Beta Wealth Group, Inc. - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VGLT and the CUSIP is 92206C847. A total of 178 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2021. The put-call ratio across all filers is 0.39 and the average weighting 0.5%.

Quarter-by-quarter ownership
Beta Wealth Group, Inc. ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$1,136,300
-1.7%
20,470
+12.5%
0.67%
+0.6%
Q2 2023$1,156,055
+1.5%
18,197
+4.7%
0.67%
+2.6%
Q1 2023$1,138,880
+10.8%
17,385
+4.2%
0.65%
-5.7%
Q4 2022$1,028,183
+4.5%
16,686
+6.7%
0.69%
-2.7%
Q3 2022$984,000
-19.8%
15,635
-10.6%
0.71%
-13.9%
Q2 2022$1,227,000
-0.5%
17,493
+14.1%
0.82%
-0.2%
Q1 2022$1,233,000
-9.4%
15,335
-1.2%
0.82%
-16.0%
Q4 2021$1,361,0000.0%15,5140.0%0.98%0.0%
Q3 2021$1,361,000
-21.8%
15,514
-21.8%
0.98%
-19.0%
Q2 2021$1,741,000
+6.7%
19,851
+0.8%
1.21%
+2.2%
Q1 2021$1,631,00019,6971.19%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q4 2021
NameSharesValueWeighting ↓
SINECERA CAPITAL, LLC 196,203$11,689,00011.69%
CABANA LLC 36,334$2,910,00011.45%
Forum Financial Management, LP 2,936,356$236,083,00011.39%
Quadratic Capital Management LLC 1,423,344$114,226,0007.09%
Morningstar Investment Management LLC 431,928$34,727,0006.41%
GenWealth Group, Inc. 205,538$16,525,0004.58%
Nan Shan Life Insurance Co., Ltd. 3,063,500$246,305,0004.32%
EXCHANGE TRADED CONCEPTS, LLC 2,207,627$177,493,0003.56%
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 745,000$59,897,0003.30%
Palumbo Wealth Management LLC 57,350$4,611,0002.96%
View complete list of VANGUARD SCOTTSDALE FDS shareholders