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VGSH — Vanguard Scottsdale Fds Institutional Holders · Q3 2026

Who owns Vanguard Scottsdale Fds (VGSH)? 65 institutions reported holding $281.54M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Shah Capital Management ($32.3M), Farther Finance Advisors, LLC ($29.4M), MassMutual Private Wealth & Trust, FSB ($29.3M).

RankInstitutionValueSharesChange
1SHAH CAPITAL MANAGEMENT$32.3M561,531Added
2Farther Finance Advisors, LLC$29.4M510,487Added
3MassMutual Private Wealth & Trust, FSB$29.3M508,628Added
4Apella Capital, LLC$27.2M472,752Added
5Grove Bank & Trust$26.1M453,648Trimmed
6Kure Advisory, LLC$16.8M292,570Added
7Whitcomb & Hess, Inc.$16.2M281,232Added
8Montecito Bank & Trust$14.6M253,374Added
9Acropolis Investment Management, LLC$14.3M248,575Trimmed
10Biltmore Wealth Management, LLC$8.6M149,767Added
11Aventus Investment Advisors, Inc.$8.5M147,522Added
12Marotta Asset Management$7.7M133,587Added
13Echo45 Advisors LLC$6.7M116,104Added
14May Barnhard Investments LLC$3.9M68,096Added
15Oak Grove Capital LLC$3.2M56,200Trimmed
16Successful Portfolios LLC$2.9M50,771Trimmed
17TITLEIST ASSET MANAGEMENT, LLC$2.5M43,273Trimmed
18MOODY NATIONAL BANK TRUST DIVISION$2.5M43,219Hold
19Legacy Wealth Asset Management, LLC$2.3M40,405Added
20Ridgewood Investments LLC$2.2M38,892Trimmed
21AMERICAN NATIONAL BANK & TRUST$2.1M36,720Added
22Wedmont Private Capital$1.6M28,027Trimmed
23Intelligence Driven Advisers, LLC$1.6M27,535Trimmed
24Valeo Financial Advisors, LLC$1.5M26,710Trimmed
25CoreCap Advisors, LLC$1.2M20,334Added

Source: SEC Form 13F filings · as of 2026-09-30