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

VANGUARD SCOTTSDALE FDS's ticker is VGSH and the CUSIP is 92206C102. A total of 749 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 1.4%.

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$729,00011,9630.18%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Alta Advisers Ltd 1,052,236$64,818,00048.35%
Wealth Advisors of Iowa, LLC 478,376$29,468,00018.25%
KEYSTONE WEALTH PARTNERS 365,178$22,495,00017.85%
Defender Capital, LLC. 656,110$40,416,00017.59%
WIT, LLC 9,834,950$605,833,00015.99%
Cordant, Inc. 322,686$19,877,00015.64%
Safir Wealth Advisors, LLC 265,849$16,376,00015.21%
Northwest Quadrant Wealth Management, LLC 599,834$36,962,00012.50%
Cypress Capital, LLC 404,029$24,888,00011.28%
Strategic Wealth Investment Group, LLC 292,984$18,048,00010.57%
View complete list of VANGUARD SCOTTSDALE FDS shareholders