Purchases and Sales Made in Q3 2023 in Vanguard Scottsdale Fds Vangua (BNDW)
This table provides information about the institutional ownership of Vanguard Scottsdale Fds Vangua (BNDW) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
118K+ 77.19% |
$7.8M - $8.08M
|
270K
$18.7M
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
72.2KNew |
$4.78M - $4.95M
|
72.2K
$4.99M
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
69.8K+ 30.09% |
$4.62M - $4.78M
|
302K
$20.9M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
55.2K+ 827.46% |
$3.66M - $3.78M
|
61.9K
$4.28M
|
|
Oct 25, 2023
Q3 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
35KNew |
$2.32M - $2.4M
|
35K
$2.42M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
24.5KNew |
$1.62M - $1.68M
|
24.5K
$1.7M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.2K+ 40.67% |
$676K - $699K
|
35.3K
$2.44M
|
|
Oct 23, 2023
Q3 2023
|
Moneywise, Inc.
|
BUY
|
- |
8.26K+ 6.64% |
$547K - $566K
|
133K
$9.17M
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
7.81K+ 14.47% |
$517K - $535K
|
61.7K
$4.27M
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.7K+ 168.67% |
$510K - $528K
|
12.3K
$848K
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.68KNew |
$509K - $527K
|
7.68K
$531K
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
6.36KNew |
$421K - $436K
|
6.36K
$440K
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.09K+ 25.22% |
$337K - $349K
|
25.2K
$1.75M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.81K+ 100.12% |
$319K - $330K
|
9.62K
$665K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
4.47K+ 4.04% |
$296K - $307K
|
115K
$7.97M
|
|
Oct 17, 2023
Q3 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
4.43K+ 86.29% |
$293K - $303K
|
9.55K
$661K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.34KNew |
$287K - $297K
|
4.34K
$300K
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.77K+ 7.19% |
$249K - $258K
|
56.2K
$3.88M
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.32K+ 2.98% |
$220K - $227K
|
115K
$7.92M
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.22K+ 15.29% |
$213K - $220K
|
24.2K
$1.68M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.79K+ 3.67% |
$185K - $191K
|
78.9K
$5.46M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.48K+ 2.8% |
$98.2K - $102K
|
54.4K
$3.76M
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
861+ 12.98% |
$57K - $59K
|
7.5K
$518K
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
830+ 19.3% |
$55K - $56.9K
|
5.13K
$355K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
781+ 12.11% |
$51.7K - $53.5K
|
7.23K
$500K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
678+ 84.22% |
$44.9K - $46.5K
|
1.48K
$103K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
571+ 892.19% |
$37.8K - $39.1K
|
635
$43.9K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
526+ 4.12% |
$34.8K - $36.1K
|
13.3K
$918K
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
502+ 1.95% |
$33.2K - $34.4K
|
26.2K
$1.81M
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
477+ 3.79% |
$31.6K - $32.7K
|
13.1K
$903K
|
|
Oct 26, 2023
Q3 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
428+ 7.62% |
$28.3K - $29.3K
|
6.04K
$418K
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
353+ 1.45% |
$23.4K - $24.2K
|
24.8K
$1.71M
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
BUY
|
- |
263+ 6.13% |
$17.4K - $18K
|
4.55K
$315K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
250+ 2.52% |
$16.6K - $17.1K
|
10.2K
$702K
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
182+ 2.13% |
$12.1K - $12.5K
|
8.74K
$604K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
169New |
$11.2K - $11.6K
|
169
$11.7K
|
|
Oct 20, 2023
Q3 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
165+ 36.67% |
$10.9K - $11.3K
|
615
$42.5K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
140+ 3.6% |
$9.27K - $9.6K
|
4.03K
$278K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
130+ 0.87% |
$8.61K - $8.91K
|
15.1K
$1.04M
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
73New |
$4.83K - $5K
|
73
$5.05K
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
58+ 0.68% |
$3.84K - $3.98K
|
8.56K
$592K
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
30New |
$1.99K - $2.06K
|
30
$2.07K
|
|
Oct 17, 2023
Q3 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
15+ 0.12% |
$993 - $1.03K
|
13K
$898K
|
|
Nov 13, 2023
Q3 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
7+ 6.86% |
$464 - $480
|
109
$7.54K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4+ 0.4% |
$265 - $274
|
993
$68.7K
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 2.04% |
$66.2 - $68.6
|
50
$3.46K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-12- 0.23% |
$795 - $823
|
5.16K
$356K
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-14- 93.33% |
$927 - $960
|
1
$69.2
|