VANGUARD SCOTTSDALE FDS's ticker is VCIT and the CUSIP is 92206C870. A total of 907 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $127,775,566 | -5.5% | 1,681,700 | -1.7% | 11.01% | -1.4% |
| Q2 2023 | $135,208,633 | -0.1% | 1,710,852 | +1.4% | 11.17% | +8.0% |
| Q1 2023 | $135,373,015 | +108530.4% | 1,687,522 | +5.0% | 10.34% | +12.4% |
| Q4 2022 | $124,618 | -99.9% | 1,607,768 | +33.0% | 9.20% | +24.8% |
| Q3 2022 | $91,499,000 | +3.6% | 1,209,030 | +9.5% | 7.38% | +10.4% |
| Q2 2022 | $88,350,000 | -8.5% | 1,104,101 | -1.6% | 6.68% | -26.3% |
| Q1 2022 | $96,547,000 | -20.6% | 1,122,126 | -14.4% | 9.06% | -23.2% |
| Q4 2021 | $121,549,000 | -1.1% | 1,310,360 | +0.6% | 11.79% | -6.4% |
| Q3 2021 | $122,952,000 | -15.8% | 1,302,313 | -15.2% | 12.60% | -17.9% |
| Q2 2021 | $145,971,000 | -19.2% | 1,535,407 | -17.5% | 15.36% | -36.2% |
| Q4 2020 | $180,705,000 | +7.0% | 1,860,253 | +5.5% | 24.07% | -5.0% |
| Q3 2020 | $168,872,000 | +0.4% | 1,762,758 | -0.3% | 25.34% | +9.0% |
| Q2 2020 | $168,165,000 | – | 1,767,552 | – | 23.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bernicke Wealth Management, Ltd. | 732,277 | $66,813,000 | 38.67% |
| FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 117,100 | $10,682,000 | 28.01% |
| Bishop & Co Investment Management, LLC | 304,288 | $27,763,000 | 20.20% |
| AOZORA BANK, LTD. | 1,900,000 | $173,356,000 | 18.75% |
| Towerpoint Wealth, LLC | 194,447 | $17,741,000 | 12.05% |
| D. SCOTT NEAL, INC. | 247,374 | $22,570,000 | 11.63% |
| Resource Planning Group | 215,635 | $19,675,000 | 11.51% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 842,490 | $76,869,000 | 9.31% |
| Creative Planning | 27,909,355 | $2,546,449,000 | 8.29% |
| Blue Chip Partners, LLC | 404,271 | $36,886,000 | 7.80% |