Beta Wealth Group, Inc. - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VGLT and the CUSIP is 92206C847. A total of 286 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2023. The put-call ratio across all filers is 0.56 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 Q3 2023
NameSharesValueWeighting ↓
Ironwood Wealth Management, LLC. 278,051$15,142,6376.18%
Pinnacle Wealth Management, LLC 79,785$4,428,8655.37%
Act Two Investors LLC 358,762$19,914,8915.33%
Kaydan Wealth Management, Inc. 231,539$12,852,7535.13%
Cravens & Co Advisors, LLC 96,481$5,355,6605.03%
Red Tortoise LLC 129,844$7,207,6524.83%
Nan Shan Life Insurance Co., Ltd. 3,063,500$170,054,8854.64%
Quadratic Capital Management LLC 607,460$33,612,8884.46%
INNEALTA CAPITAL, LLC 181,371$10,067,9044.44%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 912,595$50,658,1503.36%
View complete list of VANGUARD SCOTTSDALE FDS shareholders