AXXCESS WEALTH MANAGEMENT, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VGSH and the CUSIP is 92206C102. A total of 791 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2023. The put-call ratio across all filers is 0.99 and the average weighting 1.3%.

Quarter-by-quarter ownership
AXXCESS WEALTH MANAGEMENT, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$6,117,571
+85.2%
106,208
+85.6%
0.21%
-12.6%
Q2 2023$3,302,728
-6.3%
57,210
-5.0%
0.24%
-10.5%
Q1 2023$3,526,110
+8.4%
60,234
+7.1%
0.27%
-0.4%
Q4 2022$3,252,172
-3.8%
56,246
-3.9%
0.27%
-16.2%
Q3 2022$3,381,000
-28.6%
58,509
-27.3%
0.32%
-26.6%
Q2 2022$4,737,000
+33.1%
80,467
+34.0%
0.44%
+56.8%
Q1 2022$3,559,000
+42.7%
60,050
+46.5%
0.28%
+52.7%
Q4 2021$2,494,00040,9940.18%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Alta Advisers Ltd 1,052,236$64,818,00048.35%
Wealth Advisors of Iowa, LLC 478,376$29,468,00018.25%
KEYSTONE WEALTH PARTNERS 365,178$22,495,00017.85%
Defender Capital, LLC. 656,110$40,416,00017.59%
WIT, LLC 9,834,950$605,833,00015.99%
Cordant, Inc. 322,686$19,877,00015.64%
Safir Wealth Advisors, LLC 265,849$16,376,00015.21%
Northwest Quadrant Wealth Management, LLC 599,834$36,962,00012.50%
Cypress Capital, LLC 404,029$24,888,00011.28%
Strategic Wealth Investment Group, LLC 292,984$18,048,00010.57%
View complete list of VANGUARD SCOTTSDALE FDS shareholders