Chico Wealth Ria Vanguard Scottsdale Fds Vangua Transaction History

Chico Wealth Ria

$114 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 19, 2022	SELL	$68.33 - $73.94 $1.52 Million - $1.65 Million	-22,302 Closed	0 $0
Q1 2022 Apr 29, 2022	BUY	$73.61 - $78.14 $1.64 Million - $1.74 Million	22,302 New	22,302 $1.65 Million

Others Institutions Holding BNDW

# of Institutions

119

Shares Held

5.85M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.45M
Shares

$168 Million
0.01% of portfolio
Mercer Global Advisors Inc Denver, CO

825K
Shares

$56.8 Million
0.13% of portfolio
Aurelius Family Office LLC Bedford, NH

320K
Shares

$22 Million
11.15% of portfolio
Envestnet Asset Management Inc

288K
Shares

$19.8 Million
0.01% of portfolio
Beacon Pointe Advisors, LLC Newport Beach, CA

192K
Shares

$13.2 Million
0.15% of portfolio

About VANGUARD SCOTTSDALE FDS VANGUA

Ticker BNDW
Sector ETFs
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