Who Owns VANGUARD SCOTTSDALE FDS (VTWG)? -- Institutional Holders (2026-03-31)
218 institutions reported holding $645.8M of VANGUARD SCOTTSDALE FDS (VTWG) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($69.9M), MORGAN STANLEY ($51.1M), Pathstone Holdings, LLC ($38.6M), ASSETMARK, INC ($26.3M), OSAIC HOLDINGS, INC. ($22.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $69.9M | 305,368 | Trimmed |
| 2 | MORGAN STANLEY | $51.1M | 223,062 | Added |
| 3 | Pathstone Holdings, LLC | $38.6M | 168,587 | Trimmed |
| 4 | ASSETMARK, INC | $26.3M | 114,799 | Added |
| 5 | OSAIC HOLDINGS, INC. | $22.7M | 99,042 | Trimmed |
| 6 | TFC Financial Management, Inc. | $18.9M | 82,375 | New |
| 7 | AMERIPRISE FINANCIAL INC | $17.2M | 75,467 | Added |
| 8 | Systelligence, LLC | $17.0M | 74,008 | Added |
| 9 | WELLS FARGO & COMPANY/MN | $16.8M | 73,438 | Added |
| 10 | Private Advisor Group, LLC | $16.4M | 71,395 | Added |
| 11 | QUEST INVESTMENT MANAGEMENT LLC | $15.3M | 66,964 | Hold |
| 12 | LPL Financial LLC | $14.4M | 62,712 | Trimmed |
| 13 | Equitable Holdings, Inc. | $12.3M | 52,285 | Added |
| 14 | UBS Group AG | $11.9M | 51,867 | Added |
| 15 | Sound Income Strategies, LLC | $10.7M | 46,580 | Added |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $10.0M | 43,858 | Added |
| 17 | WestHill Financial Advisors, Inc. | $9.6M | 41,701 | Added |
| 18 | Rockefeller Capital Management L.P. | $9.3M | 40,806 | Added |
| 19 | RAYMOND JAMES FINANCIAL INC | $9.2M | 40,237 | Trimmed |
| 20 | Cetera Investment Advisers | $8.7M | 38,082 | Added |
| 21 | Kestra Advisory Services, LLC | $7.9M | 34,553 | Trimmed |
| 22 | LJI Wealth Management, LLC | $7.7M | 33,733 | Added |
| 23 | SILVERCREST ASSET MANAGEMENT GROUP LLC | $7.7M | 33,726 | Added |
| 24 | AMG National Trust Bank | $7.7M | 33,690 | Added |
| 25 | Institute for Wealth Management, LLC. | $7.7M | 33,642 | Added |
Source: SEC Form 13F filings · as of 2026-03-31