Institutional Ownership Vanguard Scottsdale Fds Vangua (BNDW)
This table provides information about the institutional ownership of Vanguard Scottsdale Fds Vangua (BNDW). We have compiled data on the 119 institutions that hold shares in the stock, with a total of 5.85 Million shares, which have been reported (via 13F filing form) to have a value of $403 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
8,742
shares
|
$602,586
1.11% of portfolio
|
Q4 2022
Added 176.21%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
8,735
shares
|
$602,103
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
8,397
shares
|
$578,805
0.09% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
6,832
shares
|
$470,929
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
6,798
shares
|
$468,586
0.04% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
May 14, 2025 Q1 2025 |
6,669
shares
|
$459,694
0.02% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
6,530
shares
|
$450,112
0.08% of portfolio
|
Q1 2025
Reduced 21.63%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
6,352
shares
|
$437,843
0.0% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
6,190
shares
|
$426,676
0.09% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
May 12, 2025 Q1 2025 |
6,095
shares
|
$420,128
0.33% of portfolio
|
Q1 2025
Reduced 21.83%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,563
shares
|
$383,457
0.0% of portfolio
|
Q3 2024
Reduced 46.37%
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
5,543
shares
|
$382,078
0.2% of portfolio
|
Q1 2025
Added 452.64%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Apr 23, 2025 Q1 2025 |
5,422
shares
|
$373,738
0.17% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
5,252
shares
|
$362,020
0.0% of portfolio
|
Q1 2025
Reduced 6.46%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
May 07, 2025 Q1 2025 |
5,179
shares
|
$356,988
0.12% of portfolio
|
Q1 2025
Added 55.11%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
5,091
shares
|
$350,922
0.0% of portfolio
|
Q1 2025
Reduced 29.04%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
4,891
shares
|
$337,136
0.03% of portfolio
|
Q1 2025
Reduced 18.03%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
4,745
shares
|
$327,072
0.0% of portfolio
|
Q1 2025
Reduced 7.76%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
4,620
shares
|
$318,456
0.0% of portfolio
|
Q4 2024
Added 398.87%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
4,214
shares
|
$290,471
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
4,044
shares
|
$278,752
0.0% of portfolio
|
Q1 2025
Reduced 8.38%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
4,035
shares
|
$278,132
0.12% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
3,945
shares
|
$271,928
0.01% of portfolio
|
Q1 2025
Reduced 57.96%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
3,938
shares
|
$271,446
0.06% of portfolio
|
Q1 2025
Reduced 19.73%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
3,938
shares
|
$271,446
0.02% of portfolio
|
Q1 2025
Reduced 19.73%
|