Skip to content
Disclosery

VTWV VANGUARD SCOTTSDALE FDS

Follow

ETF (fund)

157 managers (159 13F filers) reported a position in VTWV shares at 2025-03-31, 2,441,374 shares in all. 11 filers opened a position and 15 filers sold out during the quarter.

Managers
157
13F filers
159
New
11
Added
61
Reduced
53
Sold out
15
Shares held by filers
2,441,374

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/433,635$57.7M0.01%-19,05613F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC172,778$23M0.1%+9,75013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY132,157$17.6M<0.01%+3,08313F-HRTimelineGroup
LPL Financial LLC111,571$14.8M0.01%+5,00913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…92,046$12.3M0.03%+5,45813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC85,280$11.3M<0.01%-5,80913F-HRTimelineGroup
Bragg Financial Advisors, Inc84,759$11.3M0.46%-4213F-HRTimeline
Virtue Capital Management, LLC58,898$7.84M0.92%-3,54713F-HRTimeline
WestHill Financial Advisors, Inc.57,106$7.6M1.74%+1,76613F-HRTimeline
CW Advisors, LLC54,149$7.21M0.09%-1,04713F-HRTimeline
Financial Advisory Corp53,782$7.16M1.18%-3,05413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC50,484$6.72M0.06%-53813F-HR/ATimelineGroup
Institute for Wealth Management, LLC.43,992$5.85M0.75%+22,65213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding38,238$5.09M+775Timeline
RWA WEALTH PARTNERS, LLC36,793$4.9M0.06%+76113F-HRTimeline
Cetera Investment Advisers36,160$4.81M0.01%+5,94813F-HRTimeline
UBS Group AGin group UBS Group AG29,236$3.89M<0.01%-6,09713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC27,260$3.63M<0.01%+4,58013F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP27,000$3.59M0.01%+2,80013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC26,743$3.56M<0.01%+11113F-HR/ATimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources25,033$3.33M<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO24,671$3.28M<0.01%-3,39013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,058$3.2M0.01%+8,62813F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC22,217$2.96M0.02%-72913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN22,085$2.94M<0.01%-3,29113F-HRTimelineGroup
AMG National Trust Bank20,406$2.72M0.08%+12,87513F-HRTimeline
HighTower Advisors, LLC20,345$2.71M<0.01%-85913F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC20,013$2.66M0.57%-73113F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC19,182$2.55M0.35%+7313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC19,055$2.54M0.04%-50013F-HRTimeline
AdvisorNet Financial, Inc18,733$2.49M0.19%+14113F-HRTimeline
CIBC WORLD MARKET INC.18,662$2.48M0.01%+713F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA18,441$2.42M0.12%+2,18913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,660$2.35M<0.01%new13F-HRTimelineGroup
Phoenix Wealth Advisors17,025$2.27M0.99%-3,68413F-HRTimeline
Rodgers & Associates, LTD16,647$2.22M0.27%-5013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.15,923$2.12M0.02%+6,19713F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK15,655$2.08M0.01%+89913F-HRTimelineGroup
Wealth Dimensions Group, Ltd.14,371$1.91M0.46%+23713F-HRTimeline
Allegheny Financial Group14,154$1.88M0.48%+8,43313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding13,415$1.79M-1,986Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.13,025$1.73M<0.01%+64113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC12,860$1.71M<0.01%+22813F-HRTimeline
Clearstead Advisors, LLC12,850$1.71M0.03%013F-HRTimeline
LBJ Family Wealth Advisors, Ltd.12,211$1.62M1.04%-26413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…12,207$1.62M0.05%+12,16413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,462$1.52M<0.01%+16113F-HR/ATimelineGroup
Gibraltar Capital Management, Inc.11,250$1.5M0.32%new13F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…10,813$1.44M0.12%+50213F-HRTimelineGroup
Parkside Financial Bank & Trust10,275$1.37M0.17%+2,18713F-HRTimeline
Jordan Park Group LLC9,816$1.31M0.09%-9713F-HRTimeline
Cambridge Investment Research Advisors,…8,786$1.17M<0.01%-28213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …8,179$1.09M0.02%+3,35613F-HRTimelineGroup
FourThought Financial Partners, LLC8,020$1.07M0.11%+65313F-HRTimeline
MIdWestOne Financial Group, Inc.7,999$1.06M0.15%+4213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,943$1.06M<0.01%+39313F-HRTimelineGroup
IVC Wealth Advisors LLC7,838$1.04M0.56%-76213F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.7,661$1.02M0.2%013F-HRTimeline
Sigma Planning Corp6,645$884K0.03%+1713F-HRTimeline
Brooklyn FI, LLC4,394$859K0.26%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,374$848K0.02%+19413F-HRTimelineGroup
Roundview Capital LLC6,079$809K0.06%013F-HRTimeline
Morangie Management LLC5,929$789K0.77%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC5,913$787K<0.01%+88213F-HRTimelineGroup
Private Advisor Group, LLC5,709$760K<0.01%-40913F-HRTimeline
McLean Asset Management Corp6,259$727K0.24%+1,69913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,042$671K<0.01%-1,42713F-HRTimeline
Topel & Distasi Wealth Management, LLC4,763$634K0.3%-1,66513F-HRTimeline
Composition Wealth, LLC4,759$633K0.01%-54813F-HRTimeline
Verisail Partners, LLC4,621$615K0.28%013F-HRTimeline
Freedom Investment Management, Inc.4,555$606K0.05%-92513F-HRTimeline
