Filing Research | VANGUARD SCOTTSDALE FDS Institutional Holdings

Snapshot holdings

44 / 44 loaded

#		Instrument	quantity
1	WestHill Financial Advisors, Inc.	Shares	58.0KSH	$11.3M
2	Financial Advisory Corp	Shares	50.2KSH	$9.8M
3	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	16.8KSH	$3.3M
4	Rodgers & Associates, LTD	Shares	15.4KSH	$3.0M
5	Allegheny Financial Group	Shares	15.1KSH	$3.0M
6	Wealth Dimensions Group, Ltd.	Shares	14.0KSH	$2.7M
7	D.A. DAVIDSON & CO.	Shares	14.0KSH	$2.7M
8	Sowell Financial Services LLC	Shares	11.7KSH	$2.3M
9	Gibraltar Capital Management, Inc.	Shares	11.3KSH	$2.2M
10	FIFTH THIRD SECURITIES, INC.	Shares	9.2KSH	$1.8M
11	Morangie Management LLC	Shares	5.9KSH	$1.2M
12	Dickmeyer Boyce Financial Management, Inc.	Shares	5.6KSH	$1.1M
13	IVC Wealth Advisors LLC	Shares	4.2KSH	$819.6K
14	Composition Wealth, LLC	Shares	4.1KSH	$800.1K
15	Clear Retirement Advice LLC	Shares	3.6KSH	$706.1K
16	AdvisorNet Financial, Inc	Shares	3.2KSH	$620.2K
17	Stordahl Capital Management, Inc.	Shares	2.8KSH	$540.4K
18	Wealthcare Advisory Partners LLC	Shares	2.5KSH	$490.1K
19	Cornerstone Wealth Management, LLC	Shares	2.3KSH	$446.5K
20	Plancorp, LLC	Shares	2.2KSH	$432.2K
21	Vawter Financial, Ltd.	Shares	2.1KSH	$402.8K
22	TRUE Private Wealth Advisors	Shares	2.1KSH	$402.5K
23	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	2.1KSH	$398.5K
24	NORTHWEST WEALTH MANAGEMENT, LLC	Shares	1.9KSH	$365.1K
25	INDEPENDENT FINANCIAL GROUP, LLC	Shares	1.7KSH	$331.7K
26	Indiana Trust & Investment Management Co	Shares	1.7KSH	$326.4K
27	GUIDANCE CAPITAL, INC	Shares	1.3KSH	$266.7K
28	AA Financial Advisors, LLC	Shares	1.2KSH	$242.0K
29	Merit Financial Group, LLC	Shares	1.1KSH	$217.7K
30	Farther Finance Advisors, LLC	Shares	808SH	$157.9K
31	Gleason Group, Inc.	Shares	772SH	$150.9K
32	Midway Capital Research & Management	Shares	670SH	$130.9K
33	CoreCap Advisors, LLC	Shares	159SH	$31.1K
34	Bear Mountain Capital, Inc.	Shares	126SH	$24.3K
35	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	110SH	$21.5K
36	EASTERN BANK	Shares	96SH	$18.8K
37	Triumph Capital Management	Shares	86SH	$16.8K
38	Davis Capital Management	Shares	48SH	$9.4K
39	LANARK FINANCIAL, INC.	Shares	35SH	$6.8K
40	IFP Advisors, Inc	Shares	34SH	$6.6K
41	SBI Securities Co., Ltd.	Shares	33SH	$6.5K
42	Harbor Asset Planning, Inc.	Shares	16SH	$3.1K
43	LBJ Family Wealth Advisors, Ltd.	Shares	14.4KSH	$2.8K
44	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	1SH	$217

