Winch Advisory Services, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VGIT and the CUSIP is 92206C706. A total of 489 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 1.1%.

Quarter-by-quarter ownership
Winch Advisory Services, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$80.0%135
+0.7%
0.00%0.0%
Q2 2023$8
+100.0%
134
+103.0%
0.00%
+50.0%
Q1 2023$40.0%660.0%0.00%0.0%
Q4 2022$4
-100.0%
66
-94.8%
0.00%
-92.9%
Q1 2022$80,000
-4.8%
1,269
+0.2%
0.03%0.0%
Q4 2021$84,000
-1.2%
1,267
+0.9%
0.03%
-6.7%
Q3 2021$85,000
-15.8%
1,256
-15.9%
0.03%
-16.7%
Q2 2021$101,000
+1.0%
1,494
+0.3%
0.04%
-10.0%
Q1 2021$100,000
-2.9%
1,489
+0.1%
0.04%
-7.0%
Q4 2020$103,000
-1.0%
1,487
+1.2%
0.04%
-2.3%
Q3 2020$104,000
+1.0%
1,470
+0.3%
0.04%
-10.2%
Q2 2020$103,0001,4650.05%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Gitterman Wealth Management, LLC 970,654$56,586,00058.33%
LIBRA WEALTH LLC 451,848$26,348,00016.96%
First Affirmative Financial Network 178,545$10,411,00013.25%
Nova R Wealth, Inc. 277,533$16,183,00013.18%
Jordan Park Group LLC 2,891,926$168,628,00013.06%
Tri-Star Advisors Inc. 435,712$25,271,00012.85%
McCarthy Grittinger Financial Group, LLC 497,961$29,036,08712.64%
SINECERA CAPITAL, LLC 204,322$8,722,00010.27%
Edgehill Endowment Partners, LLC 667,618$38,929,00010.01%
Whelan Financial 227,906$13,289,0009.14%
View complete list of VANGUARD SCOTTSDALE FDS shareholders