Kelsey Financial, LLC Vanguard Scottsdale Fds Total Transaction History

Kelsey Financial, LLC

$116 Billion
Q4 2025

A detailed history of Kelsey Financial, LLC transactions in Vanguard Scottsdale Fds Total stock. As of the latest transaction made, Kelsey Financial, LLC holds 10,242 shares of VTC stock, worth $795,700. This represents 0.68% of its overall portfolio holdings.

Number of Shares

10,242

Holding current value

$795,700

% of portfolio

0.68%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 23, 2026	BUY	$77.69 - $79.16 $795,700 - $810,756	10,242 New	10,242 $795 Million

Others Institutions Holding VTC

# of Institutions

131

Shares Held

9.5M

Call Options Held

Put Options Held

Nepc LLC Boston, MA

2.46M
Shares

$191 Million
5.1% of portfolio
Wedmont Private Capital

1.15M
Shares

$89.4 Million
3.27% of portfolio
Mill Creek Capital Advisors, LLC Conshohocken, PA

874K
Shares

$67.9 Million
1.42% of portfolio
Capital Asset Advisory Services LLC Haslett, MI

806K
Shares

$62.6 Million
2.6% of portfolio
Axxcess Wealth Management, LLC Carlsbad, CA

726K
Shares

$56.4 Million
1.24% of portfolio

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Kelsey Financial, LLC Vanguard Scottsdale Fds Total Transaction History