UNITED CAPITAL FINANCIAL ADVISORS, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VTWG and the CUSIP is 92206C623. A total of 114 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q4 2022$440,036
+8.4%
2,826
+4.6%
0.00%0.0%
Q3 2022$406,000
-1.0%
2,701
-1.1%
0.00%0.0%
Q2 2022$410,000
-12.6%
2,730
+8.3%
0.00%0.0%
Q1 2022$469,000
-11.5%
2,521
+1.4%
0.00%0.0%
Q4 2021$530,000
-5.2%
2,486
-4.8%
0.00%
-33.3%
Q3 2021$559,000
-5.7%
2,6110.0%0.00%0.0%
Q2 2021$593,000
+3.9%
2,6110.0%0.00%0.0%
Q1 2021$571,000
+4.8%
2,6110.0%0.00%0.0%
Q4 2020$545,000
+29.5%
2,6110.0%0.00%0.0%
Q3 2020$421,000
+22.7%
2,611
+14.5%
0.00%
+50.0%
Q2 2020$343,0002,2800.00%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Crestone Asset Management LLC 177,532$28,955,5016.93%
WestHill Financial Advisors, Inc. 36,873$6,013,9491.76%
Virtue Capital Management, LLC 55,716$9,714,6421.65%
IVC Wealth Advisors LLC 11,739$1,914,5871.28%
RIVERSEDGE ADVISORS, LLC 25,522$4,162,6591.23%
Allegheny Financial Group LTD 14,596$2,380,6060.89%
LBJ Family Wealth Advisors, Ltd. 4,420$7210.54%
WESTWOOD HOLDINGS GROUP INC 232,848$37,9780.35%
Parkside Financial Bank & Trust 9,322$1,520,4580.35%
Wolf Group Capital Advisors 4,518$736,8860.35%
View complete list of VANGUARD SCOTTSDALE FDS shareholders