Bernardo Wealth Planning LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VONG and the CUSIP is 92206C680. A total of 459 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.8%.

Quarter-by-quarter ownership
Bernardo Wealth Planning LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$12,115,588
-2.1%
177,025
+1.2%
4.79%
-2.9%
Q2 2023$12,374,141
+8.8%
174,874
-3.3%
4.93%
+1.0%
Q1 2023$11,373,864
+17.8%
180,853
+3.3%
4.88%
+8.2%
Q4 2022$9,652,695
+47.4%
175,121
+49.9%
4.51%
+21.8%
Q3 2022$6,549,000
+4.1%
116,792
+4.5%
3.71%
+3.1%
Q2 2022$6,290,000
-7.1%
111,775
+17.8%
3.59%
+6.8%
Q1 2022$6,773,000
+1.0%
94,921
+11.2%
3.36%
+2.7%
Q4 2021$6,703,000
+361.3%
85,357
+313.9%
3.27%
+287.9%
Q3 2021$1,453,000
+1.7%
20,622
+0.7%
0.84%
-1.6%
Q2 2021$1,429,000
+14.6%
20,477
+310.5%
0.86%
+8.2%
Q1 2021$1,247,000
-0.1%
4,988
-1.0%
0.79%
+64.9%
Q4 2020$1,248,000
+7.3%
5,037
-3.5%
0.48%
-8.0%
Q3 2020$1,163,000
+10.6%
5,220
-2.2%
0.52%
-7.3%
Q2 2020$1,052,000
+6.2%
5,336
-16.7%
0.56%
-18.0%
Q1 2020$991,000
-74.5%
6,408
-70.2%
0.69%
-70.8%
Q4 2019$3,884,000
+6.5%
21,468
-3.3%
2.36%
-10.8%
Q3 2019$3,646,000
-1.6%
22,211
-2.8%
2.64%
-9.0%
Q2 2019$3,707,000
+4.6%
22,846
+0.2%
2.90%
+3.4%
Q1 2019$3,544,000
+20.4%
22,794
+4.1%
2.81%
+7.8%
Q4 2018$2,944,00021,8932.60%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q3 2023
NameSharesValueWeighting ↓
LPWM LLC 132,338$32,795,00024.48%
WestHill Financial Advisors, Inc. 142,794$35,386,00013.93%
CITIZENS & NORTHERN CORP 116,577$28,889,00012.72%
Hoover Financial Advisors, Inc. 194,243$47,863,00011.94%
Hapanowicz & Associates Financial Services, Inc 87,762$21,748,00011.27%
LVW Advisors, LLC 177,999$44,110,0008.85%
Windward Private Wealth Management Inc. 74,009$18,340,0008.57%
Aaron Wealth Advisors LLC 81,059$20,087,0007.36%
Wealth Dimensions Group, Ltd. 28,626$7,094,0006.12%
CAROLINAS WEALTH CONSULTING LLC 86,348$21,398,0005.76%
View complete list of VANGUARD SCOTTSDALE FDS shareholders