeline
Prudent Man Advisors, LLC2,879$257K0.09%+7013F-HRTimeline
Sound View Wealth Advisors Group, LLC2,868$256K0.02%-4713F-HRTimeline
Endowment Wealth Management, Inc.2,863$256K0.17%-12913F-HRTimeline
COREPATH WEALTH PARTNERS LLC2,876$256K0.25%013F-HRTimeline
MONARCH CAPITAL MANAGEMENT INC2,822$252K0.07%+35513F-HRTimeline
Seelaus Asset Management LLC2,791$249K0.23%+1013F-HRTimeline
Gladstone Institutional Advisory LLC2,790$249K0.01%new13F-HRTimeline
Black Diamond Financial, LLC2,782$249K0.04%+1013F-HRTimeline