CATALYST PRIVATE WEALTH, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VGLT and the CUSIP is 92206C847. A total of 5 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
CATALYST PRIVATE WEALTH, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q4 2023$3,558,157
+133.9%
57,828
+111.0%
1.67%
+85.7%
Q3 2023$1,521,307
-39.4%
27,406
-30.7%
0.90%
-42.9%
Q2 2023$2,511,976
-0.8%
39,540
+2.3%
1.58%
-10.0%
Q1 2023$2,531,278
+11.6%
38,640
+5.0%
1.75%
-5.1%
Q4 2022$2,268,021
+26.4%
36,807
+29.1%
1.84%
+36.0%
Q3 2022$1,795,000
+13.2%
28,516
+26.1%
1.36%
+20.7%
Q2 2022$1,586,000
-4.1%
22,608
+10.0%
1.12%
+35.8%
Q1 2022$1,653,000
+33.7%
20,558
+48.7%
0.83%
+55.5%
Q4 2021$1,236,000
+9.7%
13,827
+7.7%
0.53%
+10.1%
Q3 2021$1,127,000
+4.3%
12,844
+4.2%
0.48%
-19.2%
Q2 2021$1,081,00012,3300.60%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Gupta Wealth Management LLC 152,247$11,638,0002.84%
Choate Investment Advisors 48,293$3,691,517,0000.25%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 214,443$16,392,0000.20%
AVIANCE CAPITAL MANAGEMENT, LLC 62,452$4,774,0000.17%
INTERACTIVE FINANCIAL ADVISORS, INC. 3,744$286,0000.16%
DUNCKER STREETT & CO INC 2,844$217,0000.08%
ENVESTNET ASSET MANAGEMENT INC 212,839$16,269,0000.08%
Alpha Cubed Investments, LLC 3,800$289,0000.08%
Transamerica Financial Advisors, Inc. 4,358$334,0000.03%
MSI Financial Services Inc 3,688$282,0000.02%
View complete list of VANGUARD SCOTTSDALE FDS shareholders