HERITAGE WEALTH MANAGEMENT, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VONE and the CUSIP is 92206C730. A total of 150 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q4 2022$349,217
+112.9%
2,004
+100.0%
0.05%
-5.7%
Q3 2022$164,000
-99.9%
1,0020.0%0.05%
-7.0%
Q2 2022$172,174,000
+78160.9%
1,002
-5.8%
0.06%
-3.4%
Q1 2022$220,000
+9.5%
1,064
+6.2%
0.06%
-16.9%
Q3 2021$201,0000.0%1,0020.0%0.07%
-6.6%
Q2 2021$201,000
+8.1%
1,0020.0%0.08%
-27.6%
Q1 2021$186,0001,0020.10%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Austin Private Wealth, LLC 509,657$111,538,00022.23%
RED CEDAR INVESTMENT MANAGEMENT, LLC 718,878$157,327,00018.83%
DAIDO LIFE INSURANCE CO 1,242,472$271,915,00015.00%
PRIVATE CAPITAL MANAGEMENT LLC 131,845$28,854,0009.96%
Stegner Investment Associates Inc. 62,645$13,710,0009.76%
Blackston Financial Advisory Group, LLC 53,057$11,612,0006.72%
Waverly Advisors, LLC 293,162$59,354,0005.13%
Wealth CMT 36,495$7,987,0004.10%
Thrive Wealth Management, LLC 41,979$9,187,0003.14%
Anson Capital, Inc. 13,985$2,800,0002.76%
View complete list of VANGUARD SCOTTSDALE FDS shareholders