MISSION WEALTH MANAGEMENT, LP - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VGSH and the CUSIP is 92206C102. A total of 797 filers reported holding VANGUARD SCOTTSDALE FDS in Q2 2023. The put-call ratio across all filers is 0.04 and the average weighting 1.3%.

Quarter-by-quarter ownership
MISSION WEALTH MANAGEMENT, LP ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q1 2024$419,440
-14.4%
7,223
-14.0%
0.01%
-31.2%
Q4 2023$490,031
-48.0%
8,401
-48.6%
0.02%
-54.3%
Q3 2023$941,991
-36.6%
16,354
-36.5%
0.04%
-37.5%
Q2 2023$1,486,433
-24.1%
25,748
-23.1%
0.06%
-31.7%
Q1 2023$1,959,536
-97.0%
33,473
-97.1%
0.08%
-97.4%
Q4 2022$66,191,2491,144,7813.17%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q2 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