Integrated Wealth Concepts LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 488 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2022. The put-call ratio across all filers is 1.97 and the average weighting 0.6%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$251,814
-9.0%
5,752
-4.4%
0.00%
-20.0%
Q2 2023$276,633
+97996.8%
6,015
-0.8%
0.01%
-16.7%
Q1 2023$282
-3.1%
6,063
-5.3%
0.01%
-25.0%
Q4 2022$291
-99.9%
6,403
-19.8%
0.01%
-33.3%
Q3 2022$360,000
-10.0%
7,979
-4.6%
0.01%0.0%
Q2 2022$400,000
+17.0%
8,366
+22.4%
0.01%
+20.0%
Q1 2022$342,000
-20.1%
6,833
-15.6%
0.01%
-23.1%
Q4 2021$428,000
+1.4%
8,094
+2.2%
0.01%
-7.1%
Q3 2021$422,000
-6.4%
7,923
-6.3%
0.01%
-12.5%
Q2 2021$451,000
+9.5%
8,460
+9.7%
0.02%
-5.9%
Q1 2021$412,000
-26.0%
7,712
-25.2%
0.02%
-34.6%
Q4 2020$557,000
+28.9%
10,304
+29.5%
0.03%
-3.7%
Q3 2020$432,000
-6.5%
7,957
-6.4%
0.03%
-18.2%
Q2 2020$462,000
+10.5%
8,503
+10.8%
0.03%
-15.4%
Q1 2020$418,000
+9.7%
7,675
+7.1%
0.04%
+21.9%
Q4 2019$381,000
-1.3%
7,166
-1.1%
0.03%
-25.6%
Q3 2019$386,000
+8.4%
7,248
-16.2%
0.04%
-8.5%
Q2 2019$356,000
-16.2%
8,654
+6.6%
0.05%
-34.7%
Q1 2019$425,000
-5.3%
8,115
-7.0%
0.07%
-41.0%
Q4 2018$449,000
+100.4%
8,722
+97.7%
0.12%
+79.4%
Q3 2018$224,000
-30.7%
4,412
+50.9%
0.07%
-38.2%
Q2 2018$323,000
+55.3%
2,924
-27.6%
0.11%
+32.5%
Q1 2018$208,000
+3.5%
4,041
+5.2%
0.08%
-3.5%
Q4 2017$201,0003,8420.09%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Garrison Point Capital, LLC 1,000,000$54,370,00036.20%
AlphaCentric Advisors LLC 1,000,000$54,370,00030.66%
OneAscent Financial Services LLC 273,774$14,885,0009.96%
FINANCIAL LIFE ADVISORS 292,798$15,919,0009.41%
Financial Insights, Inc. 23,284$8,451,0007.50%
Acropolis Investment Management, LLC 969,092$52,690,0006.96%
MATHER GROUP, LLC. 2,699,251$146,758,0006.72%
Executive Wealth Management, LLC 799,939$43,492,0006.54%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 726,546$39,502,0006.45%
Ally Invest Advisors Inc. 371,444$20,195,0006.25%
View complete list of VANGUARD SCOTTSDALE FDS shareholders