Sugarloaf Wealth Management, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is BNDW and the CUSIP is 92206C565. A total of 45 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$3,285
-2.4%
50
+2.0%
0.00%0.0%
Q2 2023$3,366
-0.2%
49
+2.1%
0.00%0.0%
Q1 2023$3,374
+3.2%
48
-2.0%
0.00%0.0%
Q4 2022$3,268
-18.3%
490.0%0.00%0.0%
Q3 2022$4,000
+33.3%
490.0%0.00%0.0%
Q2 2022$3,000
-25.0%
49
+2.1%
0.00%0.0%
Q1 2022$4,000
-20.0%
48
-29.4%
0.00%0.0%
Q4 2021$5,000
-58.3%
68
-53.7%
0.00%
-66.7%
Q3 2021$12,0000.0%147
+0.7%
0.00%0.0%
Q2 2021$12,000
-72.7%
146
-73.8%
0.00%
-76.9%
Q1 2021$44,000
-44.3%
557
-42.1%
0.01%
-50.0%
Q4 2020$79,000
-24.8%
962
-25.4%
0.03%
-31.6%
Q3 2020$105,000
-14.6%
1,289
-14.7%
0.04%
-19.1%
Q2 2020$123,000
-19.6%
1,511
-21.5%
0.05%
-30.9%
Q1 2020$153,0001,9260.07%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q3 2020
NameSharesValueWeighting ↓
LIBRA WEALTH LLC 687,099$45,547,00026.10%
MONEYWISE, INC. 79,959$5,927,0003.90%
Professional Financial Advisors, LLC 103,784$7,693,0003.32%
Charter Oak Capital Management, LLC 217,679$16,136,0001.97%
Destiny Wealth Partners, LLC 115,330$8,549,0001.66%
Chico Wealth RIA 22,302$1,653,0001.32%
Visionary Wealth Advisors 107,600$7,976,0000.64%
Wealthstream Advisors, Inc. 9,726$721,0000.63%
Retirement Planning Group, LLC 61,966$4,593,0000.50%
Secure Asset Management, LLC 13,392$993,0000.45%
View complete list of VANGUARD SCOTTSDALE FDS shareholders