13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
VTC

VANGUARD SCOTTSDALE FDS

149 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 92206C573·149 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 1.2%
vs prior quarter
13F value held
$827M
60.0% inst. owned
of float
Holders
149
-136 QoQ
filers reporting
Activity
+67 / −92
+1,017 added · −911 reduced
this quarter
Concentration
43.49%
NEPC LLC #1
top holder share
AI Holders Summary · Q1 2026

149 institutions reported VTC in Q1 2026. NEPC LLC leads at 43.5% of the visible book. -136 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
NEPC LLC
CIK 0001424799
$360M4.7M7.16%Q1 202602
Wedmont Private Capital
CIK 0001904274
$104M1.4M3.37%Q1 202603
Mill Creek Capital Advisors, LLC
CIK 0001964962
$72M938K1.48%Q1 202604
Capital Asset Advisory Services LLC
CIK 0001666024
$55M716K2.13%Q1 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$42M541K0.00%Q1 202606
North Dakota State Investment Board
CIK 0002064039
$28M363K1.21%Q1 202607
Warwick Investment Management, Inc.
CIK 0001931041
$26M344K3.83%Q1 202608
MML INVESTORS SERVICES, LLC
CIK 0000701059
$23M298K0.06%Q1 202609
UBS Group AG
CIK 0001610520
$17M228K0.00%Q1 202610
LPL Financial LLC
CIK 0001403438
$13M176K0.00%Q1 202611
CoreCap Advisors, LLC
CIK 0001902501
$12M155K0.41%Q1 202612
Beacon Pointe Advisors, LLC
CIK 0001744317
$12M154K0.06%Q1 202613
Sensible Financial Planning & Management, LLC.
CIK 0001567738
$12M147K2.09%Q3 202514
Aznar Financial Advisors, LLC
CIK 0002072140
$10M132K9.84%Q4 202515
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
CIK 0000861177
$9M117K0.00%Q1 202616
ROYAL BANK OF CANADA
CIK 0001000275
$9M113K0.00%Q1 202617
Drucker Wealth 3.0, LLC
CIK 0002031642
$6M78K1.05%Q1 202618
TITLEIST ASSET MANAGEMENT, LLC
CIK 0001977759
$6M73K0.43%Q1 202619
LOOMIS SAYLES & CO L P
CIK 0000312348
$6M73K0.01%Q1 202620
STIFEL FINANCIAL CORP
CIK 0000720672
$5M71K0.01%Q1 2026
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