FineMark National Bank & Trust - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VTWO and the CUSIP is 92206C664. A total of 399 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.2%.

Quarter-by-quarter ownership
FineMark National Bank & Trust ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$1,187,475
+5.5%
16,622
+11.6%
0.05%
+13.0%
Q2 2023$1,126,057
+18.6%
14,891
+13.1%
0.05%
+12.2%
Q1 2023$949,364
-7.0%
13,171
-9.2%
0.04%
-10.9%
Q4 2022$1,020,505
+9.3%
14,502
+3.4%
0.05%
+2.2%
Q3 2022$934,000
-20.7%
14,023
-18.6%
0.04%
-13.5%
Q2 2022$1,178,000
-23.2%
17,235
-6.9%
0.05%
-14.8%
Q1 2022$1,533,000
-36.5%
18,504
-31.1%
0.06%
-33.0%
Q4 2021$2,413,000
+0.5%
26,860
-1.1%
0.09%
-10.8%
Q3 2021$2,401,000
+5.8%
27,157
+10.8%
0.10%
+10.9%
Q2 2021$2,269,000
+5.7%
24,511
+103.6%
0.09%
+1.1%
Q1 2021$2,147,000
+111.7%
12,041
+88.0%
0.09%
+102.2%
Q4 2020$1,014,000
-20.4%
6,404
-39.2%
0.04%
-27.4%
Q3 2020$1,274,000
+14.4%
10,531
+9.1%
0.06%0.0%
Q2 2020$1,114,000
+28.3%
9,653
+2.6%
0.06%
+14.8%
Q1 2020$868,000
+28833.3%
9,410
+31266.7%
0.05%
Q3 2016$3,000300.00%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q1 2023
NameSharesValueWeighting ↓
S. R. Schill & Associates 190,327$13,596,9916.60%
Independent Order of Foresters 92,033$6,574,8384.69%
RED CEDAR INVESTMENT MANAGEMENT, LLC 356,893$25,496,4183.90%
Venturi Wealth Management, LLC 677,032$48,367,1693.80%
Fusion Capital, LLC 88,753$6,340,5123.57%
Simplicity Wealth,LLC 55,444$3,960,9442.32%
Kingdom Financial Group LLC. 32,968$2,355,2032.22%
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 510,000$28,310,1002.17%
Allegiance Financial Group Advisory Services LLC 48,246$3,446,6831.94%
Global Strategic Investment Solutions, LLC 202,106$14,438,4381.86%
View complete list of VANGUARD SCOTTSDALE FDS shareholders