Purchases and Sales Made in Q4 2023 in Vanguard Scottsdale Fds Total (VTC)
This table provides information about the institutional ownership of Vanguard Scottsdale Fds Total (VTC) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
56New |
$3.94K - $4.36K
|
56
$4.24K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
26+ 2.76% |
$1.83K - $2.02K
|
968
$73.3K
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
19+ 0.5% |
$1.34K - $1.48K
|
3.84K
$291K
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
13+ 0.3% |
$914 - $1.01K
|
4.28K
$324K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
11New |
$774 - $857
|
11
$833
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
11New |
$774 - $857
|
11
$833
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$70.3 - $77.9
|
1
$75.8
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-54- 0.8% |
$3.8K - $4.21K
|
6.66K
$504K
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-103- 99.04% |
$7.25K - $8.02K
|
1
$75.8
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-209- 3.41% |
$14.7K - $16.3K
|
5.93K
$449K
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-237- 4.94% |
$16.7K - $18.5K
|
4.56K
$345K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-243- 0.8% |
$17.1K - $18.9K
|
30.2K
$2.28M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-422- 0.8% |
$29.7K - $32.9K
|
52.1K
$3.95M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-431- 3.7% |
$30.3K - $33.6K
|
11.2K
$849K
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-465- 93.0% |
$32.7K - $36.2K
|
35
$2.65K
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-665- 10.93% |
$46.8K - $51.8K
|
5.42K
$411K
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-792- 13.29% |
$55.7K - $61.7K
|
5.17K
$392K
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-873- 4.84% |
$61.4K - $68K
|
17.1K
$1.3M
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-929- 5.62% |
$65.3K - $72.4K
|
15.6K
$1.18M
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.06K- 9.0% |
$74.2K - $82.2K
|
10.7K
$808K
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.91K- 42.39% |
$135K - $149K
|
2.6K
$197K
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-3.14K- 63.66% |
$221K - $244K
|
1.79K
$136K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.63K- 9.0% |
$255K - $283K
|
36.7K
$2.78M
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.8K- 20.98% |
$267K - $296K
|
14.3K
$1.08M
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.14K- 12.27% |
$361K - $400K
|
36.7K
$2.78M
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-8.32K- 58.91% |
$585K - $648K
|
5.8K
$439K
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.69K- 9.55% |
$681K - $754K
|
91.8K
$6.95M
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11.3K- 1.65% |
$793K - $878K
|
670K
$50.8M
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-14.3K- 2.08% |
$1.01M - $1.11M
|
672K
$50.9M
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-18.7K- 85.43% |
$1.32M - $1.46M
|
3.19K
$242K
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-37.3K- 15.27% |
$2.62M - $2.9M
|
207K
$15.7M
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
SELL
|
- |
-174K- 69.82% |
$12.3M - $13.6M
|
75.4K
$5.71M
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-187K- 90.61% |
$13.2M - $14.6M
|
19.4K
$1.47M
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-195K- 99.68% |
$13.7M - $15.2M
|
622
$47.1K
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-402K- 55.29% |
$28.3M - $31.3M
|
325K
$24.6M
|