VMBS — Vanguard Scottsdale Fds Institutional Holders · Q3 2026

Name: Who Owns VMBS? 39 Institutions Hold $156M (Q3 2026)
Creator: ko.io

Who owns Vanguard Scottsdale Fds (VMBS)? 39 institutions reported holding $155.89M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Intelligence Driven Advisers, LLC ($21.2M), Hamilton Capital, LLC ($20.9M), Whitcomb & Hess, Inc. ($19.2M).

Rank	Institution	Value	Shares	Change
1	Intelligence Driven Advisers, LLC	$21.2M	478,271	Trimmed
2	Hamilton Capital, LLC	$20.9M	470,933	Added
3	Whitcomb & Hess, Inc.	$19.2M	432,362	Added
4	Insight Wealth Strategies, LLC	$17.7M	397,559	New
5	Acropolis Investment Management, LLC	$17.2M	386,372	Trimmed
6	Mendota Financial Group, LLC	$9.8M	220,376	Added
7	MassMutual Private Wealth & Trust, FSB	$8.4M	188,884	Trimmed
8	SigFig Wealth Management, LLC	$6.7M	150,631	Added
9	Farther Finance Advisors, LLC	$6.4M	145,062	Trimmed
10	FIRST FINANCIAL BANK - TRUST DIVISION	$5.3M	118,428	Trimmed
11	First Heartland Consultants, Inc.	$3.6M	82,146	Trimmed
12	FC Advisory LLC	$3.6M	81,471	Added
13	Retirement Wealth Solutions LLC	$2.5M	55,341	Trimmed
14	Legacy Wealth Asset Management, LLC	$2.2M	49,556	Added
15	Central Pacific Bank - Trust Division	$2.0M	45,094	Added
16	Ridgewood Investments LLC	$1.7M	38,904	Trimmed
17	BRIGHTON SECURITIES CORP.	$1.5M	33,187	Added
18	Prosperity Planning, Inc.	$1.1M	25,546	Trimmed
19	Apella Capital, LLC	$880,225	19,906	Added
20	ROCKLAND TRUST CO	$790,720	17,805	Hold
21	Avidian Wealth Enterprises, LLC	$678,407	15,276	Added
22	CoreCap Advisors, LLC	$454,902	10,243	Added
23	Venture Visionary Partners LLC	$430,281	9,688	Trimmed
24	Balefire, LLC	$350,652	7,896	Trimmed
25	Cassilly Financial Group LLC	$314,245	7,076	Hold

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