Geller Advisors LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VONE and the CUSIP is 92206C730. A total of 197 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Geller Advisors LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$645,298
-3.4%
3,315
+0.1%
0.08%
-9.6%
Q2 2023$667,768
-0.2%
3,313
-7.7%
0.08%
-16.2%
Q1 2023$669,111
+14.8%
3,591
+7.4%
0.10%0.0%
Q4 2022$582,725
-6.0%
3,344
-11.5%
0.10%
-26.7%
Q3 2022$620,000
+17.6%
3,779
+23.7%
0.14%
+22.7%
Q2 2022$527,000
-12.2%
3,055
+5.5%
0.11%
-1.8%
Q1 2022$600,000
-18.0%
2,897
-13.4%
0.11%
-21.7%
Q4 2021$732,000
+18.4%
3,344
+8.6%
0.14%
+5.9%
Q3 2021$618,000
+6.2%
3,078
+6.2%
0.14%
+7.1%
Q2 2021$582,000
+8.4%
2,899
+0.0%
0.13%
-0.8%
Q1 2021$537,000
+5.9%
2,898
+0.2%
0.13%0.0%
Q4 2020$507,000
+13.2%
2,8930.0%0.13%
-0.8%
Q3 2020$448,000
+1.8%
2,893
-6.6%
0.13%
-3.8%
Q2 2020$440,000
+21.2%
3,099
+0.1%
0.13%
+27.9%
Q1 2020$363,0003,0960.10%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Austin Private Wealth, LLC 460,603$92,249,00021.30%
DAIDO LIFE INSURANCE CO 1,242,472$248,917,00015.08%
RED CEDAR INVESTMENT MANAGEMENT, LLC 547,789$109,711,00014.57%
Stegner Investment Associates Inc. 63,632$12,744,0009.58%
Waverly Advisors, LLC 295,127$61,260,0005.65%
PRIVATE CAPITAL MANAGEMENT LLC 52,059$10,426,0004.78%
NORTHSTAR INVESTMENT ADVISORS LLC 144,047$29,446,0003.90%
NEXT Financial Group, Inc 130,626$26,162,0002.10%
Newport Wealth Strategies, Inc. 17,312$3,467,0002.00%
Royal Fund Management, LLC 58,716$11,759,0001.95%
View complete list of VANGUARD SCOTTSDALE FDS shareholders