Filing Research | VANGUARD SCOTTSDALE FDS Institutional Holdings

Snapshot holdings

50 / 90 loaded

#		Instrument	quantity
1	Angeles Investment Advisors, LLC	Shares	602.3KSH	$45.3M
2	Ocean Park Asset Management, LLC	Shares	519.4KSH	$39.1M
3	BENJAMIN EDWARDS INC	Shares	482.7KSH	$36.3M
4	Insight Wealth Strategies, LLC	Shares	420.3KSH	$31.4M
5	Mirae Asset Global Investments Co., Ltd.	Shares	335.7KSH	$25.3M
6	COUNTRY TRUST BANK	Shares	275.7KSH	$20.7M
7	CAPITAL ADVISORS INC/OK	Shares	265.0KSH	$19.9M
8	EXCHANGE TRADED CONCEPTS, LLC	Shares	220.1KSH	$16.6M
9	Boyd Wealth Management, LLC	Shares	206.6KSH	$15.5M
10	Cordoba Advisory Partners LLC	Shares	142.3KSH	$10.7M
11	San Luis Wealth Advisors LLC	Shares	127.9KSH	$9.6M
12	WEBSTERROGERS FINANCIAL ADVISORS, LLC	Shares	108.3KSH	$8.2M
13	Antonelli Financial Advisors, LLC	Shares	96.2KSH	$7.2M
14	Marion Wealth Management	Shares	88.1KSH	$6.6M
15	Revisor Wealth Management LLC	Shares	85.1KSH	$6.4M
16	Mechanics Bank Trust Department	Shares	75.5KSH	$5.7M
17	FINANCIAL ADVISORY PARTNERS, LLC	Shares	67.5KSH	$5.1M
18	HORIZON FINANCIAL SERVICES, LLC	Shares	60.9KSH	$4.6M
19	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	55.4KSH	$4.2M
20	Sightline Wealth Advisors, LLC	Shares	48.3KSH	$3.6M
21	ECLECTIC ASSOCIATES INC /ADV	Shares	46.0KSH	$3.5M
22	Fortis Group Advisors, LLC	Shares	43.7KSH	$3.3M
23	Prospera Financial Services Inc	Shares	35.9KSH	$2.7M
24	Cornerstone National Bank & Trust Co	Shares	35.1KSH	$2.6M
25	SBI Securities Co., Ltd.	Shares	29.0KSH	$2.2M
26	Farrell Financial LLC	Shares	28.0KSH	$2.1M
27	Farther Finance Advisors, LLC	Shares	21.5KSH	$1.6M
28	S. R. Schill & Associates	Shares	21.4KSH	$1.6M
29	LifeGoal Investments, LLC	Shares	21.0KSH	$1.6M
30	JAMES INVESTMENT RESEARCH, INC.	Shares	19.3KSH	$1.5M
31	SAX WEALTH ADVISORS, LLC	Shares	15.6KSH	$1.2M
32	Redhawk Wealth Advisors, Inc.	Shares	15.2KSH	$1.1M
33	CPR Investments Inc.	Shares	14.4KSH	$1.1M
34	Hennion & Walsh Asset Management, Inc.	Shares	13.7KSH	$1.0M
35	HARMONY ASSET MANAGEMENT LLC	Shares	13.6KSH	$1.0M
36	GP Brinson Investments LLC	Shares	13.2KSH	$994.1K
37	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	12.2KSH	$917.1K
38	Sage Investment Counsel LLC	Shares	10.7KSH	$804.4K
39	ROCKLAND TRUST CO	Shares	9.9KSH	$746.2K
40	Rosenberg Matthew Hamilton	Shares	9.9KSH	$745.7K
41	SHEETS SMITH WEALTH MANAGEMENT	Shares	9.8KSH	$735.1K
42	Bangor Savings Bank	Shares	9.2KSH	$691.5K
43	CoreCap Advisors, LLC	Shares	8.8KSH	$658.5K
44	Eagle Strategies LLC	Shares	8.2KSH	$619.0K
45	Merit Financial Group, LLC	Shares	8.2KSH	$617.7K
46	Stonebridge Financial Group, LLC	Shares	7.7KSH	$579.5K
47	Innova Wealth Partners	Shares	7.7KSH	$578.8K
48	PFG Advisors	Shares	7.4KSH	$555.7K
49	GK Wealth Management LLC	Shares	6.9KSH	$517.4K
50	D.A. DAVIDSON & CO.	Shares	6.6KSH	$496.8K

