IAG Wealth Partners, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VONE and the CUSIP is 92206C730. A total of 7 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
IAG Wealth Partners, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$30,756
-3.4%
1580.0%0.01%
+12.5%
Q2 2023$31,846
+8.2%
1580.0%0.01%0.0%
Q1 2023$29,440
+6.9%
1580.0%0.01%0.0%
Q4 2022$27,533
+5.9%
1580.0%0.01%
-11.1%
Q3 2022$26,000
-3.7%
1580.0%0.01%0.0%
Q2 2022$27,000
-18.2%
1580.0%0.01%
-10.0%
Q1 2022$33,000
-5.7%
1580.0%0.01%
-9.1%
Q4 2021$35,000
+9.4%
1580.0%0.01%0.0%
Q3 2021$32,0000.0%1580.0%0.01%0.0%
Q2 2021$32,000
+6.7%
1580.0%0.01%0.0%
Q1 2021$30,000
+7.1%
1580.0%0.01%0.0%
Q4 2020$28,000
+12.0%
1580.0%0.01%
-8.3%
Q3 2020$25,000
+8.7%
1580.0%0.01%
+9.1%
Q2 2020$23,000
+21.1%
1580.0%0.01%
-15.4%
Q1 2020$19,000
-20.8%
1580.0%0.01%
-18.8%
Q4 2019$24,0001580.02%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Waverly Advisors, LLC 346,043$39,622,0006.92%
Newport Wealth Strategies, Inc. 18,970$2,232,0003.06%
ALERUS FINANCIAL NA 166,418$19,055,0002.92%
DAIDO LIFE INSURANCE CO 252,502$28,914,0002.71%
PITCAIRN CO 167,170$19,141,0002.12%
Berkshire Money Management, Inc. 56,254$6,441,0001.60%
Hapanowicz & Associates Financial Services, Inc 16,308$1,867,0001.39%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 95,587$10,945,0001.34%
Starfire Investment Advisers, Inc. 31,190$3,570,0000.96%
MITCHELL MCLEOD PUGH & WILLIAMS INC 9,662$1,106,0000.89%
View complete list of VANGUARD SCOTTSDALE FDS shareholders