GREAT VALLEY ADVISOR GROUP, INC. - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VTHR and the CUSIP is 92206C599. A total of 138 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
GREAT VALLEY ADVISOR GROUP, INC. ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$619,491
-3.4%
3,2480.0%0.03%
-3.7%
Q2 2023$641,318
+7.7%
3,2480.0%0.03%
-3.6%
Q1 2023$595,358
+6.7%
3,2480.0%0.03%
-3.4%
Q4 2022$557,844
+6.7%
3,2480.0%0.03%0.0%
Q3 2022$523,000
-5.3%
3,248
-0.6%
0.03%
-3.3%
Q2 2022$552,000
+4.0%
3,268
+25.5%
0.03%
-3.2%
Q1 2022$531,000
-0.9%
2,603
+4.8%
0.03%
-6.1%
Q4 2021$536,000
+8.9%
2,4830.0%0.03%
-2.9%
Q3 2021$492,000
+31.2%
2,483
+31.9%
0.03%
+21.4%
Q2 2021$375,000
-78.7%
1,883
-86.0%
0.03%
-95.7%
Q4 2018$1,760,00013,4070.66%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Cliffwater LLC 105,409$19,321,4856.18%
Wealthstream Advisors, Inc. 26,196$4,801,7042.87%
DB Fitzpatrick & Co, Inc 13,895$2,546,9532.76%
Pensionmark Financial Group, LLC 70,405$12,905,2372.69%
Diversified Portfolios, Inc. 52,572$9,636,4482.14%
Evensky & Katz LLC 140,620$25,7762.08%
Family Firm, Inc. 39,853$7,305,0292.02%
HC Advisors, LLC 8,975$1,645,1181.02%
Tolleson Wealth Management, Inc. 16,701$3,0610.79%
ADIRONDACK TRUST CO 8,000$1,466,3980.74%
View complete list of VANGUARD SCOTTSDALE FDS shareholders