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

50 / 98 loaded

#		Instrument
1	Ocean Park Asset Management, LLC new	Shares	+519.4K	+$39.1M	$39.1M
2	CAPITAL ADVISORS INC/OK new	Shares	+265.0K	+$19.9M	$19.9M
3	Boyd Wealth Management, LLC new	Shares	+206.6K	+$15.5M	$15.5M
4	Insight Wealth Strategies, LLC added	Shares	+58.7K	+$4.4M	$31.4M
5	Fortis Group Advisors, LLC added	Shares	+43.4K	+$3.3M	$3.3M
6	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+31.3K	+$2.5M	$16.6M
7	Farther Finance Advisors, LLC added	Shares	+18.3K	+$1.4M	$1.6M
8	San Luis Wealth Advisors LLC added	Shares	+13.4K	+$1.1M	$9.6M
9	Mirae Asset Global Investments Co., Ltd. added	Shares	+11.6K	+$1.0M	$25.3M
10	Mechanics Bank Trust Department added	Shares	+10.9K	+$853.4K	$5.7M
11	Cordoba Advisory Partners LLC added	Shares	+6.8K	+$580.7K	$10.7M
12	WEBSTERROGERS FINANCIAL ADVISORS, LLC added	Shares	+6.6K	+$547.2K	$8.2M
13	GK Wealth Management LLC new	Shares	+6.9K	+$517.4K	$517.4K
14	FINANCIAL ADVISORY PARTNERS, LLC added	Shares	+4.7K	+$388.5K	$5.1M
15	FIFTH THIRD SECURITIES, INC. new	Shares	+5.0K	+$372.9K	$372.9K
16	PRIVATE CLIENT SERVICES, LLC new	Shares	+4.3K	+$320.4K	$320.4K
17	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+3.7K	+$306.4K	$4.2M
18	HORIZON FINANCIAL SERVICES, LLC added	Shares	+3.3K	+$282.2K	$4.6M
19	SAX WEALTH ADVISORS, LLC added	Shares	+3.7K	+$260.2K	$1.2M
20	SBI Securities Co., Ltd. added	Shares	+3.1K	+$245.7K	$2.2M
21	Marion Wealth Management added	Shares	+2.6K	+$244.1K	$6.6M
22	S. R. Schill & Associates added	Shares	+2.6K	+$207.0K	$1.6M
23	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+2.6K	+$199.1K	$917.1K
24	Capital Investment Advisory Services, LLC added	Shares	+1.4K	+$105.8K	$169.4K
25	Piscataqua Savings Bank new	Shares	+860	+$64.7K	$64.7K
26	Sage Investment Counsel LLC added	Shares	+545	+$46.4K	$804.4K
27	Sightline Wealth Advisors, LLC added	Shares	+198	+$40.4K	$3.6M
28	Stonebridge Financial Group, LLC added	Shares	+406	+$34.4K	$579.5K
29	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+437	+$33.0K	$196.2K
30	Trust Co new	Shares	+367	+$27.6K	$27.6K
31	Brookstone Capital Management added	Shares	+335	+$27.6K	$360.1K
32	Innova Wealth Partners added	Shares	+266	+$24.0K	$578.8K
33	CoreCap Advisors, LLC added	Shares	+165	+$17.0K	$658.5K
34	HARMONY ASSET MANAGEMENT LLC added	Shares	+126	+$16.6K	$1.0M
35	First Heartland Consultants, Inc. added	Shares	+95	+$9.9K	$394.2K
36	Merit Financial Group, LLC added	Shares	+66	+$9.3K	$617.7K
37	CPR Investments Inc. unchanged	Shares	0	+$7.6K	$1.1M
38	GP Brinson Investments LLC unchanged	Shares	0	+$7.0K	$994.1K
39	RCS Financial Planning, LLC added	Shares	+58	+$6.1K	$244.1K
40	SHEETS SMITH WEALTH MANAGEMENT unchanged	Shares	0	+$5.2K	$735.1K
41	EVOLUTION WEALTH MANAGEMENT INC. added	Shares	+65	+$4.9K	$9.0K
42	Bangor Savings Bank unchanged	Shares	0	+$4.9K	$691.5K
43	LANARK FINANCIAL, INC. added	Shares	+16	+$4.4K	$455.3K
44	ECLECTIC ASSOCIATES INC /ADV trimmed	Shares	-281	+$3.4K	$3.5M
45	Avior Wealth Management, LLC unchanged	Shares	0	+$3.2K	$449.2K
46	Friedenthal Financial added	Shares	+38	+$3.1K	$39.7K
47	Dougherty & Associates, LLC added	Shares	+5	+$2.3K	$272.6K
48	WestEnd Advisors, LLC added	Shares	+24	+$2.0K	$32.9K
49	Wealth Management Associates, Inc. unchanged	Shares	0	+$1.9K	$274.7K
50	Dogwood Wealth Management LLC new	Shares	+23	+$1.7K	$1.7K

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