Executive Wealth Management, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VGIT and the CUSIP is 92206C706. A total of 497 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2023. The put-call ratio across all filers is 0.63 and the average weighting 1.1%.

Quarter-by-quarter ownership
Executive Wealth Management, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$28,689,826
-3.7%
502,009
-1.2%
2.97%
-3.7%
Q2 2023$29,795,500
-3.7%
507,935
-1.5%
3.08%
-10.1%
Q1 2023$30,925,184
+20.8%
515,763
+17.8%
3.43%
+9.2%
Q4 2022$25,593,618
+17.7%
437,647
+1912.0%
3.14%
+3.7%
Q3 2022$21,752,000
-19.9%
21,752
-95.1%
3.03%
-17.1%
Q2 2022$27,173,000
+7.6%
444,295
+10.6%
3.65%
+33.3%
Q1 2022$25,261,000
+6.7%
401,549
+12.8%
2.74%
+16.3%
Q4 2021$23,670,000
+80.1%
356,104
+83.0%
2.36%
+62.4%
Q3 2021$13,142,000
+1.8%
194,556
+2.2%
1.45%
+2.5%
Q2 2021$12,911,000
+85.3%
190,403
+83.7%
1.42%
+73.1%
Q1 2021$6,967,000
+1937.1%
103,639
+2002.2%
0.82%
+1847.6%
Q4 2020$342,000
-9.8%
4,930
-8.4%
0.04%
-19.2%
Q3 2020$379,000
-34.3%
5,380
-34.3%
0.05%
-40.2%
Q2 2020$577,000
-98.6%
8,187
-98.6%
0.09%
-98.8%
Q1 2020$40,928,000
-0.2%
580,140
-6.7%
7.27%
+29.6%
Q4 2019$40,992,000
+5.6%
622,039
+6.8%
5.61%
-4.7%
Q3 2019$38,829,000
+8.1%
582,419
+7.0%
5.89%
+15.8%
Q2 2019$35,924,000
+1197366.7%
544,555
+1361287.5%
5.08%
+508100.0%
Q1 2019$3,000400.00%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q1 2023
NameSharesValueWeighting ↓
OneAscent Financial Services LLC 623,669$44,000,00033.13%
WJ Wealth Management, LLC 84,354$5,951,00021.44%
Choate Investment Advisors 2,795,858$197,248,00015.74%
Mader & Shannon Wealth Management, Inc. 243,882$17,205,00015.22%
BCM ADVISORS, LLC 356,671$25,163,00012.10%
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 170,492$12,028,00010.80%
Stonehearth Capital Management, LLC 180,680$12,747,00010.37%
Avion Wealth 330,102$23,289,0009.97%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 299,534$21,132,0008.51%
Executive Wealth Management, LLC 580,140$40,928,0007.27%
View complete list of VANGUARD SCOTTSDALE FDS shareholders