Purchases and Sales Made in Q1 2023 in Vanguard Scottsdale Fds Total (VTC)
This table provides information about the institutional ownership of Vanguard Scottsdale Fds Total (VTC) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD SCOTTSDALE FDS TOTAL .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
BUY
|
- |
167K+ 150.11% |
$12.4M - $13M
|
279K
$21.1M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
151K+ 722.69% |
$11.2M - $11.8M
|
172K
$13.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
112K+ 3.0% |
$8.28M - $8.73M
|
3.84M
$291M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
60.9K+ 20.24% |
$4.5M - $4.75M
|
362K
$27.4M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
58.7KNew |
$4.34M - $4.57M
|
58.7K
$4.44M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
35.4K+ 8.09% |
$2.62M - $2.76M
|
472K
$35.8M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
35K+ 5.38% |
$2.59M - $2.73M
|
685K
$51.9M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
29.9K+ 82.6% |
$2.21M - $2.33M
|
66.1K
$5.01M
|
|
|
Apr 14, 2023
Q1 2023
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
26.2K+ 60.75% |
$1.94M - $2.04M
|
69.4K
$5.26M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22.6KNew |
$1.67M - $1.76M
|
22.6K
$1.71M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.2K+ 18.75% |
$1.56M - $1.65M
|
134K
$10.2M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
15K+ 17.65% |
$1.11M - $1.17M
|
100K
$7.58M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
13K+ 2.1% |
$964K - $1.02M
|
635K
$48.1M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.1KNew |
$822K - $866K
|
11.1K
$842K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.42KNew |
$697K - $734K
|
9.42K
$714K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.29K+ 22.15% |
$687K - $724K
|
51.2K
$3.88M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.23K+ 23.14% |
$608K - $641K
|
43.8K
$3.32M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.69KNew |
$495K - $522K
|
6.69K
$507K
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.61KNew |
$415K - $437K
|
5.61K
$425K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.92KNew |
$364K - $383K
|
4.92K
$373K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.49K+ 20.06% |
$258K - $272K
|
20.9K
$1.58M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.12KNew |
$231K - $243K
|
3.12K
$237K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
2.6K+ 42.28% |
$192K - $203K
|
8.75K
$663K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.04K+ 2.03% |
$76.9K - $81.1K
|
52.3K
$3.96M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
990New |
$73.2K - $77.2K
|
990
$75K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
933+ 1.94% |
$69K - $72.7K
|
49.1K
$3.72M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
900New |
$66.6K - $70.2K
|
900
$68.2K
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
884+ 12.08% |
$65.4K - $68.9K
|
8.2K
$622K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
633+ 2.58% |
$46.8K - $49.3K
|
25.2K
$1.91M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
620+ 2.42% |
$45.9K - $48.3K
|
26.3K
$1.99M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
501New |
$37.1K - $39.1K
|
501
$38K
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
245New |
$18.1K - $19.1K
|
245
$18.6K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
210New |
$15.5K - $16.4K
|
210
$15.9K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
208+ 1.9% |
$15.4K - $16.2K
|
11.2K
$845K
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
172+ 0.59% |
$12.7K - $13.4K
|
29.5K
$2.23M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
115New |
$8.51K - $8.96K
|
115
$8.71K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
100New |
$7.4K - $7.8K
|
100
$7.58K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
85New |
$6.29K - $6.63K
|
85
$6.44K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
80New |
$5.92K - $6.24K
|
80
$6.06K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
53+ 0.83% |
$3.92K - $4.13K
|
6.45K
$489K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
25New |
$1.85K - $1.95K
|
25
$1.89K
|
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
BUY
|
- |
25+ 0.59% |
$1.85K - $1.95K
|
4.27K
$323K
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
17+ 0.61% |
$1.26K - $1.33K
|
2.82K
$214K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.24% |
$74 - $78
|
415
$31.4K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1+ 0.03% |
$74 - $78
|
3.04K
$230K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2Closed |
$148 - $156
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-24- 0.64% |
$1.78K - $1.87K
|
3.72K
$282K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-107- 2.26% |
$7.91K - $8.34K
|
4.63K
$351K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-122- 40.13% |
$9.02K - $9.51K
|
182
$13.8K
|