13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
VONE

VANGUARD SCOTTSDALE FDS

401 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 92206c730·401 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 3.5%
vs prior quarter
13F value held
$2.7B
79.0% inst. owned
of float
Holders
401
+5 QoQ
filers reporting
Activity
+8 / −65
+912 added · −820 reduced
this quarter
Concentration
14.23%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

401 institutions reported VONE in Q1 2026. MORGAN STANLEY leads at 14.2% of the visible book. +5 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
$383M1.3M0.02%Q1 202602
AMERIPRISE FINANCIAL INC
CIK 0000820027
$269M910K0.06%Q1 202603
FMR LLC
CIK 0000315066
$221M749K0.01%Q1 202604
UBS Group AG
CIK 0001610520
$210M711K0.03%Q1 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$164M555K0.01%Q1 202606
RED CEDAR INVESTMENT MANAGEMENT, LLC
CIK 0001734398
$153M517K15.82%Q1 202607
STIFEL FINANCIAL CORP
CIK 0000720672
$144M488K0.13%Q1 202608
Bank of New York Mellon Corp
CIK 0001390777
$141M479K0.03%Q1 202609
CITIGROUP INC
CIK 0000831001
$135M459K0.06%Q1 202610
Jordan Park Group LLC
CIK 0001707975
$120M408K6.41%Q1 202611
Apella Capital, LLC
CIK 0001801507
$106M331K1.58%Q1 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$92M312K0.03%Q1 202613
Waverly Advisors, LLC
CIK 0001568787
$88M297K0.65%Q1 202614
Cerity Partners LLC
CIK 0001566475
$86M290K0.12%Q1 202615
Hilltop Partners LLC
CIK 0001957867
$74M251K19.00%Q1 202616
Flower City Capital
CIK 0001808394
$71M241K35.64%Q1 202617
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$70M236K0.02%Q1 202618
WELLS FARGO & COMPANY/MN
CIK 0000072971
$68M230K0.01%Q1 202619
Beacon Pointe Advisors, LLC
CIK 0001744317
$51M172K0.27%Q1 202620
MAI Capital Management
CIK 0001040197
$48M162K0.27%Q1 2026
Page 1 of 21
381 more holders available. Log in →