WealthShield Partners, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VONE and the CUSIP is 92206C730. A total of 235 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.7%.

Quarter-by-quarter ownership
WealthShield Partners, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$391,072
-3.4%
2,009
+0.0%
0.06%
-3.3%
Q2 2023$404,732
+13.6%
2,008
+5.0%
0.06%
+7.0%
Q1 2023$356,263
+25.0%
1,912
+10.1%
0.06%0.0%
Q3 2022$285,000
-3.7%
1,737
+1.2%
0.06%
-3.4%
Q2 2022$296,000
-17.1%
1,717
-0.3%
0.06%
+3.5%
Q1 2022$357,000
-15.0%
1,723
-10.2%
0.06%
-18.6%
Q4 2021$420,000
-3.4%
1,919
-11.6%
0.07%
-39.7%
Q3 2021$435,000
-71.7%
2,171
-71.7%
0.12%
-51.9%
Q2 2021$1,536,000
+3.6%
7,669
-4.2%
0.24%
-9.4%
Q1 2021$1,482,000
+28.9%
8,002
+22.0%
0.27%
+25.5%
Q4 2020$1,150,000
+197.9%
6,560
+163.2%
0.21%
+57.0%
Q3 2020$386,000
+9.3%
2,492
+0.2%
0.14%
-16.7%
Q2 2020$353,000
-7.1%
2,487
-23.2%
0.16%
-30.2%
Q1 2020$380,000
-28.3%
3,239
-9.9%
0.23%
-10.1%
Q4 2019$530,000
+15.0%
3,594
+6.0%
0.26%
+5.7%
Q3 2019$461,000
+10.0%
3,392
+9.1%
0.24%
+0.4%
Q2 2019$419,000
+46.0%
3,110
+40.7%
0.24%
+51.9%
Q1 2019$287,0002,2100.16%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Austin Private Wealth, LLC 460,603$92,249,00021.30%
DAIDO LIFE INSURANCE CO 1,242,472$248,917,00015.08%
RED CEDAR INVESTMENT MANAGEMENT, LLC 547,789$109,711,00014.57%
Stegner Investment Associates Inc. 63,632$12,744,0009.58%
Waverly Advisors, LLC 295,127$61,260,0005.65%
PRIVATE CAPITAL MANAGEMENT LLC 52,059$10,426,0004.78%
NORTHSTAR INVESTMENT ADVISORS LLC 144,047$29,446,0003.90%
NEXT Financial Group, Inc 130,626$26,162,0002.10%
Newport Wealth Strategies, Inc. 17,312$3,467,0002.00%
Royal Fund Management, LLC 58,716$11,759,0001.95%
View complete list of VANGUARD SCOTTSDALE FDS shareholders