Geneos Wealth Management Inc. - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is BNDW and the CUSIP is 92206C565. A total of 1 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$813,461
+160.5%
12,262
+168.7%
0.04%
+162.5%
Q2 2023$312,269
-2.3%
4,564
-1.5%
0.02%
-15.8%
Q1 2023$319,653
-15.4%
4,634
-3.9%
0.02%
+35.7%
Q4 2021$378,000
+3.3%
4,824
+5.2%
0.01%0.0%
Q3 2021$366,0004,5850.01%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q4 2023
NameSharesValueWeighting ↓
LIBRA WEALTH LLC 687,099$45,547,00026.10%
MONEYWISE, INC. 79,959$5,927,0003.90%
Professional Financial Advisors, LLC 103,784$7,693,0003.32%
Charter Oak Capital Management, LLC 217,679$16,136,0001.97%
Destiny Wealth Partners, LLC 115,330$8,549,0001.66%
Chico Wealth RIA 22,302$1,653,0001.32%
Visionary Wealth Advisors 107,600$7,976,0000.64%
Wealthstream Advisors, Inc. 9,726$721,0000.63%
Retirement Planning Group, LLC 61,966$4,593,0000.50%
Secure Asset Management, LLC 13,392$993,0000.45%
View complete list of VANGUARD SCOTTSDALE FDS shareholders