Windward Private Wealth Management Inc. - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VTWO and the CUSIP is 92206C664. A total of 394 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2022. The put-call ratio across all filers is 0.36 and the average weighting 0.3%.

Quarter-by-quarter ownership
Windward Private Wealth Management Inc. ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$3,587,645
-4.7%
50,219
+0.9%
1.62%
-2.6%
Q2 2023$3,763,305
+5.0%
49,766
+0.1%
1.67%
+9.0%
Q1 2023$3,583,601
+5.4%
49,717
+2.9%
1.53%
+1.5%
Q4 2022$3,399,364
+8.7%
48,307
+3.0%
1.51%
+0.1%
Q3 2022$3,126,000
+2.5%
46,920
+5.1%
1.50%
+7.3%
Q2 2022$3,051,000
-13.9%
44,632
+4.4%
1.40%
-4.2%
Q1 2022$3,542,000
-6.3%
42,747
+1.5%
1.46%
+0.3%
Q4 2021$3,782,000
+7.9%
42,107
+6.2%
1.46%
+2.3%
Q3 2021$3,506,000
+3.8%
39,659
+8.7%
1.43%
+2.9%
Q2 2021$3,377,000
+14.2%
36,485
+120.0%
1.39%
+5.6%
Q1 2021$2,956,000
+7.5%
16,583
-4.6%
1.31%
+2.1%
Q4 2020$2,751,00017,3841.28%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q1 2022
NameSharesValueWeighting ↓
S. R. Schill & Associates 190,327$13,596,9916.60%
Independent Order of Foresters 92,033$6,574,8384.69%
RED CEDAR INVESTMENT MANAGEMENT, LLC 356,893$25,496,4183.90%
Venturi Wealth Management, LLC 677,032$48,367,1693.80%
Fusion Capital, LLC 88,753$6,340,5123.57%
Simplicity Wealth,LLC 55,444$3,960,9442.32%
Kingdom Financial Group LLC. 32,968$2,355,2032.22%
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 510,000$28,310,1002.17%
Allegiance Financial Group Advisory Services LLC 48,246$3,446,6831.94%
Global Strategic Investment Solutions, LLC 202,106$14,438,4381.86%
View complete list of VANGUARD SCOTTSDALE FDS shareholders