LIBERTY WEALTH MANAGEMENT LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VTWO and the CUSIP is 92206C664. A total of 395 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2023. The put-call ratio across all filers is 1.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2021$8,000
+60.0%
84
-48.1%
0.00%
+50.0%
Q2 2021$5,000
+66.7%
162
+671.4%
0.00%
+100.0%
Q1 2021$3,0000.0%210.0%0.00%0.0%
Q4 2020$3,0000.0%21
-19.2%
0.00%
-50.0%
Q3 2020$3,0000.0%260.0%0.00%0.0%
Q2 2020$3,000
+50.0%
260.0%0.00%0.0%
Q1 2020$2,000
-33.3%
260.0%0.00%0.0%
Q4 2019$3,000
-25.0%
26
-18.8%
0.00%
-50.0%
Q3 2019$4,0000.0%320.0%0.00%0.0%
Q2 2019$4,000
+33.3%
320.0%0.00%
+100.0%
Q1 2019$3,0000.0%320.0%0.00%0.0%
Q4 2018$3,000320.00%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q3 2023
NameSharesValueWeighting ↓
S. R. Schill & Associates 190,327$13,596,9916.60%
Independent Order of Foresters 92,033$6,574,8384.69%
RED CEDAR INVESTMENT MANAGEMENT, LLC 356,893$25,496,4183.90%
Venturi Wealth Management, LLC 677,032$48,367,1693.80%
Fusion Capital, LLC 88,753$6,340,5123.57%
Simplicity Wealth,LLC 55,444$3,960,9442.32%
Kingdom Financial Group LLC. 32,968$2,355,2032.22%
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 510,000$28,310,1002.17%
Allegiance Financial Group Advisory Services LLC 48,246$3,446,6831.94%
Global Strategic Investment Solutions, LLC 202,106$14,438,4381.86%
View complete list of VANGUARD SCOTTSDALE FDS shareholders