OPTIMUM INVESTMENT ADVISORS - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VTWO and the CUSIP is 92206C664. A total of 334 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2021. The put-call ratio across all filers is 0.41 and the average weighting 0.3%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q4 2023$42,334
+13.5%
5220.0%0.02%
+10.5%
Q3 2023$37,292
-5.5%
5220.0%0.02%0.0%
Q2 2023$39,474
+4.9%
5220.0%0.02%
-5.0%
Q1 2023$37,626
+2.4%
5220.0%0.02%0.0%
Q4 2022$36,733
+5.0%
5220.0%0.02%
+5.3%
Q3 2022$35,000
-2.8%
5220.0%0.02%
+5.6%
Q2 2022$36,000
-16.3%
5220.0%0.02%0.0%
Q1 2022$43,000
-8.5%
522
+0.4%
0.02%0.0%
Q4 2021$47,000
+2.2%
520
+0.2%
0.02%
-5.3%
Q3 2021$46,000
-4.2%
519
+0.2%
0.02%
+26.7%
Q2 2021$48,000
+4.3%
518
+100.0%
0.02%
+15.4%
Q1 2021$46,000
+12.2%
259
+0.4%
0.01%
+8.3%
Q4 2020$41,000
+32.3%
258
+0.4%
0.01%
+20.0%
Q3 2020$31,000
+3.3%
2570.0%0.01%0.0%
Q2 2020$30,000
+25.0%
257
+0.4%
0.01%0.0%
Q1 2020$24,000
-29.4%
256
+0.4%
0.01%0.0%
Q4 2019$34,000
+9.7%
255
+0.8%
0.01%0.0%
Q3 2019$31,000
-3.1%
2530.0%0.01%0.0%
Q2 2019$32,000
+3.2%
253
+0.4%
0.01%0.0%
Q1 2019$31,000
+14.8%
2520.0%0.01%
+11.1%
Q4 2018$27,000
-20.6%
252
+0.4%
0.01%0.0%
Q3 2018$34,000
+3.0%
251
+0.8%
0.01%
-10.0%
Q2 2018$33,000
-23.3%
249
-28.7%
0.01%
-23.1%
Q1 2018$43,000
-24.6%
349
-39.1%
0.01%
-27.8%
Q1 2015$57,000
+26.7%
573
+21.1%
0.02%
+28.6%
Q4 2014$45,0000.0%473
+0.6%
0.01%
-6.7%
Q3 2014$45,000
+275.0%
470
+261.5%
0.02%
+275.0%
Q2 2014$12,0001300.00%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q3 2021
NameSharesValueWeighting ↓
S. R. Schill & Associates 190,327$13,596,9916.60%
Independent Order of Foresters 92,033$6,574,8384.69%
RED CEDAR INVESTMENT MANAGEMENT, LLC 356,893$25,496,4183.90%
Venturi Wealth Management, LLC 677,032$48,367,1693.80%
Fusion Capital, LLC 88,753$6,340,5123.57%
Simplicity Wealth,LLC 55,444$3,960,9442.32%
Kingdom Financial Group LLC. 32,968$2,355,2032.22%
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 510,000$28,310,1002.17%
Allegiance Financial Group Advisory Services LLC 48,246$3,446,6831.94%
Global Strategic Investment Solutions, LLC 202,106$14,438,4381.86%
View complete list of VANGUARD SCOTTSDALE FDS shareholders