Purchases and Sales Made in Q4 2024 in Vanguard Scottsdale Fds Vangua (BNDW)
This table provides information about the institutional ownership of Vanguard Scottsdale Fds Vangua (BNDW) during Q4 2024. The information is specifically focused on institutions that hold shares of VANGUARD SCOTTSDALE FDS VANGUA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
40.9KNew |
$2.78M - $2.89M
|
40.9K
$2.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
17.6KNew |
$1.2M - $1.25M
|
17.6K
$1.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
12.9K+ 45.13% |
$880K - $915K
|
41.6K
$2.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.95K+ 29.33% |
$268K - $279K
|
17.4K
$1.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
BUY
|
- |
3.47K+ 5.1% |
$236K - $245K
|
71.4K
$4.86M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
3.28K+ 27.57% |
$223K - $232K
|
15.2K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
2.02K+ 40.36% |
$138K - $143K
|
7.04K
$480K
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
1.14K+ 6.48% |
$77.5K - $80.5K
|
18.7K
$1.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
885+ 1.46% |
$60.2K - $62.5K
|
61.6K
$4.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
830+ 14.12% |
$56.4K - $58.7K
|
6.71K
$457K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
682+ 5.45% |
$46.4K - $48.2K
|
13.2K
$900K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
416+ 8.75% |
$28.3K - $29.4K
|
5.17K
$352K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
178New |
$12.1K - $12.6K
|
178
$12.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
118+ 1.93% |
$8.03K - $8.34K
|
6.25K
$426K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
83+ 4.49% |
$5.64K - $5.87K
|
1.93K
$132K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
36+ 0.18% |
$2.45K - $2.54K
|
19.6K
$1.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 1.72% |
$68 - $70.7
|
59
$4.02K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 1.92% |
$68 - $70.7
|
53
$3.61K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-476- 7.39% |
$32.4K - $33.6K
|
5.97K
$407K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-481- 10.71% |
$32.7K - $34K
|
4.01K
$273K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.25K- 30.4% |
$221K - $230K
|
7.44K
$507K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-56.1K- 24.13% |
$3.81M - $3.96M
|
176K
$12M
|