VANGUARD SCOTTSDALE FDS's ticker is VGSH and the CUSIP is 92206C102. A total of 846 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2023. The put-call ratio across all filers is 2.68 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $503,237 | -34.4% | 8,678 | -34.3% | 0.00% | -42.9% |
| Q1 2024 | $767,221 | +1.8% | 13,212 | +2.3% | 0.01% | 0.0% |
| Q4 2023 | $753,507 | -19.7% | 12,918 | -20.7% | 0.01% | -30.0% |
| Q3 2023 | $938,477 | -1.6% | 16,293 | -1.4% | 0.01% | 0.0% |
| Q2 2023 | $953,526 | -12.4% | 16,517 | -11.1% | 0.01% | -16.7% |
| Q1 2023 | $1,088,083 | -6.6% | 18,587 | -7.7% | 0.01% | -14.3% |
| Q4 2022 | $1,164,668 | -36.7% | 20,143 | -36.7% | 0.01% | -41.7% |
| Q3 2022 | $1,840,000 | +67.4% | 31,845 | +70.6% | 0.02% | +71.4% |
| Q2 2022 | $1,099,000 | +12.3% | 18,671 | +13.1% | 0.01% | +27.3% |
| Q1 2022 | $979,000 | +46.8% | 16,514 | +50.6% | 0.01% | +57.1% |
| Q4 2021 | $667,000 | +103.4% | 10,969 | +105.2% | 0.01% | +75.0% |
| Q3 2021 | $328,000 | +1.2% | 5,346 | +1.4% | 0.00% | 0.0% |
| Q2 2021 | $324,000 | -5.8% | 5,273 | -5.6% | 0.00% | 0.0% |
| Q1 2021 | $344,000 | +5.2% | 5,588 | +5.2% | 0.00% | -20.0% |
| Q4 2020 | $327,000 | – | 5,311 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Alta Advisers Ltd | 1,085,258 | $66,667,000 | 47.79% |
| Cornerstone Wealth Advisors, Inc. | 1,177,128 | $72,276,000 | 25.35% |
| KEYSTONE WEALTH PARTNERS | 497,463 | $30,559,000 | 18.23% |
| Titan Manages, LLC | 251,108 | $15,448,000 | 16.09% |
| WIT, LLC | 12,528,896 | $769,650,000 | 15.44% |
| Safir Wealth Advisors, LLC | 279,684 | $17,181,000 | 14.58% |
| Cordant, Inc. | 366,393 | $22,508,000 | 14.24% |
| Defender Capital, LLC. | 672,647 | $41,320,000 | 13.73% |
| Strategic Wealth Investment Group, LLC | 585,718 | $35,981,000 | 12.75% |
| Northwest Quadrant Wealth Management, LLC | 685,058 | $42,083,000 | 12.12% |