Simplicity Wealth,LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VTWO and the CUSIP is 92206C664. A total of 395 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2023. The put-call ratio across all filers is 1.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
Simplicity Wealth,LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$3,960,944
-4.5%
55,444
+1.1%
2.32%
-10.1%
Q2 2023$4,146,869
+2.0%
54,838
-2.8%
2.58%
-4.7%
Q1 2023$4,066,959
+32.2%
56,423
+29.1%
2.70%
-0.4%
Q4 2022$3,075,50843,7052.72%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q3 2023
NameSharesValueWeighting ↓
S. R. Schill & Associates 190,327$13,596,9916.60%
Independent Order of Foresters 92,033$6,574,8384.69%
RED CEDAR INVESTMENT MANAGEMENT, LLC 356,893$25,496,4183.90%
Venturi Wealth Management, LLC 677,032$48,367,1693.80%
Fusion Capital, LLC 88,753$6,340,5123.57%
Simplicity Wealth,LLC 55,444$3,960,9442.32%
Kingdom Financial Group LLC. 32,968$2,355,2032.22%
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 510,000$28,310,1002.17%
Allegiance Financial Group Advisory Services LLC 48,246$3,446,6831.94%
Global Strategic Investment Solutions, LLC 202,106$14,438,4381.86%
View complete list of VANGUARD SCOTTSDALE FDS shareholders