Fermata Advisors, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VGIT and the CUSIP is 92206C706. A total of 489 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 1.1%.

Quarter-by-quarter ownership
Fermata Advisors, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$12,351,138
+158.1%
216,119
+165.0%
3.48%
-19.6%
Q2 2023$4,784,891
+55.8%
81,563
+59.2%
4.33%
+133.2%
Q1 2023$3,071,934
-49.9%
51,236
-51.1%
1.86%
+2.1%
Q4 2022$6,130,377
-29.9%
104,815
-30.1%
1.82%
-36.2%
Q3 2022$8,751,000
-14.7%
150,056
-10.6%
2.85%
-20.4%
Q2 2022$10,262,000
-12.4%
167,764
-9.9%
3.58%
-18.5%
Q1 2022$11,716,000
-18.3%
186,228
-13.7%
4.39%
-16.4%
Q4 2021$14,347,000
+42.9%
215,830
+45.2%
5.25%
+18.5%
Q3 2021$10,039,000
+6.1%
148,595
+6.5%
4.43%
-19.4%
Q2 2021$9,461,000
-39.0%
139,522
-39.6%
5.50%
-57.9%
Q1 2021$15,519,000230,95013.06%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Gitterman Wealth Management, LLC 970,654$56,586,00058.33%
LIBRA WEALTH LLC 451,848$26,348,00016.96%
First Affirmative Financial Network 178,545$10,411,00013.25%
Nova R Wealth, Inc. 277,533$16,183,00013.18%
Jordan Park Group LLC 2,891,926$168,628,00013.06%
Tri-Star Advisors Inc. 435,712$25,271,00012.85%
McCarthy Grittinger Financial Group, LLC 497,961$29,036,08712.64%
SINECERA CAPITAL, LLC 204,322$8,722,00010.27%
Edgehill Endowment Partners, LLC 667,618$38,929,00010.01%
Whelan Financial 227,906$13,289,0009.14%
View complete list of VANGUARD SCOTTSDALE FDS shareholders