UNITED CAPITAL FINANCIAL ADVISORS, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VONV and the CUSIP is 92206C714. A total of 338 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$437,860
-19.8%
6,569
-16.7%
0.00%0.0%
Q2 2023$545,731
-15.6%
7,885
-18.5%
0.00%
-25.0%
Q1 2023$646,306
+77.3%
9,674
+76.7%
0.00%
+100.0%
Q4 2022$364,555
+19.5%
5,475
+7.0%
0.00%0.0%
Q3 2022$305,000
-6.7%
5,117
-0.5%
0.00%0.0%
Q2 2022$327,000
+44.7%
5,143
+104.4%
0.00%
-33.3%
Q2 2015$226,000
-1.7%
2,516
-0.4%
0.00%0.0%
Q1 2015$230,000
-52.3%
2,526
-52.2%
0.00%
-25.0%
Q4 2014$482,000
-88.0%
5,280
-88.5%
0.00%
-94.3%
Q3 2014$4,014,000
-17.9%
45,851
-17.4%
0.07%
-23.1%
Q2 2014$4,888,000
-6.3%
55,485
-10.2%
0.09%
-18.0%
Q1 2014$5,217,000
-5.1%
61,785
-7.5%
0.11%
-40.6%
Q4 2013$5,500,000
+3.8%
66,811
-5.2%
0.19%
+10.7%
Q3 2013$5,300,000
-2.8%
70,464
-6.1%
0.17%
+16.6%
Q2 2013$5,454,00075,0210.14%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Balentine LLC 14,779,311$1,075,934,00036.52%
Crestone Asset Management LLC 936,584$68,183,00014.26%
Hapanowicz & Associates Financial Services, Inc 419,756$30,558,00014.00%
WestHill Financial Advisors, Inc. 617,203$44,932,00012.96%
Adventist Health System/ West 692,800$50,436,0009.52%
Pegasus Partners Ltd. 740,800$53,930,0009.44%
Windward Private Wealth Management Inc. 286,985$20,893,0008.63%
RFG HOLDINGS, INC. 145,562$10,597,0006.58%
Sound Financial Strategies Group, LLC 163,180$11,880,0006.56%
Aaron Wealth Advisors LLC 33,799,802$464,283,0006.42%
View complete list of VANGUARD SCOTTSDALE FDS shareholders