Purchases and Sales Made in Q4 2022 in Vanguard Scottsdale Fds Total (VTC)
This table provides information about the institutional ownership of Vanguard Scottsdale Fds Total (VTC) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
3.71M+ 16793.87% |
$261M - $284M
|
3.73M
$282M
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
622KNew |
$43.8M - $47.7M
|
622K
$47.1M
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
320K+ 2022.64% |
$22.5M - $24.5M
|
335K
$25.4M
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
BUY
|
- |
111KNew |
$7.85M - $8.55M
|
111K
$8.44M
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
85.5KNew |
$6.03M - $6.57M
|
85.5K
$6.48M
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
82.5K+ 37.76% |
$5.81M - $6.33M
|
301K
$22.8M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
79.1K+ 1150.31% |
$5.57M - $6.07M
|
86K
$6.52M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
48.1KNew |
$3.39M - $3.69M
|
48.1K
$3.65M
|
|
Feb 01, 2023
Q4 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
43.1KNew |
$3.04M - $3.31M
|
43.1K
$3.27M
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
40K+ 88.89% |
$2.82M - $3.07M
|
85K
$6.44M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
37.3K+ 49.36% |
$2.63M - $2.86M
|
113K
$8.55M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
34.4KNew |
$2.42M - $2.64M
|
34.4K
$2.61M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.3K+ 24.63% |
$728K - $793K
|
52.3K
$3.96M
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
6.15KNew |
$433K - $472K
|
6.15K
$466K
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.89KNew |
$274K - $299K
|
3.89K
$295K
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
3.65K+ 11.21% |
$257K - $280K
|
36.2K
$2.74M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.21KNew |
$226K - $247K
|
3.21K
$243K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.04KNew |
$214K - $233K
|
3.04K
$230K
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.77K+ 8.33% |
$195K - $213K
|
36.1K
$2.73M
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.28K+ 23.7% |
$160K - $175K
|
11.9K
$899K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.03KNew |
$143K - $156K
|
2.03K
$154K
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.51K+ 40.4% |
$106K - $116K
|
5.24K
$397K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.4K+ 18.61% |
$98.4K - $107K
|
8.91K
$675K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
600+ 120.0% |
$42.3K - $46.1K
|
1.1K
$83.3K
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
415New |
$29.2K - $31.9K
|
415
$31.4K
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
337+ 1.16% |
$23.7K - $25.9K
|
29.3K
$2.22M
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
304New |
$21.4K - $23.3K
|
304
$23K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
290+ 7.41% |
$20.4K - $22.3K
|
4.2K
$318K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
189+ 0.74% |
$13.3K - $14.5K
|
25.6K
$1.94M
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
183New |
$12.9K - $14K
|
183
$13.9K
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
133+ 2.43% |
$9.37K - $10.2K
|
5.6K
$424K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
110New |
$7.75K - $8.44K
|
110
$8.33K
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
96+ 0.88% |
$6.76K - $7.37K
|
10.9K
$829K
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
BUY
|
- |
49+ 1.17% |
$3.45K - $3.76K
|
4.24K
$321K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
44+ 1.11% |
$3.1K - $3.38K
|
4K
$303K
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
32+ 1.15% |
$2.25K - $2.46K
|
2.81K
$213K
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
4New |
$282 - $307
|
4
$303
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 0.73% |
$211 - $230
|
414
$31.4K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2New |
$141 - $154
|
2
$152
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2New |
$141 - $154
|
2
$152
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-38- 10.64% |
$2.68K - $2.92K
|
319
$24.2K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-46- 7.69% |
$3.24K - $3.53K
|
552
$41.8K
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-74- 1.14% |
$5.21K - $5.68K
|
6.4K
$485K
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-100- 16.67% |
$7.05K - $7.68K
|
500
$37.9K
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-130- 1.78% |
$9.16K - $9.98K
|
7.19K
$544K
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-130- 2.45% |
$9.16K - $9.98K
|
5.17K
$392K
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-384- 0.21% |
$27.1K - $29.5K
|
185K
$14M
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-500- 5.26% |
$35.2K - $38.4K
|
9K
$682K
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-755- 43.02% |
$53.2K - $58K
|
1K
$75.8K
|