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 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-28- 0.44% |
$1.83K - $1.97K
|
6.33K
$431K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-28- 20.74% |
$1.83K - $1.97K
|
107
$7.29K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-47- 0.78% |
$3.06K - $3.3K
|
6K
$408K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-116- 6.66% |
$7.56K - $8.15K
|
1.63K
$111K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-136- 3.32% |
$8.87K - $9.55K
|
3.96K
$269K
|
|
|
Jan 23, 2024
Q4 2023
|
Applied Capital LLC
|
SELL
|
- |
-140- 0.27% |
$9.13K - $9.83K
|
50.8K
$3.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-184- 3.57% |
$12K - $12.9K
|
4.97K
$338K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-205- 2.84% |
$13.4K - $14.4K
|
7.03K
$478K
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-215- 4.19% |
$14K - $15.1K
|
4.92K
$335K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-245- 38.89% |
$16K - $17.2K
|
385
$26.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-383- 8.83% |
$25K - $26.9K
|
3.95K
$269K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-461- 13.64% |
$30.1K - $32.4K
|
2.92K
$199K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-620- 7.1% |
$40.4K - $43.5K
|
8.12K
$553K
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-754- 13.07% |
$49.2K - $53K
|
5.02K
$341K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-826- 20.52% |
$53.8K - $58K
|
3.2K
$218K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.37K- 12.46% |
$89.1K - $96K
|
9.6K
$654K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.45K- 13.82% |
$94.4K - $102K
|
9.03K
$615K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.56K- 10.32% |
$102K - $109K
|
13.5K
$922K
|
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-1.8K- 41.66% |
$117K - $126K
|
2.52K
$172K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.1K- 17.09% |
$137K - $147K
|
10.2K
$692K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.45K- 3.92% |
$159K - $172K
|
60K
$4.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.37K- 2.97% |
$220K - $237K
|
110K
$7.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-3.5K- 13.86% |
$228K - $246K
|
21.8K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.95K- 41.05% |
$258K - $277K
|
5.67K
$386K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.95K- 30.29% |
$258K - $278K
|
9.1K
$620K
|
|
|
Jul 03, 2024
Q4 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-4.24KClosed |
$276K - $298K
|
0
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Moneywise, Inc.
|
SELL
|
- |
-5.78K- 4.35% |
$376K - $406K
|
127K
$8.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-9.15K- 43.34% |
$596K - $642K
|
12K
$814K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-9.15K- 43.34% |
$596K - $642K
|
12K
$814K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-12K- 49.74% |
$781K - $842K
|
12.1K
$825K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-14.5K- 25.84% |
$946K - $1.02M
|
41.6K
$2.84M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-16.9K- 27.24% |
$1.1M - $1.18M
|
45K
$3.07M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-17K- 27.5% |
$1.11M - $1.19M
|
44.8K
$3.05M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-24.3K- 35.3% |
$1.59M - $1.71M
|
44.6K
$3.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-29.4K- 10.88% |
$1.92M - $2.07M
|
241K
$16.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-34K- 11.28% |
$2.22M - $2.39M
|
268K
$18.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-36.5K- 77.39% |
$2.38M - $2.56M
|
10.7K
$726K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-70.3K- 89.09% |
$4.58M - $4.94M
|
8.61K
$586K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-111K- 96.43% |
$7.25M - $7.81M
|
4.11K
$280K
|