TriaGen Wealth Management LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VCIT and the CUSIP is 92206C870. A total of 1,022 filers reported holding VANGUARD SCOTTSDALE FDS in Q2 2024. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.

Quarter-by-quarter ownership
TriaGen Wealth Management LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q2 2024$1,709,463
+2.8%
21,387
+3.5%
0.66%
-4.3%
Q1 2024$1,663,498
-9.4%
20,662
-8.6%
0.69%
-21.2%
Q4 2023$1,837,091
-2.9%
22,602
-9.2%
0.88%
-9.2%
Q3 2023$1,891,066
+2.3%
24,889
+6.5%
0.96%
+14.2%
Q2 2023$1,847,721
-1.4%
23,380
+0.1%
0.84%
-10.3%
Q1 2023$1,874,501
+14.2%
23,367
+10.3%
0.94%
+3.3%
Q4 2022$1,642,049
+12.0%
21,185
+9.4%
0.91%
+12.7%
Q3 2022$1,466,000
+310.6%
19,373
+333.8%
0.81%
+218.5%
Q2 2022$357,000
-3.8%
4,466
+3.6%
0.25%
+32.3%
Q1 2022$371,000
-46.2%
4,311
-42.0%
0.19%
-43.7%
Q4 2021$690,000
-1.8%
7,436
-0.2%
0.34%
-10.7%
Q3 2021$703,000
-1.0%
7,450
+0.8%
0.38%
+4.4%
Q2 2021$710,000
-42.5%
7,390
-44.3%
0.37%
-48.5%
Q1 2021$1,235,000
-7.2%
13,271
-3.1%
0.71%
-9.0%
Q4 2020$1,331,00013,6970.78%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q2 2024
NameSharesValueWeighting ↓
Bernicke Wealth Management, Ltd. 704,832$58,875,00039.10%
Bishop & Co Investment Management, LLC 321,486$26,854,00020.42%
AOZORA BANK, LTD. 3,180,000$265,625,00016.69%
AllSquare Wealth Management LLC 236,554$19,759,00014.73%
Resource Planning Group 213,601$17,842,00013.93%
Towerpoint Wealth, LLC 170,298$14,225,00011.81%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 767,414$64,102,00011.36%
KEMPER Corp 715,317$59,750,00010.83%
Berkeley Capital Partners, LLC 196,956$16,452,0009.26%
Blue Chip Partners, LLC 442,441$36,957,0009.01%
View complete list of VANGUARD SCOTTSDALE FDS shareholders