Waverly Advisors, 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
Waverly Advisors, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$10,417,535
-5.5%
145,822
+0.0%
0.46%
-6.0%
Q2 2023$11,026,904
+4.1%
145,820
-0.8%
0.48%
-12.5%
Q1 2023$10,593,482
+1.9%
146,968
-0.5%
0.55%
-4.2%
Q4 2022$10,397,582
+5.3%
147,756
-0.3%
0.58%
-17.0%
Q3 2022$9,877,000
-2.6%
148,235
-0.0%
0.70%
-25.1%
Q2 2022$10,137,000
-17.5%
148,2640.0%0.93%
-10.7%
Q1 2022$12,284,000
+2.1%
148,264
-0.0%
1.04%
-0.1%
Q4 2021$12,037,000
-16.0%
148,308
+0.0%
1.04%
-15.1%
Q3 2021$14,338,000
+9.3%
148,305
+0.0%
1.22%
+1.2%
Q2 2021$13,116,000
-0.1%
148,304
+0.0%
1.21%
-6.8%
Q1 2021$13,134,000
-4.2%
148,303
+98.0%
1.30%
-9.9%
Q4 2020$13,709,000
+46.6%
74,886
-0.9%
1.44%
+15.8%
Q3 2020$9,349,000
-1.9%
75,593
+0.4%
1.24%
+0.7%
Q2 2020$9,531,000
+37.1%
75,257
-0.2%
1.24%
+5.2%
Q1 2020$6,954,000
-31.3%
75,418
-0.1%
1.17%
-11.7%
Q4 2019$10,125,000
+10.0%
75,479
-0.2%
1.33%
+0.7%
Q3 2019$9,207,000
-2.9%
75,654
-0.3%
1.32%
-6.5%
Q2 2019$9,485,000
+1.5%
75,904
-0.1%
1.41%
-2.3%
Q1 2019$9,348,000
+14.1%
75,998
-0.4%
1.45%
+1.1%
Q4 2018$8,196,000
-20.8%
76,338
-0.1%
1.43%
-6.3%
Q3 2018$10,345,000
+2.3%
76,447
-0.8%
1.53%
-2.9%
Q2 2018$10,110,000
+5.3%
77,046
-2.2%
1.57%
+1.4%
Q1 2018$9,602,000
-5.1%
78,750
-4.8%
1.55%
+7.6%
Q4 2017$10,114,000
+5396.7%
82,705
+3855.3%
1.44%
+1357.6%
Q3 2014$184,000
-29.0%
2,091
-23.3%
0.10%
-8.3%
Q2 2014$259,000
+2.0%
2,7270.0%0.11%
-6.1%
Q1 2014$254,000
+4.1%
2,727
+2.8%
0.12%
+33.7%
Q4 2013$244,000
-0.8%
2,652
-7.5%
0.09%
-31.7%
Q3 2013$246,000
+19.4%
2,868
+8.6%
0.13%
+5.9%
Q2 2013$206,0002,6410.12%
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