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Disclosery

VTWV VANGUARD SCOTTSDALE FDS

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ETF (fund)

162 managers (164 13F filers) reported a position in VTWV shares at 2024-12-31, 2,474,719 shares in all. 17 filers opened a position and 11 filers sold out during the quarter.

Managers
162
13F filers
164
New
17
Added
51
Reduced
47
Sold out
11
Shares held by filers
2,474,719

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/452,691$65.5M0.01%+1,03113F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC163,028$23.6M0.1%+5,72613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY129,074$18.7M<0.01%-1,02513F-HR/ATimelineGroup
LPL Financial LLC106,562$15.4M0.01%+10,56713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC91,089$13.2M<0.01%-6,45113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…86,588$12.5M0.03%+6,46413F-HRTimelineGroup
Bragg Financial Advisors, Inc84,801$12.3M0.5%-2,30813F-HRTimeline
Virtue Capital Management, LLC62,445$9.03M1.82%-10,02313F-HRTimeline
Financial Advisory Corp56,836$8.22M1.43%13F-HRTimeline
WestHill Financial Advisors, Inc.55,340$8M1.79%+1,23413F-HRTimeline
CW Advisors, LLC55,196$7.98M0.11%-26213F-HRTimeline
STUART INVESTMENT ADVISORS, INC.54,551$7.89M4.21%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC51,022$7.38M0.06%-42513F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding37,463$5.42M-453Timeline
RWA WEALTH PARTNERS, LLC36,032$5.21M0.06%-96813F-HRTimeline
UBS Group AGin group UBS Group AG35,333$5.11M<0.01%+45213F-HRTimelineGroup
Cetera Investment Advisers30,212$4.37M0.01%+1,92413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO28,061$4.06M<0.01%-80713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC26,632$3.85M<0.01%+41713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN25,376$3.67M<0.01%-63613F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources25,033$3.62M<0.01%-1913F-HRTimelineGroup
POTENTIA WEALTH24,982$3.61M1.61%13F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP24,200$3.5M0.01%new13F-HRTimelineGroup
JMAC ENTERPRISES LLC23,993$3.47M0.54%+20713F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC22,946$3.32M0.02%+10,66713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC22,680$3.28M<0.01%13F-HR/ATimelineGroup
Institute for Wealth Management, LLC.21,340$3.09M0.39%-23713F-HRTimeline
HighTower Advisors, LLC21,204$3.07M<0.01%-32813F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC20,744$3M0.59%-27313F-HRTimeline
Phoenix Wealth Advisors20,709$2.99M1.3%+1,95213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC19,555$2.83M0.04%-2,10013F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC19,109$2.76M0.35%-9,37413F-HRTimeline
CIBC WORLD MARKET INC.18,655$2.7M0.01%-713F-HRTimeline
AdvisorNet Financial, Inc18,592$2.69M0.23%+98113F-HRTimeline
Rodgers & Associates, LTD16,697$2.41M0.29%-80513F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA16,252$2.41M0.11%-4,30813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,430$2.23M<0.01%-18,21613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding15,401$2.23M-4,102Timeline
COMMERCE BANKin group COMMERCE BANK14,756$2.13M0.01%+7,01113F-HRTimelineGroup
Wealth Dimensions Group, Ltd.14,134$2.04M0.5%-2813F-HRTimeline
Clearstead Advisors, LLC12,850$1.86M0.03%+213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC12,632$1.83M<0.01%+77713F-HRTimeline
LBJ Family Wealth Advisors, Ltd.12,475$1.8M1.08%+9113F-HR/ATimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.12,384$1.79M<0.01%+6813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,301$1.63M<0.01%-4,63713F-HRTimelineGroup
Centered Wealth LLC dba Miller Equity C…11,250$1.63M0.62%013F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…10,311$1.49M0.13%-26113F-HRTimelineGroup
Jordan Park Group LLC9,913$1.43M0.11%+90713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.9,726$1.41M0.01%+6,73313F-HRTimelineGroup
Cambridge Investment Research Advisors,…9,068$1.31M<0.01%-17213F-HRTimeline
IVC Wealth Advisors LLC8,600$1.24M0.7%-8013F-HRTimeline
Parkside Financial Bank & Trust8,088$1.17M0.15%-1,79113F-HRTimeline
MIdWestOne Financial Group, Inc.7,957$1.15M0.16%+1,98713F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.7,661$1.11M0.22%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,550$1.09M<0.01%-73013F-HRTimelineGroup
AMG National Trust Bank7,531$1.09M0.03%new13F-HRTimeline
FourThought Financial Partners, LLC7,367$1.07M0.11%+29213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC6,965$1.01M0.01%new13F-HRTimeline
Sigma Planning Corp6,628$958K0.03%+3613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,469$935K<0.01%+1,18613F-HR/ATimeline
Topel & Distasi Wealth Management, LLC6,428$930K0.4%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,180$894K0.02%new13F-HRTimelineGroup
Private Advisor Group, LLC6,118$885K<0.01%-45013F-HRTimeline
Roundview Capital LLC6,079$879K0.06%013F-HRTimeline
Morangie Management LLC5,929$857K0.7%13F-HRTimeline
Allegheny Financial Group5,721$827K0.21%+1,01413F-HRTimeline
Freedom Investment Management, Inc.5,480$792K0.07%-4513F-HRTimeline
Composition Wealth, LLC5,307$767K0.02%-1,74913F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC5,031$728K<0.01%013F-HRTimelineGroup
Atria Wealth Solutions, Inc.4,999$723K0.01%+28713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,823$697K0.01%+2013F-HRTimelineGroup
Note Advisors, LLC4,810$696K0.62%13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP4,675$676K<0.01%+513F-HRTimelineGroup
