HERITAGE WEALTH MANAGEMENT, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VCIT and the CUSIP is 92206C870. A total of 887 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2023. The put-call ratio across all filers is 1.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q4 2022$39,530
+295.3%
510
+292.3%
0.01%
+100.0%
Q3 2022$10,000
-100.0%
130
-95.2%
0.00%
-95.8%
Q2 2022$217,094,000
+86737.6%
2,713
-6.4%
0.07%
+5.9%
Q1 2022$250,000
+410.2%
2,900
+462.0%
0.07%
+300.0%
Q3 2021$49,000
-22.2%
516
-22.2%
0.02%
-29.2%
Q2 2021$63,000
-4.5%
663
-6.0%
0.02%
-35.1%
Q1 2021$66,0007050.04%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Bernicke Wealth Management, Ltd. 649,802$55,130,00040.15%
Bishop & Co Investment Management, LLC 296,086$25,120,00021.33%
AOZORA BANK, LTD. 3,180,000$269,791,00020.24%
AllSquare Wealth Management LLC 223,975$19,002,00015.08%
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 69,850$5,925,00014.08%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 733,284$62,212,00012.29%
Blue Chip Partners, LLC 388,494$32,960,0009.12%
INR ADVISORY SERVICES LLC 755,346$64,084,0008.82%
JACOBSON & SCHMITT ADVISORS, LLC 150,632$12,780,0008.65%
Towerpoint Wealth, LLC 79,188$6,718,0007.44%
View complete list of VANGUARD SCOTTSDALE FDS shareholders