VONE — Vanguard Scottsdale Fds Institutional Holders · Q3 2026
Who owns Vanguard Scottsdale Fds (VONE)? 14 institutions reported holding $225.50M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Apella Capital, LLC ($166.3M), Heartwood Wealth Advisors LLC ($51.5M), Sapient Capital LLC ($3.9M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Apella Capital, LLC | $166.3M | 473,977 | Added |
| 2 | Heartwood Wealth Advisors LLC | $51.5M | 149,728 | Trimmed |
| 3 | SAPIENT CAPITAL LLC | $3.9M | 11,291 | Trimmed |
| 4 | PFW Advisors LLC | $1.4M | 4,144 | Trimmed |
| 5 | TLWM | $425,528 | 1,237 | Trimmed |
| 6 | Williams & Novak, LLC | $391,202 | 1,137 | Trimmed |
| 7 | Farther Finance Advisors, LLC | $372,208 | 1,082 | Hold |
| 8 | CoreCap Advisors, LLC | $314,891 | 915 | Added |
| 9 | Emergent Wealth Advisors, LLC | $297,560 | 865 | Hold |
| 10 | INSPIRION WEALTH ADVISORS, LLC | $270,728 | 787 | Hold |
| 11 | S.E.E.D. Planning Group LLC | $265,568 | 772 | New |
| 12 | ELEVATION WEALTH PARTNERS, LLC | $20,961 | 61 | Hold |
| 13 | Central Pacific Bank - Trust Division | $10,664 | 31 | Hold |
| 14 | Trust Co | $4,505 | 13 | New |
Source: SEC Form 13F filings · as of 2026-09-30