VANGUARD SCOTTSDALE FDS's ticker is VTWV and the CUSIP is 92206C649. A total of 128 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $280,718 | -5.1% | 2,351 | -1.8% | 0.00% | 0.0% |
| Q2 2023 | $295,926 | -8.5% | 2,393 | -10.9% | 0.00% | -25.0% |
| Q1 2023 | $323,529 | -1.2% | 2,685 | -0.2% | 0.00% | 0.0% |
| Q4 2022 | $327,536 | +7.7% | 2,690 | +0.3% | 0.00% | -20.0% |
| Q3 2022 | $304,000 | +16.9% | 2,681 | +22.9% | 0.01% | +25.0% |
| Q2 2022 | $260,000 | -15.6% | 2,182 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $308,000 | -4.9% | 2,182 | -2.1% | 0.00% | -20.0% |
| Q4 2021 | $324,000 | -5.0% | 2,228 | -8.2% | 0.01% | -16.7% |
| Q3 2021 | $341,000 | -10.5% | 2,426 | -6.9% | 0.01% | -14.3% |
| Q2 2021 | $381,000 | -42.2% | 2,606 | -44.8% | 0.01% | -50.0% |
| Q1 2021 | $659,000 | +156.4% | 4,721 | +112.0% | 0.01% | +133.3% |
| Q4 2020 | $257,000 | +11.7% | 2,227 | -15.7% | 0.01% | +50.0% |
| Q3 2020 | $230,000 | +7.5% | 2,641 | +5.6% | 0.00% | -33.3% |
| Q2 2020 | $214,000 | -52.1% | 2,502 | -37.4% | 0.01% | -40.0% |
| Q4 2019 | $447,000 | – | 3,997 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Crestone Asset Management LLC | 113,145 | $13,508,350 | 3.23% |
| WestHill Financial Advisors, Inc. | 50,378 | $6,014,638 | 1.76% |
| Virtue Capital Management, LLC | 68,158 | $8,405,245 | 1.43% |
| Mercer Investments LLC | 7,151 | $853,771 | 1.37% |
| IVC Wealth Advisors LLC | 16,983 | $2,027,583 | 1.36% |
| LBJ Family Wealth Advisors, Ltd. | 10,470 | $1,250 | 0.94% |
| Phoenix Wealth Advisors | 12,465 | $1,488,250 | 0.87% |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 11,250 | $1,343,138 | 0.70% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 38,045 | $4,542,208 | 0.70% |
| Wealth Dimensions Group, Ltd. | 15,365 | $1,834,444 | 0.67% |