Accurate Wealth Management, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VCSH and the CUSIP is 92206C409. A total of 1,211 filers reported holding VANGUARD SCOTTSDALE FDS in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Accurate Wealth Management, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q2 2024$1,577,190
+84.6%
20,278
+81.4%
0.38%
+51.2%
Q1 2024$854,494
-37.7%
11,180
-36.8%
0.25%
-41.3%
Q4 2023$1,370,810
+79.9%
17,697
+73.3%
0.43%
+78.2%
Q3 2023$762,067
+5.3%
10,214
+6.8%
0.24%
+5.8%
Q2 2023$723,942
-6.1%
9,565
-5.4%
0.23%
-15.0%
Q1 2023$770,625
+45.8%
10,110
+44.9%
0.27%
+36.4%
Q4 2022$528,575
+16.7%
6,975
+14.1%
0.20%
+3.2%
Q3 2022$453,000
+64.1%
6,113
+69.1%
0.19%
+26.0%
Q2 2022$276,000
-14.8%
3,615
-13.0%
0.15%
+3.4%
Q1 2022$324,0004,1550.14%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Equinox Fund Management LLC 688,670$55,238,00029.39%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,013,469$81,290,00019.50%
MATHER GROUP, LLC. 828,994$66,494,00017.52%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 681,041$54,626,00017.11%
ETF Portfolio Partners, Inc. 178,563$14,323,00012.76%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 202,097$16,210,00011.31%
KAYS FINANCIAL ADVISORY CORP /ADV 203,976$16,361,0009.65%
Curbstone Financial Management Corp 147,745$11,851,0007.98%
HEADINVEST, LLC 273,697$21,953,0007.88%
Windham Capital Management, LLC 1,394,864$111,882,0007.75%
View complete list of VANGUARD SCOTTSDALE FDS shareholders