IVC Wealth Advisors LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VGIT and the CUSIP is 92206C706. A total of 555 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2023. The put-call ratio across all filers is 0.79 and the average weighting 1.2%.

Quarter-by-quarter ownership
IVC Wealth Advisors LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$358,673
+5.5%
6,276
+8.3%
0.24%
+11.6%
Q2 2023$339,817
+10.2%
5,793
+12.6%
0.22%
-1.8%
Q1 2023$308,374
+0.1%
5,143
-2.4%
0.22%
-3.5%
Q4 2022$308,190
-11.9%
5,270
-12.3%
0.23%
-19.5%
Q3 2022$350,000
-5.4%
6,009
-0.7%
0.28%
-1.4%
Q2 2022$370,000
-12.3%
6,050
-9.8%
0.29%
+3.2%
Q1 2022$422,0006,7040.28%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Gitterman Wealth Management, LLC 970,654$56,586,00058.33%
LIBRA WEALTH LLC 451,848$26,348,00016.96%
First Affirmative Financial Network 178,545$10,411,00013.25%
Nova R Wealth, Inc. 277,533$16,183,00013.18%
Jordan Park Group LLC 2,891,926$168,628,00013.06%
Tri-Star Advisors Inc. 435,712$25,271,00012.85%
McCarthy Grittinger Financial Group, LLC 497,961$29,036,08712.64%
SINECERA CAPITAL, LLC 204,322$8,722,00010.27%
Edgehill Endowment Partners, LLC 667,618$38,929,00010.01%
Whelan Financial 227,906$13,289,0009.14%
View complete list of VANGUARD SCOTTSDALE FDS shareholders