GeoWealth Management, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VGSH and the CUSIP is 92206C102. A total of 791 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2023. The put-call ratio across all filers is 0.99 and the average weighting 1.3%.

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$8,072
-63.7%
140,148
-63.6%
0.92%
-61.9%
Q2 2023$22,244
-14.1%
385,311
-12.9%
2.40%
-20.6%
Q1 2023$25,885
+10337.5%
442,179
+10195.2%
3.03%
+11542.3%
Q4 2022$248
-99.9%
4,295
+0.3%
0.03%
-3.7%
Q3 2022$248,000
-32.1%
4,283
-30.9%
0.03%
-44.9%
Q2 2022$365,000
+72.2%
6,197
+73.9%
0.05%
+157.9%
Q1 2022$212,000
+26.9%
3,564
+29.2%
0.02%
+35.7%
Q4 2021$167,000
+44.0%
2,758
+45.3%
0.01%
+40.0%
Q3 2021$116,000
-78.3%
1,898
-78.2%
0.01%
-85.3%
Q2 2021$534,000
-26.7%
8,705
-26.6%
0.07%
-40.4%
Q1 2021$729,000
-25.6%
11,864
-25.2%
0.11%
-27.4%
Q4 2020$980,000
-81.7%
15,868
-81.7%
0.16%
-90.3%
Q3 2020$5,341,000
+1457.1%
86,706
+1467.9%
1.62%
+1037.3%
Q2 2020$343,000
-8.8%
5,530
-10.5%
0.14%
+67.1%
Q3 2019$376,0006,1790.08%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Alta Advisers Ltd 1,052,236$64,818,00048.35%
Wealth Advisors of Iowa, LLC 478,376$29,468,00018.25%
KEYSTONE WEALTH PARTNERS 365,178$22,495,00017.85%
Defender Capital, LLC. 656,110$40,416,00017.59%
WIT, LLC 9,834,950$605,833,00015.99%
Cordant, Inc. 322,686$19,877,00015.64%
Safir Wealth Advisors, LLC 265,849$16,376,00015.21%
Northwest Quadrant Wealth Management, LLC 599,834$36,962,00012.50%
Cypress Capital, LLC 404,029$24,888,00011.28%
Strategic Wealth Investment Group, LLC 292,984$18,048,00010.57%
View complete list of VANGUARD SCOTTSDALE FDS shareholders