Beta Wealth Group, Inc. - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VGLT and the CUSIP is 92206C847. A total of 177 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2022. The put-call ratio across all filers is 0.37 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 Q1 2022
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 593,061$49,105,0004.93%
GenWealth Group, Inc. 165,977$13,742,0004.36%
TPB WEALTH ADVISORS 60,000$5,000,0004.30%
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 683,000$56,552,0002.89%
Systelligence, LLC 118,074$9,777,0002.73%
RHS Financial, LLC 38,845$3,216,0002.68%
FIRST MERCANTILE TRUST CO 262,973$21,774,0002.49%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 319,981$26,494,0002.07%
FINANCIAL LIFE ADVISORS 39,327$3,256,0001.52%
Beta Wealth Group, Inc. 19,697$1,631,0001.19%
View complete list of VANGUARD SCOTTSDALE FDS shareholders