WealthPLAN Partners, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VTWO and the CUSIP is 92206C664. A total of 260 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2020. The put-call ratio across all filers is 0.85 and the average weighting 0.4%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q1 2023$266,844
-7.2%
3,7020.0%0.03%
+50.0%
Q4 2022$287,649
-22.5%
3,702
-25.5%
0.02%
-23.1%
Q1 2022$371,000
+6.3%
4,971
+15.6%
0.03%
+13.0%
Q4 2021$349,000
-34.6%
4,302
-27.1%
0.02%
-36.1%
Q3 2021$534,000
-3.4%
5,902
-3.7%
0.04%
-7.7%
Q2 2021$553,000
+0.2%
6,128
+0.0%
0.04%
-9.3%
Q1 2021$552,000
-9.4%
6,126
+77.3%
0.04%
-17.3%
Q4 2020$609,000
+30.4%
3,455
+1.5%
0.05%
+13.0%
Q3 2020$467,000
+8.1%
3,405
-0.2%
0.05%
+2.2%
Q2 2020$432,0003,4130.04%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q4 2020
NameSharesValueWeighting ↓
S. R. Schill & Associates 190,327$13,596,9916.60%
Independent Order of Foresters 92,033$6,574,8384.69%
RED CEDAR INVESTMENT MANAGEMENT, LLC 356,893$25,496,4183.90%
Venturi Wealth Management, LLC 677,032$48,367,1693.80%
Fusion Capital, LLC 88,753$6,340,5123.57%
Simplicity Wealth,LLC 55,444$3,960,9442.32%
Kingdom Financial Group LLC. 32,968$2,355,2032.22%
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 510,000$28,310,1002.17%
Allegiance Financial Group Advisory Services LLC 48,246$3,446,6831.94%
Global Strategic Investment Solutions, LLC 202,106$14,438,4381.86%
View complete list of VANGUARD SCOTTSDALE FDS shareholders