Golden State Equity Partners Vanguard Scottsdale Fds Total Transaction History

Golden State Equity Partners

$569 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 19, 2023	BUY	$74.61 - $77.15 $23,203 - $23,993	311 Added 5.55%	5,917 $447,000
Q1 2023 Jun 01, 2023	BUY	$73.96 - $77.95 $414,619 - $436,987	5,606 New	5,606 $430 Million

Others Institutions Holding VTC

# of Institutions

127

Shares Held

6.79M

Call Options Held

0

Put Options Held

0

Wedmont Private Capital

1.08M
Shares

$84.3 Million
3.25% of portfolio
Mill Creek Capital Advisors, LLC Conshohocken, PA

830K
Shares

$64.6 Million
1.43% of portfolio
Capital Asset Advisory Services LLC Haslett, MI

727K
Shares

$56.5 Million
2.48% of portfolio
Axxcess Wealth Management, LLC Carlsbad, CA

702K
Shares

$54.6 Million
1.34% of portfolio
Bank Of America Corp Charlotte, NC

499K
Shares

$38.8 Million
0.0% of portfolio

About VANGUARD SCOTTSDALE FDS TOTAL

Ticker VTC
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