FSM Wealth Advisors, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VONV and the CUSIP is 92206C714. A total of 338 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
FSM Wealth Advisors, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$8,039,974
+4.6%
120,612
+9.4%
4.04%
+4.9%
Q2 2023$7,683,562
+13.4%
110,285
+8.7%
3.86%
-2.0%
Q1 2023$6,776,255
+25.1%
101,426
+24.7%
3.93%
+2.1%
Q4 2022$5,415,401
+10.5%
81,337
-1.0%
3.85%
-5.4%
Q3 2022$4,903,000
+33.1%
82,146
+51.0%
4.07%
+11.7%
Q2 2022$3,683,00054,3903.65%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Hapanowicz & Associates Financial Services, Inc 441,383$29,422,48520.91%
WestHill Financial Advisors, Inc. 669,426$44,623,90613.02%
Adventist Health System/ West 692,800$46,182,0489.77%
Crestone Asset Management LLC 498,678$33,241,8857.96%
Windward Private Wealth Management Inc. 258,773$17,249,8087.80%
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 102,964$6,863,5807.75%
Global Strategic Investment Solutions, LLC 887,869$59,185,3707.63%
SageView Advisory Group, LLC 1,929,257$128,604,2497.37%
Braun-Bostich & Associates Inc. 54,995$3,665,9676.84%
Advocacy Wealth Management Services, LLC 844,671$56,305,7676.26%
View complete list of VANGUARD SCOTTSDALE FDS shareholders