Verisail Partners, LLC4,621$668K0.31%13F-HRTimeline
McLean Asset Management Corp4,560$659K0.2%+11913F-HRTimeline
Plancorp, LLC4,507$652K0.03%-10813F-HRTimeline
Michels Family Financial, LLC4,475$647K0.59%13F-HRTimeline
Janney Montgomery Scott LLC4,371$632K<0.01%-1813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,246$614K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,197$607K<0.01%-58613F-HR/ATimelineGroup
1900 WEALTH MANAGEMENT LLC4,115$595K0.05%-1,98513F-HRTimeline
Investor's Fiduciary Advisor Network, L…3,816$551K0.21%13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,766$545K0.01%-17013F-HRTimeline
BluePointe Capital Management, LLC3,627$524K0.3%013F-HRTimeline
Tennessee Valley Asset Management Partn…3,492$505K0.08%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,491$505K0.01%+3313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC3,465$501K<0.01%+18813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,407$493K<0.01%+52213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC3,333$482K<0.01%+2613F-HRTimeline
Vawter Financial, Ltd.3,261$472K0.28%013F-HRTimeline
NewEdge Advisors, LLC3,245$469K<0.01%013F-HRTimeline
VANCE WEALTH, LLC3,194$462K0.18%+5813F-HRTimeline
SVB WEALTH LLC3,192$462K0.01%new13F-HRTimeline
Rialto Wealth Management, LLC3,054$442K0.15%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,830$409K<0.01%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV2,782$402K<0.01%new13F-HRTimeline
Kiely Wealth Advisory Group, Inc.2,714$400K0.26%+413F-HRTimeline
Stordahl Capital Management, Inc.2,722$394K0.09%-19213F-HRTimeline
Perigon Wealth Management, LLC2,680$393K0.01%+33513F-HRTimeline
FAS Wealth Partners, Inc.2,596$375K0.03%+1513F-HRTimeline
Cornerstone Wealth Management, LLC2,588$374K0.03%+34213F-HRTimeline
Curi Capital, LLC2,528$366K0.01%013F-HRTimeline
TRUE Private Wealth Advisors2,110$305K0.04%+10013F-HRTimeline
Portland Global Advisors LLC2,100$304K0.04%013F-HRTimeline
Beacon Pointe Advisors, LLC2,022$292K<0.01%+1513F-HRTimeline
Sequoia Financial Advisors, LLC1,990$288K<0.01%+18613F-HR/ATimeline
Waverly Advisors, LLC1,954$283K<0.01%new13F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth1,914$277K<0.01%+23413F-HRTimelineGroup
Compound Planning, Inc.1,821$263K0.01%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC1,802$261K<0.01%-8813F-HRTimelineGroup
NORTHWEST WEALTH MANAGEMENT, LLC1,775$257K0.05%+23413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,770$256K<0.01%013F-HRTimelineGroup
First Western Trust Bank1,738$251K0.01%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,709$247K<0.01%+913F-HRTimelineGroup
Indiana Trust & Investment Management Co1,670$241K0.08%013F-HRTimeline
Sterling Capital Management LLC1,644$238K<0.01%+58913F-HRTimeline
Nvest Financial, LLC1,559$225K0.11%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC1,550$224K0.01%-3313F-HRTimeline
BAILARD, INC.1,522$220K0.01%013F-HRTimeline
COMERICA BANK1,504$217K<0.01%-7113F-HR/ATimeline
Evernest Financial Advisors, LLC1,400$202K0.05%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,316$190K<0.01%+1813F-HRTimelineGroup
Aptus Capital Advisors, LLC1,227$177K<0.01%+1,12713F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,127$163K0.01%new13F-HRTimeline
ORG Partners LLC1,127$163K0.02%+713F-HRTimeline
Archer Investment Corp1,038$150K0.04%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.950$137K0.04%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/948$137K0.06%-74913F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV944$137K0.01%013F-HRTimeline
Painted Porch Advisors LLC805$116K0.06%013F-HRTimeline
HARBOUR INVESTMENTS, INC.791$114K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC790$114K<0.01%013F-HRTimelineGroup
Allworth Financial LP765$113K<0.01%013F-HRTimeline
Gleason Group, Inc.752$109K0.02%+513F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…746$108K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/680$98.3K<0.01%-2013F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC541$78.3K0.01%new13F-HRTimeline
Global Retirement Partners, LLC364$52.7K<0.01%+213F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC350$51.5K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA284$41.1K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC235$34K<0.01%+9913F-HRTimelineGroup
McIlrath & Eck, LLC196$28.3K<0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA138$20K<0.01%-10013F-HRTimelineGroup
Bear Mountain Capital, Inc.126$18.6K0.01%-6213F-HRTimeline
Eukles Asset Management115$16.6K0.01%013F-HRTimeline
MAI Capital Management100$14.5K<0.01%new13F-HRTimeline
Anderson Financial Strategies, LLC100$14.5K0.01%13F-HRTimeline
EASTERN BANK96$13.9K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.82$11.9K<0.01%13F-HRTimeline
Comprehensive Financial Planning, Inc./…80$11.6K0.01%13F-HRTimeline
FSA Wealth Management LLC63$9.11K<0.01%013F-HRTimeline
Fairscale Capital, LLC50$7.23K0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC50$7.23K0.01%new13F-HRTimeline
Blue Trust, Inc.49$7.09K<0.01%013F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…43$6.22K<0.01%-4913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…42$6.07K<0.01%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC40$5.78K<0.01%013F-HRTimelineGroup
MCF Advisors LLC39$5.64K<0.01%-4213F-HRTimeline
SIMPLEX TRADING, LLC27$3K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.20$2.89K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd4$578<0.01%-16813F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.