Compass Wealth Management LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VONE and the CUSIP is 92206C730. A total of 216 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2022. The put-call ratio across all filers is 11.43 and the average weighting 0.8%.

Quarter-by-quarter ownership
Compass Wealth Management LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q4 2023$677,938
+11.4%
3,1250.0%0.19%
-1.0%
Q3 2023$608,313
-3.4%
3,1250.0%0.19%
+0.5%
Q2 2023$629,875
+8.2%
3,1250.0%0.19%
+2.7%
Q1 2023$582,282
+6.9%
3,1250.0%0.18%
+3.9%
Q4 2022$544,5623,1250.18%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Austin Private Wealth, LLC 509,657$111,538,00022.23%
RED CEDAR INVESTMENT MANAGEMENT, LLC 718,878$157,327,00018.83%
DAIDO LIFE INSURANCE CO 1,242,472$271,915,00015.00%
PRIVATE CAPITAL MANAGEMENT LLC 131,845$28,854,0009.96%
Stegner Investment Associates Inc. 62,645$13,710,0009.76%
Blackston Financial Advisory Group, LLC 53,057$11,612,0006.72%
Waverly Advisors, LLC 293,162$59,354,0005.13%
Wealth CMT 36,495$7,987,0004.10%
Thrive Wealth Management, LLC 41,979$9,187,0003.14%
Anson Capital, Inc. 13,985$2,800,0002.76%
View complete list of VANGUARD SCOTTSDALE FDS shareholders