Purchases and Sales Made in Q4 2024 in Vanguard Scottsdale Fds Vangua (BNDW)
This table provides information about the institutional ownership of Vanguard Scottsdale Fds Vangua (BNDW) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
65+ 1.93% |
$4.42K - $4.59K
|
3.43K
$238K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
43New |
$2.92K - $3.04K
|
43
$2.98K
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
36+ 0.18% |
$2.45K - $2.54K
|
19.6K
$1.36M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11+ 0.11% |
$748 - $777
|
10.2K
$708K
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
6+ 4.72% |
$408 - $424
|
133
$9.23K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4+ 0.06% |
$272 - $283
|
7.17K
$498K
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 1.72% |
$68 - $70.7
|
59
$4.09K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 1.79% |
$68 - $70.7
|
57
$3.95K
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 1.92% |
$68 - $70.7
|
53
$3.68K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1- 2.0% |
$68 - $70.7
|
49
$3.4K
|
|
Jan 28, 2025
Q4 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
SELL
|
- |
-1- 0.01% |
$68 - $70.7
|
13.9K
$963K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-8- 2.19% |
$544 - $565
|
358
$24.8K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-15- 27.27% |
$1.02K - $1.06K
|
40
$2.77K
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-39- 3.74% |
$2.65K - $2.76K
|
1K
$69.6K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-43- 0.39% |
$2.92K - $3.04K
|
10.9K
$756K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-80- 8.62% |
$5.44K - $5.65K
|
848
$58.8K
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-146- 8.72% |
$9.93K - $10.3K
|
1.53K
$106K
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-175- 3.9% |
$11.9K - $12.4K
|
4.31K
$299K
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-250- 64.94% |
$17K - $17.7K
|
135
$9.36K
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-320- 3.59% |
$21.8K - $22.6K
|
8.59K
$596K
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-476- 7.39% |
$32.4K - $33.6K
|
5.97K
$414K
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-481- 10.71% |
$32.7K - $34K
|
4.01K
$278K
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.15K- 1.4% |
$78.1K - $81.1K
|
81.1K
$5.63M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.28K- 34.02% |
$155K - $161K
|
4.41K
$306K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.34K- 4.71% |
$159K - $165K
|
47.3K
$3.28M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.25K- 30.4% |
$221K - $230K
|
7.44K
$516K
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
SELL
|
- |
-8.33K- 32.17% |
$566K - $588K
|
17.6K
$1.22M
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-27.6K- 45.59% |
$1.88M - $1.95M
|
32.9K
$2.28M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-27.9K- 8.14% |
$1.9M - $1.97M
|
315K
$21.8M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-30.9K- 15.54% |
$2.1M - $2.18M
|
168K
$11.6M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-36.5K- 32.15% |
$2.48M - $2.58M
|
76.9K
$5.34M
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-56.1K- 24.13% |
$3.81M - $3.96M
|
176K
$12.2M
|