Filing Research | VANGUARD SCOTTSDALE FDS Institutional Holdings

Snapshot holdings

50 / 127 loaded

#		Instrument	quantity
1	Mirae Asset Global Investments Co., Ltd.	Shares	1.9MSH	$107.1M
2	Annex Advisory Services, LLC	Shares	1.6MSH	$89.7M
3	Rainwater Charitable Foundation	Shares	1.1MSH	$59.1M
4	Barry Investment Advisors, LLC	Shares	752.0KSH	$41.5M
5	Forum Financial Management, LP	Shares	698.5KSH	$38.5M
6	Quadratic Capital Management LLC	Shares	665.7KSH	$36.7M
7	Klaas Financial Asset Advisors, LLC	Shares	429.6KSH	$23.7M
8	GenWealth Group, Inc.	Shares	414.3KSH	$22.9M
9	Gleason Group, Inc.	Shares	360.0KSH	$19.9M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	342.5KSH	$18.5M
11	WLTH Capital Management, LLC	Shares	309.7KSH	$17.1M
12	Professional Financial Management, Inc.	Shares	293.9KSH	$16.2M
13	JOHNSON INVESTMENT COUNSEL INC	Shares	248.8KSH	$13.7M
14	Aurelius Family Office LLC	Shares	234.9KSH	$13.0M
15	Morningstar Investment Management LLC	Shares	191.3KSH	$10.6M
16	COURIER CAPITAL LLC	Shares	176.4KSH	$9.7M
17	WEBSTERROGERS FINANCIAL ADVISORS, LLC	Shares	157.5KSH	$8.7M
18	Rinkey Investments	Shares	149.3KSH	$8.2M
19	Focus Financial Network, Inc.	Shares	147.5KSH	$8.1M
20	Hennion & Walsh Asset Management, Inc.	Shares	143.3KSH	$7.9M
21	S. R. Schill & Associates	Shares	118.5KSH	$6.5M
22	Blue Trust, Inc.	Shares	102.3KSH	$5.6M
23	DAVENPORT & Co LLC	Shares	95.9KSH	$5.3M
24	Gladwyn Financial Advisors, Inc.	Shares	92.6KSH	$5.1M
25	FIDUCIARY FINANCIAL GROUP, LLC	Shares	84.8KSH	$4.7M
26	Skyline Advisors, Inc.	Shares	83.6KSH	$4.6M
27	Versant Capital Management, Inc	Shares	78.8KSH	$4.3M
28	Forthright Family Wealth Advisory LLC	Shares	73.6KSH	$4.1M
29	True North Advisors, LLC	Shares	71.3KSH	$3.9M
30	Silverleafe Capital Partners, LLC	Shares	61.4KSH	$3.4M
31	SBI Securities Co., Ltd.	Shares	50.7KSH	$2.8M
32	QUATTRO FINANCIAL ADVISORS LLC	Shares	50.6KSH	$2.8M
33	JAMES INVESTMENT RESEARCH, INC.	Shares	42.2KSH	$2.3M
34	Kings Path Partners LLC	Shares	41.6KSH	$2.3M
35	CATALYST PRIVATE WEALTH, LLC	Shares	40.7KSH	$2.2M
36	Farther Finance Advisors, LLC	Shares	39.5KSH	$2.2M
37	LAUREL OAK WEALTH MANAGEMENT, LLC	Shares	38.2KSH	$2.1M
38	Brindle & Bay Financial Advisors, LLC	Shares	34.5KSH	$1.9M
39	Brookstone Capital Management	Shares	32.9KSH	$1.8M
40	Marion Wealth Management	Shares	30.5KSH	$1.7M
41	Legacy Wealth Asset Management, LLC	Shares	29.1KSH	$1.6M
42	Dynamic Advisor Solutions LLC	Shares	25.2KSH	$1.4M
43	Clarity Wealth Advisors, LLC	Shares	24.0KSH	$1.3M
44	Lord & Richards Wealth Management, LLC	Shares	22.8KSH	$1.3M
45	Mayflower Financial Advisors, LLC	Shares	19.4KSH	$1.1M
46	HICKS CAPITAL MANAGEMENT LLC	Shares	19.2KSH	$1.1M
47	NWAM LLC	Shares	18.6KSH	$1.0M
48	CoreCap Advisors, LLC	Shares	17.9KSH	$985.6K
49	Tailwinds Wealth, LLC	Shares	17.1KSH	$941.4K
50	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	Shares	15.9KSH	$875.4K

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Manager changes2026-06-30 vs 2026-03-31

