DOSSIER · 13F Holders · Q1 2026
VONE

VANGUARD SCOTTSDALE FDS

408 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 92206C730·408 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$2.7B
visible holders
Holders
408
filers reporting
Concentration
14.06%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

408 institutions reported VONE in Q1 2026. MORGAN STANLEY leads at 14.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$383M1.3M0.02%Q1 2026
02
AMERIPRISE FINANCIAL INC
CIK 0000820027
$269M910K0.06%Q1 2026
03
FMR LLC
CIK 0000315066
$221M749K0.01%Q1 2026
04
UBS Group AG
CIK 0001610520
$210M711K0.03%Q1 2026
05
BANK OF AMERICA CORP /DE/
CIK 0000070858
$164M555K0.01%Q1 2026
06
RED CEDAR INVESTMENT MANAGEMENT, LLC
CIK 0001734398
$153M517K15.82%Q1 2026
07
STIFEL FINANCIAL CORP
CIK 0000720672
$144M488K0.13%Q1 2026
08
Bank of New York Mellon Corp
CIK 0001390777
$141M479K0.03%Q1 2026
09
CITIGROUP INC
CIK 0000831001
$135M459K0.06%Q1 2026
10
Apella Capital, LLC
CIK 0001801507
$122M360K1.72%Q2 2026
11
Jordan Park Group LLC
CIK 0001707975
$120M408K6.41%Q1 2026
12
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$92M312K0.03%Q1 2026
13
Waverly Advisors, LLC
CIK 0001568787
$88M297K0.65%Q1 2026
14
Cerity Partners LLC
CIK 0001566475
$86M290K0.12%Q1 2026
15
Flower City Capital
CIK 0001808394
$83M244K36.40%Q2 2026
16
Hilltop Partners LLC
CIK 0001957867
$74M251K19.00%Q1 2026
17
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$70M236K0.02%Q1 2026
18
WELLS FARGO & COMPANY/MN
CIK 0000072971
$68M230K0.01%Q1 2026
19
Sherrill & Hutchins Financial Advisory, Inc
CIK 0002005607
$53M156K25.23%Q2 2026
20
Heartwood Wealth Advisors LLC
CIK 0001794935
$51M150K3.96%Q2 2026
Page 1 of 21
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Insiders at VANGUARD SCOTTSDALE FDS
Brook Christopher TMiller Merle BHelden Heidi BBayley Molly GGrayson Margaret EHurt Douglas MOdom William E