Purchases and Sales Made in Q4 2023 in Vanguard Scottsdale Fds Vangua (BNDW)
This table provides information about the institutional ownership of Vanguard Scottsdale Fds Vangua (BNDW) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
71.9KNew |
$4.69M - $5.05M
|
71.9K
$4.92M
|
|
|
Feb 02, 2024
Q4 2023
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
44.9K+ 387.91% |
$2.93M - $3.15M
|
56.5K
$3.86M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
41.5KNew |
$2.71M - $2.92M
|
41.5K
$2.84M
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
35.1KNew |
$2.29M - $2.47M
|
35.1K
$2.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
27.3KNew |
$1.78M - $1.92M
|
27.3K
$1.86M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
27.3KNew |
$1.78M - $1.92M
|
27.3K
$1.86M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19.3KNew |
$1.26M - $1.36M
|
19.3K
$1.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.8K+ 3847.65% |
$1.23M - $1.32M
|
19.3K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.4K+ 70.38% |
$1.2M - $1.29M
|
44.6K
$3.05M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
17.4K+ 212.48% |
$1.14M - $1.23M
|
25.7K
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Jentner Corp
|
BUY
|
- |
8.4KNew |
$547K - $590K
|
8.4K
$574K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.95K+ 14.61% |
$518K - $559K
|
62.4K
$4.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.46KNew |
$487K - $524K
|
7.46K
$510K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.79K+ 3.06% |
$443K - $477K
|
229K
$15.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
5.58K+ 7.73% |
$364K - $392K
|
77.8K
$5.32M
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
5.11KNew |
$333K - $359K
|
5.11K
$349K
|
|
|
Mar 15, 2024
Q4 2023
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
4.47KNew |
$292K - $314K
|
4.47K
$306K
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
3.3KNew |
$215K - $232K
|
3.3K
$226K
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
3.12K+ 70.65% |
$203K - $219K
|
7.53K
$515K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.11K+ 41.54% |
$203K - $219K
|
10.6K
$725K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
3KNew |
$195K - $210K
|
3K
$205K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.92K+ 37.95% |
$190K - $205K
|
10.6K
$724K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
2.65KNew |
$173K - $186K
|
2.65K
$181K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
2.1K+ 1.84% |
$137K - $148K
|
117K
$7.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.49K+ 1817.07% |
$97.1K - $105K
|
1.57K
$107K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.43K+ 16.0% |
$93.2K - $100K
|
10.4K
$708K
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
BUY
|
- |
1.19K+ 26.03% |
$77.3K - $83.2K
|
5.74K
$392K
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.17K+ 3.34% |
$76.1K - $82K
|
36.1K
$2.47M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.16K+ 4.79% |
$75.7K - $81.5K
|
25.4K
$1.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.01KNew |
$65.8K - $70.9K
|
1.01K
$69K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
888+ 3.59% |
$57.9K - $62.4K
|
25.6K
$1.75M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
448+ 1.83% |
$29.2K - $31.5K
|
25K
$1.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
423New |
$27.6K - $29.7K
|
423
$28.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
420New |
$27.4K - $29.5K
|
420
$28.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
387+ 2.91% |
$25.2K - $27.2K
|
13.7K
$934K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
348+ 3.43% |
$22.7K - $24.4K
|
10.5K
$718K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
268+ 0.76% |
$17.5K - $18.8K
|
35.6K
$2.43M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
140New |
$9.13K - $9.83K
|
140
$9.57K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
118+ 19.19% |
$7.69K - $8.29K
|
733
$50.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
99+ 1.04% |
$6.45K - $6.95K
|
9.65K
$660K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
96+ 9.67% |
$6.26K - $6.74K
|
1.09K
$74.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
84+ 0.65% |
$5.48K - $5.9K
|
13.1K
$894K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
69+ 1.09% |
$4.5K - $4.85K
|
6.4K
$438K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
52+ 30.77% |
$3.39K - $3.65K
|
221
$15.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
21New |
$1.37K - $1.47K
|
21
$1.44K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12+ 0.81% |
$782 - $843
|
1.5K
$102K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8New |
$522 - $562
|
8
$547
|
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
6+ 5.5% |
$391 - $421
|
115
$7.86K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 2.0% |
$65.2 - $70.2
|
51
$3.49K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|