Litman Gregory 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
Litman Gregory Wealth Management LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$15,360,803
-3.9%
215,017
+1.8%
1.58%
-20.5%
Q2 2023$15,976,162
+29.1%
211,269
+20.2%
1.99%
+15.4%
Q4 2022$12,373,492
+44.5%
175,835
+36.8%
1.73%
+26.1%
Q3 2022$8,565,000
+9.7%
128,551
+12.6%
1.37%
+19.2%
Q2 2022$7,809,000
+17.6%
114,215
+42.5%
1.15%
+18.2%
Q1 2022$6,640,000
+319.7%
80,143
+355.1%
0.97%
+261.3%
Q4 2021$1,582,000
+122.5%
17,610
+119.0%
0.27%
+100.7%
Q3 2021$711,000
-41.6%
8,040
+560.6%
0.13%
-41.0%
Q2 2021$1,217,000
+2286.3%
1,217
+327.0%
0.23%
+2170.0%
Q1 2021$51,000
+13.3%
2850.0%0.01%
+25.0%
Q4 2020$45,000
+32.4%
2850.0%0.01%
+14.3%
Q3 2020$34,0002850.01%
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