Newport Wealth Strategies, Inc. - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VCIT and the CUSIP is 92206C870. A total of 840 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2021. The put-call ratio across all filers is 0.91 and the average weighting 0.8%.

Quarter-by-quarter ownership
Newport Wealth Strategies, Inc. ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2021$901,000
-22.3%
9,540
-21.8%
0.54%
-18.7%
Q2 2021$1,159,000
-9.7%
12,195
-11.6%
0.67%
-15.8%
Q1 2021$1,283,000
-57.5%
13,795
-56.2%
0.80%
-64.8%
Q4 2020$3,019,000
-0.1%
31,5170.0%2.26%
+0.5%
Q3 2020$3,021,000
+3.1%
31,517
+2.3%
2.25%
-15.9%
Q2 2020$2,930,000
+176.4%
30,797
+163.2%
2.67%
+168.1%
Q1 2020$1,060,000
+97.4%
11,700
+99.7%
1.00%
+155.6%
Q4 2019$537,000
+76.6%
5,860
+76.0%
0.39%
+40.8%
Q3 2019$304,0003,3300.28%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Bernicke Wealth Management, Ltd. 732,277$66,813,00038.67%
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 117,100$10,682,00028.01%
Bishop & Co Investment Management, LLC 304,288$27,763,00020.20%
AOZORA BANK, LTD. 1,900,000$173,356,00018.75%
Towerpoint Wealth, LLC 194,447$17,741,00012.05%
D. SCOTT NEAL, INC. 247,374$22,570,00011.63%
Resource Planning Group 215,635$19,675,00011.51%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 842,490$76,869,0009.31%
Creative Planning 27,909,355$2,546,449,0008.29%
Blue Chip Partners, LLC 404,271$36,886,0007.80%
View complete list of VANGUARD SCOTTSDALE FDS shareholders