SAX WEALTH ADVISORS, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VTC and the CUSIP is 92206C573. A total of 72 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
SAX WEALTH ADVISORS, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$486,259
-11.7%
6,712
-7.8%
0.10%
-12.7%
Q2 2023$550,488
-12.4%
7,276
-11.3%
0.11%
-19.7%
Q1 2023$628,660
+15.7%
8,204
+12.1%
0.14%
+9.6%
Q4 2022$543,400
-18.8%
7,320
-20.6%
0.12%
-27.3%
Q3 2022$669,000
-5.8%
9,223
+0.1%
0.17%
-5.0%
Q2 2022$710,000
-25.9%
9,214
-19.7%
0.18%
-22.0%
Q1 2022$958,000
-16.1%
11,470
-8.9%
0.23%
-2.5%
Q4 2021$1,142,000
+1.2%
12,587
+1.8%
0.24%
-11.2%
Q3 2021$1,128,000
-6.2%
12,368
-5.4%
0.27%
-35.1%
Q2 2021$1,203,000
-6.7%
13,073
-9.4%
0.41%
-12.5%
Q1 2021$1,289,000
+77.5%
14,422
+87.0%
0.47%
+41.3%
Q4 2020$726,0007,7110.33%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q4 2020
NameSharesValueWeighting ↓
RWA WEALTH PARTNERS, LLC 3,839,643$294,231,8627.06%
GDS Wealth Management 278,565$21,346,4363.77%
Wedmont Private Capital 361,791$27,781,9113.67%
Capital Asset Advisory Services LLC 634,789$48,643,8473.62%
Sensible Financial Planning & Management, LLC. 69,364$5,3151.25%
Polaris Wealth Advisory Group, LLC 180,976$13,868,1911.02%
Graves Light Lenhart Wealth, Inc. 29,497$2,260,3290.35%
Golden State Equity Partners 5,606$429,5880.23%
BEAM WEALTH ADVISORS, INC. 2,823$216,3160.22%
Pinnacle Bancorp, Inc. 7,185$550,5870.20%
View complete list of VANGUARD SCOTTSDALE FDS shareholders