J.P. Morgan Private Wealth Advisors LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VTWO and the CUSIP is 92206C664. A total of 260 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2020. The put-call ratio across all filers is 0.85 and the average weighting 0.4%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$42,047,615
+2.8%
588,572
+8.8%
0.12%
-43.4%
Q2 2023$40,903,963
-32.0%
540,915
-35.2%
0.21%
+65.6%
Q1 2023$60,164,167
-20.1%
834,686
-22.0%
0.13%
-23.8%
Q4 2022$75,301,318
+56.3%
1,070,077
+48.0%
0.17%
+33.3%
Q3 2022$48,190,000
-37.1%
723,243
-35.5%
0.13%
-35.7%
Q2 2022$76,674,000
-25.6%
1,121,462
-9.8%
0.20%
-12.1%
Q1 2022$103,011,000
-1.4%
1,243,349
+6.9%
0.22%
-0.9%
Q4 2021$104,444,000
+4.7%
1,162,945
+3.1%
0.22%
-7.8%
Q3 2021$99,721,000
+5.2%
1,127,934
+10.2%
0.24%
-0.4%
Q2 2021$94,762,000
+18.7%
1,023,680
+128.5%
0.24%
-5.0%
Q1 2021$79,859,000
+15.5%
447,969
+2.5%
0.26%
+15.2%
Q4 2020$69,167,000
+62.2%
437,016
+23.9%
0.22%
+34.9%
Q3 2020$42,651,000
+11.6%
352,659
+6.4%
0.17%
-4.6%
Q2 2020$38,231,000
+71.0%
331,323
+36.6%
0.17%
+37.0%
Q1 2020$22,360,000
-35.7%
242,487
-7.2%
0.13%
-19.6%
Q4 2019$34,786,000
+14.9%
261,238
+5.0%
0.16%0.0%
Q3 2019$30,275,000
+0.9%
248,764
+3.6%
0.16%
-3.7%
Q2 2019$30,006,000
-0.6%
240,124
-2.2%
0.16%
+4.5%
Q1 2019$30,198,000
+14.4%
245,512
-0.1%
0.16%
-1.9%
Q4 2018$26,387,000
-37.5%
245,754
-21.2%
0.16%
-22.3%
Q3 2018$42,221,000
+8.7%
312,007
+5.4%
0.21%
-5.5%
Q2 2018$38,833,000
+16.5%
295,936
+8.3%
0.22%
-3.1%
Q1 2018$33,329,000
-18.4%
273,349
-18.2%
0.22%
-16.4%
Q4 2017$40,867,000
+5.9%
334,181
+3.0%
0.27%
-3.2%
Q3 2017$38,574,000
+12.0%
324,369
+6.1%
0.28%
+6.5%
Q2 2017$34,451,000
+7.3%
305,606
+5.1%
0.26%
+4.8%
Q1 2017$32,108,000
+56.8%
290,912
+53.4%
0.25%
+39.9%
Q4 2016$20,472,000
+14.8%
189,606
+5.8%
0.18%
+7.2%
Q3 2016$17,838,000
+15.6%
179,128
+6.6%
0.17%
+10.7%
Q2 2016$15,431,000
+6.3%
168,043
+2.7%
0.15%
+7.9%
Q1 2016$14,514,000
+3.9%
163,608
+5.6%
0.14%
-2.8%
Q4 2015$13,974,000
+0.2%
154,905
-2.7%
0.14%
-18.3%
Q3 2015$13,944,000
-10.0%
159,184
+2.9%
0.18%
-1.7%
Q2 2015$15,493,000
+3.0%
154,632
+2.4%
0.18%
+3.5%
Q1 2015$15,044,000
+8.6%
150,996
+4.1%
0.17%
+4.2%
Q4 2014$13,854,000
+18.1%
144,990
+8.8%
0.16%
+9.3%
Q3 2014$11,734,000
+4.0%
133,316
+12.2%
0.15%
-20.9%
Q2 2014$11,287,000
+9.6%
118,799
+7.3%
0.19%
+1.6%
Q1 2014$10,303,000
-2.2%
110,687
-3.4%
0.19%
-11.3%
Q4 2013$10,539,000
+67.2%
114,539
+55.7%
0.21%
+48.3%
Q3 2013$6,302,000
+109.4%
73,562
+90.2%
0.14%
+93.2%
Q2 2013$3,010,00038,6790.07%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q4 2020
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