Pensionmark Financial Group, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VTHR and the CUSIP is 92206C599. A total of 141 filers reported holding VANGUARD SCOTTSDALE FDS in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Pensionmark Financial Group, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$10,464,783
-7.6%
54,867
-4.4%
2.07%
-5.4%
Q2 2023$11,329,484
-12.2%
57,379
-18.5%
2.19%
-18.5%
Q1 2023$12,905,237
+6.1%
70,405
-0.6%
2.69%
-3.6%
Q4 2022$12,161,789
+6.6%
70,811
+0.4%
2.79%
+3.0%
Q3 2022$11,404,000
-10.0%
70,504
+3.8%
2.71%
+1.7%
Q2 2022$12,675,000
+16.8%
67,923
+27.6%
2.66%
+18.1%
Q1 2022$10,856,000
+1884.6%
53,232
+1878.1%
2.25%
+1877.2%
Q4 2021$547,0002,6910.11%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Cliffwater LLC 105,409$19,321,4856.18%
Wealthstream Advisors, Inc. 26,196$4,801,7042.87%
DB Fitzpatrick & Co, Inc 13,895$2,546,9532.76%
Pensionmark Financial Group, LLC 70,405$12,905,2372.69%
Diversified Portfolios, Inc. 52,572$9,636,4482.14%
Evensky & Katz LLC 140,620$25,7762.08%
Family Firm, Inc. 39,853$7,305,0292.02%
HC Advisors, LLC 8,975$1,645,1181.02%
Tolleson Wealth Management, Inc. 16,701$3,0610.79%
ADIRONDACK TRUST CO 8,000$1,466,3980.74%
View complete list of VANGUARD SCOTTSDALE FDS shareholders