Purchases and Sales Made in Q4 2024 in Vanguard Scottsdale Fds Total (VTC)
This table provides information about the institutional ownership of Vanguard Scottsdale Fds Total (VTC) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
110K+ 13.65% |
$8.35M - $8.76M
|
920K
$70M
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
36KNew |
$2.72M - $2.85M
|
36K
$2.74M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
24.8K+ 152.07% |
$1.88M - $1.97M
|
41.2K
$3.13M
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
12.6K+ 510.63% |
$951K - $998K
|
15K
$1.14M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.26K+ 36.91% |
$700K - $734K
|
34.3K
$2.61M
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.45K+ 63.54% |
$563K - $591K
|
19.2K
$1.46M
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6.98K+ 0.98% |
$528K - $554K
|
723K
$55M
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
5.72KNew |
$432K - $454K
|
5.72K
$435K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.92KNew |
$372K - $390K
|
4.92K
$374K
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
3.95K+ 0.43% |
$299K - $313K
|
917K
$69.7M
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.81KNew |
$288K - $302K
|
3.81K
$290K
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
3.44KNew |
$260K - $273K
|
3.44K
$262K
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.8KNew |
$212K - $222K
|
2.8K
$213K
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.5K+ 56.27% |
$189K - $198K
|
6.93K
$527K
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
2.1KNew |
$158K - $166K
|
2.1K
$159K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.71K+ 13.59% |
$129K - $136K
|
14.3K
$1.09M
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
673+ 6.57% |
$50.9K - $53.4K
|
10.9K
$830K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
576+ 0.94% |
$43.5K - $45.7K
|
61.9K
$4.71M
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
562+ 2.08% |
$42.5K - $44.6K
|
27.5K
$2.09M
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
233New |
$17.6K - $18.5K
|
233
$17.7K
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
200New |
$15.1K - $15.9K
|
200
$15.2K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
170New |
$12.9K - $13.5K
|
170
$12.9K
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
65+ 0.86% |
$4.91K - $5.16K
|
7.65K
$582K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
25+ 27.78% |
$1.89K - $1.98K
|
115
$8.75K
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
4+ 1.6% |
$302 - $317
|
254
$19.3K
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1New |
$75.6 - $79.3
|
1
$76.1
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-22- 4.1% |
$1.66K - $1.74K
|
515
$39.2K
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-92- 2.37% |
$6.95K - $7.3K
|
3.79K
$288K
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-156- 3.8% |
$11.8K - $12.4K
|
3.95K
$301K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-350- 6.03% |
$26.5K - $27.8K
|
5.45K
$415K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-580- 11.44% |
$43.8K - $46K
|
4.49K
$342K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.31K- 5.73% |
$99.3K - $104K
|
21.6K
$1.64M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.34K- 7.0% |
$252K - $265K
|
44.3K
$3.37M
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
SELL
|
- |
-22.1K- 31.44% |
$1.67M - $1.75M
|
48.1K
$3.66M
|