Integrated Wealth Concepts LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VONV and the CUSIP is 92206C714. A total of 338 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
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 Q3 2023
NameSharesValueWeighting ↓
Balentine LLC 14,779,311$1,075,934,00036.52%
Crestone Asset Management LLC 936,584$68,183,00014.26%
Hapanowicz & Associates Financial Services, Inc 419,756$30,558,00014.00%
WestHill Financial Advisors, Inc. 617,203$44,932,00012.96%
Adventist Health System/ West 692,800$50,436,0009.52%
Pegasus Partners Ltd. 740,800$53,930,0009.44%
Windward Private Wealth Management Inc. 286,985$20,893,0008.63%
RFG HOLDINGS, INC. 145,562$10,597,0006.58%
Sound Financial Strategies Group, LLC 163,180$11,880,0006.56%
Aaron Wealth Advisors LLC 33,799,802$464,283,0006.42%
View complete list of VANGUARD SCOTTSDALE FDS shareholders