VMBS institutional holders

VANGUARD SCOTTSDALE FDS · 13F, 2026Q2

Managers holding707
Shares held300,613,888
Reported value$14.1bn
Quarter flows64 new, 319 added, 217 trimmed, 66 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
BANK OF AMERICA CORP /DE/58,928,194$2.8bn0.2%
ENVESTNET ASSET MANAGEMENT INC28,250,812$1.3bn0.3%
JPMORGAN CHASE & CO26,485,779$1.2bn0.1%
Bank of New York Mellon Corp10,605,591$496.4m0.1%
STIFEL FINANCIAL CORP10,216,170$478.2m0.4%
WELLS FARGO & COMPANY/MN9,746,512$456.2m0.1%
ASSETMARK, INC8,804,599$412.1m0.7%
MATHER GROUP, LLC.8,499,381$397.9m3.5%
RAYMOND JAMES FINANCIAL INC6,905,111$323.2m0.1%
LPL Financial LLC6,295,640$294.7m0.1%
TD PRIVATE CLIENT WEALTH LLC5,693,728$266.5m4.9%
MORGAN STANLEY5,492,517$257.1m0.0%
AMERIPRISE FINANCIAL INC5,108,101$239.0m0.0%
UBS Group AG4,833,728$226.3m0.0%
LINCOLN NATIONAL CORP3,880,622$181.7m4.6%
Clearstead Advisors, LLC3,144,439$147.2m1.4%
Cambridge Investment Research Advisors, Inc.2,710,000$126.9m0.1%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,500,178$117.0m0.0%
Focus Partners Wealth2,422,537$113.4m0.1%
KEYBANK NATIONAL ASSOCIATION/OH2,362,938$110.6m0.4%
GOLDMAN SACHS GROUP INC2,166,152$101.4m0.0%
ROYAL BANK OF CANADA1,886,157$88.3m0.0%
Valmark Advisers, Inc.1,779,883$83.3m0.9%
Alesco Advisors, LLC, An ESL Co1,703,018$79.7m1.8%
Merit Financial Group, LLC1,619,728$75.8m0.5%

Every holder, line by line, and the full history since 2013: yf.Client().holders("VMBS"). VMBS price history · All 13F data

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