One Ascent Wealth Management LLC Vanguard Scottsdale Fds Total Transaction History
One Ascent Wealth Management LLC
- $177 Million
- Q3 2025
A detailed history of One Ascent Wealth Management LLC transactions in Vanguard Scottsdale Fds Total stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 4,679 shares of VTC stock, worth $363,511. This represents 0.21% of its overall portfolio holdings.
Number of Shares
4,679
Previous 4,679
-0.0%
Holding current value
$363,511
Previous $362,000
1.1%
% of portfolio
0.21%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding VTC
# of Institutions
130Shares Held
9.13MCall Options Held
0Put Options Held
0-
Nepc LLC Boston, MA2.46MShares$191 Million5.1% of portfolio
-
Wedmont Private Capital1.08MShares$84.2 Million3.25% of portfolio
-
Mill Creek Capital Advisors, LLC Conshohocken, PA874KShares$67.9 Million1.42% of portfolio
-
Capital Asset Advisory Services LLC Haslett, MI727KShares$56.4 Million2.48% of portfolio
-
Axxcess Wealth Management, LLC Carlsbad, CA726KShares$56.4 Million1.24% of portfolio