KCS Wealth Advisory - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VGSH and the CUSIP is 92206C102. A total of 791 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2023. The put-call ratio across all filers is 0.99 and the average weighting 1.3%.

Quarter-by-quarter ownership
KCS Wealth Advisory ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$11,698,532
-12.9%
203,100
-12.7%
4.99%
+7.1%
Q2 2023$13,437,605
+19.5%
232,766
+21.2%
4.66%
+9.4%
Q1 2023$11,246,254
+18.5%
192,112
+17.1%
4.25%
+7.9%
Q4 2022$9,489,374
+60.3%
164,119
+60.3%
3.94%
+44.4%
Q3 2022$5,918,000
+23.1%
102,406
+25.4%
2.73%
+27.7%
Q2 2022$4,807,000
-9.0%
81,670
-8.3%
2.14%
-12.5%
Q1 2022$5,281,000
+41.0%
89,110
+44.7%
2.44%
+62.5%
Q4 2021$3,745,000
+17.5%
61,573
+18.6%
1.50%
-0.3%
Q3 2021$3,188,000
+43.3%
51,919
+43.4%
1.51%
+43.9%
Q2 2021$2,224,000
+488.4%
36,208
+489.9%
1.05%
+436.9%
Q1 2021$378,000
+42.6%
6,138
+42.9%
0.20%
+11.4%
Q4 2020$265,0004,2940.18%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Alta Advisers Ltd 1,044,939$64,170,00051.93%
WIT, LLC 22,191,599$1,362,786,00027.17%
Cornerstone Wealth Advisors, Inc. 1,214,460$74,580,00026.10%
Sanctuary Wealth Management, L.L.C. 281,147$17,265,00019.22%
KEYSTONE WEALTH PARTNERS 536,128$32,924,00018.15%
Cordant, Inc. 415,167$25,495,00015.51%
Safir Wealth Advisors, LLC 284,589$17,477,00014.62%
Defender Capital, LLC. 714,557$43,881,00014.27%
Titan Capital Management, LLC /TX 238,504$14,647,00013.12%
Northwest Quadrant Wealth Management, LLC 679,769$41,738,00011.96%
View complete list of VANGUARD SCOTTSDALE FDS shareholders