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

VANGUARD SCOTTSDALE FDS's ticker is VTWV and the CUSIP is 92206C649. A total of 143 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2023. 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 Q3 2023
NameSharesValueWeighting ↓
Crestone Asset Management LLC 198,079$27,967,0005.85%
Mercer Investments LLC 11,366$1,605,0002.54%
WestHill Financial Advisors, Inc. 44,504$6,284,0001.81%
Relaxing Retirement Coach 20,179$2,849,0001.46%
Centered Wealth LLC dba Miller Equity Capital Advisors 11,250$1,588,0001.35%
Wealth Dimensions Group, Ltd. 15,290$2,159,0001.00%
Sargent Bickham Lagudis LLC 85,555$12,080,0000.94%
Virtue Capital Management, LLC 41,613$5,875,0000.93%
IVC Wealth Advisors LLC 9,144$1,291,0000.85%
RED CEDAR INVESTMENT MANAGEMENT, LLC 40,396$5,704,0000.80%
View complete list of VANGUARD SCOTTSDALE FDS shareholders