50 / 139 loaded

#		Instrument
1	Annex Advisory Services, LLC added	Shares	+1.6M	+$89.0M	$89.7M
2	Quadratic Capital Management LLC added	Shares	+559.9K	+$30.9M	$36.7M
3	Rainwater Charitable Foundation added	Shares	+184.7K	+$10.0M	$59.1M
4	Silverleafe Capital Partners, LLC new	Shares	+61.4K	+$3.4M	$3.4M
5	Focus Financial Network, Inc. added	Shares	+57.4K	+$3.2M	$8.1M
6	Professional Financial Management, Inc. added	Shares	+50.1K	+$2.7M	$16.2M
7	Klaas Financial Asset Advisors, LLC added	Shares	+35.8K	+$1.9M	$23.7M
8	DAVENPORT & Co LLC added	Shares	+33.1K	+$1.8M	$5.3M
9	FIDUCIARY FINANCIAL GROUP, LLC added	Shares	+30.0K	+$1.6M	$4.7M
10	Clarity Wealth Advisors, LLC new	Shares	+24.0K	+$1.3M	$1.3M
11	Barry Investment Advisors, LLC added	Shares	+24.5K	+$1.2M	$41.5M
12	COURIER CAPITAL LLC added	Shares	+21.8K	+$1.2M	$9.7M
13	GenWealth Group, Inc. added	Shares	+20.5K	+$1.1M	$22.9M
14	Skyline Advisors, Inc. added	Shares	+19.3K	+$1.1M	$4.6M
15	Tailwinds Wealth, LLC new	Shares	+17.1K	+$941.4K	$941.4K
16	Aurelius Family Office LLC added	Shares	+16.4K	+$866.7K	$13.0M
17	WLTH Capital Management, LLC added	Shares	+16.0K	+$829.9K	$17.1M
18	Envestnet Portfolio Solutions, Inc. new	Shares	+14.9K	+$820.6K	$820.6K
19	S. R. Schill & Associates added	Shares	+13.6K	+$733.6K	$6.5M
20	WEBSTERROGERS FINANCIAL ADVISORS, LLC added	Shares	+12.6K	+$670.3K	$8.7M
21	NWAM LLC added	Shares	+9.2K	+$504.5K	$1.0M
22	QUATTRO FINANCIAL ADVISORS LLC added	Shares	+8.3K	+$448.6K	$2.8M
23	CATALYST PRIVATE WEALTH, LLC added	Shares	+7.7K	+$419.6K	$2.2M
24	Gladwyn Financial Advisors, Inc. added	Shares	+7.8K	+$417.9K	$5.1M
25	Versant Capital Management, Inc added	Shares	+7.2K	+$386.7K	$4.3M
26	Hennion & Walsh Asset Management, Inc. added	Shares	+7.0K	+$360.9K	$7.9M
27	BEACON FINANCIAL GROUP new	Shares	+4.3K	+$239.9K	$239.9K
28	EverSource Wealth Advisors, LLC added	Shares	+4.3K	+$238.2K	$691.7K
29	Forthright Family Wealth Advisory LLC added	Shares	+8.7K	+$218.2K	$4.1M
30	HARMONY ASSET MANAGEMENT LLC new	Shares	+3.9K	+$217.3K	$217.3K
31	Blue Trust, Inc. added	Shares	+4.1K	+$209.2K	$5.6M
32	Physician Wealth Advisors, Inc. new	Shares	+3.7K	+$202.0K	$202.0K
33	Nicholas Wealth, LLC. added	Shares	+3.6K	+$198.4K	$623.0K
34	COUNTRY TRUST BANK new	Shares	+3.2K	+$174.6K	$174.6K
35	Rinkey Investments added	Shares	+3.6K	+$172.0K	$8.2M
36	Gleason Group, Inc. added	Shares	+4.2K	+$171.3K	$19.9M
37	Kings Path Partners LLC added	Shares	+3.3K	+$157.7K	$2.3M
38	Farther Finance Advisors, LLC added	Shares	+2.2K	+$126.5K	$2.2M
39	Golden State Wealth Management, LLC added	Shares	+1.5K	+$82.2K	$86.3K
40	Lord & Richards Wealth Management, LLC added	Shares	+1.4K	+$72.6K	$1.3M
41	Legacy Wealth Asset Management, LLC added	Shares	+1.4K	+$71.4K	$1.6M
42	Aspect Partners, LLC added	Shares	+1.3K	+$69.6K	$600.5K
43	Marion Wealth Management added	Shares	+1.1K	+$56.4K	$1.7M
44	LifeWealth Investments, LLC added	Shares	+944	+$50.8K	$447.0K
45	Cape Investment Advisory, Inc. new	Shares	+645	+$35.6K	$35.6K
46	GILPIN WEALTH MANAGEMENT, LLC new	Shares	+594	+$32.8K	$32.8K
47	LANARK FINANCIAL, INC. added	Shares	+457	+$24.6K	$215.2K
48	HICKS CAPITAL MANAGEMENT LLC added	Shares	+426	+$20.2K	$1.1M
49	BAM Wealth Management, LLC added	Shares	+301	+$15.2K	$454.3K
50	ARKANSAS FINANCIAL GROUP, INC. added	Shares	+310	+$14.4K	$491.0K

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