Ellis Investment Partners, LLC Vanguard Scottsdale Fds Total Transaction History
Ellis Investment Partners, LLC
- $496 Million
- Q2 2025
Shares
15 transactions
Others Institutions Holding VTC
# of Institutions
118Shares Held
6.14MCall Options Held
0Put Options Held
0-
Nepc LLC Boston, MA2.46MShares$190 Million4.83% of portfolio
-
Wedmont Private Capital1MShares$77.4 Million3.4% of portfolio
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Mill Creek Capital Advisors, LLC Conshohocken, PA830KShares$64.1 Million1.43% of portfolio
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Capital Asset Advisory Services LLC Haslett, MI712KShares$55 Million2.59% of portfolio
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Axxcess Wealth Management, LLC Carlsbad, CA702KShares$54.2 Million1.34% of portfolio