Institutional Ownership Vanguard Scottsdale Fds Vangua (BNDW)
This table provides information about the institutional ownership of Vanguard Scottsdale Fds Vangua (BNDW). We have compiled data on the 102 institutions that hold shares in the stock, with a total of 2.43 Million shares, which have been reported (via 13F filing form) to have a value of $165 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
247,198
shares
|
$16.8 Million
0.01% of portfolio
|
Q1 2024
Added 2.55%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
237,912
shares
|
$16.2 Million
0.18% of portfolio
|
Q1 2024
Reduced 11.11%
|
|
|
Heritage Wealth Advisors
|
May 08, 2024 Q1 2024 |
190,917
shares
|
$13 Million
0.48% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
188,239
shares
|
$12.8 Million
0.0% of portfolio
|
Q1 2024
Reduced 17.67%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
112,397
shares
|
$7.64 Million
0.0% of portfolio
|
Q1 2024
Added 2.01%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
97,737
shares
|
$6.65 Million
0.02% of portfolio
|
Q1 2024
Added 117.12%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
90,626
shares
|
$6.16 Million
0.01% of portfolio
|
Q1 2024
Added 45.28%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
May 09, 2024 Q1 2024 |
80,805
shares
|
$5.49 Million
4.74% of portfolio
|
Q1 2024
Added 3.89%
|
|
|
Moneywise, Inc.
|
Apr 22, 2024 Q1 2024 |
77,232
shares
|
$5.25 Million
2.89% of portfolio
|
Q1 2024
Reduced 39.12%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
67,509
shares
|
$4.59 Million
0.69% of portfolio
|
Q1 2024
Reduced 42.11%
|
|
|
Applied Capital LLC
|
Apr 23, 2024 Q1 2024 |
59,015
shares
|
$4.01 Million
2.45% of portfolio
|
Q1 2024
Added 16.19%
|
|
|
Professional Financial Advisors, LLC
|
Apr 25, 2024 Q1 2024 |
56,248
shares
|
$3.82 Million
1.13% of portfolio
|
Q1 2024
Added 55.64%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
52,824
shares
|
$3.59 Million
0.01% of portfolio
|
Q1 2024
Added 26.85%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
46,211
shares
|
$3.14 Million
0.0% of portfolio
|
Q1 2024
Added 3.58%
|
|
|
Retirement Capital Strategies
|
May 13, 2024 Q1 2024 |
45,065
shares
|
$3.06 Million
1.26% of portfolio
|
Q1 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
44,766
shares
|
$3.04 Million
0.23% of portfolio
|
Q4 2023
Reduced 27.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
41,105
shares
|
$2.8 Million
0.01% of portfolio
|
Q1 2024
Added 15.6%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
40,208
shares
|
$2.73 Million
0.0% of portfolio
|
Q1 2024
Added 196.91%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 14, 2024 Q1 2024 |
39,364
shares
|
$2.68 Million
0.01% of portfolio
|
Q1 2024
Added 271.01%
|
|
|
49 Wealth Management, LLC
Austin, TX |
May 07, 2024 Q1 2024 |
38,610
shares
|
$2.63 Million
0.56% of portfolio
|
Q1 2024
Added 9.93%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
30,870
shares
|
$2.1 Million
0.17% of portfolio
|
Q4 2022
Added 35.4%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 15, 2024 Q1 2024 |
30,777
shares
|
$2.09 Million
0.15% of portfolio
|
Q1 2024
Reduced 48.69%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
27,281
shares
|
$1.86 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 29, 2024 Q1 2024 |
26,507
shares
|
$1.8 Million
0.06% of portfolio
|
Q1 2024
Added 3.35%
|
|
|
Simplicity Wealth,Llc
|
Apr 24, 2024 Q1 2024 |
25,394
shares
|
$1.73 Million
0.04% of portfolio
|
Q1 2024
New holding
|
|