Institute for Wealth Management, LLC. - VANGUARD SCOTTSDALE FDS ownership

Back to all holdings Add to watchlist

VANGUARD SCOTTSDALE FDS's ticker is VGSH and the CUSIP is 92206C102. A total of 551 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.0%.

Links
Filings
External links
Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$2,181,773
-4.5%
37,878
-4.3%
0.39%
+2.1%
Q2 2023$2,284,896
-9.8%
39,579
-8.5%
0.38%
-20.5%
Q1 2023$2,533,494
-0.6%
43,278
-1.9%
0.48%
-9.7%
Q4 2022$2,549,515
-9.8%
44,094
-9.9%
0.54%
-15.5%
Q3 2022$2,827,000
-5.4%
48,924
-3.6%
0.63%
+8.0%
Q2 2022$2,988,000
-1.8%
50,770
-1.2%
0.59%
+19.1%
Q1 2022$3,044,000
-4.0%
51,371
-1.4%
0.49%
-4.5%
Q4 2021$3,170,000
-6.3%
52,113
-5.4%
0.52%
-13.1%
Q3 2021$3,384,000
+0.1%
55,102
+0.1%
0.59%0.0%
Q2 2021$3,382,000
-2.1%
55,051
-1.9%
0.59%
-9.6%
Q1 2021$3,453,000
-13.8%
56,127
-13.7%
0.66%
-17.5%
Q4 2020$4,004,000
+1.7%
65,008
+2.5%
0.80%
-11.5%
Q3 2020$3,936,000
+4.7%
63,396
+4.9%
0.90%
-2.3%
Q2 2020$3,760,000
+342.4%
60,448
+332.5%
0.92%
+379.2%
Q4 2019$850,000
+16.6%
13,978
+16.8%
0.19%
+4.3%
Q3 2019$729,000–11,963–0.18%–
 Download
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q4 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