Synergy Asset Management, LLC - 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
Synergy Asset Management, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$838,656
+34.0%
14,560
+34.3%
0.17%
+7.1%
Q2 2023$625,908
-19.5%
10,842
-18.4%
0.16%
-16.7%
Q1 2023$777,821
-44.2%
13,287
-44.9%
0.19%
-47.9%
Q4 2022$1,394,619
+37.9%
24,120
+37.8%
0.36%
+30.8%
Q3 2022$1,011,00017,4980.27%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Gitterman Wealth Management, LLC 1,624,624$93,578,45544.38%
WIT, LLC 16,140$929,674,94426.93%
INSIGHT 2811, INC. 797,765$45,951,32126.09%
Defender Capital, LLC. 1,132,145$65,211,55223.61%
Alta Advisers Ltd 682,317$39,301,45922.77%
Cornerstone Wealth Advisors, Inc. 1,100,703$63,400,49322.35%
Magnolia Wealth Management, LLC 308,592$17,774,92216.54%
Cordant, Inc. 404,524$23,300,58915.40%
Chemistry Wealth Management LLC 801,181$46,148,04415.24%
Five Oceans Advisors 389,433$22,431,31314.39%
View complete list of VANGUARD SCOTTSDALE FDS shareholders