Chesley Taft & Associates LLC Vanguard Scottsdale Fds Total Transaction History

Chesley Taft & Associates LLC

$2.08 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 14, 2022	SELL	$82.2 - $89.95 $187,827 - $205,535	-2,285 Closed	0 $0
Q4 2021 Jan 05, 2022	BUY	$90.0 - $92.23 $205,650 - $210,745	2,285 New	2,285 $207,000

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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