248 institutions reported holding $1.49B of VANGUARD SCOTTSDALE FDS (VTHR) in SEC 13F filings for 2026-03-31. Largest institutional holders: AMERIPRISE FINANCIAL INC ($175.6M), MORGAN STANLEY ($146.7M), LINCOLN NATIONAL CORP ($133.0M), TOMPKINS FINANCIAL CORP ($86.1M), Focus Partners Wealth ($66.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | $175.6M | 610,686 | Added |
| 2 | MORGAN STANLEY | $146.7M | 509,964 | Added |
| 3 | LINCOLN NATIONAL CORP | $133.0M | 462,641 | Added |
| 4 | TOMPKINS FINANCIAL CORP | $86.1M | 299,463 | Added |
| 5 | Focus Partners Wealth | $66.7M | 231,938 | Trimmed |
| 6 | Callan Family Office, LLC | $64.0M | 222,633 | Trimmed |
| 7 | GOLDMAN SACHS GROUP INC | $63.4M | 220,374 | Added |
| 8 | Cliffwater LLC | $59.1M | 205,503 | Hold |
| 9 | UBS Group AG | $56.3M | 195,846 | Added |
| 10 | Cerity Partners LLC | $29.0M | 100,849 | Added |
| 11 | AQR CAPITAL MANAGEMENT LLC | $26.0M | 90,295 | Trimmed |
| 12 | Fund Evaluation Group, LLC | $25.1M | 87,111 | Added |
| 13 | RAYMOND JAMES FINANCIAL INC | $24.2M | 84,069 | Trimmed |
| 14 | LPL Financial LLC | $23.2M | 80,595 | Trimmed |
| 15 | Diversified Trust Co | $23.1M | 80,229 | Added |
| 16 | OpenArc Corporate Advisory, LLC | $19.1M | 66,252 | Trimmed |
| 17 | PENNINGTON PARTNERS & CO., LLC | $18.3M | 63,762 | Added |
| 18 | HighTower Advisors, LLC | $16.8M | 58,279 | Trimmed |
| 19 | Diversified Portfolios, Inc. | $16.4M | 57,183 | Added |
| 20 | Gotham Asset Management, LLC | $15.2M | 52,916 | Added |
| 21 | BANK OF AMERICA CORP /DE/ | $14.9M | 51,979 | Trimmed |
| 22 | AlphaCore Capital LLC | $13.7M | 47,798 | Added |
| 23 | Mariner, LLC | $13.6M | 47,363 | Trimmed |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $13.2M | 46,050 | Added |
| 25 | Evensky & Katz LLC | $11.8M | 41,052 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31