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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
478+ 86.59% |
$34.6K - $36.3K
|
1.03K
$78.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
380New |
$27.5K - $28.9K
|
380
$29K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
474New |
$34.3K - $36K
|
474
$36.2K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
469New |
$34K - $35.6K
|
469
$35.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
24.8KNew |
$1.8M - $1.88M
|
24.8K
$1.9M
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
278+ 0.94% |
$20.7K - $21.4K
|
29.8K
$2.27M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
52New |
$3.88K - $4.01K
|
52
$3.97K
|
|
|
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
$15M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
311+ 5.55% |
$23.2K - $24K
|
5.92K
$452K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.1KNew |
$306K - $316K
|
4.1K
$313K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.85KNew |
$213K - $220K
|
2.85K
$218K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
85New |
$6.29K - $6.63K
|
85
$6.49K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-1.9K- 36.54% |
$141K - $148K
|
3.3K
$252K
|
|
|
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
$8.78K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
210New |
$15.5K - $16.4K
|
210
$16K
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
15K+ 17.65% |
$1.11M - $1.17M
|
100K
$7.64M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
990New |
$73.2K - $77.2K
|
990
$75.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-1.1K- 55.53% |
$81.7K - $86.1K
|
884
$67.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.24% |
$74 - $78
|
415
$31.7K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
25New |
$1.85K - $1.95K
|
25
$1.91K
|
|
| Q4 2022 | |||||||
|
Sep 07, 2023
Q4 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-9.59KClosed |
$676K - $736K
|
0
$0
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
415New |
$29.2K - $31.9K
|
415
$31.7K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.03KNew |
$143K - $156K
|
2.03K
$155K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.04KNew |
$214K - $233K
|
3.04K
$232K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
290+ 7.41% |
$20.4K - $22.3K
|
4.2K
$321K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
4New |
$282 - $307
|
4
$306
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
23+ 0.75% |
$1.66K - $1.83K
|
3.1K
$237K
|
|
|
Nov 08, 2022
Q3 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
151New |
$10.9K - $12K
|
151
$11.5K
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$7.2K - $7.97K
|
100
$7.64K
|
|
|
Nov 03, 2022
Q3 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
265New |
$19.1K - $21.1K
|
265
$20.2K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.41KNew |
$245K - $272K
|
3.41K
$260K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
160New |
$11.5K - $12.7K
|
160
$12.2K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
25.3K+ 99.03% |
$1.82M - $2.01M
|
50.8K
$3.88M
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.12KClosed |
$235K - $261K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.83K- 63.22% |
$666K - $740K
|
5.14K
$392K
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-22.3KClosed |
$1.68M - $1.86M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.88KNew |
$142K - $157K
|
1.88K
$144K
|
|
|
Aug 02, 2022
Q2 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.64KClosed |
$199K - $221K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-126Closed |
$9.51K - $10.6K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-631- 15.38% |
$47.6K - $52.9K
|
3.47K
$265K
|
|
|
Jul 28, 2022
Q2 2022
|
Thomasville National Bank
|
SELL
|
- |
-637- 9.7% |
$48.1K - $53.4K
|
5.93K
$453K
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.69K- 57.61% |
$127K - $141K
|
1.24K
$94.7K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
6KNew |
$453K - $503K
|
6K
$458K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
173KNew |
$14.2M - $15.6M
|
173K
$13.2M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-575Closed |
$47.3K - $51.7K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-3.55KClosed |
$291K - $319K
|
0
$0
|
|