Filing Research | VANGUARD SCOTTSDALE FDS Institutional Holdings

Snapshot holdings

50 / 219 loaded

#		Instrument	quantity
1	EXCHANGE TRADED CONCEPTS, LLC	Shares	1.5MSH	$179.7M
2	Venturi Wealth Management, LLC	Shares	415.6KSH	$50.5M
3	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	387.2KSH	$47.0M
4	Envestnet Portfolio Solutions, Inc.	Shares	302.9KSH	$36.8M
5	FIRST CITIZENS BANK & TRUST CO	Shares	261.9KSH	$31.8M
6	MOODY NATIONAL BANK TRUST DIVISION	Shares	260.2KSH	$31.6M
7	S. R. Schill & Associates	Shares	168.5KSH	$20.5M
8	Cadent Capital Advisors, LLC	Shares	146.4KSH	$17.8M
9	CENTRAL VALLEY ADVISORS, LLC	Shares	136.5KSH	$16.6M
10	LVW Advisors, LLC	Shares	120.6KSH	$14.6M
11	JOHNSON INVESTMENT COUNSEL INC	Shares	93.4KSH	$11.3M
12	Encompass More Asset Management	Shares	88.1KSH	$10.7M
13	Myriad Asset Management Advisors LLC	Shares	87.6KSH	$10.6M
14	Financial & Tax Architects, LLC	Shares	78.8KSH	$9.6M
15	Farther Finance Advisors, LLC	Shares	75.3KSH	$9.1M
16	First Citizens Asset Management, Inc.	Shares	71.1KSH	$8.6M
17	Rathbones Group PLC	Shares	63.2KSH	$7.7M
18	Mesirow Financial Investment Management, Inc.	Shares	61.5KSH	$7.5M
19	LifeWealth Investments, LLC	Shares	60.8KSH	$7.4M
20	Brookstone Capital Management	Shares	52.0KSH	$6.3M
21	D.A. DAVIDSON & CO.	Shares	49.2KSH	$6.0M
22	RIVER'S EDGE WEALTH MANAGEMENT, LLC	Shares	45.9KSH	$5.5M
23	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	45.1KSH	$5.4M
24	Brucke Financial, Inc.	Shares	40.3KSH	$4.9M
25	FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.	Shares	40.2KSH	$4.9M
26	Fortis Group Advisors, LLC	Shares	34.8KSH	$4.2M
27	ABSOLUTE CAPITAL MANAGEMENT, LLC	Shares	34.0KSH	$4.1M
28	XML Financial, LLC	Shares	33.8KSH	$4.1M
29	Global Financial Private Client, LLC	Shares	33.6KSH	$4.1M
30	J. M. Brown & Associates Inc.	Shares	31.1KSH	$3.8M
31	Wealth Dimensions Group, Ltd.	Shares	30.4KSH	$3.7M
32	Vilga Financial Planning LLC	Shares	28.0KSH	$3.4M
33	Mirae Asset Global Investments Co., Ltd.	Shares	27.3KSH	$3.3M
34	Investment Research & Advisory Group, Inc.	Shares	27.3KSH	$3.3M
35	Foster Group, Inc.	Shares	26.6KSH	$3.2M
36	OPTIMA CAPITAL LLC	Shares	26.1KSH	$3.2M
37	TICINO WEALTH	Shares	23.8KSH	$2.9M
38	FIFTH THIRD SECURITIES, INC.	Shares	23.1KSH	$2.8M
39	180 WEALTH ADVISORS, LLC	Shares	21.6KSH	$2.6M
40	HALBERT HARGROVE GLOBAL ADVISORS, LLC	Shares	20.3KSH	$2.5M
41	Wealthcare Advisory Partners LLC	Shares	20.3KSH	$2.5M
42	PFW Advisors LLC	Shares	19.2KSH	$2.3M
43	NOVEM GROUP	Shares	18.7KSH	$2.3M
44	Arlington Trust Co LLC	Shares	17.7KSH	$2.2M
45	EQ LLC	Shares	17.7KSH	$2.1M
46	Arbor Investment Advisors, LLC	Shares	17.5KSH	$2.1M
47	FIRST HAWAIIAN BANK	Shares	17.4KSH	$2.1M
48	RAINIER FAMILY WEALTH INC	Shares	17.2KSH	$2.1M
49	Southland Equity Partners LLC	Shares	17.2KSH	$2.1M
50	Sunesis Advisors, LLC	Shares	16.2KSH	$2.0M

