Mcmorgan & CO LLC Vanguard Scottsdale Fds Total Transaction History

Mcmorgan & CO LLC

$595 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 15, 2021	SELL	$91.24 - $93.18 $49.5 Million - $50.5 Million	-542,460 Closed	0 $0
Q2 2021 Aug 17, 2021	BUY	$89.4 - $92.0 $48.5 Million - $49.9 Million	542,460 New	542,460 $49.9 Million

Others Institutions Holding VTC

# of Institutions

130

Shares Held

9.13M

Call Options Held

0

Put Options Held

0

Nepc LLC Boston, MA

2.46M
Shares

$191 Million
5.1% of portfolio
Wedmont Private Capital

1.08M
Shares

$84.2 Million
3.25% of portfolio
Mill Creek Capital Advisors, LLC Conshohocken, PA

874K
Shares

$67.9 Million
1.42% of portfolio
Capital Asset Advisory Services LLC Haslett, MI

727K
Shares

$56.4 Million
2.48% of portfolio
Axxcess Wealth Management, LLC Carlsbad, CA

726K
Shares

$56.4 Million
1.24% of portfolio

About VANGUARD SCOTTSDALE FDS TOTAL

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