Filing Research | VANGUARD SCOTTSDALE FDS Institutional Holdings

Snapshot holdings

50 / 293 loaded

#		Instrument	quantity
1	Sequoia Financial Advisors, LLC	Shares	3.4MSH	$438.0M
2	Apollon Wealth Management, LLC	Shares	1.1MSH	$144.8M
3	Aaron Wealth Advisors LLC	Shares	797.9KSH	$102.0M
4	LPWM LLC	Shares	682.4KSH	$87.2M
5	WestHill Financial Advisors, Inc.	Shares	655.2KSH	$83.7M
6	Alliance Wealth Advisors, LLC /UT	Shares	554.9KSH	$70.9M
7	Waldron Private Wealth LLC	Shares	534.6KSH	$68.3M
8	Wealthquest Corp	Shares	525.4KSH	$67.1M
9	CITIZENS & NORTHERN CORP	Shares	462.2KSH	$59.1M
10	Apella Capital, LLC	Shares	402.9KSH	$50.3M
11	Summit Financial Strategies, Inc.	Shares	310.8KSH	$39.7M
12	Highland Financial Advisors, LLC	Shares	299.6KSH	$38.3M
13	D.A. DAVIDSON & CO.	Shares	288.9KSH	$36.9M
14	LVW Advisors, LLC	Shares	288.3KSH	$36.8M
15	EXCHANGE TRADED CONCEPTS, LLC	Shares	273.6KSH	$35.0M
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	235.2KSH	$30.0M
17	Perkins Coie Trust Co	Shares	206.3KSH	$26.4M
18	Wealth Dimensions Group, Ltd.	Shares	205.4KSH	$26.3M
19	Procyon Advisors, LLC	Shares	182.9KSH	$23.4M
20	Mesirow Financial Investment Management, Inc.	Shares	174.4KSH	$22.3M
21	FIFTH THIRD SECURITIES, INC.	Shares	157.1KSH	$20.1M
22	YARGER WEALTH STRATEGIES, LLC	Shares	149.4KSH	$19.1M
23	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	125.0KSH	$16.0M
24	MISSION WEALTH MANAGEMENT, LP	Shares	119.5KSH	$15.3M
25	Winthrop Advisory Group LLC	Shares	109.5KSH	$14.0M
26	Apollon Financial, LLC	Shares	101.2KSH	$12.9M
27	Royal Fund Management, LLC	Shares	91.0KSH	$11.6M
28	Relyea Zuckerberg Hanson LLC	Shares	85.8KSH	$11.0M
29	CARY STREET PARTNERS FINANCIAL LLC	Shares	84.1KSH	$10.8M
30	Investors Research Corp	Shares	79.4KSH	$10.1M
31	Sowell Financial Services LLC	Shares	71.8KSH	$9.2M
32	Base Wealth Management LLC	Shares	66.1KSH	$8.5M
33	Empire Life Investments Inc.	Shares	63.6KSH	$8.1M
34	Rodgers & Associates, LTD	Shares	63.2KSH	$8.1M
35	Nicholson Meyer Capital Management, Inc.	Shares	62.1KSH	$7.9M
36	ERn Financial, LLC	Shares	58.1KSH	$7.4M
37	Merit Financial Group, LLC	Shares	56.8KSH	$7.3M
38	Fifth Third Wealth Advisors LLC	Shares	56.7KSH	$7.2M
39	Aurelius Family Office LLC	Shares	56.6KSH	$7.2M
40	JOHNSON INVESTMENT COUNSEL INC	Shares	55.4KSH	$7.1M
41	GEM Asset Management, LLC	Shares	54.8KSH	$7.0M
42	Grey Fox Wealth Advisors, LLC	Shares	46.6KSH	$6.0M
43	Stegner Investment Associates Inc.	Shares	45.6KSH	$5.8M
44	SAPIENT CAPITAL LLC	Shares	44.6KSH	$5.7M
45	Wealth Advisory Team LLC	Shares	44.1KSH	$5.6M
46	RFG Advisory, LLC	Shares	43.4KSH	$5.5M
47	XML Financial, LLC	Shares	43.2KSH	$5.5M
48	IFP Advisors, Inc	Shares	42.7KSH	$5.5M
49	Crumly & Associates Inc.	Shares	42.6KSH	$5.4M
50	Auour Investments LLC	Shares	41.1KSH	$5.3M

