FirstPurpose Wealth LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VGIT and the CUSIP is 92206C706. A total of 412 filers reported holding VANGUARD SCOTTSDALE FDS in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
FirstPurpose Wealth LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$2,882,875
+6.2%
50,444
+9.0%
1.24%
+7.1%
Q2 2023$2,714,022
+7.8%
46,267
+10.2%
1.16%
-6.4%
Q1 2023$2,517,600
+16.2%
41,988
+13.3%
1.24%
+2.6%
Q4 2022$2,166,275
+25.7%
37,043
+25.4%
1.21%
+6.5%
Q3 2022$1,723,000
+1.7%
29,550
+6.6%
1.14%
-0.4%
Q2 2022$1,695,000
-0.8%
27,722
+2.1%
1.14%
-14.5%
Q1 2022$1,708,000
+31.3%
27,152
+38.8%
1.33%
+63.0%
Q4 2021$1,301,00019,5660.82%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q2 2022
NameSharesValueWeighting ↓
OneAscent Financial Services LLC 623,669$44,000,00033.13%
WJ Wealth Management, LLC 84,354$5,951,00021.44%
Choate Investment Advisors 2,795,858$197,248,00015.74%
Mader & Shannon Wealth Management, Inc. 243,882$17,205,00015.22%
BCM ADVISORS, LLC 356,671$25,163,00012.10%
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 170,492$12,028,00010.80%
Stonehearth Capital Management, LLC 180,680$12,747,00010.37%
Avion Wealth 330,102$23,289,0009.97%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 299,534$21,132,0008.51%
Executive Wealth Management, LLC 580,140$40,928,0007.27%
View complete list of VANGUARD SCOTTSDALE FDS shareholders