VANGUARD SCOTTSDALE FDS's ticker is VGIT and the CUSIP is 92206C706. A total of 555 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2023. The put-call ratio across all filers is 0.79 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $886 | -2.6% | 15,508 | 0.0% | 0.07% | +4.3% |
| Q2 2023 | $910 | +0.2% | 15,508 | +2.3% | 0.07% | -4.1% |
| Q1 2023 | $908 | +2.5% | 15,155 | 0.0% | 0.07% | -1.4% |
| Q4 2022 | $886 | -99.9% | 15,155 | +47.1% | 0.07% | +39.6% |
| Q3 2022 | $600,000 | -4.8% | 10,301 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $630,000 | -2.8% | 10,301 | 0.0% | 0.05% | +15.2% |
| Q1 2022 | $648,000 | -23.1% | 10,301 | -18.8% | 0.05% | -16.4% |
| Q4 2021 | $843,000 | -54.9% | 12,681 | -54.2% | 0.06% | -59.3% |
| Q3 2021 | $1,870,000 | -0.4% | 27,676 | 0.0% | 0.14% | +0.7% |
| Q2 2021 | $1,877,000 | -30.6% | 27,676 | +8.7% | 0.13% | -34.0% |
| Q1 2021 | $2,705,000 | +0.6% | 25,452 | -34.3% | 0.20% | -1.9% |
| Q4 2020 | $2,689,000 | – | 38,742 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OneAscent Financial Services LLC | 623,669 | $44,000,000 | 33.13% |
| WJ Wealth Management, LLC | 84,354 | $5,951,000 | 21.44% |
| Choate Investment Advisors | 2,795,858 | $197,248,000 | 15.74% |
| Mader & Shannon Wealth Management, Inc. | 243,882 | $17,205,000 | 15.22% |
| BCM ADVISORS, LLC | 356,671 | $25,163,000 | 12.10% |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 170,492 | $12,028,000 | 10.80% |
| Stonehearth Capital Management, LLC | 180,680 | $12,747,000 | 10.37% |
| Avion Wealth | 330,102 | $23,289,000 | 9.97% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 299,534 | $21,132,000 | 8.51% |
| Executive Wealth Management, LLC | 580,140 | $40,928,000 | 7.27% |