Avantax Advisory Services, Inc. Vanguard Scottsdale Fds Total Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 01, 2022	BUY	$71.96 - $79.68 $245,311 - $271,629	3,409 New	3,409 $247,000

Others Institutions Holding VTC

# of Institutions

120

Shares Held

8.69M

Call Options Held

0

Put Options Held

0

Nepc LLC Boston, MA

2.46M
Shares

$185 Million
4.99% of portfolio
Wedmont Private Capital

999K
Shares

$75.1 Million
3.84% of portfolio
Mill Creek Capital Advisors, LLC Conshohocken, PA

917K
Shares

$68.9 Million
1.68% of portfolio
Axxcess Wealth Management, LLC Carlsbad, CA

719K
Shares

$54 Million
1.37% of portfolio
Capital Asset Advisory Services LLC Haslett, MI

706K
Shares

$53.1 Million
2.79% of portfolio

About VANGUARD SCOTTSDALE FDS TOTAL

Ticker VTC
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