VANGUARD SCOTTSDALE FDS's ticker is VTHR and the CUSIP is 92206C599. A total of 123 filers reported holding VANGUARD SCOTTSDALE FDS in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $121,000 | -4.7% | 751 | 0.0% | 0.06% | +3.3% |
| Q2 2022 | $127,000 | -17.0% | 751 | 0.0% | 0.06% | -9.1% |
| Q1 2022 | $153,000 | +14.2% | 751 | +21.1% | 0.07% | +26.9% |
| Q4 2021 | $134,000 | +35.4% | 620 | +24.0% | 0.05% | +23.8% |
| Q3 2021 | $99,000 | -1.0% | 500 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $100,000 | +56.2% | 500 | +44.9% | 0.04% | +50.0% |
| Q1 2021 | $64,000 | +113.3% | 345 | +102.9% | 0.03% | +100.0% |
| Q4 2020 | $30,000 | +15.4% | 170 | 0.0% | 0.01% | +7.7% |
| Q3 2020 | $26,000 | +8.3% | 170 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $24,000 | +20.0% | 170 | 0.0% | 0.01% | +8.3% |
| Q1 2020 | $20,000 | -20.0% | 170 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $25,000 | +8.7% | 170 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $23,000 | 0.0% | 170 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $23,000 | +4.5% | 170 | 0.0% | 0.01% | +9.1% |
| Q1 2019 | $22,000 | -57.7% | 170 | -62.6% | 0.01% | -63.3% |
| Q4 2018 | $52,000 | – | 455 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cliffwater LLC | 105,409 | $19,321,485 | 6.18% |
| Wealthstream Advisors, Inc. | 26,196 | $4,801,704 | 2.87% |
| DB Fitzpatrick & Co, Inc | 13,895 | $2,546,953 | 2.76% |
| Pensionmark Financial Group, LLC | 70,405 | $12,905,237 | 2.69% |
| Diversified Portfolios, Inc. | 52,572 | $9,636,448 | 2.14% |
| Evensky & Katz LLC | 140,620 | $25,776 | 2.08% |
| Family Firm, Inc. | 39,853 | $7,305,029 | 2.02% |
| HC Advisors, LLC | 8,975 | $1,645,118 | 1.02% |
| Tolleson Wealth Management, Inc. | 16,701 | $3,061 | 0.79% |
| ADIRONDACK TRUST CO | 8,000 | $1,466,398 | 0.74% |