Purchases and Sales Made in Q1 2024 in Vanguard Scottsdale Fds Vangua (BNDW)
This table provides information about the institutional ownership of Vanguard Scottsdale Fds Vangua (BNDW) during Q1 2024. The information is specifically focused on institutions that hold shares of VANGUARD SCOTTSDALE FDS VANGUA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
191KNew |
$12.9M - $13.2M
|
191K
$13.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
52.7K+ 117.12% |
$3.57M - $3.64M
|
97.7K
$6.78M
|
|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
BUY
|
- |
45.1KNew |
$3.05M - $3.11M
|
45.1K
$3.13M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
28.8K+ 271.01% |
$1.95M - $1.99M
|
39.4K
$2.73M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
28.2K+ 45.28% |
$1.91M - $1.95M
|
90.6K
$6.29M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
26.7K+ 196.91% |
$1.81M - $1.84M
|
40.2K
$2.79M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
25.4KNew |
$1.72M - $1.75M
|
25.4K
$1.76M
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
20.1K+ 55.64% |
$1.36M - $1.39M
|
56.2K
$3.9M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16.6KNew |
$1.12M - $1.15M
|
16.6K
$1.15M
|
|
|
Apr 10, 2024
Q1 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
13.9K+ 309.97% |
$939K - $958K
|
18.3K
$1.27M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.5K+ 220.06% |
$845K - $862K
|
18.2K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.2K+ 26.85% |
$757K - $772K
|
52.8K
$3.66M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
10.8K+ 119.52% |
$730K - $745K
|
19.8K
$1.37M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.73KNew |
$659K - $672K
|
9.73K
$675K
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
8.4KNew |
$568K - $580K
|
8.4K
$582K
|
|
|
Apr 23, 2024
Q1 2024
|
Applied Capital LLC
|
BUY
|
- |
8.22K+ 16.19% |
$557K - $568K
|
59K
$4.09M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.14K+ 2.55% |
$416K - $424K
|
247K
$17.1M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.55K+ 15.6% |
$376K - $383K
|
41.1K
$2.85M
|
|
|
Apr 22, 2024
Q1 2024
|
Mayport, LLC
|
BUY
|
- |
4.05KNew |
$274K - $279K
|
4.05K
$281K
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.55K+ 72.23% |
$240K - $245K
|
8.47K
$587K
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.49K+ 9.93% |
$236K - $241K
|
38.6K
$2.68M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.14KNew |
$213K - $217K
|
3.14K
$218K
|
|
|
May 09, 2024
Q1 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
3.02K+ 3.89% |
$205K - $209K
|
80.8K
$5.61M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.89K+ 35.64% |
$196K - $200K
|
11K
$764K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.7KNew |
$182K - $186K
|
2.7K
$187K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.47K+ 62.41% |
$167K - $171K
|
6.43K
$446K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.21K+ 2.01% |
$150K - $153K
|
112K
$7.8M
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
2.11K+ 41.31% |
$143K - $146K
|
7.22K
$501K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.63K+ 18.98% |
$111K - $113K
|
10.2K
$711K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.6K+ 3.58% |
$108K - $110K
|
46.2K
$3.21M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.6K+ 3.58% |
$108K - $110K
|
46.2K
$3.21M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.32K+ 9.66% |
$89.4K - $91.2K
|
15K
$1.04M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
904+ 12.11% |
$61.2K - $62.4K
|
8.37K
$580K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
859+ 3.35% |
$58.2K - $59.3K
|
26.5K
$1.84M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
834+ 9.17% |
$56.5K - $57.6K
|
9.93K
$689K
|
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
754+ 15.03% |
$51K - $52.1K
|
5.77K
$400K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
680New |
$46K - $47K
|
680
$47.2K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
385+ 5.48% |
$26.1K - $26.6K
|
7.41K
$514K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
358+ 4475.0% |
$24.2K - $24.7K
|
366
$25.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
314+ 21.0% |
$21.3K - $21.7K
|
1.81K
$125K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
280+ 2.67% |
$19K - $19.3K
|
10.8K
$748K
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
277+ 2.87% |
$18.8K - $19.1K
|
9.93K
$689K
|
|
|
May 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
263+ 35.88% |
$17.8K - $18.2K
|
996
$69.1K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
223New |
$15.1K - $15.4K
|
223
$15.5K
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
183+ 6.9% |
$12.4K - $12.6K
|
2.84K
$197K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
124+ 3.88% |
$8.39K - $8.56K
|
3.32K
$231K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
120+ 85.71% |
$8.12K - $8.29K
|
260
$18K
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
BUY
|
- |
117+ 1.55% |
$7.92K - $8.08K
|
7.65K
$530K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
80+ 2.02% |
$5.42K - $5.53K
|
4.03K
$280K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
49New |
$3.32K - $3.38K
|
49
$3.4K
|