Assetmark, Inc Vanguard Scottsdale Fds Total Transaction History

Assetmark, Inc

$32.1 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	$89.4 - $92.0 $13,588 - $13,984	-152 Closed	0 $0
Q1 2021 May 14, 2021	BUY	$88.48 - $93.81 $13,448 - $14,259	152 New	152 $14,000

Others Institutions Holding VTC

# of Institutions

103

Shares Held

7.85M

Call Options Held

0

Put Options Held

0

Nepc LLC Boston, MA

1.81M
Shares

$140 Million
4.52% of portfolio
Mill Creek Capital Advisors, LLC Conshohocken, PA

906K
Shares

$69.9 Million
1.77% of portfolio
Wedmont Private Capital

810K
Shares

$62.5 Million
3.68% of portfolio
Capital Asset Advisory Services LLC Haslett, MI

716K
Shares

$55.2 Million
2.83% of portfolio
Axxcess Wealth Management, LLC Carlsbad, CA

695K
Shares

$53.6 Million
1.46% of portfolio

About VANGUARD SCOTTSDALE FDS TOTAL

Ticker VTC
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