Michels Family Financial, LLC4,437$591K0.53%-3813F-HRTimeline
Plancorp, LLC4,316$574K0.02%-19113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,246$565K<0.01%013F-HRTimelineGroup
Note Advisors, LLC4,068$541K0.45%-74213F-HRTimeline
Janney Montgomery Scott LLC3,876$516K<0.01%-49513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,794$505K<0.01%+38713F-HRTimelineGroup
1900 WEALTH MANAGEMENT LLC3,776$503K0.04%-33913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,772$502K0.01%+613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,754$500K<0.01%-92113F-HRTimelineGroup
BluePointe Capital Management, LLC3,627$483K0.18%013F-HRTimeline
Mariner, LLCin group Mariner, LLC3,595$478K<0.01%+13013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,524$469K0.01%+3313F-HRTimelineGroup
Tennessee Valley Asset Management Partn…3,448$459K0.07%-4413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,407$453K<0.01%+1,63713F-HRTimelineGroup
FLOW TRADERS U.S. LLC3,339$444K0.02%new13F-HRTimeline
Vawter Financial, Ltd.3,261$434K0.24%013F-HRTimeline
NewEdge Advisors, LLC3,227$430K<0.01%-1813F-HRTimeline
IEQ CAPITAL, LLC3,156$420K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC3,029$403K0.13%-2513F-HRTimeline
VANCE WEALTH, LLC3,003$400K0.15%-19113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,950$393K<0.01%+12013F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC2,822$376K<0.01%-51113F-HRTimeline
COUNTRY CLUB BANK2,740$365K0.02%new13F-HRTimeline
Stordahl Capital Management, Inc.2,711$361K0.09%-1113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,609$347K<0.01%-17313F-HRTimeline
FAS Wealth Partners, Inc.2,606$347K0.03%+1013F-HRTimeline
Investor's Fiduciary Advisor Network, L…2,556$340K0.16%-1,26013F-HRTimeline
Cornerstone Wealth Management, LLC2,537$338K0.02%-5113F-HRTimeline
Beacon Pointe Advisors, LLC2,409$321K<0.01%+38713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,162$288K<0.01%-2,03513F-HRTimelineGroup
Portland Global Advisors LLC2,100$279K0.04%013F-HRTimeline
Sequoia Financial Advisors, LLC2,072$276K<0.01%+8213F-HRTimeline
TRUE Private Wealth Advisors2,020$269K0.03%-9013F-HRTimeline
Waverly Advisors, LLC1,954$260K<0.01%013F-HRTimeline
Atria Wealth Solutions, Inc.1,905$254K<0.01%-3,09413F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth1,900$253K<0.01%-1413F-HRTimelineGroup
Bridgewater Advisors Inc.1,954$251K0.02%new13F-HRTimeline
Compound Planning, Inc.1,861$248K0.01%+4013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC1,775$236K0.05%013F-HRTimeline
First Western Trust Bank1,738$231K0.01%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,710$228K<0.01%+113F-HRTimelineGroup
Centennial Bank/AR/in group Centennial Bank/AR/1,693$225K0.11%+74513F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC1,688$225K0.01%+13813F-HRTimeline
Indiana Trust & Investment Management Co1,670$222K0.08%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,578$210K<0.01%+26213F-HR/ATimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC1,560$208K<0.01%-24213F-HRTimelineGroup
HRT FINANCIAL LP1,558$207K<0.01%new13F-HRTimeline
BAILARD, INC.1,522$203K0.01%013F-HRTimeline
COMERICA BANK1,502$200K<0.01%-213F-HRTimeline
Aptus Capital Advisors, LLC1,231$164K<0.01%+413F-HRTimeline
Sterling Capital Management LLC1,134$151K<0.01%-51013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,131$151K0.01%+413F-HRTimeline
Archer Investment Corp1,038$138K0.04%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.950$126K0.04%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV887$118K0.01%-5713F-HRTimeline
FMR LLCin group FMR LLC872$116K<0.01%+63713F-HRTimelineGroup
Painted Porch Advisors LLC805$107K0.04%013F-HRTimeline
CWM, LLCin group CWM, LLC790$105K<0.01%013F-HRTimelineGroup
FSA Wealth Management LLC201$103K0.04%+13813F-HRTimeline
Gleason Group, Inc.755$100K0.02%+313F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…746$99.3K<0.01%013F-HRTimelineGroup
Anderson Financial Strategies, LLC743$98.9K0.06%+64313F-HRTimeline
Allworth Financial LP765$97.6K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/620$82.4K<0.01%-6013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.454$60.4K<0.01%-33713F-HRTimeline
McIlrath & Eck, LLC196$26.1K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA191$25.4K<0.01%-9313F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA138$18.4K<0.01%013F-HRTimelineGroup
Bear Mountain Capital, Inc.126$16.1K0.01%013F-HRTimeline
Eukles Asset Management115$15.3K0.01%013F-HRTimeline
AlphaCore Capital LLC111$14.8K<0.01%new13F-HRTimeline
MAI Capital Management100$13.3K<0.01%013F-HRTimeline
EASTERN BANK96$12.8K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.89$11.8K<0.01%+713F-HRTimeline
Comprehensive Financial Planning, Inc./…80$10.6K0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC70$9.32K0.01%+2013F-HRTimeline
Geneos Wealth Management Inc.60$7.99K<0.01%+4013F-HRTimeline
Fairscale Capital, LLC50$6.66K0.01%013F-HRTimeline
Blue Trust, Inc.49$6.52K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…42$5.59K<0.01%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC40$5.32K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC38$5.06K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC39$5K<0.01%+1213F-HRTimeline
LANARK FINANCIAL, INC.35$4K<0.01%new13F-HRTimeline
Wealth Preservation Advisors, LLC15$2K<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.