13F Insight
DOSSIER · 13F Holders · Q1 2026
BNDW

VANGUARD SCOTTSDALE FDS

124 institutions still hold VANGUARD SCOTTSDALE FDS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 92206C565·124 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$393M
visible holders
Holders
124
filers reporting
Concentration
32.44%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

124 institutions reported BNDW in Q1 2026. MORGAN STANLEY leads at 32.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$128M1.9M0.01%Q1 202602
Amicus Financial Advisors, LLC
CIK 0002113629
$32M470K7.91%Q2 202603
Aurelius Family Office LLC
CIK 0002053738
$26M376K10.14%Q2 202604
Betterment LLC
CIK 0001633901
$25M372K0.05%Q1 202605
Waverly Advisors, LLC
CIK 0001568787
$24M354K0.18%Q1 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$22M324K0.00%Q1 202607
Two West Capital Advisors LLC
CIK 0002026617
$18M268K9.01%Q2 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$17M248K0.00%Q1 202609
Applied Capital LLC
CIK 0001862965
$17M247K5.46%Q2 202610
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$17M245K0.02%Q1 202611
Beacon Pointe Advisors, LLC
CIK 0001744317
$14M207K0.07%Q1 202612
Stone Summit Wealth LLC
CIK 0001908192
$9M128K2.23%Q2 202613
E-Wealth Partners, LLC
CIK 0002129940
$7M101K5.60%Q1 202614
WELLS FARGO & COMPANY/MN
CIK 0000072971
$7M96K0.00%Q1 202615
Mariner, LLC
CIK 0001373442
$6M94K0.01%Q1 202616
Alhambra Investment Management LLC
CIK 0001802696
$6M87K2.60%Q2 202617
ROYAL BANK OF CANADA
CIK 0001000275
$6M83K0.00%Q1 202618
Five Pine Wealth Management
CIK 0002041807
$5M78K3.32%Q1 202619
LPL Financial LLC
CIK 0001403438
$4M64K0.00%Q1 202620
US BANCORP \DE\
CIK 0000036104
$3M43K0.00%Q1 2026
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