EVOKE WEALTH, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VONE and the CUSIP is 92206C730. A total of 239 filers reported holding VANGUARD SCOTTSDALE FDS in Q2 2023. The put-call ratio across all filers is 2.79 and the average weighting 0.7%.

Quarter-by-quarter ownership
EVOKE WEALTH, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$20,327,077
-11.5%
104,423
-8.3%
0.72%
-10.4%
Q2 2023$22,962,419
+0.5%
113,923
-7.1%
0.80%
-4.1%
Q1 2023$22,852,535
-35.0%
122,645
-39.2%
0.83%
-34.6%
Q4 2022$35,170,110
+195289.5%
201,825
+186775.0%
1.27%
+127200.0%
Q3 2022$18,000
-5.3%
1080.0%0.00%0.0%
Q2 2022$19,000
-17.4%
108
-0.9%
0.00%0.0%
Q1 2022$23,000
-4.2%
1090.0%0.00%0.0%
Q4 2021$24,000
+14.3%
1090.0%0.00%0.0%
Q3 2021$21,0001090.00%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Austin Private Wealth, LLC 460,603$92,249,00021.30%
DAIDO LIFE INSURANCE CO 1,242,472$248,917,00015.08%
RED CEDAR INVESTMENT MANAGEMENT, LLC 547,789$109,711,00014.57%
Stegner Investment Associates Inc. 63,632$12,744,0009.58%
Waverly Advisors, LLC 295,127$61,260,0005.65%
PRIVATE CAPITAL MANAGEMENT LLC 52,059$10,426,0004.78%
NORTHSTAR INVESTMENT ADVISORS LLC 144,047$29,446,0003.90%
NEXT Financial Group, Inc 130,626$26,162,0002.10%
Newport Wealth Strategies, Inc. 17,312$3,467,0002.00%
Royal Fund Management, LLC 58,716$11,759,0001.95%
View complete list of VANGUARD SCOTTSDALE FDS shareholders