Tolleson Wealth Management, Inc. - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VGSH and the CUSIP is 92206C102. A total of 17 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Tolleson Wealth Management, Inc. ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$931
-0.2%
16,1640.0%0.22%
-0.4%
Q2 2023$933
-1.4%
16,1640.0%0.22%
-8.2%
Q1 2023$946
+1.2%
16,1640.0%0.24%
-3.2%
Q4 2022$935
-99.9%
16,1640.0%0.25%
-10.3%
Q3 2022$934,000
-1.8%
16,1640.0%0.28%
+4.8%
Q2 2022$951,000
-0.7%
16,1640.0%0.27%
-5.3%
Q1 2022$958,000
-2.5%
16,1640.0%0.28%
+7.2%
Q4 2021$983,000
-1.0%
16,1640.0%0.26%
-5.7%
Q3 2021$993,0000.0%16,1640.0%0.28%
+4.9%
Q2 2021$993,000
-0.1%
16,1640.0%0.27%
-10.7%
Q1 2021$994,00016,1640.30%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Gitterman Wealth Management, LLC 1,576,317$92,277,65943.88%
WIT, LLC 17,051$998,167,60625.35%
R. W. Roge & Company, Inc. 663,349$38,83224.86%
Alta Advisers Ltd 663,877$38,863,36023.20%
Cornerstone Wealth Advisors, Inc. 1,069,689$62,619,59422.75%
Defender Capital, LLC. 1,104,170$64,638,11222.57%
INSIGHT 2811, INC. 542,313$31,747,03419.63%
Magnolia Wealth Management, LLC 302,261$17,694,38717.82%
Chemistry Wealth Management LLC 776,661$45,465,75715.82%
Cordant, Inc. 387,428$22,680,03314.72%
View complete list of VANGUARD SCOTTSDALE FDS shareholders