Institutional Ownership Vanguard Scottsdale Fds Vangua (BNDW)
This table provides information about the institutional ownership of Vanguard Scottsdale Fds Vangua (BNDW). We have compiled data on the 106 institutions that hold shares in the stock, with a total of 2.42 Million shares, which have been reported (via 13F filing form) to have a value of $165 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
342,661
shares
|
$23.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
198,651
shares
|
$13.5 Million
0.0% of portfolio
|
Q3 2024
Added 4.83%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
192,708
shares
|
$13.1 Million
0.16% of portfolio
|
Q3 2024
Reduced 7.86%
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
176,230
shares
|
$12 Million
10.3% of portfolio
|
Q4 2024
Reduced 24.13%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
123,458
shares
|
$8.41 Million
0.02% of portfolio
|
Q3 2024
Added 14.92%
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
113,395
shares
|
$7.73 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
Kure Advisory, LLC
Plymouth, MN |
Oct 07, 2024 Q3 2024 |
84,974
shares
|
$5.79 Million
5.37% of portfolio
|
Q3 2024
Added 1.36%
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
82,261
shares
|
$5.61 Million
0.01% of portfolio
|
Q3 2024
Added 1.97%
|
|
Applied Capital LLC
|
Jan 23, 2025 Q4 2024 |
71,374
shares
|
$4.86 Million
2.64% of portfolio
|
Q4 2024
Added 5.1%
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
61,621
shares
|
$4.2 Million
1.1% of portfolio
|
Q4 2024
Added 1.46%
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
60,510
shares
|
$4.12 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
57,721
shares
|
$3.93 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
49,603
shares
|
$3.38 Million
0.01% of portfolio
|
Q3 2024
Added 7.73%
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
47,146
shares
|
$3.21 Million
0.0% of portfolio
|
Q3 2024
Reduced 31.63%
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
45,829
shares
|
$3.12 Million
0.0% of portfolio
|
Q3 2024
Added 28.24%
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
44,766
shares
|
$3.05 Million
0.23% of portfolio
|
Q4 2023
Reduced 27.5%
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2025 Q4 2024 |
41,628
shares
|
$2.84 Million
1.48% of portfolio
|
Q4 2024
Added 45.13%
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Jan 23, 2025 Q4 2024 |
40,913
shares
|
$2.79 Million
2.35% of portfolio
|
Q4 2024
New holding
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
30,870
shares
|
$2.1 Million
0.17% of portfolio
|
Q4 2022
Added 35.4%
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
29,670
shares
|
$2.02 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
27,281
shares
|
$1.86 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
Moneywise, Inc.
|
Oct 21, 2024 Q3 2024 |
25,880
shares
|
$1.76 Million
0.95% of portfolio
|
Q3 2024
Reduced 52.7%
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
22,972
shares
|
$1.57 Million
0.05% of portfolio
|
Q3 2024
Added 1.2%
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
21,776
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2024
Added 77.49%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
21,591
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2024
Reduced 56.75%
|