Captrust Financial Advisors Vanguard Scottsdale Fds Total Transaction History
Captrust Financial Advisors
- $43.1 Billion
- Q2 2025
Shares
4 transactions
Others Institutions Holding VTC
# of Institutions
126Shares Held
6.8MCall Options Held
0Put Options Held
0-
Wedmont Private Capital1.08MShares$84.3 Million3.25% of portfolio
-
Mill Creek Capital Advisors, LLC Conshohocken, PA830KShares$64.6 Million1.43% of portfolio
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Capital Asset Advisory Services LLC Haslett, MI727KShares$56.5 Million2.48% of portfolio
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Axxcess Wealth Management, LLC Carlsbad, CA702KShares$54.6 Million1.34% of portfolio
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Bank Of America Corp Charlotte, NC499KShares$38.8 Million0.0% of portfolio