Sequoia Financial Advisors, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VONE and the CUSIP is 92206C730. A total of 235 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.7%.

Quarter-by-quarter ownership
Sequoia Financial Advisors, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$414,821
+12.4%
2,131
+16.4%
0.01%
+16.7%
Q2 2023$369,057
+8.2%
1,8310.0%0.01%
-25.0%
Q1 2023$341,171
-68.4%
1,831
-70.5%
0.01%
-70.4%
Q4 2022$1,080,935
+261.5%
6,203
+238.8%
0.03%
+200.0%
Q3 2022$299,000
-5.1%
1,8310.0%0.01%0.0%
Q2 2022$315,000
-30.9%
1,831
-16.8%
0.01%
-18.2%
Q1 2022$456,000
-5.4%
2,2020.0%0.01%
-15.4%
Q4 2021$482,000
+31.3%
2,202
+20.3%
0.01%
-64.9%
Q3 2021$367,000
-16.8%
1,831
-16.8%
0.04%
+131.2%
Q2 2021$441,000
+8.1%
2,2020.0%0.02%
-5.9%
Q1 2021$408,000
+5.7%
2,2020.0%0.02%
-5.6%
Q4 2020$386,000
+2.4%
2,202
-9.6%
0.02%
-10.0%
Q3 2020$377,000
+9.0%
2,4370.0%0.02%0.0%
Q2 2020$346,000
+43.0%
2,437
+18.0%
0.02%
+11.1%
Q1 2020$242,000
-10.4%
2,066
+12.8%
0.02%
+5.9%
Q4 2019$270,000
+8.4%
1,8310.0%0.02%
-5.6%
Q3 2019$249,000
+0.8%
1,8310.0%0.02%0.0%
Q2 2019$247,000
+3.8%
1,8310.0%0.02%
-10.0%
Q1 2019$238,000
+13.3%
1,8310.0%0.02%
-16.7%
Q4 2018$210,000
-13.9%
1,8310.0%0.02%0.0%
Q3 2018$244,000
+6.6%
1,8310.0%0.02%0.0%
Q2 2018$229,000
+3.2%
1,8310.0%0.02%
+4.3%
Q1 2018$222,0001,8310.02%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Austin Private Wealth, LLC 403,920$70,771,00020.48%
RED CEDAR INVESTMENT MANAGEMENT, LLC 737,489$129,215,00019.32%
DAIDO LIFE INSURANCE CO 1,242,472$217,917,00015.59%
Stegner Investment Associates Inc. 63,632$11,149,0009.45%
Waverly Advisors, LLC 298,555$55,042,0005.78%
Wealth CMT 40,742$7,138,0004.45%
Aaron Wealth Advisors LLC 64,107$11,232,0004.11%
NORTHSTAR INVESTMENT ADVISORS LLC 108,010$18,924,0002.95%
NEXT Financial Group, Inc 144,556$25,328,0002.43%
Royal Fund Management, LLC 54,280$9,510,0002.01%
View complete list of VANGUARD SCOTTSDALE FDS shareholders