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

Vanguard Scottsdale Fds

215 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 92206c623·215 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.3%
vs prior quarter
13F value held
$400M
77.0% inst. owned
of float
Holders
215
-2 QoQ
filers reporting
Activity
+38 / −39
+812 added · −664 reduced
this quarter
Concentration
17.50%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

215 institutions reported VTWG in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 17.5% of the visible book. -2 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$70M305K0.01%Q1 202602
MORGAN STANLEY
CIK 0000895421
$51M223K0.00%Q1 202603
Pathstone Holdings, LLC
CIK 0002011612
$39M169K0.15%Q1 202604
ASSETMARK, INC
CIK 0001344551
$27M114K0.06%Q4 202505
OSAIC HOLDINGS, INC.
CIK 0001677044
$23M99K0.03%Q1 202606
TFC Financial Management, Inc.
CIK 0001827844
$19M82K2.32%Q1 202607
AMERIPRISE FINANCIAL INC
CIK 0000820027
$17M75K0.00%Q1 202608
Systelligence, LLC
CIK 0001882691
$17M74K3.30%Q1 202609
WELLS FARGO & COMPANY/MN
CIK 0000072971
$17M73K0.00%Q1 202610
Private Advisor Group, LLC
CIK 0001567755
$16M71K0.08%Q1 202611
LPL Financial LLC
CIK 0001403438
$14M63K0.00%Q1 202612
Equitable Holdings, Inc.
CIK 0001333986
$12M52K0.08%Q1 202613
UBS Group AG
CIK 0001610520
$12M52K0.00%Q1 202614
Sound Income Strategies, LLC
CIK 0001730960
$11M47K0.52%Q1 202615
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$10M44K0.00%Q1 202616
WestHill Financial Advisors, Inc.
CIK 0001759641
$10M42K1.83%Q1 202617
Rockefeller Capital Management L.P.
CIK 0001739439
$9M41K0.02%Q1 202618
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$9M40K0.00%Q1 202619
Cetera Investment Advisers
CIK 0001666741
$9M38K0.01%Q1 202620
Kestra Advisory Services, LLC
CIK 0001830819
$8M35K0.03%Q1 2026
Page 1 of 11
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