Connecticut Wealth Management, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 521 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2023. The put-call ratio across all filers is 1.29 and the average weighting 0.7%.

Quarter-by-quarter ownership
Connecticut Wealth Management, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$14,384,222
+75.6%
328,557
+84.5%
0.98%
+72.6%
Q2 2023$8,189,619
+3.0%
178,074
+4.3%
0.57%
-5.3%
Q1 2023$7,951,365
-18.6%
170,813
-20.4%
0.60%
-27.4%
Q4 2022$9,764,611
+68.8%
214,513
+67.2%
0.83%
+53.6%
Q3 2022$5,784,000
-9.8%
128,267
-4.4%
0.54%
-3.9%
Q2 2022$6,412,000
+88.6%
134,122
+97.6%
0.56%
+115.8%
Q1 2022$3,400,000
+1187.9%
67,872
+1256.9%
0.26%
+1200.0%
Q4 2021$264,000
+6.5%
5,002
+4.0%
0.02%
-81.5%
Q4 2018$248,0004,8080.11%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Garrison Point Capital, LLC 1,322,000$69,854,00026.44%
AlphaCentric Advisors LLC 1,322,000$69,854,00020.36%
Whitcomb & Hess, Inc. 848,294$43,322,00017.02%
Summit Wealth Group, LLC 179,578$9,489,00010.81%
Windward Private Wealth Management Inc. 397,371$20,997,0008.10%
Bell Investment Advisors, Inc 552,316$29,184,0008.01%
FINANCIAL LIFE ADVISORS 378,521$20,001,0007.88%
Wavelength Capital Management, LLC 177,168$9,362,0007.33%
Verdad Advisers, LP 193,000$10,198,0006.91%
Acropolis Investment Management, LLC 1,329,179$70,234,0006.31%
View complete list of VANGUARD SCOTTSDALE FDS shareholders