Householder Group Estate & Retirement Specialist, LLC Vanguard Scottsdale Fds Total Transaction History

Householder Group Estate & Retirement Specialist, LLC

$343 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 13, 2023	BUY	$73.96 - $77.95 $1,848 - $1,948	25 New	25 $2,000
Q3 2022 Oct 11, 2022	BUY	$71.96 - $79.68 $2,230 - $2,470	31 New	31 $2,000

Others Institutions Holding VTC

# of Institutions

103

Shares Held

7.85M

Call Options Held

Put Options Held

Nepc LLC Boston, MA

1.81M
Shares

$140 Million
4.52% of portfolio
Mill Creek Capital Advisors, LLC Conshohocken, PA

906K
Shares

$69.9 Million
1.77% of portfolio
Wedmont Private Capital

810K
Shares

$62.5 Million
3.68% of portfolio
Capital Asset Advisory Services LLC Haslett, MI

716K
Shares

$55.2 Million
2.83% of portfolio
Axxcess Wealth Management, LLC Carlsbad, CA

695K
Shares

$53.6 Million
1.46% of portfolio

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