WBH ADVISORY INC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VCSH and the CUSIP is 92206C409. A total of 1,225 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
WBH ADVISORY INC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q2 2024$11,352,067
+11.5%
146,905
+11.6%
1.15%
+9.6%
Q1 2024$10,180,141
+11.6%
131,679
+11.7%
1.05%
+3.4%
Q4 2023$9,119,213
+7.6%
117,865
+4.5%
1.01%
-2.5%
Q3 2023$8,477,954
-4.8%
112,814
-4.1%
1.04%
-1.4%
Q2 2023$8,901,861
+8.9%
117,656
+9.7%
1.06%
+3.3%
Q1 2023$8,174,590
-40.2%
107,236
-41.8%
1.02%
-48.3%
Q3 2022$13,681,000
+78.4%
184,183
+83.2%
1.97%
+93.0%
Q2 2022$7,668,000
-16.5%
100,528
-15.7%
1.02%
-9.3%
Q1 2022$9,186,000
-38.1%
119,221
-34.7%
1.13%
-33.3%
Q4 2021$14,833,000
+34.1%
182,536
+36.0%
1.69%
+13.7%
Q3 2021$11,058,000
+8.7%
134,180
+9.2%
1.49%
-0.1%
Q2 2021$10,170,000
+12.4%
122,860
+12.1%
1.49%
+1.8%
Q1 2021$9,045,000
+30.1%
109,635
+31.1%
1.46%
+22.4%
Q4 2020$6,954,000
+32.4%
83,641
+31.9%
1.20%
+12.8%
Q3 2020$5,252,000
+30.9%
63,392
+30.6%
1.06%
+9.2%
Q2 2020$4,013,000
+3.9%
48,557
-0.5%
0.97%
+7.2%
Q1 2020$3,861,000
+18.4%
48,814
+21.2%
0.91%
+35.8%
Q4 2019$3,262,000
+92.6%
40,265
+92.6%
0.67%
+75.5%
Q3 2019$1,694,000
+85.3%
20,903
+84.4%
0.38%
+79.2%
Q2 2019$914,000
+37.0%
11,334
+35.5%
0.21%
+33.3%
Q1 2019$667,000
+17.0%
8,365
+14.3%
0.16%
+15.2%
Q4 2018$570,000
+16.3%
7,318
+16.5%
0.14%
+16.0%
Q3 2018$490,000
+9.1%
6,279
+9.2%
0.12%
+2.6%
Q2 2018$449,000
+43.5%
5,749
+43.8%
0.12%
+36.5%
Q1 2018$313,0003,9980.08%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Equinox Fund Management LLC 688,670$55,238,00029.39%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,013,469$81,290,00019.50%
MATHER GROUP, LLC. 828,994$66,494,00017.52%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 681,041$54,626,00017.11%
ETF Portfolio Partners, Inc. 178,563$14,323,00012.76%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 202,097$16,210,00011.31%
KAYS FINANCIAL ADVISORY CORP /ADV 203,976$16,361,0009.65%
Curbstone Financial Management Corp 147,745$11,851,0007.98%
HEADINVEST, LLC 273,697$21,953,0007.88%
Windham Capital Management, LLC 1,394,864$111,882,0007.75%
View complete list of VANGUARD SCOTTSDALE FDS shareholders