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

45 / 45 loaded

#		Instrument
1	Sowell Financial Services LLC new	Shares	+11.7K	+$2.3M	$2.3M
2	WestHill Financial Advisors, Inc. trimmed	Shares	-276	+$1.6M	$11.3M
3	Financial Advisory Corp trimmed	Shares	-122	+$1.4M	$9.8M
4	Rodgers & Associates, LTD trimmed	Shares	-134	+$411.0K	$3.0M
5	D.A. DAVIDSON & CO. unchanged	Shares	0	+$394.2K	$2.7M
6	Wealth Dimensions Group, Ltd. trimmed	Shares	-47	+$388.3K	$2.7M
7	Gibraltar Capital Management, Inc. unchanged	Shares	0	+$317.5K	$2.2M
8	Allegheny Financial Group trimmed	Shares	-797	+$293.7K	$3.0M
9	Dickmeyer Boyce Financial Management, Inc. added	Shares	+427	+$230.2K	$1.1M
10	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$227.4K	$3.3M
11	Merit Financial Group, LLC new	Shares	+1.1K	+$217.7K	$217.7K
12	Morangie Management LLC unchanged	Shares	0	+$167.3K	$1.2M
13	Composition Wealth, LLC added	Shares	+14	+$117.9K	$800.1K
14	Cornerstone Wealth Management, LLC added	Shares	+235	+$103.7K	$446.5K
15	Clear Retirement Advice LLC unchanged	Shares	0	+$102.0K	$706.1K
16	IVC Wealth Advisors LLC trimmed	Shares	-135	+$95.8K	$819.6K
17	Wealthcare Advisory Partners LLC added	Shares	+146	+$95.0K	$490.1K
18	AdvisorNet Financial, Inc trimmed	Shares	-45	+$82.0K	$620.2K
19	Stordahl Capital Management, Inc. trimmed	Shares	-45	+$70.5K	$540.4K
20	TRUE Private Wealth Advisors added	Shares	+1	+$58.2K	$402.5K
21	Vawter Financial, Ltd. unchanged	Shares	0	+$58.2K	$402.8K
22	NORTHWEST WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$52.7K	$365.1K
23	Indiana Trust & Investment Management Co unchanged	Shares	0	+$47.1K	$326.4K
24	GUIDANCE CAPITAL, INC added	Shares	+149	+$45.2K	$266.7K
25	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-60	+$37.9K	$331.7K
26	AA Financial Advisors, LLC unchanged	Shares	0	+$35.0K	$242.0K
27	Farther Finance Advisors, LLC added	Shares	+1	+$22.3K	$157.9K
28	Gleason Group, Inc. added	Shares	+3	+$22.3K	$150.9K
29	Midway Capital Research & Management unchanged	Shares	0	+$18.9K	$130.9K
30	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+80	+$16.5K	$21.5K
31	Davis Capital Management new	Shares	+48	+$9.4K	$9.4K
32	IFP Advisors, Inc new	Shares	+34	+$6.6K	$6.6K
33	CoreCap Advisors, LLC unchanged	Shares	0	+$4.5K	$31.1K
34	Harbor Asset Planning, Inc. new	Shares	+16	+$3.1K	$3.1K
35	EASTERN BANK unchanged	Shares	0	+$2.7K	$18.8K
36	Triumph Capital Management unchanged	Shares	0	+$2.4K	$16.8K
37	Bear Mountain Capital, Inc. unchanged	Shares	0	+$1.4K	$24.3K
38	LANARK FINANCIAL, INC. unchanged	Shares	0	+$988	$6.8K
39	SBI Securities Co., Ltd. unchanged	Shares	0	+$932	$6.5K
40	LBJ Family Wealth Advisors, Ltd. trimmed	Shares	-87	+$449	$2.8K
41	BEACON INVESTMENT ADVISORY SERVICES, INC. unchanged	Shares	0	+$32	$217
42	Plancorp, LLC trimmed	Shares	-277	-$8.1K	$432.2K
43	Blue Trust, Inc. exited	Shares	-49	-$8.2K	$0
44	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-589	-$48.8K	$398.5K
45	FIFTH THIRD SECURITIES, INC. trimmed	Shares	-2.0K	-$81.7K	$1.8M