Latest Institutional Transactions on Vanguard Scottsdale Fds Total (VTC)
This table provides information on the latest institutional transactions involving Vanguard Scottsdale Fds Total (VTC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-171- 63.1% |
$12.9K - $13.3K
|
100
$7.66K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.49KNew |
$113K - $116K
|
1.49K
$114K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
75New |
$5.66K - $5.81K
|
75
$5.74K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
32K+ 19.0% |
$2.42M - $2.48M
|
201K
$15.4M
|
|
|
May 01, 2024
Q1 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
23New |
$1.74K - $1.78K
|
23
$1.76K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
10+ 12.5% |
$755 - $775
|
90
$6.89K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
3.83KNew |
$289K - $296K
|
3.83K
$293K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
401New |
$30.3K - $31.1K
|
401
$30.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-31- 1.14% |
$2.34K - $2.4K
|
2.69K
$206K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
745New |
$56.3K - $57.7K
|
745
$57K
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-8.39K- 63.92% |
$634K - $650K
|
4.74K
$363K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-204- 4.58% |
$15.4K - $15.8K
|
4.25K
$326K
|
|
| Q4 2023 | |||||||
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
11New |
$774 - $857
|
11
$842
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
185New |
$13K - $14.4K
|
185
$14.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.9KNew |
$765K - $846K
|
10.9K
$832K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
640New |
$45K - $49.8K
|
640
$49K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.91K- 42.39% |
$135K - $149K
|
2.6K
$199K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-8.32K- 58.91% |
$585K - $648K
|
5.8K
$444K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
74New |
$5.21K - $5.76K
|
74
$5.67K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
543New |
$38.2K - $42.3K
|
543
$41.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.83KNew |
$199K - $220K
|
2.83K
$217K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
11New |
$774 - $857
|
11
$842
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
12.6KNew |
$884K - $979K
|
12.6K
$962K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
121New |
$8.77K - $9.19K
|
121
$9.26K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.59KNew |
$260K - $273K
|
3.59K
$275K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
478+ 86.59% |
$34.6K - $36.3K
|
1.03K
$78.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
380New |
$27.5K - $28.9K
|
380
$29.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.25KNew |
$235K - $247K
|
3.25K
$249K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
474New |
$34.3K - $36K
|
474
$36.3K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
469New |
$34K - $35.6K
|
469
$35.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
24.8KNew |
$1.8M - $1.88M
|
24.8K
$1.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
400+ 5.57% |
$29K - $30.4K
|
7.59K
$581K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
278+ 0.94% |
$20.7K - $21.4K
|
29.8K
$2.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
52New |
$3.88K - $4.01K
|
52
$3.98K
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
11+ 0.3% |
$821 - $849
|
3.73K
$285K
|
|
|
Aug 07, 2023
Q2 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
5.77K+ 3.19% |
$431K - $445K
|
187K
$14.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
27+ 0.96% |
$2.01K - $2.08K
|
2.85K
$218K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
197KNew |
$14.7M - $15.2M
|
197K
$15.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
311+ 5.55% |
$23.2K - $24K
|
5.92K
$453K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.1KNew |
$306K - $316K
|
4.1K
$314K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.85KNew |
$213K - $220K
|
2.85K
$218K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
501New |
$37.1K - $39.1K
|
501
$38.4K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
85New |
$6.29K - $6.63K
|
85
$6.51K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-1.9K- 36.54% |
$141K - $148K
|
3.3K
$253K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-122- 40.13% |
$9.02K - $9.51K
|
182
$13.9K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
115New |
$8.51K - $8.96K
|
115
$8.8K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
100New |
$7.4K - $7.8K
|
100
$7.66K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
210New |
$15.5K - $16.4K
|
210
$16.1K
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
15K+ 17.65% |
$1.11M - $1.17M
|
100K
$7.66M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
990New |
$73.2K - $77.2K
|
990
$75.8K
|
|