Simplicity Solutions, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VONV and the CUSIP is 92206C714. A total of 223 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Simplicity Solutions, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$322,368
+10.2%
4,836
+14.4%
0.01%
+25.0%
Q2 2023$292,551
-83.9%
4,227
-84.5%
0.01%
-83.3%
Q1 2023$1,822,176
+43.3%
27,274
+42.8%
0.05%
-72.3%
Q4 2022$1,271,811
-10.8%
19,102
-20.0%
0.17%
-16.4%
Q3 2022$1,425,000
-11.0%
23,869
-5.3%
0.21%
-0.5%
Q2 2022$1,601,000
-48.6%
25,198
-41.1%
0.21%
-45.5%
Q1 2022$3,114,000
-11.6%
42,769
-10.5%
0.38%
-3.0%
Q4 2021$3,524,000
+10.4%
47,786
+2.9%
0.39%
-19.8%
Q3 2021$3,192,000
-34.4%
46,456
+27.0%
0.49%
-54.2%
Q1 2021$4,864,000
-9.1%
36,592
-18.1%
1.07%
+1255.7%
Q4 2020$5,353,000
+29.5%
44,674
+12.2%
0.08%
+3.9%
Q3 2020$4,132,000
+28.1%
39,821
+22.1%
0.08%
+18.8%
Q2 2020$3,225,000
+17.0%
32,626
+3.0%
0.06%
-24.7%
Q1 2020$2,757,000
+13.6%
31,678
+56.4%
0.08%
+14.9%
Q4 2019$2,427,000
-3.6%
20,250
-9.6%
0.07%
-27.5%
Q3 2019$2,517,000
+0.2%
22,389
-0.6%
0.10%
-5.6%
Q2 2019$2,513,000
+33.0%
22,518
+25.7%
0.11%
-20.6%
Q2 2018$1,890,00017,9190.14%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q3 2021
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