HighMark Wealth Management LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VTWO and the CUSIP is 92206C664. A total of 6 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
HighMark Wealth Management LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$10,861
-5.1%
152
+0.7%
0.01%0.0%
Q2 2023$11,445
+5.2%
1510.0%0.01%
+12.5%
Q1 2023$10,875
+2.7%
151
+0.7%
0.01%0.0%
Q4 2022$10,584
+5.8%
150
+0.7%
0.01%
-11.1%
Q3 2022$10,0000.0%149
+0.7%
0.01%
+12.5%
Q2 2022$10,000
-16.7%
1480.0%0.01%0.0%
Q1 2022$12,000
-7.7%
1480.0%0.01%0.0%
Q4 2021$13,000
+85.7%
148
+87.3%
0.01%
+60.0%
Q3 2021$7,0000.0%790.0%0.01%0.0%
Q2 2021$7,000
+40.0%
79
+182.1%
0.01%
+25.0%
Q1 2021$5,000280.00%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q4 2023
NameSharesValueWeighting ↓
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP 59,131$5,334,00016.60%
Kinsight, LLC 177,295$15,994,0009.33%
Keel Point, LLC 52,426$4,729,0002.56%
CENTRAL BANK & TRUST CO 82,294$7,424,0002.15%
LBMC INVESTMENT ADVISORS, LLC 54,233$4,892,0001.06%
B. Riley Wealth Management, Inc. 4,536$409,0000.52%
Stokes & Hubbell Capital Management, LLC 10,265$926,0000.50%
Caprock Group, LLC 9,156$826,0000.47%
SUN LIFE FINANCIAL INC 32,862$2,964,0000.40%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 211,187$19,051,0000.39%
View complete list of VANGUARD SCOTTSDALE FDS shareholders