Who Owns VANGUARD SCOTTSDALE FDS (VTWV)? -- Institutional Holders (2026-06-30)
204 institutions reported holding $617.4M of VANGUARD SCOTTSDALE FDS (VTWV) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($81.9M), MORGAN STANLEY ($56.2M), Pathstone Holdings, LLC ($40.0M), COMMERCE BANK ($23.5M), LPL Financial LLC ($23.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $81.9M | 418,871 | Trimmed |
| 2 | MORGAN STANLEY | $56.2M | 287,799 | Added |
| 3 | Pathstone Holdings, LLC | $40.0M | 204,471 | Trimmed |
| 4 | COMMERCE BANK | $23.5M | 120,264 | Trimmed |
| 5 | LPL Financial LLC | $23.0M | 117,898 | Added |
| 6 | Equitable Holdings, Inc. | $19.3M | 98,687 | Added |
| 7 | QUEST INVESTMENT MANAGEMENT LLC | $19.1M | 97,643 | Hold |
| 8 | WELLS FARGO & COMPANY/MN | $18.6M | 95,396 | Added |
| 9 | Rockefeller Capital Management L.P. | $16.9M | 86,298 | Trimmed |
| 10 | Savant Capital, LLC | $16.6M | 91,791 | Added |
| 11 | Bragg Financial Advisors, Inc | $16.1M | 82,247 | Trimmed |
| 12 | AMERIPRISE FINANCIAL INC | $13.4M | 68,522 | Trimmed |
| 13 | FIRST AMERICAN TRUST, FSB | $13.1M | 67,143 | Added |
| 14 | OSAIC HOLDINGS, INC. | $11.6M | 59,430 | Trimmed |
| 15 | WestHill Financial Advisors, Inc. | $11.3M | 57,957 | Trimmed |
| 16 | AMG National Trust Bank | $10.9M | 55,783 | Added |
| 17 | Financial Advisory Corp | $9.8M | 50,160 | Trimmed |
| 18 | RAYMOND JAMES FINANCIAL INC | $9.1M | 46,658 | Trimmed |
| 19 | Institute for Wealth Management, LLC. | $8.4M | 42,835 | Trimmed |
| 20 | UBS Group AG | $8.2M | 41,836 | Added |
| 21 | RWA WEALTH PARTNERS, LLC | $7.4M | 37,908 | Added |
| 22 | JPMORGAN CHASE & CO | $6.6M | 33,847 | Added |
| 23 | Cetera Investment Advisers | $6.3M | 32,275 | Trimmed |
| 24 | TRUIST FINANCIAL CORP | $5.6M | 28,883 | Trimmed |
| 25 | FRANKLIN RESOURCES INC | $5.1M | 26,233 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30