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

50 / 222 loaded

#		Instrument
1	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+213.8K	+$52.9M	$179.7M
2	Envestnet Portfolio Solutions, Inc. added	Shares	+100.8K	+$16.5M	$36.8M
3	FIRST CITIZENS BANK & TRUST CO added	Shares	+99.2K	+$15.5M	$31.8M
4	MOODY NATIONAL BANK TRUST DIVISION added	Shares	+57.4K	+$11.3M	$31.6M
5	Encompass More Asset Management new	Shares	+88.1K	+$10.7M	$10.7M
6	Myriad Asset Management Advisors LLC new	Shares	+87.6K	+$10.6M	$10.6M
7	JOHNSON INVESTMENT COUNSEL INC added	Shares	+77.9K	+$9.8M	$11.3M
8	Venturi Wealth Management, LLC trimmed	Shares	-12.0K	+$7.6M	$50.5M
9	LVW Advisors, LLC added	Shares	+49.8K	+$7.5M	$14.6M
10	Cadent Capital Advisors, LLC added	Shares	+3.6K	+$3.5M	$17.8M
11	CENTRAL VALLEY ADVISORS, LLC trimmed	Shares	-2.9K	+$2.6M	$16.6M
12	ABSOLUTE CAPITAL MANAGEMENT, LLC added	Shares	+18.1K	+$2.5M	$4.1M
13	Financial & Tax Architects, LLC added	Shares	+5.7K	+$2.2M	$9.6M
14	First Citizens Asset Management, Inc. added	Shares	+4.2K	+$1.9M	$8.6M
15	Myriad Asset Management US LP new	Shares	+14.6K	+$1.8M	$1.8M
16	LifeWealth Investments, LLC added	Shares	+2.9K	+$1.6M	$7.4M
17	First Heartland Consultants, Inc. new	Shares	+12.9K	+$1.6M	$1.6M
18	MEITAV INVESTMENT HOUSE LTD new	Shares	+12.4K	+$1.5M	$1.5M
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+6.7K	+$1.5M	$5.4M
20	Farther Finance Advisors, LLC trimmed	Shares	-1.0K	+$1.5M	$9.1M
21	OPTIMA CAPITAL LLC added	Shares	+8.8K	+$1.4M	$3.2M
22	Brookstone Capital Management added	Shares	+2.8K	+$1.4M	$6.3M
23	S. R. Schill & Associates trimmed	Shares	-22.0K	+$1.4M	$20.5M
24	XML Financial, LLC added	Shares	+3.0K	+$1.0M	$4.1M
25	Brucke Financial, Inc. trimmed	Shares	-175	+$837.8K	$4.9M
26	FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. trimmed	Shares	-378	+$815.8K	$4.9M
27	Global Financial Private Client, LLC added	Shares	+350	+$749.9K	$4.1M
28	Bryant Woods Investment Advisors, LLC new	Shares	+6.2K	+$748.6K	$748.6K
29	EQ LLC added	Shares	+3.6K	+$737.2K	$2.1M
30	Gainplan LLC added	Shares	+3.3K	+$659.5K	$1.9M
31	Investment Research & Advisory Group, Inc. added	Shares	+740	+$653.8K	$3.3M
32	Wealth Dimensions Group, Ltd. trimmed	Shares	-123	+$632.8K	$3.7M
33	TICINO WEALTH added	Shares	+4.4K	+$572.4K	$2.9M
34	RIVER'S EDGE WEALTH MANAGEMENT, LLC added	Shares	+1.7K	+$551.8K	$5.5M
35	FLAGSTAR SECURITIES, INC added	Shares	+4.1K	+$549.4K	$777.8K
36	Vilga Financial Planning LLC trimmed	Shares	-815	+$514.4K	$3.4M
37	BENJAMIN EDWARDS INC added	Shares	+3.4K	+$460.1K	$690.5K
38	180 WEALTH ADVISORS, LLC trimmed	Shares	-133	+$446.2K	$2.6M
39	D.A. DAVIDSON & CO. trimmed	Shares	-6.0K	+$443.2K	$6.0M
40	RAINIER FAMILY WEALTH INC added	Shares	+737	+$439.9K	$2.1M
41	FIFTH THIRD SECURITIES, INC. trimmed	Shares	-587	+$432.6K	$2.8M
42	Mesirow Financial Investment Management, Inc. trimmed	Shares	-8.9K	+$413.2K	$7.5M
43	Wealthcare Advisory Partners LLC trimmed	Shares	-212	+$409.9K	$2.5M
44	Accurate Wealth Management, LLC new	Shares	+3.4K	+$407.1K	$407.1K
45	Arlington Trust Co LLC added	Shares	+249	+$402.1K	$2.2M
46	PFW Advisors LLC trimmed	Shares	-64	+$401.2K	$2.3M
47	HALBERT HARGROVE GLOBAL ADVISORS, LLC trimmed	Shares	-414	+$390.5K	$2.5M
48	WEBSTER BANK, N. A. added	Shares	+1.5K	+$388.7K	$1.4M
49	Old Port Advisors new	Shares	+3.2K	+$387.2K	$387.2K
50	Oxinas Partners, LLC added	Shares	+2.7K	+$372.2K	$573.6K

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