UNITED CAPITAL FINANCIAL ADVISORS, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VGSH and the CUSIP is 92206C102. A total of 516 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$23,536,832
+3.4%
408,626
+3.7%
0.15%
+24.2%
Q2 2023$22,754,126
+143.7%
394,147
+147.1%
0.12%
+138.5%
Q1 2023$9,338,787
+14.8%
159,528
+13.3%
0.05%
+13.0%
Q4 2022$8,138,211
-16.5%
140,751
-16.6%
0.05%
-20.7%
Q3 2022$9,751,000
-27.1%
168,732
-25.7%
0.06%
-20.5%
Q2 2022$13,373,000
-56.8%
227,204
-56.5%
0.07%
-51.3%
Q1 2022$30,954,000
-12.2%
522,336
-9.9%
0.15%
-7.4%
Q4 2021$35,258,000
+418.8%
579,610
+423.7%
0.16%
+376.5%
Q3 2021$6,796,000
-4.2%
110,669
-4.2%
0.03%
-5.6%
Q2 2021$7,096,000
-23.8%
115,521
-23.7%
0.04%
-30.8%
Q1 2021$9,314,000
-6.1%
151,397
-5.9%
0.05%
-13.3%
Q4 2020$9,914,000
+19.0%
160,949
+19.9%
0.06%
+11.1%
Q3 2020$8,334,000
+400.2%
134,217
+401.0%
0.05%
+350.0%
Q2 2020$1,666,000
-11.5%
26,791
-11.3%
0.01%
-25.0%
Q1 2020$1,882,000
+14.4%
30,194
+11.6%
0.02%
+45.5%
Q4 2019$1,645,000
+12.6%
27,049
+12.8%
0.01%
+10.0%
Q3 2019$1,461,000
+102.6%
23,977
+102.6%
0.01%
+100.0%
Q2 2019$721,000
+2.1%
11,836
+1.4%
0.01%0.0%
Q1 2019$706,000
+0.7%
11,678
+0.1%
0.01%
-16.7%
Q4 2018$701,000
+0.1%
11,661
-0.5%
0.01%
+20.0%
Q3 2018$700,000
-0.3%
11,7160.0%0.01%0.0%
Q2 2018$702,000
-46.2%
11,716
-46.0%
0.01%
-50.0%
Q1 2018$1,304,000
-1.7%
21,715
-1.3%
0.01%0.0%
Q4 2017$1,326,000
-17.8%
21,992
-17.3%
0.01%
-28.6%
Q3 2017$1,614,000
+3.0%
26,584
+3.1%
0.01%0.0%
Q2 2017$1,567,000
-10.4%
25,793
-10.3%
0.01%
-12.5%
Q1 2017$1,748,000
+0.1%
28,753
+0.3%
0.02%
-5.9%
Q4 2016$1,747,000
-12.6%
28,675
-12.2%
0.02%
-10.5%
Q3 2016$2,000,000
+4.5%
32,675
+4.1%
0.02%0.0%
Q2 2016$1,914,000
-0.3%
31,3750.0%0.02%
-9.5%
Q1 2016$1,920,000
+204.8%
31,375
+202.4%
0.02%
+200.0%
Q4 2015$630,000
+28.6%
10,375
+29.7%
0.01%
+16.7%
Q3 2015$490,000
+0.2%
8,0000.0%0.01%0.0%
Q2 2015$489,0000.0%8,0000.0%0.01%0.0%
Q1 2015$489,000
+0.4%
8,0000.0%0.01%
+50.0%
Q4 2014$487,0008,0000.00%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Gitterman Wealth Management, LLC 1,624,624$93,578,45544.38%
WIT, LLC 16,140$929,674,94426.93%
INSIGHT 2811, INC. 797,765$45,951,32126.09%
Defender Capital, LLC. 1,132,145$65,211,55223.61%
Alta Advisers Ltd 682,317$39,301,45922.77%
Cornerstone Wealth Advisors, Inc. 1,100,703$63,400,49322.35%
Magnolia Wealth Management, LLC 308,592$17,774,92216.54%
Cordant, Inc. 404,524$23,300,58915.40%
Chemistry Wealth Management LLC 801,181$46,148,04415.24%
Five Oceans Advisors 389,433$22,431,31314.39%
View complete list of VANGUARD SCOTTSDALE FDS shareholders