Aegis Wealth Management LLC Vanguard Scottsdale Fds Vangua Transaction History
Aegis Wealth Management LLC
- $177 Billion
- Q4 2025
A detailed history of Aegis Wealth Management LLC transactions in Vanguard Scottsdale Fds Vangua stock. As of the latest transaction made, Aegis Wealth Management LLC holds 3,259 shares of BNDW stock, worth $226,793. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,259
Previous 3,259
-0.0%
Holding current value
$226,793
Previous $227 Million
1.33%
% of portfolio
0.13%
Previous 0.12%
Shares
1 transactions
Others Institutions Holding BNDW
# of Institutions
113Shares Held
6.11MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.67MShares$186 Million0.01% of portfolio
-
Aurelius Family Office LLC Bedford, NH347KShares$24.2 Million10.28% of portfolio
-
Betterment LLC New York, NY334KShares$23.3 Million0.05% of portfolio
-
Mercer Global Advisors Inc Denver, CO324KShares$22.6 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC273KShares$19 Million0.0% of portfolio