SAX WEALTH ADVISORS, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VTC and the CUSIP is 92206C573. A total of 66 filers reported holding VANGUARD SCOTTSDALE FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q2 2021
NameSharesValueWeighting ↓
JBJ Investment Partners, LLC 201,293$17,996,0003.94%
RFG HOLDINGS, INC. 66,879$5,979,0003.74%
Strategic Equity Management 62,721$5,607,0002.37%
55I, LLC 339,580$30,358,0001.53%
SAX WEALTH ADVISORS, LLC 14,422$1,289,0000.47%
Peachtree Investment Partners, LLC 8,713$779,0000.45%
Kalos Management, Inc. 11,469$1,030,0000.32%
Joseph P. Lucia & Associates, LLC 6,965$623,0000.28%
Checchi Capital Advisers, LLC 26,195$2,342,0000.23%
Teamwork Financial Advisors, LLC 9,636$861,0000.20%
View complete list of VANGUARD SCOTTSDALE FDS shareholders