Concord Wealth Partners - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VGIT and the CUSIP is 92206C706. A total of 555 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2023. The put-call ratio across all filers is 0.79 and the average weighting 1.2%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$5,937,464
-42.3%
103,893
-40.7%
1.26%
-43.1%
Q2 2023$10,282,959
+32.1%
175,298
+35.0%
2.22%
+0.2%
Q1 2023$7,786,893
-27.3%
129,868
-29.1%
2.21%
-31.4%
Q4 2022$10,718,067
-49.5%
183,277
-49.7%
3.22%
-52.2%
Q3 2022$21,238,000
-3.0%
364,231
+1.8%
6.74%
+12.1%
Q2 2022$21,893,000
-0.6%
357,964
+2.2%
6.01%
+5.5%
Q1 2022$22,030,000
-47.8%
350,182
-44.8%
5.70%
-44.8%
Q4 2021$42,205,000
+7.5%
634,952
+9.2%
10.33%
-35.8%
Q3 2021$39,268,000
-23.7%
581,321
-23.4%
16.08%
+9.0%
Q2 2021$51,462,000
+23.7%
758,909
+22.6%
14.75%
+5.2%
Q1 2021$41,617,000
+17685.0%
619,019
+18263.1%
14.02%
+7688.3%
Q4 2020$234,0003,3710.18%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Gitterman Wealth Management, LLC 1,239,352$70,828,97933.59%
Heritage Financial Services, LLC 2,048,010$117,043,79322.85%
LIBRA WEALTH LLC 659,153$37,670,59420.85%
Moss Adams Wealth Advisors LLC 1,037,547$59,295,78720.24%
Edgehill Endowment Partners, LLC 1,569,261$89,683,27916.51%
Rainwater Charitable Foundation 279,905$15,996,57113.24%
SCS Capital Management LLC 8,514,984$486,631,33612.96%
FIRST INTERSTATE BANK 2,599,800$148,578,57012.80%
Nova R Wealth, Inc. 310,152$17,725,21212.24%
McCarthy Grittinger Financial Group, LLC 496,245$28,360,39811.17%
View complete list of VANGUARD SCOTTSDALE FDS shareholders