MISSION WEALTH MANAGEMENT, LP - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VCIT and the CUSIP is 92206C870. A total of 915 filers reported holding VANGUARD SCOTTSDALE FDS in Q2 2023. The put-call ratio across all filers is 0.89 and the average weighting 1.0%.

Quarter-by-quarter ownership
MISSION WEALTH MANAGEMENT, LP ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$597,735
+25.9%
7,867
+31.0%
0.02%
+22.2%
Q2 2023$474,655
-17.7%
6,006
-16.5%
0.02%
-25.0%
Q1 2023$576,702
+20.0%
7,189
+15.9%
0.02%
+4.3%
Q4 2022$480,717
+76.7%
6,202
+72.8%
0.02%
+64.3%
Q3 2022$272,000
-5.6%
3,589
-0.1%
0.01%
-6.7%
Q2 2022$288,000
-22.2%
3,594
-9.8%
0.02%
-11.8%
Q4 2021$370,000
-12.7%
3,984
-11.2%
0.02%
-22.7%
Q3 2021$424,000
-0.2%
4,487
+0.3%
0.02%
-4.3%
Q2 2021$425,000
+2.2%
4,4730.0%0.02%
-4.2%
Q1 2021$416,000
+20.9%
4,473
+26.4%
0.02%
+9.1%
Q4 2020$344,000
+7.5%
3,540
+6.1%
0.02%
-8.3%
Q3 2020$320,000
-36.4%
3,336
-36.9%
0.02%
-44.2%
Q2 2020$503,000
+122.6%
5,291
+114.1%
0.04%
+95.5%
Q4 2019$226,000
+2.7%
2,471
+2.4%
0.02%
-8.3%
Q3 2019$220,000
+0.9%
2,413
-0.6%
0.02%0.0%
Q2 2019$218,000
+9.0%
2,428
+5.5%
0.02%
+4.3%
Q1 2019$200,0002,3020.02%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Bernicke Wealth Management, Ltd. 732,277$66,813,00038.67%
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 117,100$10,682,00028.01%
Bishop & Co Investment Management, LLC 304,288$27,763,00020.20%
AOZORA BANK, LTD. 1,900,000$173,356,00018.75%
Towerpoint Wealth, LLC 194,447$17,741,00012.05%
D. SCOTT NEAL, INC. 247,374$22,570,00011.63%
Resource Planning Group 215,635$19,675,00011.51%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 842,490$76,869,0009.31%
Creative Planning 27,909,355$2,546,449,0008.29%
Blue Chip Partners, LLC 404,271$36,886,0007.80%
View complete list of VANGUARD SCOTTSDALE FDS shareholders