Frank, Rimerman Advisors LLC Vanguard Scottsdale Fds Total Transaction History

Frank, Rimerman Advisors LLC

$1.24 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Sep 07, 2023	SELL	$70.45 - $76.76 $675,826 - $736,358	-9,593 Closed	0 $0
Q2 2022 Sep 07, 2023	BUY	$75.46 - $83.76 $723,887 - $803,509	9,593 New	9,593 $739 Million

Others Institutions Holding VTC

# of Institutions

120

Shares Held

6.2M

Call Options Held

0

Put Options Held

0

Wedmont Private Capital

1M
Shares

$77.7 Million
3.4% of portfolio
Mill Creek Capital Advisors, LLC Conshohocken, PA

936K
Shares

$72.5 Million
1.76% of portfolio
Capital Asset Advisory Services LLC Haslett, MI

712K
Shares

$55.2 Million
2.59% of portfolio
Axxcess Wealth Management, LLC Carlsbad, CA

702K
Shares

$54.4 Million
1.34% of portfolio
Bank Of America Corp Charlotte, NC

477K
Shares

$36.9 Million
0.0% of portfolio

About VANGUARD SCOTTSDALE FDS TOTAL

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