Clear Perspectives Financial Planning, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VGIT and the CUSIP is 92206C706. A total of 489 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 1.1%.

Quarter-by-quarter ownership
Clear Perspectives Financial Planning, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2022$1,000
-50.0%
250.0%0.00%
-100.0%
Q2 2022$2,0000.0%250.0%0.00%0.0%
Q1 2022$2,000
-83.3%
25
-85.7%
0.00%
-80.0%
Q4 2021$12,000
-36.8%
175
-36.4%
0.01%
-44.4%
Q3 2021$19,000
-48.6%
275
-50.3%
0.01%
-50.0%
Q2 2021$37,000
-7.5%
553
-6.7%
0.02%
-21.7%
Q1 2021$40,000
-99.5%
593
-99.5%
0.02%
-99.5%
Q4 2020$7,751,000111,6484.91%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Gitterman Wealth Management, LLC 1,239,352$70,828,97933.59%
Heritage Financial Services, LLC 2,048,010$117,043,79322.85%
LIBRA WEALTH LLC 659,153$37,670,59420.85%
Moss Adams Wealth Advisors LLC 1,037,547$59,295,78720.24%
Edgehill Endowment Partners, LLC 1,569,261$89,683,27916.51%
Rainwater Charitable Foundation 279,905$15,996,57113.24%
SCS Capital Management LLC 8,514,984$486,631,33612.96%
FIRST INTERSTATE BANK 2,599,800$148,578,57012.80%
Nova R Wealth, Inc. 310,152$17,725,21212.24%
McCarthy Grittinger Financial Group, LLC 496,245$28,360,39811.17%
View complete list of VANGUARD SCOTTSDALE FDS shareholders