Filing Research | VANGUARD SCOTTSDALE FDS Institutional Holdings

Snapshot holdings

29 / 29 loaded

#		Instrument	quantity
1	Wedmont Private Capital	Shares	1.5MSH	$111.6M
2	CoreCap Advisors, LLC	Shares	172.3KSH	$13.2M
3	SAX WEALTH ADVISORS, LLC	Shares	140.8KSH	$10.8M
4	Drucker Wealth 3.0, LLC	Shares	77.0KSH	$5.9M
5	TITLEIST ASSET MANAGEMENT, LLC	Shares	72.4KSH	$5.6M
6	BFSG, LLC	Shares	51.6KSH	$4.0M
7	RFG Advisory, LLC	Shares	16.1KSH	$1.2M
8	Nicholas Wealth, LLC.	Shares	10.6KSH	$817.4K
9	Rare Wolf Capital LLC	Shares	9.2KSH	$706.4K
10	CRA Financial Services, LLC	Shares	6.9KSH	$533.4K
11	Farther Finance Advisors, LLC	Shares	6.7KSH	$517.8K
12	John W. Brooker & Co., CPAs	Shares	6.6KSH	$510.6K
13	Sound Income Strategies, LLC	Shares	5.7KSH	$435.7K
14	Golden State Wealth Management, LLC	Shares	5.3KSH	$404.3K
15	GUIDANCE CAPITAL, INC	Shares	4.9KSH	$374.2K
16	DiPaolo Financial Group, Inc.	Shares	4.0KSH	$307.7K
17	SEAMOUNT FINANCIAL GROUP INC	Shares	3.9KSH	$297.2K
18	Oregon Pacific Wealth Management, LLC	Shares	3.0KSH	$230.1K
19	Kraft, Davis & Associates, LLC	Shares	2.8KSH	$213.6K
20	IFP Advisors, Inc	Shares	2.4KSH	$186.7K
21	PROFFITT & GOODSON INC	Shares	1.8KSH	$139.7K
22	LANARK FINANCIAL, INC.	Shares	643SH	$49.4K
23	Strategic Investment Solutions, Inc. /IL	Shares	510SH	$39.2K
24	AdvisorNet Financial, Inc	Shares	415SH	$31.9K
25	Vermillion Wealth Management, Inc.	Shares	354SH	$27.2K
26	GILPIN WEALTH MANAGEMENT, LLC	Shares	187SH	$14.4K
27	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	130SH	$9.9K
28	Davis Capital Management	Shares	70SH	$5.4K
29	Retirement Wealth Solutions LLC	Shares	1SH	$74

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

31 / 31 loaded

#		Instrument
1	SAX WEALTH ADVISORS, LLC new	Shares	+140.8K	+$10.8M	$10.8M
2	Wedmont Private Capital added	Shares	+113.5K	+$7.1M	$111.6M
3	CoreCap Advisors, LLC added	Shares	+17.2K	+$1.3M	$13.2M
4	John W. Brooker & Co., CPAs new	Shares	+6.6K	+$510.6K	$510.6K
5	GUIDANCE CAPITAL, INC new	Shares	+4.9K	+$374.2K	$374.2K
6	Nicholas Wealth, LLC. added	Shares	+2.9K	+$225.1K	$817.4K
7	Rare Wolf Capital LLC added	Shares	+850	+$65.0K	$706.4K
8	BFSG, LLC added	Shares	+688	+$51.3K	$4.0M
9	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new	Shares	+130	+$9.9K	$9.9K
10	CRA Financial Services, LLC added	Shares	+100	+$7.5K	$533.4K
11	Golden State Wealth Management, LLC added	Shares	+65	+$4.8K	$404.3K
12	SEAMOUNT FINANCIAL GROUP INC added	Shares	+41	+$3.1K	$297.2K
13	DiPaolo Financial Group, Inc. added	Shares	+9	+$637	$307.7K
14	Strategic Investment Solutions, Inc. /IL added	Shares	+6	+$469	$39.2K
15	AdvisorNet Financial, Inc added	Shares	+5	+$381	$31.9K
16	Retirement Wealth Solutions LLC unchanged	Shares	0	+$1	$74
17	Davis Capital Management unchanged	Shares	0	-$2	$5.4K
18	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	-$6	$14.4K
19	LANARK FINANCIAL, INC. unchanged	Shares	0	-$19	$49.4K
20	PROFFITT & GOODSON INC unchanged	Shares	0	-$54	$139.7K
21	Oregon Pacific Wealth Management, LLC unchanged	Shares	0	-$90	$230.1K
22	Kraft, Davis & Associates, LLC unchanged	Shares	0	-$2.6K	$213.6K
23	Farther Finance Advisors, LLC trimmed	Shares	-164	-$10.9K	$517.8K
24	Vermillion Wealth Management, Inc. trimmed	Shares	-773	-$59.4K	$27.2K
25	TITLEIST ASSET MANAGEMENT, LLC trimmed	Shares	-872	-$69.2K	$5.6M
26	IFP Advisors, Inc trimmed	Shares	-948	-$72.9K	$186.7K
27	Drucker Wealth 3.0, LLC trimmed	Shares	-1.1K	-$83.8K	$5.9M
28	Key FInancial Inc exited	Shares	-1.4K	-$105.5K	$0
29	Sound Income Strategies, LLC trimmed	Shares	-1.4K	-$108.0K	$435.7K
30	RFG Advisory, LLC trimmed	Shares	-5.4K	-$413.4K	$1.2M
31	PFG Investments, LLC exited	Shares	-10.2K	-$780.1K	$0