Kovitz Investment Group Partners, LLC Vanguard Scottsdale Fds Total Transaction History
Kovitz Investment Group Partners, LLC
- $21.5 Billion
- Q2 2025
Shares
11 transactions
Others Institutions Holding VTC
# of Institutions
122Shares Held
9.04MCall Options Held
0Put Options Held
0-
Nepc LLC Boston, MA2.46MShares$193 Million4.83% of portfolio
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Wedmont Private Capital1MShares$78.9 Million3.4% of portfolio
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Mill Creek Capital Advisors, LLC Conshohocken, PA830KShares$65.3 Million1.43% of portfolio
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Capital Asset Advisory Services LLC Haslett, MI727KShares$57.1 Million2.48% of portfolio
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Axxcess Wealth Management, LLC Carlsbad, CA702KShares$55.2 Million1.34% of portfolio