ProVise Management Group, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VCSH and the CUSIP is 92206C409. A total of 1,107 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2021. The put-call ratio across all filers is 0.25 and the average weighting 1.3%.

Quarter-by-quarter ownership
ProVise Management Group, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$1,982,506
-0.8%
26,380
-0.1%
0.18%
+1.7%
Q2 2023$1,997,878
-2.9%
26,406
-2.1%
0.18%
-8.1%
Q1 2023$2,056,685
-2.9%
26,980
-4.2%
0.20%
-7.9%
Q4 2022$2,118,253
-10.8%
28,172
-11.9%
0.21%
-19.2%
Q3 2022$2,375,000
-2.1%
31,968
+0.5%
0.26%
+2.3%
Q2 2022$2,425,000
-5.3%
31,799
-3.0%
0.26%
+7.0%
Q1 2022$2,561,000
-21.2%
32,799
-18.0%
0.24%
-18.0%
Q4 2021$3,252,000
-13.0%
40,017
-11.8%
0.30%
-20.3%
Q3 2021$3,740,000
+4.9%
45,382
+5.3%
0.37%
+1.6%
Q2 2021$3,566,000
-4.8%
43,116
-5.0%
0.36%
-9.9%
Q1 2021$3,745,000
-11.5%
45,393
-10.7%
0.40%
-17.2%
Q4 2020$4,230,000
+4.0%
50,816
+3.5%
0.49%
-10.3%
Q3 2020$4,068,000
+5.3%
49,101
+5.1%
0.54%
-1.8%
Q2 2020$3,862,000
+23.2%
46,716
+17.9%
0.55%
+5.3%
Q1 2020$3,135,000
-0.8%
39,631
+1.6%
0.53%
+35.2%
Q4 2019$3,160,000
+47.9%
39,001
+48.0%
0.39%
+37.5%
Q3 2019$2,136,000
+8.3%
26,357
+7.8%
0.28%
+7.2%
Q2 2019$1,973,000
+17.8%
24,452
+16.4%
0.26%
+12.3%
Q1 2019$1,675,000
+184.4%
21,000
+177.9%
0.24%
+152.7%
Q4 2018$589,000
+76.9%
7,557
+77.5%
0.09%
+111.4%
Q3 2018$333,0004,2570.04%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q3 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