Falcon Wealth Planning - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VGSH and the CUSIP is 92206C102. A total of 791 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2023. The put-call ratio across all filers is 0.99 and the average weighting 1.3%.

Quarter-by-quarter ownership
Falcon Wealth Planning ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$11,235,057
+15.1%
195,053
+15.4%
2.44%
+12.1%
Q2 2023$9,757,519
+10.7%
169,020
+12.2%
2.17%
-1.2%
Q1 2023$8,815,534
+22.5%
150,590
+21.0%
2.20%
+6.6%
Q4 2022$7,195,395
+32.3%
124,445
+32.2%
2.06%
+14.5%
Q3 2022$5,438,000
+15.5%
94,099
+17.7%
1.80%
+12.6%
Q2 2022$4,707,000
-23.3%
79,976
-22.8%
1.60%
-16.7%
Q1 2022$6,139,000
+7.4%
103,591
+10.3%
1.92%
+2.7%
Q4 2021$5,714,000
-3.1%
93,942
-2.2%
1.87%
-16.6%
Q3 2021$5,896,000
+0.7%
96,016
+0.7%
2.24%
-10.4%
Q2 2021$5,855,000
+19.1%
95,314
+19.3%
2.50%
+4.2%
Q1 2021$4,916,000
+24.6%
79,912
+24.7%
2.40%
+8.5%
Q4 2020$3,947,00064,0722.21%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Alta Advisers Ltd 1,052,236$64,818,00048.35%
Wealth Advisors of Iowa, LLC 478,376$29,468,00018.25%
KEYSTONE WEALTH PARTNERS 365,178$22,495,00017.85%
Defender Capital, LLC. 656,110$40,416,00017.59%
WIT, LLC 9,834,950$605,833,00015.99%
Cordant, Inc. 322,686$19,877,00015.64%
Safir Wealth Advisors, LLC 265,849$16,376,00015.21%
Northwest Quadrant Wealth Management, LLC 599,834$36,962,00012.50%
Cypress Capital, LLC 404,029$24,888,00011.28%
Strategic Wealth Investment Group, LLC 292,984$18,048,00010.57%
View complete list of VANGUARD SCOTTSDALE FDS shareholders