ProVise Management Group, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VGSH and the CUSIP is 92206C102. A total of 791 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2023. The put-call ratio across all filers is 0.99 and the average weighting 1.3%.

Quarter-by-quarter ownership
ProVise Management Group, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$489,773
-1.9%
8,503
-1.7%
0.05%
+2.2%
Q2 2023$499,191
+0.7%
8,647
+2.1%
0.04%
-4.3%
Q1 2023$495,600
+2.2%
8,466
+1.0%
0.05%
-4.1%
Q4 2022$484,705
-10.9%
8,383
-10.9%
0.05%
-19.7%
Q3 2022$544,000
-9.2%
9,413
-7.5%
0.06%
-4.7%
Q2 2022$599,000
+4.5%
10,180
+5.4%
0.06%
+18.5%
Q1 2022$573,000
-47.3%
9,662
-46.0%
0.05%
-45.5%
Q4 2021$1,088,000
-8.4%
17,890
-7.5%
0.10%
-16.1%
Q3 2021$1,188,0000.0%19,3400.0%0.12%
-2.5%
Q2 2021$1,188,000
-0.2%
19,3400.0%0.12%
-5.5%
Q1 2021$1,190,000
-0.1%
19,3400.0%0.13%
-6.6%
Q4 2020$1,191,000
-0.8%
19,3400.0%0.14%
-14.9%
Q3 2020$1,201,000
+2.0%
19,340
+2.1%
0.16%
-4.7%
Q2 2020$1,178,000
-15.2%
18,935
-15.0%
0.17%
-27.5%
Q1 2020$1,389,000
+1.3%
22,285
-1.1%
0.23%
+37.9%
Q4 2019$1,371,000
-0.1%
22,5350.0%0.17%
-7.1%
Q3 2019$1,373,0000.0%22,5350.0%0.18%
-1.1%
Q2 2019$1,373,000
+0.1%
22,535
-0.7%
0.18%
-4.7%
Q1 2019$1,372,000
+15.0%
22,700
+14.4%
0.19%
+2.1%
Q4 2018$1,193,000
+32.7%
19,850
+31.9%
0.19%
+60.2%
Q3 2018$899,000
+3.1%
15,050
+3.4%
0.12%
+78.8%
Q2 2018$872,000
+7.1%
14,550
+7.4%
0.07%
-45.0%
Q1 2018$814,000
+51.9%
13,550
+52.2%
0.12%
+55.8%
Q4 2017$536,000
-2.0%
8,900
-1.2%
0.08%
-2.5%
Q3 2017$547,000
-0.2%
9,0120.0%0.08%
-4.8%
Q2 2017$548,000
-5.2%
9,012
-5.3%
0.08%
-10.8%
Q1 2017$578,000
-0.2%
9,5120.0%0.09%
-5.1%
Q4 2016$579,000
-0.5%
9,512
+0.0%
0.10%
-3.0%
Q3 2016$582,000
-58.0%
9,511
-57.9%
0.10%
-60.4%
Q2 2016$1,387,000
+0.5%
22,567
+0.1%
0.26%
-9.9%
Q1 2016$1,380,000
+0.8%
22,542
+0.1%
0.28%
-1.4%
Q4 2015$1,369,000
-8.7%
22,528
-8.1%
0.29%
-17.5%
Q3 2015$1,500,000
-8.8%
24,510
-8.9%
0.35%
-0.6%
Q2 2015$1,645,000
+0.1%
26,9100.0%0.35%
+0.6%
Q1 2015$1,644,000
-51.8%
26,910
-51.9%
0.35%
-4.9%
Q4 2014$3,410,00056,0000.37%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Alta Advisers Ltd 1,052,236$64,818,00048.35%
Wealth Advisors of Iowa, LLC 478,376$29,468,00018.25%
KEYSTONE WEALTH PARTNERS 365,178$22,495,00017.85%
Defender Capital, LLC. 656,110$40,416,00017.59%
WIT, LLC 9,834,950$605,833,00015.99%
Cordant, Inc. 322,686$19,877,00015.64%
Safir Wealth Advisors, LLC 265,849$16,376,00015.21%
Northwest Quadrant Wealth Management, LLC 599,834$36,962,00012.50%
Cypress Capital, LLC 404,029$24,888,00011.28%
Strategic Wealth Investment Group, LLC 292,984$18,048,00010.57%
View complete list of VANGUARD SCOTTSDALE FDS shareholders