Who Owns VANGUARD SCOTTSDALE FDS (VTWG)? -- Institutional Holders (2026-06-30)
230 institutions reported holding $800.4M of VANGUARD SCOTTSDALE FDS (VTWG) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($88.8M), MORGAN STANLEY ($74.1M), Pathstone Holdings, LLC ($49.8M), ASSETMARK, INC ($32.5M), OSAIC HOLDINGS, INC. ($29.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $88.8M | 308,503 | Added |
| 2 | MORGAN STANLEY | $74.1M | 257,410 | Added |
| 3 | Pathstone Holdings, LLC | $49.8M | 172,944 | Added |
| 4 | ASSETMARK, INC | $32.5M | 113,045 | Trimmed |
| 5 | OSAIC HOLDINGS, INC. | $29.1M | 101,066 | Added |
| 6 | TFC Financial Management, Inc. | $25.1M | 87,140 | Added |
| 7 | LPL Financial LLC | $22.7M | 78,870 | Added |
| 8 | AMERIPRISE FINANCIAL INC | $22.0M | 75,181 | Trimmed |
| 9 | WELLS FARGO & COMPANY/MN | $21.8M | 75,664 | Added |
| 10 | Systelligence, LLC | $19.5M | 67,915 | Trimmed |
| 11 | QUEST INVESTMENT MANAGEMENT LLC | $19.3M | 66,964 | Hold |
| 12 | AMG National Trust Bank | $15.6M | 54,279 | Added |
| 13 | Sound Income Strategies, LLC | $15.6M | 54,217 | Added |
| 14 | UBS Group AG | $14.2M | 49,393 | Trimmed |
| 15 | Equitable Holdings, Inc. | $14.2M | 49,292 | Trimmed |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $12.1M | 42,219 | Trimmed |
| 17 | WestHill Financial Advisors, Inc. | $11.9M | 41,503 | Trimmed |
| 18 | RAYMOND JAMES FINANCIAL INC | $11.4M | 39,615 | Trimmed |
| 19 | Rockefeller Capital Management L.P. | $11.3M | 39,370 | Trimmed |
| 20 | Cetera Investment Advisers | $10.7M | 37,169 | Trimmed |
| 21 | SILVERCREST ASSET MANAGEMENT GROUP LLC | $9.8M | 34,002 | Added |
| 22 | Institute for Wealth Management, LLC. | $9.4M | 32,625 | Trimmed |
| 23 | LJI Wealth Management, LLC | $9.1M | 31,517 | Trimmed |
| 24 | STIFEL FINANCIAL CORP | $8.4M | 29,201 | Added |
| 25 | Nvest Financial, LLC | $7.8M | 27,103 | Added |
Source: SEC Form 13F filings · as of 2026-06-30