BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VTWO and the CUSIP is 92206C664. A total of 377 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2021. The put-call ratio across all filers is 0.26 and the average weighting 0.3%.

Quarter-by-quarter ownership
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$355,128
-9.6%
4,971
-4.3%
0.10%
-7.7%
Q2 2023$392,922
+0.9%
5,196
-3.8%
0.10%
-11.1%
Q1 2023$389,448
-0.7%
5,403
-3.0%
0.12%
-8.6%
Q4 2022$392,031
+5.7%
5,5710.0%0.13%
-3.8%
Q3 2022$371,000
+37.9%
5,571
+86.0%
0.13%
+90.0%
Q4 2021$269,000
+10.7%
2,995
+9.1%
0.07%
-1.4%
Q3 2021$243,000
+3.4%
2,745
+8.1%
0.07%
+2.9%
Q2 2021$235,000
-32.5%
2,540
+30.3%
0.07%
-34.9%
Q1 2021$348,000
+397.1%
1,950
+343.2%
0.11%
+341.7%
Q4 2020$70,000
+191.7%
440
+120.0%
0.02%
+140.0%
Q3 2020$24,000
-82.7%
200
-86.7%
0.01%
-87.0%
Q1 2020$139,000
-30.5%
1,5050.0%0.08%
-4.9%
Q4 2019$200,000
-3.4%
1,505
-11.7%
0.08%
-14.7%
Q3 2019$207,000
+2.5%
1,705
+5.6%
0.10%
+2.2%
Q2 2019$202,0001,6150.09%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q4 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