Fermata Advisors, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VGIT and the CUSIP is 92206C706. A total of 555 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2023. The put-call ratio across all filers is 0.79 and the average weighting 1.2%.

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 Q3 2023
NameSharesValueWeighting ↓
Mader & Shannon Wealth Management, Inc. 249,223$16,069,00014.41%
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 146,070$9,419,0007.12%
Choate Investment Advisors 1,708,925$110,191,0006.52%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 217,933$14,052,0006.50%
SCS Capital Management LLC 2,702,755$174,274,0006.48%
Deane Retirement Strategies, Inc. 212,710$13,718,0005.98%
NOTTINGHAM ADVISORS, INC. 580,175$37,907,0005.50%
PrairieView Partners, LLC 276,654$17,839,0004.58%
RiverFront Investment Group, LLC 2,743,474$176,899,0004.38%
USA FINANCIAL FORMULAS 104,864$6,762,0004.26%
View complete list of VANGUARD SCOTTSDALE FDS shareholders