Waverly Advisors, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VONE and the CUSIP is 92206C730. A total of 235 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.7%.

Quarter-by-quarter ownership
Waverly Advisors, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$55,030,774
-3.5%
282,702
-0.0%
2.40%
-4.0%
Q2 2023$57,008,591
+6.0%
282,837
-2.0%
2.50%
-10.9%
Q1 2023$53,771,981
+6.7%
288,585
-0.3%
2.81%
+0.3%
Q4 2022$50,415,421
+6.3%
289,311
-0.4%
2.80%
-16.1%
Q3 2022$47,440,000
-5.5%
290,368
-0.6%
3.34%
-27.4%
Q2 2022$50,205,000
-17.2%
292,178
-0.2%
4.59%
-10.4%
Q1 2022$60,657,000
+2.2%
292,744
-0.1%
5.13%0.0%
Q4 2021$59,354,000
-6.9%
293,162
-0.7%
5.13%
-5.8%
Q3 2021$63,720,000
+4.0%
295,163
+0.0%
5.44%
-3.6%
Q2 2021$61,260,000
+7.0%
295,127
-0.2%
5.65%
-0.1%
Q1 2021$57,254,000
+4.0%
295,750
-0.9%
5.66%
-2.2%
Q4 2020$55,042,000
+17.1%
298,555
-3.8%
5.78%
-7.5%
Q3 2020$46,986,000
-2.9%
310,489
-0.6%
6.25%
-0.3%
Q2 2020$48,412,000
+29.7%
312,327
-1.9%
6.27%
-0.5%
Q1 2020$37,332,000
-24.4%
318,422
-1.3%
6.30%
-2.9%
Q4 2019$49,403,000
+9.7%
322,493
-2.6%
6.49%
+0.5%
Q3 2019$45,026,000
-0.8%
331,000
-1.7%
6.46%
-4.4%
Q2 2019$45,373,000
+1.8%
336,821
-1.9%
6.76%
-2.1%
Q1 2019$44,586,000
+12.5%
343,284
-0.8%
6.90%
-0.2%
Q4 2018$39,622,000
-14.5%
346,043
-0.3%
6.92%
+1.2%
Q3 2018$46,339,000
+5.7%
347,213
-1.1%
6.84%
+0.3%
Q2 2018$43,831,000
+1.5%
350,989
-1.5%
6.82%
-2.3%
Q1 2018$43,192,000
-7.7%
356,371
-6.8%
6.98%
+4.6%
Q4 2017$46,808,000
+52493.3%
382,171
+36647.2%
6.68%
+21438.7%
Q4 2013$89,000
+9.9%
1,0400.0%0.03%
-24.4%
Q3 2013$81,0001,0400.04%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Austin Private Wealth, LLC 403,920$70,771,00020.48%
RED CEDAR INVESTMENT MANAGEMENT, LLC 737,489$129,215,00019.32%
DAIDO LIFE INSURANCE CO 1,242,472$217,917,00015.59%
Stegner Investment Associates Inc. 63,632$11,149,0009.45%
Waverly Advisors, LLC 298,555$55,042,0005.78%
Wealth CMT 40,742$7,138,0004.45%
Aaron Wealth Advisors LLC 64,107$11,232,0004.11%
NORTHSTAR INVESTMENT ADVISORS LLC 108,010$18,924,0002.95%
NEXT Financial Group, Inc 144,556$25,328,0002.43%
Royal Fund Management, LLC 54,280$9,510,0002.01%
View complete list of VANGUARD SCOTTSDALE FDS shareholders