WFA of San Diego, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VGIT and the CUSIP is 92206C706. A total of 17 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
WFA of San Diego, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$346,058
-5.9%
6,055
-3.5%
0.36%
-0.8%
Q2 2023$367,916
-19.3%
6,272
-17.5%
0.36%
-24.3%
Q1 2023$456,056
-9.2%
7,606
-11.4%
0.48%
+24.2%
Q4 2022$501,992
+0.2%
8,5840.0%0.38%
-14.9%
Q3 2022$501,000
-5.8%
8,584
-1.4%
0.45%
-1.1%
Q2 2022$532,000
-2.9%
8,7030.0%0.46%
+9.4%
Q1 2022$548,000
-8.5%
8,703
-3.4%
0.42%
+19.8%
Q4 2021$599,000
-7.4%
9,011
-5.9%
0.35%
-23.2%
Q3 2021$647,000
-2.1%
9,581
-1.7%
0.45%
-11.7%
Q2 2021$661,000
-3.4%
9,751
-4.2%
0.51%
-9.7%
Q1 2021$684,000
+891.3%
10,178
-9.1%
0.57%
+3055.6%
Q4 2020$69,000
-91.8%
11,195
-6.6%
0.02%
-97.7%
Q3 2020$844,000
+24.7%
11,985
+25.0%
0.80%
+405.7%
Q2 2020$677,0009,5910.16%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q4 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