Purchases and Sales Made in Q4 2022 in Vanguard Scottsdale Fds Vangua (BNDW)
This table provides information about the institutional ownership of Vanguard Scottsdale Fds Vangua (BNDW) during Q4 2022. The information is specifically focused on institutions that hold shares of VANGUARD SCOTTSDALE FDS VANGUA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
66.2K+ 60.27% |
$4.34M - $4.59M
|
176K
$12.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
65.1K+ 580.44% |
$4.27M - $4.52M
|
76.4K
$5.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
58K+ 1216.07% |
$3.8M - $4.03M
|
62.8K
$4.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
51.2K+ 104.74% |
$3.35M - $3.55M
|
100K
$6.86M
|
|
|
Jan 20, 2023
Q4 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
44.5K+ 630.68% |
$2.92M - $3.09M
|
51.6K
$3.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
38.7K+ 1267.18% |
$2.54M - $2.68M
|
41.7K
$2.86M
|
|
|
Jan 30, 2023
Q4 2022
|
Moneywise, Inc.
|
BUY
|
- |
24.2K+ 30.93% |
$1.59M - $1.68M
|
103K
$7.03M
|
|
|
Feb 01, 2023
Q4 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
23KNew |
$1.51M - $1.6M
|
23K
$1.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.4K+ 243.03% |
$1.34M - $1.41M
|
28.8K
$1.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
16.2KNew |
$1.06M - $1.12M
|
16.2K
$1.11M
|
|
|
Jan 19, 2023
Q4 2022
|
Applied Capital LLC
|
BUY
|
- |
14.2K+ 42.11% |
$932K - $987K
|
48K
$3.29M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
13.9K+ 16957.32% |
$911K - $965K
|
14K
$959K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.7K+ 69.8% |
$701K - $743K
|
26K
$1.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Amundi
Paris, I0 |
BUY
|
- |
10.5K+ 24.42% |
$688K - $729K
|
53.5K
$3.67M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.33KNew |
$611K - $647K
|
9.33K
$640K
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
9.07KNew |
$594K - $629K
|
9.07K
$622K
|
|
|
Feb 14, 2023
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
8.14KNew |
$534K - $565K
|
8.14K
$559K
|
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
8.14KNew |
$534K - $565K
|
8.14K
$559K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
8.07K+ 35.4% |
$529K - $560K
|
30.9K
$2.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
6.25K+ 108.36% |
$410K - $434K
|
12K
$824K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.94K+ 11.9% |
$389K - $412K
|
55.8K
$3.83M
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
5.78K+ 9.5% |
$379K - $401K
|
66.6K
$4.57M
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
5.58K+ 176.21% |
$365K - $387K
|
8.74K
$600K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
BUY
|
- |
5.31KNew |
$348K - $368K
|
5.31K
$364K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
5.3KNew |
$347K - $368K
|
5.3K
$363K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.28KNew |
$346K - $366K
|
5.28K
$362K
|
|
|
Apr 18, 2023
Q4 2022
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
4.89KNew |
$321K - $339K
|
4.89K
$335K
|
|
|
Jul 03, 2024
Q4 2022
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
4.58KNew |
$300K - $318K
|
4.58K
$314K
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
BUY
|
- |
4.45KNew |
$291K - $308K
|
4.45K
$305K
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.18KNew |
$274K - $290K
|
4.18K
$287K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.75KNew |
$246K - $260K
|
3.75K
$257K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.49KNew |
$229K - $242K
|
3.49K
$239K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.46KNew |
$227K - $240K
|
3.46K
$238K
|
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.12KNew |
$204K - $216K
|
3.12K
$214K
|
|
|
Jan 19, 2023
Q4 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
3.11KNew |
$204K - $215K
|
3.11K
$213K
|
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.04KNew |
$199K - $211K
|
3.04K
$209K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.02KNew |
$198K - $209K
|
3.02K
$207K
|
|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.17KNew |
$76.5K - $81K
|
1.17K
$80.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
728+ 72.87% |
$47.7K - $50.5K
|
1.73K
$118K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
698+ 6.89% |
$45.7K - $48.4K
|
10.8K
$742K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
407New |
$26.7K - $28.2K
|
407
$27.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
273+ 1.4% |
$17.9K - $18.9K
|
19.7K
$1.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
209+ 0.73% |
$13.7K - $14.5K
|
29K
$1.99M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
95+ 68.84% |
$6.23K - $6.59K
|
233
$16K
|
|
|
Feb 14, 2023
Q4 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
94New |
$6.16K - $6.52K
|
94
$6.45K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
66New |
$4.32K - $4.58K
|
66
$4.53K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
25New |
$1.64K - $1.73K
|
25
$1.71K
|
|
|
Feb 13, 2023
Q4 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
18+ 0.14% |
$1.18K - $1.25K
|
12.9K
$888K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
15New |
$983 - $1.04K
|
15
$1.03K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
10New |
$655 - $694
|
10
$686
|