Claro Advisors LLC Vanguard Scottsdale Fds Total Transaction History

Claro Advisors LLC

$706 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 31, 2024	BUY	$74.15 - $76.45 $467,812 - $482,323	6,309 New	6,309 $477,000

Others Institutions Holding VTC

# of Institutions

101

Shares Held

7.93M

Call Options Held

0

Put Options Held

0

Nepc LLC Boston, MA

1.81M
Shares

$140 Million
4.33% of portfolio
Mill Creek Capital Advisors, LLC Conshohocken, PA

913K
Shares

$70.7 Million
1.77% of portfolio
Wedmont Private Capital

810K
Shares

$62.7 Million
3.68% of portfolio
Capital Asset Advisory Services LLC Haslett, MI

716K
Shares

$55.5 Million
2.83% of portfolio
Axxcess Wealth Management, LLC Carlsbad, CA

712K
Shares

$55.2 Million
1.45% of portfolio

About VANGUARD SCOTTSDALE FDS TOTAL

Ticker VTC
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