VANGUARD SCOTTSDALE FDS shareholder history

Current and past VANGUARD SCOTTSDALE FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
UBS Group AG 24240.00%0.00%0.00%Q4 2017Q3 202324
BANK OF AMERICA CORP /DE/ 24240.00%0.00%0.01%Q4 2017Q3 202324
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1020.00%0.00%0.00%Q3 2018Q2 202323
LPL Financial LLC 22220.00%0.01%0.04%Q2 2018Q3 202322
JANE STREET GROUP, LLC 1510.00%0.00%0.01%Q4 2017Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
ROYAL BANK OF CANADA 1920.00%0.00%0.00%Q1 2018Q3 202321
Private Advisor Group, LLC 19190.00%0.02%0.04%Q1 2019Q3 202319
CREATIVE FINANCIAL DESIGNS INC /ADV 19190.01%0.03%0.10%Q1 2019Q3 202319
FMR LLC 19190.00%0.00%0.00%Q1 2019Q3 202319
Cambridge Investment Research Advisors, Inc. 18180.00%0.00%0.01%Q2 2019Q3 202318
WELLS FARGO & COMPANY/MN 1440.00%0.00%0.00%Q1 2019Q3 202318
ENVESTNET ASSET MANAGEMENT INC 18180.00%0.01%0.04%Q2 2019Q3 202318
Peachtree Investment Partners, LLC 1430.12%0.49%1.95%Q2 2019Q3 202317
Ancora Advisors LLC 16160.00%0.01%0.02%Q4 2019Q3 202316
LS Investment Advisors, LLC 16160.00%0.07%0.17%Q4 2017Q3 202116
Steward Partners Investment Advisory, LLC 1510.00%0.01%0.02%Q2 2019Q3 202316
AE Wealth Management LLC 16160.00%0.02%0.05%Q4 2019Q3 202316
IFP Advisors, Inc 1110.00%0.00%0.03%Q1 2016Q1 202316
Archer Investment Corp 16160.05%0.07%0.13%Q4 2019Q3 202316
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
MML INVESTORS SERVICES, LLC 15150.00%0.03%0.13%Q1 2020Q3 202315
Pinnacle Bancorp, Inc. 15150.12%0.17%0.25%Q1 2020Q3 202315
Cetera Advisor Networks LLC 15150.01%0.02%0.05%Q1 2020Q3 202315
Perigon Wealth Management, LLC 1410.06%0.13%0.71%Q3 2011Q3 202315
Kovack Advisors, Inc. 14140.05%0.08%0.10%Q2 2020Q3 202314
Advisory Services Network, LLC 1110.00%0.02%0.03%Q2 2018Q1 202314
Ellis Investment Partners, LLC 14140.04%0.07%0.12%Q2 2019Q3 202214
AMERIPRISE FINANCIAL INC 14140.00%0.00%0.00%Q2 2020Q3 202314
Bristlecone Advisors, LLC 14140.04%0.06%0.10%Q2 2020Q3 202314
Kovitz Investment Group Partners, LLC 13130.00%0.01%0.01%Q1 2019Q1 202213
American Portfolios Advisors 13130.01%0.01%0.02%Q3 2019Q3 202213
BANK OF MONTREAL /CAN/ 1120.00%0.00%0.00%Q2 2020Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.05%0.09%0.13%Q3 2020Q3 202313
MORGAN STANLEY 13130.00%0.00%0.00%Q3 2020Q3 202313
SAX WEALTH ADVISORS, LLC 12120.10%0.23%0.47%Q4 2020Q3 202312
COMMONWEALTH EQUITY SERVICES, LLC 930.00%0.00%0.00%Q2 2020Q3 202312
Mutual Advisors, LLC 12120.02%0.04%0.08%Q4 2020Q3 202312
Carroll Financial Associates, Inc. 11110.01%0.01%0.01%Q2 2019Q4 202111
Kestra Advisory Services, LLC 1010.00%0.00%0.01%Q3 2020Q3 202311
Janney Montgomery Scott LLC 11110.00%0.00%0.01%Q2 2020Q4 202211
Geneos Wealth Management Inc. 1010.00%0.01%0.05%Q2 2020Q3 202311
STIFEL FINANCIAL CORP 740.00%0.00%0.00%Q4 2020Q3 202311
