Integrated Wealth Concepts LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VTWO and the CUSIP is 92206C664. A total of 260 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2020. The put-call ratio across all filers is 0.85 and the average weighting 0.4%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$297,641
+5.3%
4,166
+11.5%
0.01%0.0%
Q2 2023$282,603
+112044.0%
3,737
+6.7%
0.01%0.0%
Q1 2023$252
-1.2%
3,503
-3.4%
0.01%
-28.6%
Q4 2022$255
-99.9%
3,627
-0.7%
0.01%
-12.5%
Q3 2022$243,000
-2.8%
3,651
-0.2%
0.01%0.0%
Q2 2022$250,000
-22.1%
3,658
-5.5%
0.01%
-20.0%
Q1 2022$321,000
-7.0%
3,870
+0.6%
0.01%0.0%
Q4 2021$345,000
-1.1%
3,846
-2.5%
0.01%
-9.1%
Q3 2021$349,000
-4.1%
3,943
+0.3%
0.01%
-15.4%
Q2 2021$364,000
+11.7%
3,932
+114.7%
0.01%0.0%
Q1 2021$326,000
+3.2%
1,831
-8.2%
0.01%
-13.3%
Q4 2020$316,000
+32.2%
1,994
+0.8%
0.02%0.0%
Q3 2020$239,000
-42.3%
1,978
-44.9%
0.02%
-50.0%
Q2 2020$414,000
+3.8%
3,589
-17.0%
0.03%
-18.9%
Q1 2020$399,000
+79.7%
4,324
+159.5%
0.04%
+94.7%
Q4 2019$222,000
+7.8%
1,666
-1.7%
0.02%
-17.4%
Q3 2019$206,0001,6950.02%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q4 2020
NameSharesValueWeighting ↓
S. R. Schill & Associates 190,327$13,596,9916.60%
Independent Order of Foresters 92,033$6,574,8384.69%
RED CEDAR INVESTMENT MANAGEMENT, LLC 356,893$25,496,4183.90%
Venturi Wealth Management, LLC 677,032$48,367,1693.80%
Fusion Capital, LLC 88,753$6,340,5123.57%
Simplicity Wealth,LLC 55,444$3,960,9442.32%
Kingdom Financial Group LLC. 32,968$2,355,2032.22%
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 510,000$28,310,1002.17%
Allegiance Financial Group Advisory Services LLC 48,246$3,446,6831.94%
Global Strategic Investment Solutions, LLC 202,106$14,438,4381.86%
View complete list of VANGUARD SCOTTSDALE FDS shareholders