SUMMIT WEALTH & RETIREMENT PLANNING, INC. - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VGIT and the CUSIP is 92206C706. A total of 338 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
SUMMIT WEALTH & RETIREMENT PLANNING, INC. ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$3,007,119
-13.7%
52,618
-11.5%
1.21%
-11.7%
Q2 2023$3,485,812
-4.2%
59,424
-2.1%
1.37%
+0.7%
Q1 2023$3,638,733
+0.5%
60,686
-2.0%
1.36%
-7.5%
Q4 2022$3,619,854
-1.0%
61,899
-1.3%
1.47%
+1.2%
Q3 2022$3,656,000
-4.9%
62,706
-0.2%
1.46%
-1.4%
Q2 2022$3,843,000
-1.7%
62,836
+1.1%
1.48%
+6.8%
Q1 2022$3,909,000
-2.2%
62,131
+3.3%
1.38%
+1.1%
Q4 2021$3,997,000
+1.4%
60,128
+3.1%
1.37%
-5.3%
Q3 2021$3,941,000
+9.3%
58,348
+9.7%
1.44%
+8.1%
Q2 2021$3,606,000
-0.8%
53,175
-1.7%
1.33%
-1.3%
Q1 2021$3,636,000
-61.7%
54,079
-60.4%
1.35%
-62.5%
Q4 2020$9,492,000
+3.0%
136,735
+4.5%
3.60%
-9.1%
Q3 2020$9,220,000
+4.2%
130,818
+4.3%
3.96%
-4.6%
Q2 2020$8,850,000
+6.7%
125,414
+6.6%
4.15%
-6.4%
Q1 2020$8,298,000
+11.1%
117,619
+3.8%
4.44%
+33.4%
Q4 2019$7,466,000113,2953.32%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Mader & Shannon Wealth Management, Inc. 249,223$16,069,00014.41%
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 146,070$9,419,0007.12%
Choate Investment Advisors 1,708,925$110,191,0006.52%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 217,933$14,052,0006.50%
SCS Capital Management LLC 2,702,755$174,274,0006.48%
Deane Retirement Strategies, Inc. 212,710$13,718,0005.98%
NOTTINGHAM ADVISORS, INC. 580,175$37,907,0005.50%
PrairieView Partners, LLC 276,654$17,839,0004.58%
RiverFront Investment Group, LLC 2,743,474$176,899,0004.38%
USA FINANCIAL FORMULAS 104,864$6,762,0004.26%
View complete list of VANGUARD SCOTTSDALE FDS shareholders