STEPHENS INC /AR/ 10100.02%0.02%0.03%Q2 2021Q3 202310
Citadel Advisors 310.00%0.00%0.00%Q1 2020Q3 202310
Cetera Investment Advisers 640.00%0.03%0.04%Q4 2020Q3 202310
Accel Wealth Management 10100.00%0.01%0.01%Q4 2020Q1 202310
Mirae Asset Global Investments Co., Ltd. 810.01%0.01%0.02%Q3 2020Q1 20239
Checchi Capital Advisers, LLC 990.16%0.22%0.27%Q1 2020Q1 20229
Patriot Financial Group Insurance Agency, LLC 990.05%0.07%0.09%Q2 2020Q2 20229
Qube Research & Technologies Ltd 990.00%0.00%0.00%Q3 2021Q3 20239
Capital Asset Advisory Services LLC 540.71%2.00%3.71%Q2 2021Q3 20239
BFSG, LLC 990.06%0.08%0.27%Q3 2021Q3 20239
TD Waterhouse Canada Inc. 880.02%0.02%0.02%Q4 2021Q3 20238
NORRIS PERNE & FRENCH LLP/MI 880.03%0.03%0.04%Q1 2019Q4 20208
Parallel Advisors, LLC 880.00%0.00%0.01%Q2 2020Q1 20228
Graves Light Lenhart Wealth, Inc. 880.16%0.32%0.37%Q3 2021Q2 20238
JBJ Investment Partners, LLC 881.28%3.46%4.57%Q1 2020Q4 20218
Wedmont Private Capital 883.12%3.45%3.89%Q4 2021Q3 20238
Joseph P. Lucia & Associates, LLC 880.07%0.30%0.46%Q3 2020Q2 20228
HARBOUR INVESTMENTS, INC. 320.00%0.01%0.04%Q2 2021Q3 20237
ALTFEST L J & CO INC 610.04%0.05%0.07%Q4 2021Q3 20237
Tower Research Capital LLC (TRC) 510.00%0.00%0.00%Q2 2018Q4 20227
BEAM WEALTH ADVISORS, INC. 770.15%0.23%0.28%Q4 2021Q2 20237
Atria Wealth Solutions, Inc. 770.04%0.07%0.10%Q1 2022Q3 20237
Creative Planning 770.00%0.01%0.02%Q1 2022Q3 20237
MERCER GLOBAL ADVISORS INC /ADV 770.00%0.00%0.00%Q1 2022Q3 20237
Bank of New York Mellon Corp 770.00%0.00%0.00%Q3 2021Q1 20237
PRIVATE TRUST CO NA 660.00%0.00%0.00%Q2 2022Q3 20236
Rockefeller Capital Management L.P. 660.00%0.00%0.00%Q3 2021Q4 20226
QUEST CAPITAL MANAGEMENT INC /ADV 660.05%0.06%0.08%Q3 2020Q4 20216
Chicago Partners Investment Group LLC 660.04%0.05%0.06%Q2 2022Q3 20236
Fiera Capital Corp 660.00%0.00%0.00%Q2 2022Q3 20236
LADENBURG THALMANN FINANCIAL SERVICES INC. 420.00%0.00%0.01%Q1 2018Q4 20196
Teamwork Financial Advisors, LLC 660.20%0.46%0.91%Q4 2019Q1 20216
Investment Advisory Group, LLC 660.14%0.15%0.16%Q2 2022Q3 20236
THRIVENT FINANCIAL FOR LUTHERANS 660.00%0.00%0.00%Q3 2020Q4 20216
Thomasville National Bank 660.04%0.05%0.06%Q2 2021Q3 20226
Robertson Stephens Wealth Management, LLC 660.03%0.06%0.11%Q4 2021Q1 20236
Bison Wealth, LLC 550.01%0.01%0.01%Q4 2019Q4 20205
NORTHERN CAPITAL MANAGEMENT LLC 550.08%0.09%0.11%Q4 2017Q4 20185
RWA WEALTH PARTNERS, LLC 550.11%4.26%7.10%Q3 2022Q3 20235
Vantage Financial Partners Ltd., Inc. 550.16%0.17%0.18%Q2 2022Q2 20235
Kalos Management, Inc. 310.03%0.44%1.15%Q4 2019Q1 20235
Raymond James Financial Services Advisors, Inc. 320.00%0.00%0.00%Q3 2019Q3 20235
Strategic Equity Management 551.68%2.12%2.67%Q4 2020Q4 20215
Fort Point Capital Partners LLC 440.04%0.08%0.18%Q4 2022Q3 20234
Bishop & Co Investment Management, LLC 440.23%0.24%0.26%Q4 2018Q3 20194
