WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VONE and the CUSIP is 92206C730. A total of 153 filers reported holding VANGUARD SCOTTSDALE FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$17,712,476
+18.0%
90,992
+22.2%
0.06%
-64.2%
Q2 2023$15,004,481
-9.1%
74,442
-15.9%
0.16%
-15.6%
Q1 2023$16,500,189
-10.3%
88,554
-11.9%
0.19%
-19.0%
Q4 2022$18,393,619
+4.5%
100,534
-5.2%
0.24%
-6.0%
Q3 2022$17,595,000
-14.9%
106,064
-9.1%
0.25%
-12.5%
Q2 2022$20,680,000
-21.3%
116,713
-7.0%
0.29%
-18.9%
Q1 2022$26,290,000
-9.7%
125,529
-11.6%
0.36%
-15.1%
Q4 2021$29,117,000
-9.8%
142,029
-6.4%
0.42%
-12.2%
Q3 2021$32,270,000
-7.5%
151,679
-12.0%
0.48%
-15.3%
Q2 2021$34,868,000
-2.3%
172,393
-8.2%
0.56%
-13.3%
Q1 2021$35,688,000
+4.1%
187,866
-3.2%
0.65%
-16.4%
Q4 2020$34,276,000
+1.9%
194,065
-5.8%
0.78%
-12.0%
Q3 2020$33,634,000
+4.0%
205,922
-4.1%
0.88%
-5.1%
Q2 2020$32,339,000
-7.8%
214,765
-20.2%
0.93%
-25.9%
Q1 2020$35,076,000269,2551.25%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Austin Private Wealth, LLC 460,603$92,249,00021.30%
DAIDO LIFE INSURANCE CO 1,242,472$248,917,00015.08%
RED CEDAR INVESTMENT MANAGEMENT, LLC 547,789$109,711,00014.57%
Stegner Investment Associates Inc. 63,632$12,744,0009.58%
Waverly Advisors, LLC 295,127$61,260,0005.65%
PRIVATE CAPITAL MANAGEMENT LLC 52,059$10,426,0004.78%
NORTHSTAR INVESTMENT ADVISORS LLC 144,047$29,446,0003.90%
NEXT Financial Group, Inc 130,626$26,162,0002.10%
Newport Wealth Strategies, Inc. 17,312$3,467,0002.00%
Royal Fund Management, LLC 58,716$11,759,0001.95%
View complete list of VANGUARD SCOTTSDALE FDS shareholders