IVC Wealth Advisors LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VTWV and the CUSIP is 92206C649. A total of 82 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
IVC Wealth Advisors LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$2,027,583
-0.6%
16,983
+2.9%
1.36%
+5.0%
Q2 2023$2,039,894
+13.5%
16,497
+10.6%
1.29%
+1.5%
Q1 2023$1,797,015
+5.2%
14,913
+6.4%
1.27%
+1.2%
Q4 2022$1,707,420
+10.9%
14,022
+3.1%
1.26%
+1.5%
Q3 2022$1,540,000
+2.4%
13,595
+7.7%
1.24%
+6.5%
Q2 2022$1,504,000
+16.5%
12,621
+38.0%
1.16%
+37.3%
Q1 2022$1,291,000
+9.7%
9,144
+12.9%
0.85%
+11.9%
Q4 2021$1,177,000
+20.6%
8,102
+16.6%
0.76%
+12.6%
Q3 2021$976,000
+13.9%
6,946
+17.8%
0.67%
+11.8%
Q2 2021$857,000
+31.2%
5,898
+26.3%
0.60%
+17.1%
Q1 2021$653,000
+93.8%
4,668
+60.0%
0.51%
+59.6%
Q4 2020$337,0002,9170.32%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Crestone Asset Management LLC 167,365$19,942,0004.69%
Mercer Investments LLC 8,873$1,057,0002.11%
WestHill Financial Advisors, Inc. 45,588$5,432,0001.79%
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 12,972$1,546,0001.34%
Relaxing Retirement Coach 20,025$2,386,0001.20%
IVC Wealth Advisors LLC 12,621$1,504,0001.16%
Sargent Bickham Lagudis LLC 112,683$13,427,0001.16%
Centered Wealth LLC dba Miller Equity Capital Advisors 11,250$1,340,0001.14%
Wealth Dimensions Group, Ltd. 18,171$2,165,0001.03%
RED CEDAR INVESTMENT MANAGEMENT, LLC 40,408$4,815,0000.79%
View complete list of VANGUARD SCOTTSDALE FDS shareholders