Who Owns VANGUARD SCOTTSDALE FDS (VTWV)? -- Institutional Holders (2026-03-31)
197 institutions reported holding $522.2M of VANGUARD SCOTTSDALE FDS (VTWV) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($71.2M), Pathstone Holdings, LLC ($35.3M), MORGAN STANLEY ($33.1M), COMMERCE BANK ($20.7M), LPL Financial LLC ($19.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $71.2M | 425,733 | Added |
| 2 | Pathstone Holdings, LLC | $35.3M | 211,225 | Added |
| 3 | MORGAN STANLEY | $33.1M | 198,087 | Added |
| 4 | COMMERCE BANK | $20.7M | 123,761 | Added |
| 5 | LPL Financial LLC | $19.6M | 117,103 | Added |
| 6 | QUEST INVESTMENT MANAGEMENT LLC | $16.3M | 97,643 | New |
| 7 | Private Advisor Group, LLC | $16.0M | 95,629 | Added |
| 8 | Rockefeller Capital Management L.P. | $15.2M | 90,857 | Trimmed |
| 9 | WELLS FARGO & COMPANY/MN | $15.0M | 89,737 | Added |
| 10 | Bragg Financial Advisors, Inc | $14.0M | 83,703 | Trimmed |
| 11 | AMERIPRISE FINANCIAL INC | $12.6M | 75,528 | Trimmed |
| 12 | Equitable Holdings, Inc. | $11.5M | 71,748 | Added |
| 13 | OSAIC HOLDINGS, INC. | $10.2M | 60,745 | Added |
| 14 | WestHill Financial Advisors, Inc. | $9.7M | 58,233 | Trimmed |
| 15 | FIRST AMERICAN TRUST, FSB | $9.2M | 55,057 | New |
| 16 | Financial Advisory Corp | $8.4M | 50,282 | Trimmed |
| 17 | AMG National Trust Bank | $8.2M | 48,749 | Added |
| 18 | RAYMOND JAMES FINANCIAL INC | $8.0M | 47,818 | Added |
| 19 | Savant Capital, LLC | $7.7M | 45,899 | Trimmed |
| 20 | Institute for Wealth Management, LLC. | $7.3M | 43,363 | Trimmed |
| 21 | UBS Group AG | $6.4M | 38,538 | Added |
| 22 | RWA WEALTH PARTNERS, LLC | $6.3M | 37,487 | Trimmed |
| 23 | Kestra Advisory Services, LLC | $6.0M | 35,820 | Trimmed |
| 24 | Cetera Investment Advisers | $5.6M | 33,612 | Trimmed |
| 25 | JPMORGAN CHASE & CO | $5.1M | 31,246 | Added |
Source: SEC Form 13F filings · as of 2026-03-31