Topel & Distasi Wealth Management, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VTWV and the CUSIP is 92206C649. A total of 125 filers reported holding VANGUARD SCOTTSDALE FDS in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Topel & Distasi Wealth Management, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$855,310
-3.4%
7,1640.0%0.45%
+0.4%
Q2 2023$885,829
+2.6%
7,1640.0%0.45%
-0.9%
Q1 2023$863,262
-1.0%
7,1640.0%0.45%
-8.0%
Q4 2022$872,360
-6.2%
7,1640.0%0.49%
-4.9%
Q3 2022$930,000
+8.9%
7,1640.0%0.51%
+4.0%
Q2 2022$854,000
-15.5%
7,1640.0%0.49%
+16.8%
Q1 2022$1,011,000
-2.9%
7,1640.0%0.42%
-0.5%
Q4 2021$1,041,0007,1640.42%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q2 2022
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