Palumbo Wealth Management LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VGLT and the CUSIP is 92206C847. A total of 178 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2021. The put-call ratio across all filers is 0.39 and the average weighting 0.5%.

Quarter-by-quarter ownership
Palumbo Wealth Management LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q2 2024$5,395,295
-3.2%
93,538
-0.5%
2.28%
-8.6%
Q1 2024$5,571,400
-6.0%
94,048
-2.4%
2.50%
-17.7%
Q4 2023$5,927,529
+915.7%
96,336
+816.3%
3.03%
+843.9%
Q3 2023$583,608
-31.5%
10,514
-21.6%
0.32%
-38.4%
Q2 2023$851,758
-4.8%
13,407
-1.8%
0.52%
-12.4%
Q1 2023$894,818
+6.7%
13,659
+0.4%
0.60%
-10.8%
Q4 2022$838,732
-77.9%
13,611
-77.4%
0.67%
-79.2%
Q3 2022$3,787,000
+929.1%
60,167
+1045.8%
3.20%
+997.6%
Q2 2022$368,000
-92.0%
5,251
-90.8%
0.29%
-90.1%
Q1 2022$4,611,000
+157.3%
57,350
+186.2%
2.96%
+164.2%
Q4 2021$1,792,000
+2.5%
20,041
+0.5%
1.12%
-2.7%
Q3 2021$1,749,000
+39.1%
19,942
+39.1%
1.15%
+36.6%
Q2 2021$1,257,000
+4.7%
14,332
-1.2%
0.84%
-6.7%
Q1 2021$1,201,000
+8.0%
14,509
+25.0%
0.90%
+0.8%
Q4 2020$1,112,00011,6030.90%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 457,120$43,820,0004.92%
GenWealth Group, Inc. 141,707$13,584,0004.50%
RHS Financial, LLC 48,586$4,657,0004.00%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 381,420$36,563,0002.96%
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 490,000$46,971,0002.43%
FIRST MERCANTILE TRUST CO 218,833$20,977,0002.38%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 345,507$33,120,0001.62%
TEXAS CAPITAL BANCSHARES INC/TX 10,625$1,018,0001.36%
Violich Capital Management, Inc. 66,010$6,328,0001.22%
NewEdge Wealth, LLC 37,316$3,577,0001.10%
View complete list of VANGUARD SCOTTSDALE FDS shareholders