OneAscent Wealth Management LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VGIT and the CUSIP is 92206C706. A total of 367 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
OneAscent Wealth Management LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$16,879
-7.3%
295,354
-4.8%
7.42%
-13.5%
Q2 2023$18,200
+6716.5%
310,256
+6872.0%
8.57%
+8140.4%
Q1 2023$267
+1.5%
4,450
-1.2%
0.10%
-16.1%
Q4 2022$263
-99.9%
4,502
-7.0%
0.12%
-16.2%
Q3 2022$282,000
-6.0%
4,842
-1.4%
0.15%
-3.3%
Q2 2022$300,000
-98.4%
4,913
-98.4%
0.15%
-98.4%
Q1 2022$19,099,000
-37.6%
303,594
-33.0%
9.51%
-72.8%
Q3 2021$30,616,000
-39.3%
453,235
-39.6%
34.92%
+62.5%
Q1 2021$50,448,000
+22.7%
750,374
+26.7%
21.49%
+15.5%
Q4 2020$41,108,000592,16818.61%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q3 2021
NameSharesValueWeighting ↓
OneAscent Financial Services LLC 623,669$44,000,00033.13%
WJ Wealth Management, LLC 84,354$5,951,00021.44%
Choate Investment Advisors 2,795,858$197,248,00015.74%
Mader & Shannon Wealth Management, Inc. 243,882$17,205,00015.22%
BCM ADVISORS, LLC 356,671$25,163,00012.10%
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 170,492$12,028,00010.80%
Stonehearth Capital Management, LLC 180,680$12,747,00010.37%
Avion Wealth 330,102$23,289,0009.97%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 299,534$21,132,0008.51%
Executive Wealth Management, LLC 580,140$40,928,0007.27%
View complete list of VANGUARD SCOTTSDALE FDS shareholders