HERITAGE WEALTH MANAGEMENT, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VCSH and the CUSIP is 92206C409. A total of 1,223 filers reported holding VANGUARD SCOTTSDALE FDS in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 1.4%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q4 2022$119,487
+109.6%
1,589
+106.9%
0.02%
-5.6%
Q3 2022$57,000
-99.9%
7680.0%0.02%
-5.3%
Q2 2022$58,568,000
+91412.5%
768
-6.3%
0.02%
+11.8%
Q1 2022$64,000
-13.5%
820
-8.4%
0.02%
-34.6%
Q3 2021$74,000
-6.3%
895
-6.9%
0.03%
-13.3%
Q2 2021$79,000
-6.0%
961
-5.8%
0.03%
-36.2%
Q1 2021$84,0001,0200.05%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Jentner Corp 430,092$34,859,00028.45%
McIlrath & Eck, LLC 655,567$53,134,00028.06%
Investment Counsel Inc. 391,297$31,609,00023.00%
Total Wealth Planning, LLC 457,362$37,069,00021.06%
D. SCOTT NEAL, INC. 479,150$38,835,00020.00%
Private Ocean, LLC 950,273$77,020,00019.13%
BlueSky Wealth Advisors, LLC 594,291$48,268,00016.63%
AllSquare Wealth Management LLC 265,674$21,533,00015.94%
Cable Hill Partners, LLC 598,525$48,510,00015.90%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,514,598$122,758,00014.86%
View complete list of VANGUARD SCOTTSDALE FDS shareholders