EP Wealth Advisors, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VGSH and the CUSIP is 92206C102. A total of 477 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
EP Wealth Advisors, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$431,456
-9.6%
7,491
-77.8%
0.01%0.0%
Q2 2023$477,280
-33.0%
33,716
+210.2%
0.01%
-41.7%
Q1 2023$712,028
-75.3%
10,869
-78.2%
0.01%
-76.9%
Q4 2022$2,878,716
-0.0%
49,788
-0.0%
0.05%
-20.0%
Q3 2022$2,879,000
-1.2%
49,811
+0.6%
0.06%
-1.5%
Q2 2022$2,913,000
-0.5%
49,492
+0.2%
0.07%
+3.1%
Q1 2022$2,927,000
-2.8%
49,389
-0.2%
0.06%
-9.9%
Q4 2021$3,011,000
-5.6%
49,501
-4.7%
0.07%
-18.4%
Q3 2021$3,188,000
-2.8%
51,919
-2.8%
0.09%
-4.4%
Q2 2021$3,280,000
+145.5%
53,389
+145.8%
0.09%
+116.7%
Q1 2021$1,336,000
+7.9%
21,719
+8.1%
0.04%
-4.5%
Q4 2020$1,238,000
+470.5%
20,094
+465.6%
0.04%
+29.4%
Q3 2016$217,000
-15.2%
3,553
-15.2%
0.03%
-12.8%
Q1 2016$256,000
-44.3%
4,190
-44.7%
0.04%
-49.4%
Q4 2015$460,0007,5750.08%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q4 2020
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