VONE institutional holders
VANGUARD SCOTTSDALE FDS · 13F, 2026Q2
| Managers holding | 407 |
|---|
| Shares held | 14,071,489 |
|---|
| Reported value | $4.8bn |
|---|
| Quarter flows | 47 new, 121 added, 119 trimmed, 26 exited |
|---|
Top 25 holders
| Manager | Shares | Value | % of manager's 13F |
|---|
| MORGAN STANLEY | 1,447,810 | $490.4m | 0.0% |
| AMERIPRISE FINANCIAL INC | 834,987 | $282.8m | 0.1% |
| FMR LLC | 727,608 | $246.5m | 0.0% |
| UBS Group AG | 679,587 | $230.2m | 0.0% |
| STIFEL FINANCIAL CORP | 519,135 | $175.8m | 0.1% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 507,403 | $171.9m | 16.3% |
| Bank of New York Mellon Corp | 483,139 | $163.6m | 0.0% |
| BANK OF AMERICA CORP /DE/ | 472,836 | $160.2m | 0.0% |
| CITIGROUP INC | 459,097 | $155.5m | 0.1% |
| Jordan Park Group LLC | 432,391 | $146.5m | 7.4% |
| Apella Capital, LLC | 359,515 | $121.8m | 1.7% |
| RAYMOND JAMES FINANCIAL INC | 320,828 | $108.7m | 0.0% |
| Waverly Advisors, LLC | 294,301 | $99.7m | 0.6% |
| Cerity Partners LLC | 287,674 | $97.4m | 0.1% |
| MAI Capital Management | 256,565 | $86.9m | 0.3% |
| ENVESTNET ASSET MANAGEMENT INC | 250,978 | $85.0m | 0.0% |
| Flower City Capital | 244,063 | $82.7m | 36.4% |
| WELLS FARGO & COMPANY/MN | 223,611 | $75.7m | 0.0% |
| Summit Trail Advisors, LLC | 212,940 | $72.1m | 0.9% |
| Colter Lewis Investment Partners LLC | 185,576 | $62.9m | 27.9% |
| Beacon Pointe Advisors, LLC | 176,755 | $59.9m | 0.3% |
| Sherrill & Hutchins Financial Advisory, Inc | 155,798 | $52.8m | 27.1% |
| Heartwood Wealth Advisors LLC | 150,400 | $50.9m | 4.0% |
| Hilltop Partners LLC | 138,127 | $46.8m | 11.3% |
| GOLDMAN SACHS GROUP INC | 125,051 | $42.4m | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("VONE"). VONE price history · All 13F data
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