EverSource Wealth Advisors, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 488 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2022. The put-call ratio across all filers is 1.97 and the average weighting 0.6%.

Quarter-by-quarter ownership
EverSource Wealth Advisors, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$8,308,881
+8.0%
189,787
+13.4%
0.88%
+3.9%
Q2 2023$7,695,225
+3.5%
167,324
+4.7%
0.85%
-8.4%
Q1 2023$7,436,821
+14.3%
159,760
+11.7%
0.93%
-6.1%
Q4 2022$6,508,732
+16.9%
142,986
+15.8%
0.99%
-22.7%
Q3 2022$5,568,000
+2.9%
123,476
+9.1%
1.28%
-8.6%
Q2 2022$5,411,000
-12.8%
113,178
-8.6%
1.40%
-11.4%
Q1 2022$6,205,000
-9.3%
123,843
-4.4%
1.57%
-17.9%
Q4 2021$6,845,000129,5501.92%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q3 2022
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