SIGMA INVESTMENT COUNSELORS INC - 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
SIGMA INVESTMENT COUNSELORS INC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$9,210,630
-7.7%
122,563
-7.0%
0.70%
-5.2%
Q2 2023$9,975,402
-9.9%
131,845
-9.2%
0.73%
-14.7%
Q1 2023$11,066,237
-39.5%
145,169
-40.4%
0.86%
-42.9%
Q4 2022$18,302,058
-5.2%
243,411
-6.3%
1.50%
-8.6%
Q3 2022$19,299,000
-15.6%
259,817
-13.3%
1.64%
-11.7%
Q2 2022$22,861,000
-0.6%
299,773
+1.8%
1.86%
+12.8%
Q1 2022$23,005,000
-10.4%
294,591
-6.8%
1.65%
-8.1%
Q4 2021$25,687,000
+5.6%
316,110
+7.1%
1.80%
-0.3%
Q3 2021$24,328,000
+0.9%
295,203
+1.3%
1.80%
-0.3%
Q2 2021$24,105,000
+4.2%
291,438
+4.0%
1.81%
-3.7%
Q1 2021$23,129,000
-2.5%
280,351
-1.6%
1.88%
-8.0%
Q4 2020$23,715,000
+117.5%
284,868
+116.5%
2.04%
-3.8%
Q3 2020$10,902,000
-53.5%
131,585
-53.6%
2.12%
-14.7%
Q2 2020$23,448,000
+2.1%
283,666
-2.3%
2.49%
-15.0%
Q1 2020$22,975,000
-7.1%
290,454
-4.9%
2.93%
+12.9%
Q4 2019$24,742,000
+0.3%
305,340
+0.3%
2.59%
-7.5%
Q3 2019$24,671,000
-0.3%
304,398
-0.7%
2.80%
-3.5%
Q2 2019$24,737,000
+1.9%
306,612
+0.8%
2.91%
-2.3%
Q1 2019$24,268,000
-6.4%
304,258
-8.5%
2.97%
-17.5%
Q4 2018$25,914,000
-30.4%
332,492
-30.2%
3.61%
-22.1%
Q3 2018$37,242,000
+5.3%
476,479
+5.3%
4.63%
-1.0%
Q2 2018$35,354,000
+3.1%
452,673
+3.5%
4.68%
+0.5%
Q1 2018$34,293,000
+11.9%
437,240
+13.1%
4.66%
+11.2%
Q4 2017$30,644,000
+14.1%
386,431
+15.3%
4.19%
+9.6%
Q3 2017$26,860,000
+7.7%
335,210
+7.6%
3.82%
-0.2%
Q2 2017$24,939,000
+11.2%
311,586
+10.8%
3.83%
+7.3%
Q1 2017$22,426,000
-4.0%
281,235
-4.4%
3.57%
-4.6%
Q4 2016$23,352,000
+8.5%
294,215
+10.1%
3.74%
+5.1%
Q3 2016$21,527,000
+5.3%
267,253
+5.7%
3.56%
+2.1%
Q2 2016$20,443,000
+9.5%
252,887
+8.4%
3.48%
+5.5%
Q1 2016$18,668,000
-6.6%
233,260
-7.9%
3.30%
-10.1%
Q4 2015$19,997,000
-9.5%
253,161
-8.7%
3.68%
-14.1%
Q3 2015$22,092,000
+0.5%
277,160
+0.3%
4.28%
+4.8%
Q2 2015$21,983,000
+4.3%
276,234
+5.1%
4.08%
+3.4%
Q1 2015$21,083,000
-0.0%
262,848
-0.8%
3.95%
-1.2%
Q4 2014$21,089,000
+6.9%
264,840
+7.2%
4.00%
+4.8%
Q3 2014$19,734,000
+7.1%
247,076
+7.7%
3.81%
+6.0%
Q2 2014$18,432,000
+7.3%
229,341
+6.8%
3.60%
+3.6%
Q1 2014$17,176,000
+15.7%
214,757
+15.4%
3.47%
+8.6%
Q4 2013$14,843,000
+21.2%
186,047
+21.0%
3.20%
+13.1%
Q3 2013$12,244,000
+348.7%
153,820
+345.9%
2.83%
+298.0%
Q2 2013$2,729,00034,4950.71%
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