PBMares Wealth Management LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VGSH and the CUSIP is 92206C102. A total of 749 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 1.4%.

Quarter-by-quarter ownership
PBMares Wealth Management LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$255,168
-0.2%
4,4300.0%0.09%
+1.1%
Q2 2023$255,744
-1.4%
4,4300.0%0.09%
-5.2%
Q1 2023$259,332
-17.4%
4,430
-18.4%
0.10%
-24.4%
Q4 2022$313,847
-60.4%
5,428
-60.4%
0.13%
-63.2%
Q3 2022$792,000
-1.7%
13,7000.0%0.34%0.0%
Q2 2022$806,000
+95.2%
13,700
+96.8%
0.34%
+35.8%
Q1 2022$413,000
+66.5%
6,963
+72.2%
0.25%
+115.3%
Q3 2021$248,0004,0440.12%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Gitterman Wealth Management, LLC 1,624,624$93,578,45544.38%
WIT, LLC 16,140$929,674,94426.93%
INSIGHT 2811, INC. 797,765$45,951,32126.09%
Defender Capital, LLC. 1,132,145$65,211,55223.61%
Alta Advisers Ltd 682,317$39,301,45922.77%
Cornerstone Wealth Advisors, Inc. 1,100,703$63,400,49322.35%
Magnolia Wealth Management, LLC 308,592$17,774,92216.54%
Cordant, Inc. 404,524$23,300,58915.40%
Chemistry Wealth Management LLC 801,181$46,148,04415.24%
Five Oceans Advisors 389,433$22,431,31314.39%
View complete list of VANGUARD SCOTTSDALE FDS shareholders