Purchases and Sales Made in Q3 2023 in Vanguard Scottsdale Fds Total (VTC)
This table provides information about the institutional ownership of Vanguard Scottsdale Fds Total (VTC) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$72.4 - $76
|
0
$0
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-27- 0.24% |
$1.96K - $2.05K
|
11.2K
$851K
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-47- 0.84% |
$3.4K - $3.57K
|
5.56K
$421K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-264- 2.25% |
$19.1K - $20.1K
|
11.5K
$868K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-334- 8.26% |
$24.2K - $25.4K
|
3.71K
$281K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-366- 39.1% |
$26.5K - $27.8K
|
570
$43.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-564- 7.75% |
$40.9K - $42.8K
|
6.71K
$509K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-663- 9.83% |
$48K - $50.4K
|
6.09K
$461K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-800- 8.31% |
$58K - $60.8K
|
8.82K
$668K
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-803- 14.34% |
$58.2K - $61K
|
4.8K
$363K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-840- 12.35% |
$60.8K - $63.8K
|
5.96K
$452K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-895- 5.96% |
$64.8K - $68K
|
14.1K
$1.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.61K- 3.85% |
$117K - $123K
|
40.3K
$3.06M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.58K- 12.51% |
$187K - $196K
|
18K
$1.37M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.3K- 15.4% |
$239K - $251K
|
18.1K
$1.37M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.36K- 97.0% |
$243K - $255K
|
104
$7.88K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.39K- 7.07% |
$246K - $258K
|
44.5K
$3.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-34.3K- 25.28% |
$2.49M - $2.61M
|
101K
$7.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-40.5K- 13.44% |
$2.93M - $3.08M
|
261K
$19.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-66.3K- 68.58% |
$4.81M - $5.04M
|
30.4K
$2.3M
|
|
|
Mar 11, 2024
Q3 2023
|
Nepc LLC
Boston, MA |
SELL
|
- |
-69.3K- 6.56% |
$5.02M - $5.26M
|
986K
$74.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-254K- 51.0% |
$18.4M - $19.3M
|
244K
$18.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
SELL
|
- |
-3.75M- 93.76% |
$272M - $285M
|
250K
$18.9M
|