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

50 / 293 loaded

#		Instrument
1	Sequoia Financial Advisors, LLC trimmed	Shares	-55.0K	+$56.1M	$438.0M
2	Apollon Wealth Management, LLC added	Shares	+286.5K	+$52.0M	$144.8M
3	Alliance Wealth Advisors, LLC /UT added	Shares	+100.3K	+$21.1M	$70.9M
4	CITIZENS & NORTHERN CORP added	Shares	+77.5K	+$16.9M	$59.1M
5	LPWM LLC added	Shares	+21.9K	+$14.8M	$87.2M
6	Summit Financial Strategies, Inc. added	Shares	+62.0K	+$12.4M	$39.7M
7	WestHill Financial Advisors, Inc. added	Shares	+390	+$11.9M	$83.7M
8	Highland Financial Advisors, LLC added	Shares	+52.8K	+$11.2M	$38.3M
9	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+37.9K	+$9.1M	$35.0M
10	Waldron Private Wealth LLC trimmed	Shares	-11.8K	+$8.4M	$68.3M
11	Aaron Wealth Advisors LLC trimmed	Shares	-65.2K	+$7.3M	$102.0M
12	Apella Capital, LLC added	Shares	+47.2K	+$6.7M	$50.3M
13	D.A. DAVIDSON & CO. added	Shares	+9.7K	+$6.3M	$36.9M
14	Procyon Advisors, LLC added	Shares	+19.7K	+$5.5M	$23.4M
15	Winthrop Advisory Group LLC added	Shares	+24.6K	+$4.7M	$14.0M
16	Perkins Coie Trust Co added	Shares	+3.8K	+$4.2M	$26.4M
17	MISSION WEALTH MANAGEMENT, LP added	Shares	+15.9K	+$3.9M	$15.3M
18	Wealth Dimensions Group, Ltd. added	Shares	+1.1K	+$3.8M	$26.3M
19	Mesirow Financial Investment Management, Inc. added	Shares	+6.0K	+$3.8M	$22.3M
20	Relyea Zuckerberg Hanson LLC added	Shares	+17.2K	+$3.4M	$11.0M
21	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-5.6K	+$3.3M	$30.0M
22	Sowell Financial Services LLC added	Shares	+17.3K	+$3.2M	$9.2M
23	YARGER WEALTH STRATEGIES, LLC added	Shares	+1.3K	+$2.8M	$19.1M
24	FIFTH THIRD SECURITIES, INC. trimmed	Shares	-2.2K	+$2.6M	$20.1M
25	Apollon Financial, LLC added	Shares	+5.6K	+$2.4M	$12.9M
26	Aprio Wealth Management, LLC added	Shares	+16.5K	+$2.2M	$2.6M
27	LVW Advisors, LLC trimmed	Shares	-31.4K	+$1.8M	$36.8M
28	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ trimmed	Shares	-6.3K	+$1.6M	$16.0M
29	XML Financial, LLC added	Shares	+6.9K	+$1.5M	$5.5M
30	DAVENPORT & Co LLC added	Shares	+7.7K	+$1.5M	$4.9M
31	Investors Research Corp added	Shares	+469	+$1.5M	$10.1M
32	SAPIENT CAPITAL LLC added	Shares	+3.9K	+$1.2M	$5.7M
33	Aurelius Family Office LLC added	Shares	+1.8K	+$1.2M	$7.2M
34	Accurate Wealth Management, LLC added	Shares	+7.7K	+$1.2M	$3.3M
35	Rodgers & Associates, LTD added	Shares	+340	+$1.2M	$8.1M
36	ASPIRIANT, LLC added	Shares	+8.4K	+$1.1M	$1.3M
37	JOHNSON INVESTMENT COUNSEL INC added	Shares	+743	+$1.1M	$7.1M
38	Grey Fox Wealth Advisors, LLC added	Shares	+1.5K	+$1.0M	$6.0M
39	ERn Financial, LLC trimmed	Shares	-748	+$971.3K	$7.4M
40	CARY STREET PARTNERS FINANCIAL LLC trimmed	Shares	-5.0K	+$971.0K	$10.8M
41	TCV Trust & Wealth Management, Inc. added	Shares	+2.0K	+$910.4K	$4.9M
42	Nicholson Meyer Capital Management, Inc. trimmed	Shares	-2.0K	+$909.5K	$7.9M
43	GEM Asset Management, LLC trimmed	Shares	-963	+$887.0K	$7.0M
44	Stegner Investment Associates Inc. added	Shares	+6	+$827.8K	$5.8M
45	MATRIX ASSET ADVISORS INC/NY added	Shares	+5.6K	+$824.9K	$1.5M
46	Auour Investments LLC added	Shares	+381	+$786.9K	$5.3M
47	PFG Advisors added	Shares	+438	+$780.2K	$5.2M
48	Fifth Third Wealth Advisors LLC trimmed	Shares	-2.3K	+$774.8K	$7.2M
49	J.W. COLE ADVISORS, INC. added	Shares	+4.5K	+$739.5K	$1.8M
50	Focus Financial Network, Inc. added	Shares	+1.1K	+$705.1K	$4.2M

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