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5%+ stakes · Schedule 13D and 13G

Vanguard Scottsdale Funds: 5%+ holders

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MentionFox check on Vanguard Scottsdale Funds: only 2 sources on file so far (checked 10 November 2026). Run a full check before you rely on it. mentionfox.com/c/stakes/vanguard-scottsdale-funds

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Who has reported owning 5% or more of Vanguard Scottsdale Funds, from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

As of November 10, 2026, one holder's latest Schedule 13D or 13G filing report owning 5% or more of Vanguard Scottsdale Funds. The largest reported stake is NEOS Investment Management LLC's, at 7.91%. 2 filings are on record since July 15, 2025 (Schedule 13G, November 9, 2026).

BlackRock Portfolio Management LLC also filed stake reports on 118 other companies ↓

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At 5% or more1
Filings2
Latest filing2026-11-09

Vanguard Scottsdale Funds has 2 Schedule 13D or 13G filings on record since 2025-07-15. 1 holder's latest filing reports 5% or more of shares. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
NEOS Investment Management LLC7.91%11,508,621SCHEDULE 13G, 2026-11-092026-09-30
BlackRock Portfolio Management LLC0.5%622,629SCHEDULE 13G/A, 2025-07-152025-06-30

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More on Vanguard Scottsdale Funds and the records around it.

Companies that share a holder

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What the Full Report on Vanguard Scottsdale Funds covers

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  5. The Money: Funding, Valuation, Runway

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Voting and dispositive power, as filed

Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
NEOS Investment Management LLC11,508,621011,508,6210SCHEDULE 13G, 2026-11-09

The latest filing identifies Vanguard Scottsdale Funds by CUSIP 92206C664 and gives its principal executive office as P.O. Box 876, Valley Forge, PA 19482 (SCHEDULE 13G, 2026-11-09).

Timeline

FiledHolderPercentFiling
2025-07-15BlackRock Portfolio Management LLC0.5%SCHEDULE 13G/A
2026-11-09NEOS Investment Management LLC7.91%SCHEDULE 13G

Questions about who owns Vanguard Scottsdale Funds

Who owns Vanguard Scottsdale Funds?

On this page, one holder's latest ownership filing reports 5% or more of Vanguard Scottsdale Funds: NEOS Investment Management LLC (7.91%, Schedule 13G, filed 2026-11-09).

When did NEOS Investment Management LLC buy into Vanguard Scottsdale Funds?

The filings give report dates, not purchase dates. The earliest filing from NEOS Investment Management LLC on this page is the Schedule 13G, filed 2026-11-09, reporting 7.91%.

Is this an audit or a full list?

Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 2 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/vanguard-scottsdale-funds
Last updated 2026-11-10
Primary record: SEC filing 1 · SEC filing 2
Who owns 5% or more of Vanguard Scottsdale Funds? 1 holder at 5% or more, largest NEOS Investment Management LLC 7.91%. MentionFox, 2026-11-10. https://mentionfox.com/stakes/vanguard-scottsdale-funds