Wellspring Financial Advisors, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VGIT and the CUSIP is 92206C706. A total of 552 filers reported holding VANGUARD SCOTTSDALE FDS in Q2 2023. The put-call ratio across all filers is 0.59 and the average weighting 1.1%.

Quarter-by-quarter ownership
Wellspring Financial Advisors, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q4 2023$205,570
+1.1%
3,465
-0.0%
0.05%
-12.1%
Q2 2023$203,343
-95.5%
3,466
-95.4%
0.06%
-95.7%
Q1 2023$4,564,112
-0.6%
76,119
-3.1%
1.36%
-11.3%
Q4 2022$4,592,740
-15.2%
78,535
-15.4%
1.53%
-23.6%
Q3 2022$5,415,000
-1.3%
92,866
+3.5%
2.00%
+4.7%
Q2 2022$5,486,000
+28.2%
89,693
+31.9%
1.91%
+51.5%
Q1 2022$4,278,000
-37.1%
67,999
-33.5%
1.26%
-33.4%
Q4 2021$6,797,000
-3.7%
102,258
-2.2%
1.89%
-11.0%
Q3 2021$7,061,000
+15.3%
104,524
+15.8%
2.13%
+10.5%
Q2 2021$6,122,000
+39.7%
90,276
+45.3%
1.92%
-8.9%
Q1 2021$4,383,000
-12.8%
62,121
-14.2%
2.11%
+20.5%
Q4 2020$5,029,000
+11.7%
72,436
+13.4%
1.76%
-0.5%
Q3 2020$4,502,000
+0.4%
63,877
+0.5%
1.76%
-4.8%
Q2 2020$4,486,000
+2.3%
63,564
+2.3%
1.85%
-12.4%
Q1 2020$4,383,00062,1212.11%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Gitterman Wealth Management, LLC 970,654$56,586,00058.33%
LIBRA WEALTH LLC 451,848$26,348,00016.96%
First Affirmative Financial Network 178,545$10,411,00013.25%
Nova R Wealth, Inc. 277,533$16,183,00013.18%
Jordan Park Group LLC 2,891,926$168,628,00013.06%
Tri-Star Advisors Inc. 435,712$25,271,00012.85%
McCarthy Grittinger Financial Group, LLC 497,961$29,036,08712.64%
SINECERA CAPITAL, LLC 204,322$8,722,00010.27%
Edgehill Endowment Partners, LLC 667,618$38,929,00010.01%
Whelan Financial 227,906$13,289,0009.14%
View complete list of VANGUARD SCOTTSDALE FDS shareholders