Waldron Private Wealth LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VONV and the CUSIP is 92206C714. A total of 141 filers reported holding VANGUARD SCOTTSDALE FDS in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Waldron Private Wealth LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$14,178
-13.5%
212,692
-10.1%
0.74%
-10.0%
Q2 2023$16,383
-1.4%
236,717
-4.9%
0.82%
+1.1%
Q1 2023$16,621
+58.9%
248,784
+42.9%
0.81%
+24.5%
Q4 2022$10,460
-99.9%
174,1380.0%0.65%0.0%
Q3 2022$10,460,000
-9.6%
174,138
-3.8%
0.65%
+0.2%
Q2 2022$11,571,000
-4.4%
181,017
+8.9%
0.65%
+4.5%
Q1 2022$12,101,000
-1.1%
166,225
+0.2%
0.62%
+3.0%
Q4 2021$12,237,000
-5.7%
165,952
-11.7%
0.60%
-20.1%
Q3 2021$12,970,000
-1.9%
187,858
-0.8%
0.76%
-10.7%
Q2 2021$13,226,000
+4.9%
189,313
+99.6%
0.84%
-3.5%
Q1 2021$12,606,000
+11.2%
94,833
+0.2%
0.88%
+3.9%
Q4 2020$11,338,000
+14.9%
94,628
-0.5%
0.84%
-0.1%
Q3 2020$9,869,000
+6.1%
95,115
+1.1%
0.84%
+2.7%
Q2 2020$9,303,000
+20.9%
94,110
+6.4%
0.82%
+0.2%
Q1 2020$7,694,000
-39.6%
88,418
-16.8%
0.82%
-27.8%
Q4 2019$12,743,000
+5.8%
106,332
-0.1%
1.14%
-7.4%
Q3 2019$12,050,000
+1.3%
106,461
-0.2%
1.23%
-3.1%
Q2 2019$11,900,000
+6.7%
106,636
+3.3%
1.27%
+0.7%
Q1 2019$11,156,000
+20.2%
103,194
+7.9%
1.26%
-6.1%
Q4 2018$9,285,00095,6311.34%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q2 2020
NameSharesValueWeighting ↓
Balentine LLC 14,779,311$1,075,934,00036.52%
Crestone Asset Management LLC 936,584$68,183,00014.26%
Hapanowicz & Associates Financial Services, Inc 419,756$30,558,00014.00%
WestHill Financial Advisors, Inc. 617,203$44,932,00012.96%
Adventist Health System/ West 692,800$50,436,0009.52%
Pegasus Partners Ltd. 740,800$53,930,0009.44%
Windward Private Wealth Management Inc. 286,985$20,893,0008.63%
RFG HOLDINGS, INC. 145,562$10,597,0006.58%
Sound Financial Strategies Group, LLC 163,180$11,880,0006.56%
Aaron Wealth Advisors LLC 33,799,802$464,283,0006.42%
View complete list of VANGUARD SCOTTSDALE FDS shareholders