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

VANGUARD SCOTTSDALE FDS's ticker is VGIT and the CUSIP is 92206C706. A total of 401 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

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 Q1 2022
NameSharesValueWeighting ↓
Gitterman Wealth Management, LLC 970,654$56,586,00058.33%
LIBRA WEALTH LLC 451,848$26,348,00016.96%
First Affirmative Financial Network 178,545$10,411,00013.25%
Nova R Wealth, Inc. 277,533$16,183,00013.18%
Jordan Park Group LLC 2,891,926$168,628,00013.06%
Tri-Star Advisors Inc. 435,712$25,271,00012.85%
McCarthy Grittinger Financial Group, LLC 497,961$29,036,08712.64%
SINECERA CAPITAL, LLC 204,322$8,722,00010.27%
Edgehill Endowment Partners, LLC 667,618$38,929,00010.01%
Whelan Financial 227,906$13,289,0009.14%
View complete list of VANGUARD SCOTTSDALE FDS shareholders