Source Financial Advisors LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VGIT and the CUSIP is 92206C706. A total of 489 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 1.1%.

Quarter-by-quarter ownership
Source Financial Advisors LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$412,454
-24.1%
7,217
-22.1%
0.14%
-21.9%
Q2 2023$543,641
-40.6%
9,268
-39.3%
0.18%
-42.0%
Q1 2023$915,235
+1.2%
15,264
-1.3%
0.31%
-9.7%
Q4 2022$904,319
-0.7%
15,464
-1.0%
0.34%
-5.8%
Q3 2022$911,000
-14.0%
15,615
-9.8%
0.36%
-13.0%
Q2 2022$1,059,000
-4.6%
17,321
-1.9%
0.42%
+26.9%
Q1 2022$1,110,000
-9.8%
17,648
-4.7%
0.33%
-1.5%
Q4 2021$1,231,000
-5.2%
18,518
-3.6%
0.33%
-1.5%
Q3 2021$1,298,000
+0.7%
19,212
+1.0%
0.34%
+1.5%
Q2 2021$1,289,000
-8.8%
19,013
-9.6%
0.33%
-11.9%
Q1 2021$1,413,000
-1.1%
21,025
+2.2%
0.38%
-2.3%
Q4 2020$1,428,00020,5660.39%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q4 2022
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