BAR HARBOR WEALTH MANAGEMENT - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VCSH and the CUSIP is 92206C409. A total of 1,104 filers reported holding VANGUARD SCOTTSDALE FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
BAR HARBOR WEALTH MANAGEMENT ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q2 2024$4,887,644
-5.8%
63,250
-5.8%
0.32%
-6.9%
Q1 2024$5,190,825
-5.8%
67,143
-5.7%
0.35%
-15.6%
Q4 2023$5,510,291
+5.3%
71,220
+2.2%
0.41%
-1.4%
Q3 2023$5,235,249
+25.1%
69,664
+25.9%
0.42%
+29.9%
Q2 2023$4,186,116
+19.9%
55,328
+20.8%
0.32%
+15.5%
Q1 2023$3,490,343
-7.7%
45,787
-8.9%
0.28%
-7.9%
Q4 2022$3,779,651
-1.4%
50,268
-2.6%
0.30%
-8.5%
Q3 2022$3,834,000
+7.6%
51,614
+10.5%
0.33%
+15.8%
Q2 2022$3,564,000
+1325.6%
46,726
+1360.2%
0.28%
+1195.5%
Q1 2022$250,000
-3.8%
3,2000.0%0.02%0.0%
Q4 2021$260,000
-1.5%
3,2000.0%0.02%
-12.0%
Q3 2021$264,000
-0.4%
3,2000.0%0.02%0.0%
Q2 2021$265,000
+0.4%
3,2000.0%0.02%
-3.8%
Q1 2021$264,000
-0.8%
3,2000.0%0.03%
-3.7%
Q4 2020$266,000
+0.4%
3,2000.0%0.03%
-6.9%
Q3 2020$265,0003,2000.03%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Equinox Fund Management LLC 688,670$55,238,00029.39%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,013,469$81,290,00019.50%
MATHER GROUP, LLC. 828,994$66,494,00017.52%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 681,041$54,626,00017.11%
ETF Portfolio Partners, Inc. 178,563$14,323,00012.76%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 202,097$16,210,00011.31%
KAYS FINANCIAL ADVISORY CORP /ADV 203,976$16,361,0009.65%
Curbstone Financial Management Corp 147,745$11,851,0007.98%
HEADINVEST, LLC 273,697$21,953,0007.88%
Windham Capital Management, LLC 1,394,864$111,882,0007.75%
View complete list of VANGUARD SCOTTSDALE FDS shareholders