CAPTRUST FINANCIAL ADVISORS 440.00%0.00%0.00%Q4 2019Q3 20204
JPMORGAN CHASE & CO 310.00%0.00%0.00%Q2 2022Q3 20234
NATIONAL BANK OF CANADA /FI/ 440.00%0.00%0.00%Q4 2022Q3 20234
CITIGROUP INC 310.00%0.00%0.00%Q1 2020Q3 20234
FIRST NATIONAL CORP /MA/ /ADV 440.03%0.05%0.06%Q1 2021Q4 20214
Mariner, LLC 310.00%0.00%0.00%Q3 2022Q3 20234
FIFTH THIRD BANCORP 210.00%0.00%0.00%Q2 2019Q2 20234
Simplicity Solutions, LLC 440.01%0.01%0.01%Q1 2020Q4 20204
Covestor Ltd 440.01%0.01%0.02%Q4 2022Q3 20234
HARVEST GROUP WEALTH MANAGEMENT, LLC 440.04%0.08%0.10%Q2 2022Q1 20234
G2 CAPITAL MANAGEMENT, LLC / OH 440.34%0.42%0.46%Q1 2022Q4 20224
Polaris Wealth Advisory Group, LLC 441.02%1.06%1.11%Q3 2022Q2 20234
Sowell Financial Services LLC 440.00%0.00%0.00%Q2 2020Q1 20214
OLD MISSION CAPITAL LLC 210.01%0.04%0.13%Q2 2020Q4 20214
GDS Wealth Management 441.58%3.24%3.85%Q4 2022Q3 20234
KING LUTHER CAPITAL MANAGEMENT CORP 440.04%0.04%0.04%Q4 2022Q3 20234
First Allied Advisory Services, Inc. 440.03%0.04%0.08%Q4 2019Q3 20204
RFG HOLDINGS, INC. 440.13%3.85%8.18%Q4 2020Q3 20214
Sensible Financial Planning & Management, LLC. 440.80%1.21%1.57%Q4 2022Q3 20234
Intelligence Driven Advisers, LLC 330.13%0.16%0.18%Q4 2020Q2 20213
Larson Financial Group LLC 330.00%0.01%0.01%Q1 2023Q3 20233
Advisor Group, Inc. 330.00%0.00%0.00%Q2 2019Q4 20193
HCR Wealth Advisors 330.00%0.00%0.01%Q2 2020Q4 20203
OGOREK ANTHONY JOSEPH /NY/ /ADV 330.01%0.01%0.01%Q1 2023Q3 20233
WIPFLI FINANCIAL ADVISORS LLC, 330.21%0.25%0.28%Q1 2022Q3 20223
Corient Private Wealth LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Lucia Wealth Services, LLC 330.05%0.07%0.08%Q1 2020Q3 20203
PYA Waltman Capital, LLC 220.20%0.21%0.22%Q3 2020Q4 20202
SYNOVUS FINANCIAL CORP 220.00%0.00%0.00%Q4 2019Q1 20202
Charter Oak Capital Management, LLC 220.06%0.07%0.07%Q2 2022Q3 20222
Foundations Investment Advisors, LLC 110.01%0.02%0.02%Q4 2020Q2 20232
H&H Retirement Design & Management INC 220.83%0.84%0.84%Q1 2020Q2 20202
OneAscent Wealth Management LLC 220.14%0.15%0.15%Q2 2023Q3 20232
TRUIST FINANCIAL CORP 110.00%0.00%0.00%Q4 2020Q4 20212
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.01%0.02%0.02%Q4 2020Q1 20212
Biltmore Capital Advisors LLC 220.10%0.10%0.10%Q3 2020Q4 20202
CAMBRIDGE TRUST CO 220.00%0.00%0.00%Q4 2022Q1 20232
Ridgewood Investments LLC 220.04%0.04%0.04%Q1 2023Q2 20232
QUADRANT CAPITAL GROUP LLC 220.00%0.00%0.00%Q1 2023Q2 20232
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q1 2020Q3 20222
Realta Investment Advisors 220.00%0.00%0.00%Q3 2022Q4 20222
Mill Creek Capital Advisors, LLC 221.41%1.46%1.51%Q2 2023Q3 20232
VANGUARD GROUP INC 220.00%0.00%0.00%Q4 2020Q1 20212
Frank, Rimerman Advisors LLC 220.25%0.27%0.28%Q2 2022Q3 20222
55I, LLC 221.32%1.42%1.53%Q1 2021Q2 20212
RAYMOND JAMES & ASSOCIATES 220.00%0.00%0.00%Q3 2020Q4 20202
HighTower Advisors, LLC 220.00%0.01%0.01%Q4 2021Q1 20222
