Latest Institutional Transactions on Vanguard Scottsdale Fds Vangua (BNDW)
This table provides information on the latest institutional transactions involving Vanguard Scottsdale Fds Vangua (BNDW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 28, 2025
Q4 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
SELL
|
- |
-1- 0.01% |
$68 - $70.7
|
13.9K
$957K
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
350New |
$23.8K - $24.7K
|
350
$24.1K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
118+ 1.93% |
$8.03K - $8.34K
|
6.25K
$431K
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 1.72% |
$68 - $70.7
|
59
$4.07K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
83+ 4.49% |
$5.64K - $5.87K
|
1.93K
$133K
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
178New |
$12.1K - $12.6K
|
178
$12.3K
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
17.6KNew |
$1.2M - $1.25M
|
17.6K
$1.22M
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 1.92% |
$68 - $70.7
|
53
$3.65K
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-481- 10.71% |
$32.7K - $34K
|
4.01K
$277K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.5KNew |
$709K - $744K
|
10.5K
$724K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-241- 2.54% |
$16.3K - $17.1K
|
9.23K
$636K
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.92KNew |
$264K - $278K
|
3.92K
$270K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-70- 85.37% |
$4.73K - $4.96K
|
12
$828
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1New |
$67.5 - $70.9
|
1
$69
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.97KNew |
$200K - $210K
|
2.97K
$205K
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.97KNew |
$200K - $210K
|
2.97K
$205K
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
475New |
$32.1K - $33.7K
|
475
$32.8K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
39.5K+ 39474.0% |
$2.67M - $2.8M
|
39.6K
$2.73M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.81K- 46.37% |
$325K - $341K
|
5.56K
$384K
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-65.9K- 95.47% |
$4.45M - $4.67M
|
3.13K
$216K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-296- 87.83% |
$19.8K - $20.3K
|
41
$2.83K
|
|
Aug 13, 2024
Q2 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-858- 1.9% |
$57.5K - $58.7K
|
44.2K
$3.05M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
174+ 15.49% |
$11.7K - $11.9K
|
1.3K
$89.4K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-28- 1.06% |
$1.88K - $1.92K
|
2.6K
$180K
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1+ 0.01% |
$67 - $68.5
|
11.8K
$810K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
787New |
$52.8K - $53.9K
|
787
$54.3K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.69K- 10.61% |
$181K - $184K
|
22.7K
$1.57M
|
|
Q1 2024 | |||||||
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
223New |
$15.1K - $15.4K
|
223
$15.4K
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
120+ 85.71% |
$8.12K - $8.29K
|
260
$17.9K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15New |
$1.02K - $1.04K
|
15
$1.03K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
385+ 5.48% |
$26.1K - $26.6K
|
7.41K
$511K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
6New |
$406 - $414
|
6
$414
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.32K+ 9.66% |
$89.4K - $91.2K
|
15K
$1.03M
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
10.8K+ 119.52% |
$730K - $745K
|
19.8K
$1.37M
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-188- 6.28% |
$12.7K - $13K
|
2.81K
$194K
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.49K+ 9.93% |
$236K - $241K
|
38.6K
$2.66M
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3New |
$203 - $207
|
3
$207
|
|
Apr 22, 2024
Q1 2024
|
Mayport, LLC
|
BUY
|
- |
4.05KNew |
$274K - $279K
|
4.05K
$279K
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
680New |
$46K - $47K
|
680
$46.9K
|
|
Q4 2023 | |||||||
Jul 03, 2024
Q4 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-4.24KClosed |
$276K - $298K
|
0
$0
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
69+ 1.09% |
$4.5K - $4.85K
|
6.4K
$442K
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-461- 13.64% |
$30.1K - $32.4K
|
2.92K
$201K
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
52+ 30.77% |
$3.39K - $3.65K
|
221
$15.2K
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
423New |
$27.6K - $29.7K
|
423
$29.2K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
420New |
$27.4K - $29.5K
|
420
$29K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
27.3KNew |
$1.78M - $1.92M
|
27.3K
$1.88M
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-17K- 27.5% |
$1.11M - $1.19M
|
44.8K
$3.09M
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
21New |
$1.37K - $1.47K
|
21
$1.45K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-54.2K- 89.15% |
$3.59M - $3.72M
|
6.6K
$455K
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
58+ 0.68% |
$3.84K - $3.98K
|
8.56K
$590K
|