Purchases and Sales Made in Q1 2023 in Vanguard Scottsdale Fds Vangua (BNDW)
This table provides information about the institutional ownership of Vanguard Scottsdale Fds Vangua (BNDW) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD SCOTTSDALE FDS VANGUA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
80.7K+ 46.86% |
$5.4M - $5.6M
|
253K
$17.5M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
53.1K+ 53.06% |
$3.55M - $3.68M
|
153K
$10.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
38.1K+ 57.15% |
$2.55M - $2.64M
|
105K
$7.26M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.9K+ 20.03% |
$1.33M - $1.38M
|
119K
$8.27M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
16.7KNew |
$1.11M - $1.16M
|
16.7K
$1.16M
|
|
|
Apr 21, 2023
Q1 2023
|
Moneywise, Inc.
|
BUY
|
- |
15.1K+ 14.72% |
$1.01M - $1.05M
|
118K
$8.16M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.3K+ 49.27% |
$954K - $991K
|
43.3K
$3M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.9K+ 321.91% |
$794K - $824K
|
15.6K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
BUY
|
- |
7.5K+ 14.02% |
$501K - $521K
|
61K
$4.23M
|
|
|
Jun 07, 2023
Q1 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
7.25KNew |
$485K - $503K
|
7.25K
$503K
|
|
|
Apr 25, 2023
Q1 2023
|
Applied Capital LLC
|
BUY
|
- |
6.67K+ 13.89% |
$446K - $463K
|
54.7K
$3.79M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.63KNew |
$310K - $322K
|
4.63K
$321K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.81K+ 47.68% |
$255K - $264K
|
11.8K
$818K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.54K+ 67.66% |
$170K - $176K
|
6.29K
$436K
|
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
2.38K+ 76.59% |
$159K - $165K
|
5.49K
$380K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
2.14K+ 124.15% |
$143K - $149K
|
3.87K
$269K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.83K+ 741.87% |
$122K - $127K
|
2.07K
$144K
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
1.55K+ 29.27% |
$104K - $108K
|
6.85K
$475K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.01KNew |
$67.5K - $70.1K
|
1.01K
$70.1K
|
|
|
May 01, 2023
Q1 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
990+ 32.56% |
$66.2K - $68.7K
|
4.03K
$280K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
907+ 17.17% |
$60.6K - $63K
|
6.19K
$429K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
633+ 5.85% |
$42.3K - $43.9K
|
11.5K
$795K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
577New |
$38.6K - $40.1K
|
577
$40K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
565+ 6.06% |
$37.8K - $39.2K
|
9.9K
$686K
|
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
561+ 11.47% |
$37.5K - $39K
|
5.45K
$378K
|
|
|
Apr 14, 2023
Q1 2023
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
560+ 2.43% |
$37.4K - $38.9K
|
23.6K
$1.64M
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
425+ 4.17% |
$28.4K - $29.5K
|
10.6K
$737K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
400+ 266.67% |
$26.7K - $27.8K
|
550
$38.2K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
214+ 91.85% |
$14.3K - $14.9K
|
447
$31K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
208+ 5.96% |
$13.9K - $14.4K
|
3.7K
$256K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
172+ 1.67% |
$11.5K - $11.9K
|
10.5K
$727K
|
|
|
May 05, 2023
Q1 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
92New |
$6.15K - $6.39K
|
92
$6.38K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
92+ 9200.0% |
$6.15K - $6.39K
|
93
$6.45K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
66New |
$4.41K - $4.58K
|
66
$4.58K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
54New |
$3.61K - $3.75K
|
54
$3.75K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
22New |
$1.47K - $1.53K
|
22
$1.53K
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
14+ 0.11% |
$936 - $972
|
13K
$899K
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
12+ 0.38% |
$802 - $833
|
3.13K
$217K
|
|
|
Jul 03, 2024
Q1 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
9+ 0.2% |
$602 - $625
|
4.59K
$319K
|
|
|
May 15, 2023
Q1 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
3+ 3.19% |
$201 - $208
|
97
$6.73K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.59% |
$66.8 - $69.4
|
170
$11.8K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1+ 0.03% |
$66.8 - $69.4
|
3.47K
$240K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1- 2.04% |
$66.8 - $69.4
|
48
$3.33K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-66Closed |
$4.41K - $4.58K
|
0
$0
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-115- 3.81% |
$7.69K - $7.98K
|
2.9K
$201K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-173- 7.93% |
$11.6K - $12K
|
2.01K
$139K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-217- 1.08% |
$14.5K - $15.1K
|
20K
$1.38M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-230- 4.11% |
$15.4K - $16K
|
5.37K
$373K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-255- 86.15% |
$17K - $17.7K
|
41
$2.84K
|