Davis Capital Management 220.00%0.01%0.01%Q1 2020Q2 20202
Independent Advisor Alliance 220.04%0.04%0.04%Q2 2023Q3 20232
Golden State Equity Partners 220.13%0.18%0.23%Q1 2023Q2 20232
Guidant Wealth Advisors 220.03%0.03%0.03%Q2 2019Q3 20192
HUNTINGTON NATIONAL BANK 220.00%0.00%0.00%Q1 2023Q2 20232
FormulaFolio Investments, LLC 220.03%0.03%0.04%Q1 2021Q2 20212
20/20 Capital Management, Inc. 220.12%0.73%1.35%Q3 2020Q4 20202
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q1 20232
Semmax Financial Advisors Inc. 110.07%0.07%0.07%Q3 2023Q3 20231
AXXCESS WEALTH MANAGEMENT, LLC 111.68%1.68%1.68%Q3 2023Q3 20231
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.12%0.12%0.12%Q1 2020Q1 20201
WealthShield Partners, LLC 110.27%0.27%0.27%Q3 2023Q3 20231
Kistler-Tiffany Companies, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q4 2022Q4 20221
COMERICA BANK 110.07%0.07%0.07%Q3 2023Q3 20231
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
OneDigital Investment Advisors LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Selway Asset Management 110.01%0.01%0.01%Q3 2022Q3 20221
Allworth Financial LP 110.00%0.00%0.00%Q3 2023Q3 20231
US BANCORP \DE\ 110.00%0.00%0.00%Q4 2022Q4 20221
Envestnet Portfolio Solutions, Inc. 110.07%0.07%0.07%Q3 2023Q3 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Pensionmark Financial Group, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
Empowered Funds, LLC 110.87%0.87%0.87%Q3 2020Q3 20201
Wealthcare Advisory Partners LLC 110.02%0.02%0.02%Q1 2022Q1 20221
EXCHANGE TRADED CONCEPTS, LLC 110.37%0.37%0.37%Q2 2023Q2 20231
ASSETMARK, INC 110.00%0.00%0.00%Q1 2021Q1 20211
NewEdge Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
SIGNATUREFD, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
GeoWealth Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
MCMORGAN & CO LLC 1110.90%10.90%10.90%Q2 2021Q2 20211
AVANTAX ADVISORY SERVICES, INC. 110.00%0.00%0.00%Q3 2022Q3 20221
Rinkey Investments 110.07%0.07%0.07%Q4 2021Q4 20211
Blue Trust, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Financial Advocates Investment Management 110.09%0.09%0.09%Q3 2023Q3 20231
Chesley Taft & Associates LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
NEXT Financial Group, Inc 110.04%0.04%0.04%Q4 2021Q4 20211
Lakewood Asset Management LLC 110.02%0.02%0.02%Q4 2022Q4 20221
MATHER GROUP, LLC. 110.01%0.01%0.01%Q3 2023Q3 20231
Sharkey, Howes & Javer 110.12%0.12%0.12%Q3 2023Q3 20231
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Brookstone Capital Management 110.00%0.00%0.00%Q2 2023Q2 20231
Bluefin Trading, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
KRS Capital Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
External links

This page lists all the filers that currently own VANGUARD SCOTTSDALE FDS or have owned VANGUARD SCOTTSDALE FDS in the past.