OPTIMUM INVESTMENT ADVISORS - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VCSH and the CUSIP is 92206C409. A total of 1,262 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.2%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$116,483
-0.7%
1,5500.0%0.06%
+5.3%
Q2 2023$117,273
-0.7%
1,5500.0%0.06%
-8.1%
Q1 2023$118,157
-63.5%
1,550
-64.0%
0.06%
-64.6%
Q4 2022$323,317
-11.7%
4,300
-12.7%
0.18%
-11.2%
Q3 2022$366,000
-2.7%
4,9250.0%0.20%
+4.8%
Q2 2022$376,000
+31.0%
4,925
+34.0%
0.19%
+55.4%
Q1 2022$287,000
-11.1%
3,675
-7.5%
0.12%
-4.0%
Q4 2021$323,000
-1.5%
3,9750.0%0.13%
-8.7%
Q3 2021$328,000
-37.8%
3,975
-37.6%
0.14%
-15.9%
Q2 2021$527,000
-19.9%
6,375
-20.1%
0.16%
-15.0%
Q1 2021$658,000
-0.9%
7,9750.0%0.19%
-4.0%
Q4 2020$664,000
+27.7%
7,975
+27.1%
0.20%
+14.9%
Q3 2020$520,000
+0.2%
6,2750.0%0.18%
-3.3%
Q2 2020$519,000
+41.0%
6,275
+34.9%
0.18%
+19.9%
Q1 2020$368,000
-2.4%
4,6500.0%0.15%
+34.8%
Q4 2019$377,000
+24.0%
4,650
+24.0%
0.11%
+16.7%
Q3 2019$304,000
+130.3%
3,750
+127.3%
0.10%
+128.6%
Q1 2015$132,000
-48.2%
1,650
-48.4%
0.04%
-48.8%
Q4 2014$255,000
-0.4%
3,2000.0%0.08%
-3.5%
Q3 2014$256,000
+2.8%
3,200
+3.2%
0.08%
+4.9%
Q2 2014$249,0003,1000.08%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Jentner Corp 430,092$34,859,00028.45%
McIlrath & Eck, LLC 655,567$53,134,00028.06%
Investment Counsel Inc. 391,297$31,609,00023.00%
Total Wealth Planning, LLC 457,362$37,069,00021.06%
D. SCOTT NEAL, INC. 479,150$38,835,00020.00%
Private Ocean, LLC 950,273$77,020,00019.13%
BlueSky Wealth Advisors, LLC 594,291$48,268,00016.63%
AllSquare Wealth Management LLC 265,674$21,533,00015.94%
Cable Hill Partners, LLC 598,525$48,510,00015.90%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,514,598$122,758,00014.86%
View complete list of VANGUARD SCOTTSDALE FDS shareholders