HBK Sorce Advisory LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VONG and the CUSIP is 92206C680. A total of 459 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.8%.

Quarter-by-quarter ownership
HBK Sorce Advisory LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$66,521,131
-3.5%
971,963
-0.2%
2.93%
+0.5%
Q2 2023$68,911,386
+10.3%
973,875
-1.9%
2.91%
+2.8%
Q1 2023$62,459,915
+58100.8%
993,161
-49.0%
2.83%
-1.8%
Q4 2022$107,318
-99.8%
1,946,976
+93.6%
2.89%
-20.9%
Q3 2022$54,514,000
-2.9%
1,005,603
+0.8%
3.65%
-11.8%
Q2 2022$56,132,000
-18.7%
997,365
+3.1%
4.14%
+9.6%
Q1 2022$69,037,000
-2.0%
967,439
+7.9%
3.78%
+6.0%
Q4 2021$70,435,000
+17.1%
896,800
+5.1%
3.56%
+7.5%
Q3 2021$60,131,000
+25271.7%
853,288
+25041.1%
3.31%
+25392.3%
Q2 2021$237,0003,3940.01%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Hapanowicz & Associates Financial Services, Inc 531,992$28,839,00026.65%
LPWM LLC 632,470$34,286,00020.43%
High Pines Wealth Management, LLC 148,429$8,046,00015.36%
CITIZENS & NORTHERN CORP 529,096$28,682,00013.44%
WestHill Financial Advisors, Inc. 710,367$38,509,00013.13%
Wealthquest Corp 1,364,163$73,951,00010.34%
Windward Private Wealth Management Inc. 357,960$19,405,0009.34%
Crestone Asset Management LLC 653,006$35,399,0009.00%
Quent Capital, LLC 701,204$38,012,0007.87%
Highland Financial Advisors, LLC 206,157$11,176,0007.76%
View complete list of VANGUARD SCOTTSDALE FDS shareholders