Mcmorgan & CO LLC Vanguard Scottsdale Fds Total Transaction History

Mcmorgan & CO LLC

$578 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 15, 2021	SELL	N/A	-542,460 Closed	0 $0
Q2 2021 Aug 17, 2021	BUY	N/A	542,460 New	542,460 $49.9 Million

Others Institutions Holding VTC

# of Institutions

103

Shares Held

7.67M

Call Options Held

0

Put Options Held

0

Nepc LLC Boston, MA

1.76M
Shares

$133 Million
4.64% of portfolio
Mill Creek Capital Advisors, LLC Conshohocken, PA

887K
Shares

$66.9 Million
1.87% of portfolio
Capital Asset Advisory Services LLC Haslett, MI

692K
Shares

$52.2 Million
3.02% of portfolio
Axxcess Wealth Management, LLC Carlsbad, CA

689K
Shares

$52 Million
1.52% of portfolio
Wedmont Private Capital

647K
Shares

$48.8 Million
3.67% of portfolio

About VANGUARD SCOTTSDALE FDS TOTAL

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