BOSTON FAMILY OFFICE LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VGSH and the CUSIP is 92206C102. A total of 749 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 1.4%.

Quarter-by-quarter ownership
BOSTON FAMILY OFFICE LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$3,776
-9.0%
65,558
-8.8%
0.31%
-2.8%
Q2 2023$4,148
-3.8%
71,848
-2.4%
0.32%
-7.8%
Q1 2023$4,310
-6.3%
73,637
-7.5%
0.34%
-9.7%
Q4 2022$4,602
-99.9%
79,597
+26.4%
0.38%
+17.9%
Q3 2022$3,640,000
-32.9%
62,987
-31.6%
0.32%
-28.5%
Q2 2022$5,421,000
-4.3%
92,099
-3.7%
0.45%
+12.4%
Q1 2022$5,665,000
-16.3%
95,602
-14.1%
0.40%
-8.4%
Q4 2021$6,770,000
-31.9%
111,295
-31.2%
0.44%
-38.9%
Q3 2021$9,934,000
-3.7%
161,763
-3.6%
0.72%
-2.2%
Q2 2021$10,313,000
-39.4%
167,885
-39.7%
0.74%
-42.4%
Q1 2021$17,010,000
-5.9%
278,459
-5.2%
1.28%
-8.2%
Q4 2020$18,086,000293,6071.39%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Alta Advisers Ltd 1,044,939$64,170,00051.93%
WIT, LLC 22,191,599$1,362,786,00027.17%
Cornerstone Wealth Advisors, Inc. 1,214,460$74,580,00026.10%
Sanctuary Wealth Management, L.L.C. 281,147$17,265,00019.22%
KEYSTONE WEALTH PARTNERS 536,128$32,924,00018.15%
Cordant, Inc. 415,167$25,495,00015.51%
Safir Wealth Advisors, LLC 284,589$17,477,00014.62%
Defender Capital, LLC. 714,557$43,881,00014.27%
Titan Capital Management, LLC /TX 238,504$14,647,00013.12%
Northwest Quadrant Wealth Management, LLC 679,769$41,738,00011.96%
View complete list of VANGUARD SCOTTSDALE FDS shareholders