CFM WEALTH PARTNERS 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
CFM WEALTH PARTNERS LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q2 2023$241,984
-12.1%
3,200
-16.2%
0.06%
-20.3%
Q1 2023$275,346
+2.4%
3,8200.0%0.07%
-7.5%
Q4 2022$268,813
+5.4%
3,8200.0%0.08%
-1.2%
Q3 2022$255,000
-2.3%
3,8200.0%0.08%
+3.8%
Q2 2022$261,000
-17.4%
3,8200.0%0.08%
+2.6%
Q1 2022$316,000
-8.9%
3,8200.0%0.08%
-1.3%
Q4 2021$347,000
+3.0%
3,8200.0%0.08%
-9.4%
Q3 2021$337,000
-4.8%
3,8200.0%0.08%
-9.6%
Q2 2021$354,000
+4.1%
3,820
+100.0%
0.09%
-8.7%
Q1 2021$340,000
+12.6%
1,9100.0%0.10%
+7.3%
Q4 2020$302,000
+31.3%
1,9100.0%0.10%
+14.3%
Q3 2020$230,000
+4.5%
1,9100.0%0.08%0.0%
Q2 2020$220,000
+25.0%
1,9100.0%0.08%
+2.4%
Q1 2020$176,000
-32.3%
1,9100.0%0.08%
-14.6%
Q4 2019$260,0001,9100.10%
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