Purchases and Sales Made in Q1 2024 in Vanguard Scottsdale Fds Total (VTC)
This table provides information about the institutional ownership of Vanguard Scottsdale Fds Total (VTC) during Q1 2024. The information is specifically focused on institutions that hold shares of VANGUARD SCOTTSDALE FDS TOTAL .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
90New |
$6.8K - $6.98K
|
90
$6.82K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
75New |
$5.66K - $5.81K
|
75
$5.68K
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
49+ 1.05% |
$3.7K - $3.8K
|
4.74K
$359K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
37+ 0.09% |
$2.79K - $2.87K
|
40K
$3.03M
|
|
|
May 01, 2024
Q1 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
23New |
$1.74K - $1.78K
|
23
$1.74K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16+ 0.04% |
$1.21K - $1.24K
|
36.7K
$2.78M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
10+ 12.5% |
$755 - $775
|
90
$6.82K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
6+ 0.62% |
$453 - $465
|
974
$73.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$75.5 - $77.5
|
0
$0
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-11- 1.89% |
$831 - $853
|
570
$43.2K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-24- 3.86% |
$1.81K - $1.86K
|
598
$45.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-31- 1.14% |
$2.34K - $2.4K
|
2.69K
$204K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-52- 0.88% |
$3.93K - $4.03K
|
5.88K
$445K
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-80- 1.44% |
$6.04K - $6.2K
|
5.48K
$415K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-126- 2.76% |
$9.52K - $9.77K
|
4.43K
$336K
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-127- 2.27% |
$9.59K - $9.84K
|
5.48K
$415K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-139- 2.09% |
$10.5K - $10.8K
|
6.52K
$494K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-171- 63.1% |
$12.9K - $13.3K
|
100
$7.58K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-194- 10.83% |
$14.7K - $15K
|
1.6K
$121K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-204- 4.58% |
$15.4K - $15.8K
|
4.25K
$322K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-376- 0.4% |
$28.4K - $29.1K
|
93.8K
$7.11M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.25K- 24.19% |
$94.4K - $96.9K
|
3.92K
$297K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-1.27K- 41.4% |
$96K - $98.5K
|
1.8K
$136K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.34K- 7.8% |
$101K - $104K
|
15.8K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.47K- 6.3% |
$111K - $114K
|
21.8K
$1.65M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.95K- 42.45% |
$147K - $151K
|
2.64K
$200K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.05K- 8.47% |
$155K - $159K
|
22.1K
$1.68M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.88K- 5.53% |
$218K - $224K
|
49.2K
$3.73M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.91K- 4.6% |
$371K - $381K
|
102K
$7.71M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.23K- 43.53% |
$471K - $483K
|
8.09K
$613K
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-8.39K- 63.92% |
$634K - $650K
|
4.74K
$359K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-9.16K- 12.16% |
$692K - $710K
|
66.2K
$5.01M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-13.1K- 49.23% |
$992K - $1.02M
|
13.5K
$1.03M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-113K- 54.15% |
$8.56M - $8.78M
|
96K
$7.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
SELL
|
- |
-143K- 39.55% |
$10.8M - $11.1M
|
218K
$16.5M
|