Wealth Dimensions Group, Ltd. - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VTWV and the CUSIP is 92206C649. A total of 82 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Wealth Dimensions Group, Ltd. ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$1,834,444
-3.6%
15,365
-0.1%
0.67%
-3.9%
Q2 2023$1,902,413
+1.1%
15,385
-1.5%
0.69%
-4.8%
Q1 2023$1,881,953
-2.6%
15,618
-1.5%
0.73%
-7.7%
Q4 2022$1,931,345
-6.1%
15,861
-12.6%
0.79%
-22.4%
Q3 2022$2,056,000
-5.0%
18,149
-0.1%
1.02%
-1.1%
Q2 2022$2,165,000
+0.3%
18,171
+18.8%
1.03%
+2.8%
Q1 2022$2,159,000
-10.8%
15,290
-8.2%
1.00%
-15.6%
Q4 2021$2,420,000
+3.2%
16,653
-0.2%
1.18%
-21.0%
Q3 2021$2,345,000
-4.5%
16,694
-1.2%
1.50%
-9.9%
Q2 2021$2,456,000
+1.5%
16,893
-2.4%
1.66%
-11.4%
Q1 2021$2,420,000
+20.4%
17,314
-0.5%
1.88%
+8.2%
Q4 2020$2,010,00017,4041.74%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Crestone Asset Management LLC 167,365$19,942,0004.69%
Mercer Investments LLC 8,873$1,057,0002.11%
WestHill Financial Advisors, Inc. 45,588$5,432,0001.79%
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 12,972$1,546,0001.34%
Relaxing Retirement Coach 20,025$2,386,0001.20%
IVC Wealth Advisors LLC 12,621$1,504,0001.16%
Sargent Bickham Lagudis LLC 112,683$13,427,0001.16%
Centered Wealth LLC dba Miller Equity Capital Advisors 11,250$1,340,0001.14%
Wealth Dimensions Group, Ltd. 18,171$2,165,0001.03%
RED CEDAR INVESTMENT MANAGEMENT, LLC 40,408$4,815,0000.79%
View complete list of VANGUARD SCOTTSDALE FDS shareholders