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 | $45,646,120 | +7.4% | 798,707 | +10.3% | 1.26% | +9.3% |
| Q2 2023 | $42,485,404 | +0.8% | 724,265 | +3.0% | 1.16% | -15.9% |
| Q1 2023 | $42,163,118 | +40.3% | 703,187 | +36.8% | 1.38% | +25.7% |
| Q4 2022 | $30,062,295 | +12.5% | 514,061 | +12.2% | 1.09% | +5.3% |
| Q3 2022 | $26,716,000 | +216.8% | 458,175 | +232.3% | 1.04% | +235.2% |
| Q2 2022 | $8,432,000 | +18.4% | 137,871 | +21.8% | 0.31% | +36.6% |
| Q1 2022 | $7,121,000 | +277.4% | 113,191 | +298.6% | 0.23% | +291.4% |
| Q4 2021 | $1,887,000 | – | 28,394 | – | 0.06% | – |
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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% |