Purchases and Sales Made in Q1 2024 in Vanguard Scottsdale Fds Vangua (BNDW)
This table provides information about the institutional ownership of Vanguard Scottsdale Fds Vangua (BNDW) during Q1 2024. 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 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
6New |
$406 - $414
|
6
$410
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3New |
$203 - $207
|
3
$205
|
|
May 10, 2024
Q1 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
3+ 2.61% |
$203 - $207
|
118
$8.06K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-1- 0.01% |
$67.7 - $69.1
|
11.8K
$802K
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-174- 3.5% |
$11.8K - $12K
|
4.8K
$327K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-188- 6.28% |
$12.7K - $13K
|
2.81K
$192K
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
SELL
|
- |
-535- 6.37% |
$36.2K - $37K
|
7.86K
$537K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-965- 9.49% |
$65.3K - $66.7K
|
9.2K
$628K
|
|
Apr 29, 2024
Q1 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.1K- 18.3% |
$74.3K - $75.8K
|
4.9K
$334K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.13K- 10.55% |
$76.2K - $77.7K
|
9.54K
$651K
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.44K- 14.97% |
$97.4K - $99.3K
|
8.17K
$557K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.48K- 36.02% |
$100K - $102K
|
2.63K
$180K
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.49K- 94.78% |
$101K - $103K
|
82
$5.6K
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.89K- 6.92% |
$128K - $130K
|
25.4K
$1.73M
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-3.66K- 14.26% |
$248K - $253K
|
22K
$1.5M
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-3.77K- 31.14% |
$255K - $261K
|
8.34K
$569K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.44K- 51.35% |
$368K - $376K
|
5.16K
$352K
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-5.46K- 45.63% |
$369K - $377K
|
6.5K
$444K
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.46K- 45.63% |
$369K - $377K
|
6.5K
$444K
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-10.9K- 50.18% |
$739K - $754K
|
10.8K
$740K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-16.6K- 86.04% |
$1.12M - $1.15M
|
2.7K
$184K
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-29.2K- 48.69% |
$1.98M - $2.02M
|
30.8K
$2.1M
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-29.7K- 11.11% |
$2.01M - $2.05M
|
238K
$16.2M
|
|
May 06, 2024
Q1 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-32.9K- 58.21% |
$2.23M - $2.27M
|
23.6K
$1.61M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-40.4K- 17.67% |
$2.74M - $2.79M
|
188K
$12.9M
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-49.1K- 42.11% |
$3.32M - $3.39M
|
67.5K
$4.61M
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
SELL
|
- |
-49.6K- 39.12% |
$3.36M - $3.43M
|
77.2K
$5.27M
|