HighMark Wealth Management LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VTWO and the CUSIP is 92206C664. A total of 458 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2023. The put-call ratio across all filers is 0.65 and the average weighting 0.3%.

Quarter-by-quarter ownership
HighMark Wealth Management LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q2 2024$12,551
-3.6%
1530.0%0.01%0.0%
Q1 2024$13,024
+5.1%
1530.0%0.01%
-11.1%
Q4 2023$12,392
+14.1%
153
+0.7%
0.01%0.0%
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 ↓
Austin Private Wealth, LLC 650,223$46,868,0427.48%
S. R. Schill & Associates 182,756$13,173,0826.11%
Independent Order of Foresters 92,033$6,633,7394.90%
RED CEDAR INVESTMENT MANAGEMENT, LLC 355,632$25,633,9813.96%
Venturi Wealth Management, LLC 648,706$46,758,7253.84%
Fusion Capital, LLC 89,558$6,455,3213.69%
Arcadia Wealth Management, LLC 46,626$3,360,8542.79%
Simplicity Wealth,LLC 56,423$4,066,9592.70%
Allegiance Financial Group Advisory Services LLC 48,346$3,484,8042.57%
First Citizens Asset Management, Inc. 76,464$5,511,5582.29%
View complete list of VANGUARD SCOTTSDALE FDS shareholders