Pensionmark Financial Group, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VTWV and the CUSIP is 92206C649. A total of 144 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Pensionmark Financial Group, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2022$608,000
-13.5%
5,3360.0%0.14%
-2.7%
Q2 2022$703,000
-5.0%
5,336
+1.8%
0.15%
-3.9%
Q1 2022$740,000
+2.5%
5,243
+0.1%
0.15%
+2.0%
Q4 2021$722,000
+10.1%
5,237
+12.7%
0.15%
+2.0%
Q3 2021$656,000
+75.9%
4,648
+81.7%
0.15%
+74.1%
Q2 2021$373,000
+7.2%
2,558
+3.9%
0.08%
+1.2%
Q1 2021$348,000
+20.4%
2,462
+13.7%
0.08%
+15.1%
Q4 2020$289,0002,1650.07%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Crestone Asset Management LLC 167,365$19,942,0004.69%
Mercer Investments LLC 8,873$1,057,0002.11%
WestHill Financial Advisors, Inc. 45,588$5,432,0001.79%
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 12,972$1,546,0001.34%
Relaxing Retirement Coach 20,025$2,386,0001.20%
IVC Wealth Advisors LLC 12,621$1,504,0001.16%
Sargent Bickham Lagudis LLC 112,683$13,427,0001.16%
Centered Wealth LLC dba Miller Equity Capital Advisors 11,250$1,340,0001.14%
Wealth Dimensions Group, Ltd. 18,171$2,165,0001.03%
RED CEDAR INVESTMENT MANAGEMENT, LLC 40,408$4,815,0000.79%
View complete list of VANGUARD SCOTTSDALE FDS shareholders