Purchases and Sales Made in Q4 2023 in Vanguard Scottsdale Fds Total (VTC)
This table provides information about the institutional ownership of Vanguard Scottsdale Fds Total (VTC) during Q4 2023. The information is specifically focused on institutions that hold shares of VANGUARD SCOTTSDALE FDS TOTAL .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 20, 2024
Q4 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
1.06MNew |
$74.2M - $82.2M
|
1.06M
$81.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
151K+ 850.53% |
$10.6M - $11.7M
|
169K
$13M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
113K+ 23.26% |
$7.96M - $8.82M
|
600K
$46.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
43.9K+ 61.7% |
$3.09M - $3.42M
|
115K
$8.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
39.8K+ 6.34% |
$2.8M - $3.1M
|
667K
$51.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
36KNew |
$2.54M - $2.81M
|
36K
$2.78M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
31.8KNew |
$2.23M - $2.47M
|
31.8K
$2.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
22.9K+ 6.77% |
$1.61M - $1.78M
|
361K
$27.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
19.1KNew |
$1.34M - $1.49M
|
19.1K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14.8K+ 128.7% |
$1.04M - $1.15M
|
26.2K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
14.5K+ 163.96% |
$1.02M - $1.13M
|
23.3K
$1.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
13.3K+ 100.0% |
$939K - $1.04M
|
26.7K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
12.9K+ 545.63% |
$904K - $1M
|
15.2K
$1.18M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
12.6KNew |
$884K - $979K
|
12.6K
$971K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.2K+ 4.28% |
$785K - $870K
|
272K
$21M
|
|
|
Feb 02, 2024
Q4 2023
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
11.1K+ 12.87% |
$779K - $863K
|
97.2K
$7.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.9KNew |
$765K - $846K
|
10.9K
$840K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.38KNew |
$379K - $419K
|
5.38K
$416K
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
4.84KNew |
$340K - $377K
|
4.84K
$374K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
4.8K+ 57.59% |
$337K - $374K
|
13.1K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
4.69KNew |
$330K - $365K
|
4.69K
$362K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
4.65KNew |
$327K - $362K
|
4.65K
$359K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.55K+ 9.74% |
$250K - $277K
|
40K
$3.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.29K+ 1.6% |
$231K - $256K
|
209K
$16.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
3.16KNew |
$223K - $246K
|
3.16K
$244K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
3.07KNew |
$216K - $239K
|
3.07K
$237K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.83KNew |
$199K - $220K
|
2.83K
$219K
|
|
|
Jan 31, 2024
Q4 2023
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
2.72KNew |
$192K - $212K
|
2.72K
$210K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.84K+ 9.5% |
$130K - $144K
|
21.2K
$1.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.66K+ 17.47% |
$116K - $129K
|
11.1K
$860K
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.62K+ 1.75% |
$114K - $126K
|
94.2K
$7.27M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1.48KNew |
$104K - $115K
|
1.48K
$114K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
957+ 26.86% |
$67.3K - $74.5K
|
4.52K
$349K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
929+ 2.3% |
$65.3K - $72.4K
|
41.3K
$3.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
874+ 23.56% |
$61.5K - $68.1K
|
4.58K
$354K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
726+ 3.34% |
$51.1K - $56.5K
|
22.5K
$1.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
640New |
$45K - $49.8K
|
640
$49.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
558+ 2426.09% |
$39.2K - $43.5K
|
581
$44.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
543New |
$38.2K - $42.3K
|
543
$42K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
434+ 0.97% |
$30.5K - $33.8K
|
45K
$3.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
430+ 0.72% |
$30.2K - $33.5K
|
60K
$4.64M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
416+ 1.82% |
$29.3K - $32.4K
|
23.2K
$1.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
403+ 1.56% |
$28.3K - $31.4K
|
26.2K
$2.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
288+ 1.21% |
$20.3K - $22.4K
|
24.2K
$1.87M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
284New |
$20K - $22.1K
|
284
$21.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
185New |
$13K - $14.4K
|
185
$14.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
171+ 171.0% |
$12K - $13.3K
|
271
$20.9K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
119+ 1.06% |
$8.37K - $9.27K
|
11.4K
$877K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
80New |
$5.63K - $6.23K
|
80
$6.18K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
74New |
$5.21K - $5.76K
|
74
$5.72K
|