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

VANGUARD SCOTTSDALE FDS

121 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 92206C565·121 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 1.2%
vs prior quarter
13F value held
$363M
61.0% inst. owned
of float
Holders
121
0 QoQ
filers reporting
Activity
+71 / −11
+848 added · −863 reduced
this quarter
Concentration
35.15%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

121 institutions reported BNDW in Q1 2026. MORGAN STANLEY leads at 35.2% of the visible book. +0 net new institutions vs prior quarter — accumulation reading.

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
$31M455K8.56%Q1 202603
Aurelius Family Office LLC
CIK 0002053738
$24M356K10.57%Q1 202604
Waverly Advisors, LLC
CIK 0001568787
$24M354K0.18%Q1 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$22M324K0.00%Q1 202606
Two West Capital Advisors LLC
CIK 0002026617
$17M255K9.20%Q1 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$17M248K0.00%Q1 202608
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$17M245K0.02%Q1 202609
Applied Capital LLC
CIK 0001862965
$15M220K5.61%Q1 202610
Beacon Pointe Advisors, LLC
CIK 0001744317
$14M207K0.07%Q1 202611
Stone Summit Wealth LLC
CIK 0001908192
$8M124K2.36%Q1 202612
E-Wealth Partners, LLC
CIK 0002129940
$7M97K5.60%Q4 202513
WELLS FARGO & COMPANY/MN
CIK 0000072971
$7M96K0.00%Q1 202614
Mariner, LLC
CIK 0001373442
$6M94K0.01%Q1 202615
ROYAL BANK OF CANADA
CIK 0001000275
$6M83K0.00%Q1 202616
Five Pine Wealth Management
CIK 0002041807
$5M78K3.32%Q1 202617
Alhambra Investment Management LLC
CIK 0001802696
$5M69K2.17%Q1 202618
LPL Financial LLC
CIK 0001403438
$4M64K0.00%Q1 202619
US BANCORP \DE\
CIK 0000036104
$3M43K0.00%Q1 202620
Professional Financial Advisors, LLC
CIK 0001798221
$2M31K0.44%Q1 2026
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