Dynamic Advisor Solutions LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VGSH and the CUSIP is 92206C102. A total of 846 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2023. The put-call ratio across all filers is 2.68 and the average weighting 1.1%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q2 2024$3,711,937
+1.8%
64,010
+1.9%
0.12%
-4.9%
Q1 2024$3,645,992
+24.2%
62,786
+24.5%
0.12%
+12.8%
Q4 2023$2,936,172
+558.2%
50,441
+551.3%
0.11%
+419.0%
Q3 2023$446,087
-0.5%
7,745
-0.3%
0.02%
-8.7%
Q2 2023$448,334
-27.8%
7,766
-26.8%
0.02%
-36.1%
Q1 2023$621,136
+73.2%
10,610
+71.1%
0.04%
+50.0%
Q4 2022$358,560
+12.8%
6,201
+12.7%
0.02%0.0%
Q3 2022$318,000
+18.7%
5,501
+20.7%
0.02%
+14.3%
Q2 2022$268,000
+16.0%
4,557
+21.1%
0.02%0.0%
Q1 2021$231,000
-0.4%
3,7630.0%0.02%
-4.5%
Q4 2020$232,000
-0.9%
3,7630.0%0.02%
-18.5%
Q3 2020$234,000
-78.7%
3,763
-79.4%
0.03%
-87.0%
Q1 2019$1,101,000
+14.0%
18,227
+13.4%
0.21%
+1.5%
Q4 2018$966,000
+67.4%
16,070
+66.4%
0.20%
+70.8%
Q3 2018$577,000
+99.7%
9,660
+100.6%
0.12%
+81.8%
Q2 2018$289,0004,8160.07%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Alta Advisers Ltd 1,085,258$66,667,00047.79%
Cornerstone Wealth Advisors, Inc. 1,177,128$72,276,00025.35%
KEYSTONE WEALTH PARTNERS 497,463$30,559,00018.23%
Titan Manages, LLC 251,108$15,448,00016.09%
WIT, LLC 12,528,896$769,650,00015.44%
Safir Wealth Advisors, LLC 279,684$17,181,00014.58%
Cordant, Inc. 366,393$22,508,00014.24%
Defender Capital, LLC. 672,647$41,320,00013.73%
Strategic Wealth Investment Group, LLC 585,718$35,981,00012.75%
Northwest Quadrant Wealth Management, LLC 685,058$42,083,00012.12%
View complete list of VANGUARD SCOTTSDALE FDS shareholders