Integrated Wealth Concepts LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VONV and the CUSIP is 92206C714. A total of 112 filers reported holding VANGUARD SCOTTSDALE FDS in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q2 2024$303,199
+26.7%
3,960
+30.1%
0.00%
+33.3%
Q1 2024$239,296
+9.7%
3,043
+1.2%
0.00%
-25.0%
Q4 2023$218,180
-25.2%
3,008
-31.3%
0.00%
-20.0%
Q3 2023$291,875
-1.0%
4,379
+2.8%
0.01%0.0%
Q2 2023$294,934
+43.2%
4,261
+50.2%
0.01%
-16.7%
Q1 2022$206,000
-75.2%
2,836
-66.2%
0.01%
-90.0%
Q2 2020$830,000
+13.5%
8,4000.0%0.06%
-11.8%
Q1 2020$731,000
-28.5%
8,400
-1.5%
0.07%
-20.9%
Q4 2019$1,022,000
+6.6%
8,5250.0%0.09%
-20.4%
Q3 2019$959,000
+39.6%
8,525
+34.2%
0.11%
-6.9%
Q1 2019$687,000
+10.3%
6,352
-1.1%
0.12%
-31.4%
Q4 2018$623,0006,4210.17%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q2 2019
NameSharesValueWeighting ↓
WestHill Financial Advisors, Inc. 277,069$36,831,00013.08%
Hapanowicz & Associates Financial Services, Inc 189,859$25,238,00012.00%
Crestone Asset Management LLC 277,220$36,851,0009.55%
Aaron Wealth Advisors LLC 162,099$21,547,0007.91%
Windward Private Wealth Management Inc. 126,055$16,756,0007.44%
Pegasus Partners Ltd. 245,904$32,688,0007.16%
RFG HOLDINGS, INC. 82,395$10,953,0006.86%
Hoover Financial Advisors, Inc. 447,594$31,349,0005.88%
CARY STREET PARTNERS ASSET MANAGEMENT LLC 150,355$19,987,0004.92%
Sound Financial Strategies Group, LLC 68,779$9,143,0004.68%
View complete list of VANGUARD SCOTTSDALE FDS shareholders