Purchases and Sales Made in Q1 2025 in Vanguard Scottsdale Fds Vangua (BNDW)
This table provides information about the institutional ownership of Vanguard Scottsdale Fds Vangua (BNDW) during Q1 2025. 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 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4- 10.0% |
$270 - $277
|
36
$2.48K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-75- 44.64% |
$5.06K - $5.2K
|
93
$6.41K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-77- 0.51% |
$5.19K - $5.34K
|
14.9K
$1.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-96- 0.54% |
$6.47K - $6.66K
|
17.6K
$1.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-127- 1.49% |
$8.56K - $8.81K
|
8.4K
$579K
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-136- 8.9% |
$9.17K - $9.43K
|
1.39K
$96K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-161- 0.54% |
$10.9K - $11.2K
|
29.8K
$2.05M
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-163- 5.46% |
$11K - $11.3K
|
2.82K
$194K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-272- 6.32% |
$18.3K - $18.9K
|
4.04K
$278K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-295- 4.55% |
$19.9K - $20.5K
|
6.19K
$427K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-363- 6.46% |
$24.5K - $25.2K
|
5.25K
$362K
|
|
|
May 14, 2025
Q1 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-370- 5.26% |
$24.9K - $25.7K
|
6.67K
$460K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-370- 8.38% |
$24.9K - $25.7K
|
4.04K
$279K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-399- 7.76% |
$26.9K - $27.7K
|
4.75K
$327K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-763- 3.21% |
$51.4K - $52.9K
|
23K
$1.58M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-968- 19.73% |
$65.3K - $67.2K
|
3.94K
$271K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-968- 19.73% |
$65.3K - $67.2K
|
3.94K
$271K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.08K- 18.03% |
$72.5K - $74.6K
|
4.89K
$337K
|
|
|
May 14, 2025
Q1 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-1.1K- 5.88% |
$74.2K - $76.4K
|
17.6K
$1.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-1.11K- 5.63% |
$74.6K - $76.7K
|
18.5K
$1.28M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.21K- 11.08% |
$81.4K - $83.8K
|
9.7K
$668K
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
SELL
|
- |
-1.34K- 10.01% |
$90.3K - $93K
|
12.1K
$831K
|
|
|
May 12, 2025
Q1 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
SELL
|
- |
-1.7K- 21.83% |
$115K - $118K
|
6.1K
$420K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-1.8K- 21.63% |
$121K - $125K
|
6.53K
$450K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.08K- 29.04% |
$140K - $144K
|
5.09K
$351K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-2.78K- 18.34% |
$188K - $193K
|
12.4K
$854K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3K- 1.54% |
$202K - $208K
|
192K
$13.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
SELL
|
- |
-3.97K- 22.61% |
$268K - $275K
|
13.6K
$936K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.44K- 57.96% |
$367K - $377K
|
3.95K
$272K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.15K- 13.08% |
$617K - $635K
|
60.8K
$4.19M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-12.7K- 38.72% |
$859K - $884K
|
20.2K
$1.39M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.2K- 79.72% |
$1.22M - $1.26M
|
4.62K
$318K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-26.7K- 8.48% |
$1.8M - $1.85M
|
288K
$19.9M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-28.6K- 60.47% |
$1.93M - $1.98M
|
18.7K
$1.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-68.4K- 80.52% |
$4.61M - $4.75M
|
16.6K
$1.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-109K- 86.28% |
$7.33M - $7.55M
|
17.3K
$1.19M
|