Baystate Wealth Management LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VTWO and the CUSIP is 92206C664. A total of 395 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2023. The put-call ratio across all filers is 1.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$358,326
-5.1%
5,015
+0.4%
0.03%
-3.2%
Q2 2023$377,595
+5.2%
4,993
+0.3%
0.03%0.0%
Q1 2023$358,775
+102700.9%
4,977
+0.3%
0.03%
-3.1%
Q4 2022$349
-99.9%
4,962
+1.0%
0.03%
-5.9%
Q3 2022$327,000
-2.4%
4,911
+0.3%
0.03%
+3.0%
Q2 2022$335,000
-17.5%
4,8960.0%0.03%
-8.3%
Q1 2022$406,000
-7.5%
4,896
+0.1%
0.04%
-10.0%
Q4 2021$439,000
+2.3%
4,889
+0.8%
0.04%
-4.8%
Q3 2021$429,000
-4.2%
4,849
+0.2%
0.04%
-4.5%
Q2 2021$448,000
+3.7%
4,841
+100.0%
0.04%
-4.3%
Q1 2021$432,000
+13.1%
2,420
+0.2%
0.05%
+4.5%
Q4 2020$382,000
-46.1%
2,416
-58.8%
0.04%
-48.2%
Q3 2020$709,000
+5.0%
5,865
+0.3%
0.08%
+7.6%
Q2 2020$675,000
+25.5%
5,849
+0.3%
0.08%
+11.3%
Q1 2020$538,000
-30.7%
5,832
+0.1%
0.07%
-25.3%
Q4 2019$776,000
+10.5%
5,824
+0.9%
0.10%
+3.3%
Q3 2019$702,000
-3.2%
5,771
+0.0%
0.09%
-3.2%
Q2 2019$725,000
-0.7%
5,770
+0.4%
0.10%
-2.1%
Q1 2019$730,000
+7.5%
5,749
+0.2%
0.10%
-2.0%
Q4 2018$679,000
-5.6%
5,740
+0.4%
0.10%
-22.0%
Q3 2018$719,000
-6.1%
5,717
+0.3%
0.13%
+11.4%
Q2 2018$766,000
+1.6%
5,699
-5.8%
0.11%0.0%
Q1 2018$754,000
-2.5%
6,0490.0%0.11%
-0.9%
Q4 2017$773,000
-8.2%
6,049
-13.8%
0.12%
-17.9%
Q3 2017$842,000
+5.5%
7,016
+0.3%
0.14%
-2.1%
Q2 2017$798,000
-44.7%
6,993
-47.5%
0.14%
-48.6%
Q1 2017$1,444,000
-5.2%
13,317
-3.6%
0.28%
-8.3%
Q4 2016$1,523,000
+16.4%
13,810
+5.1%
0.30%
+7.1%
Q3 2016$1,308,000
+46.1%
13,137
+34.8%
0.28%
+40.1%
Q2 2016$895,000
-20.9%
9,742
-23.6%
0.20%
-17.6%
Q1 2016$1,132,000
-18.9%
12,757
-17.5%
0.24%
-18.1%
Q4 2015$1,396,000
-8.3%
15,472
-11.0%
0.30%
-24.9%
Q3 2015$1,523,000
-16.5%
17,383
-4.6%
0.40%
-18.8%
Q2 2015$1,825,000
-3.6%
18,216
-4.1%
0.49%
-6.5%
Q1 2015$1,893,000
+24.6%
19,003
+19.5%
0.52%
+8.7%
Q4 2014$1,519,000
+8.6%
15,901
+0.0%
0.48%
+7.6%
Q3 2014$1,399,000
-8.4%
15,896
-1.1%
0.45%
-12.5%
Q2 2014$1,528,000
+0.4%
16,080
-1.7%
0.51%
-9.5%
Q1 2014$1,522,000
-0.2%
16,352
-1.3%
0.57%
-11.7%
Q4 2013$1,525,000
+8.3%
16,575
+0.9%
0.64%
-3.6%
Q3 2013$1,408,000
-6.6%
16,433
-15.1%
0.66%
-10.3%
Q2 2013$1,507,00019,3620.74%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q3 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