ProVise Management Group, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VCIT and the CUSIP is 92206C870. A total of 405 filers reported holding VANGUARD SCOTTSDALE FDS in Q2 2017. The put-call ratio across all filers is 0.53 and the average weighting 1.0%.

Quarter-by-quarter ownership
ProVise Management Group, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$742,780
-3.9%
9,7760.0%0.07%
-1.4%
Q2 2023$772,597
-3.7%
9,776
-2.2%
0.07%
-9.1%
Q1 2023$801,879
+3.5%
9,9960.0%0.08%
-1.3%
Q4 2022$774,790
+1.0%
9,996
-1.3%
0.08%
-9.3%
Q3 2022$767,000
-5.5%
10,130
-0.1%
0.09%
-1.1%
Q2 2022$812,000
-7.3%
10,144
-0.4%
0.09%
+4.8%
Q1 2022$876,000
-19.6%
10,180
-13.3%
0.08%
-16.2%
Q4 2021$1,090,000
-2.2%
11,747
-0.4%
0.10%
-10.0%
Q3 2021$1,114,000
+47.5%
11,798
+48.5%
0.11%
+42.9%
Q2 2021$755,000
+2.2%
7,9430.0%0.08%
-3.8%
Q1 2021$739,000
-4.3%
7,9430.0%0.08%
-10.1%
Q4 2020$772,000
-1.4%
7,943
-2.8%
0.09%
-15.2%
Q3 2020$783,000
+1.6%
8,176
+0.9%
0.10%
-5.4%
Q2 2020$771,000
+9.2%
8,1040.0%0.11%
-5.9%
Q1 2020$706,000
+2.9%
8,104
+7.9%
0.12%
+40.5%
Q4 2019$686,000
+0.1%
7,5110.0%0.08%
-7.7%
Q3 2019$685,000
+1.5%
7,5110.0%0.09%
+1.1%
Q2 2019$675,000
+16.8%
7,511
+13.0%
0.09%
+11.1%
Q1 2019$578,000
+8.6%
6,648
+3.6%
0.08%
-3.6%
Q4 2018$532,000
-0.7%
6,4180.0%0.08%
+18.3%
Q3 2018$536,0000.0%6,4180.0%0.07%
+77.5%
Q2 2018$536,000
-30.2%
6,418
-29.1%
0.04%
-64.6%
Q1 2018$768,000
-3.8%
9,048
-0.9%
0.11%
-0.9%
Q4 2017$798,000
-2.1%
9,133
-1.4%
0.11%
-3.4%
Q3 2017$815,000
+0.7%
9,264
+0.2%
0.12%
-4.1%
Q2 2017$809,000
+1.8%
9,243
+0.4%
0.12%
-3.9%
Q1 2017$795,000
-4.0%
9,207
-4.7%
0.13%
-9.2%
Q4 2016$828,000
+219.7%
9,661
+233.5%
0.14%
+213.3%
Q3 2016$259,0000.0%2,8970.0%0.04%
-6.2%
Q2 2016$259,000
+2.8%
2,8970.0%0.05%
-7.7%
Q1 2016$252,000
+22.9%
2,897
+18.9%
0.05%
+20.9%
Q4 2015$205,000
-1.4%
2,4370.0%0.04%
-10.4%
Q3 2015$208,0000.0%2,4370.0%0.05%
+9.1%
Q2 2015$208,000
-2.8%
2,4370.0%0.04%
-2.2%
Q1 2015$214,000
-49.0%
2,437
-50.0%
0.04%0.0%
Q4 2014$420,000
+101.0%
4,874
+100.0%
0.04%0.0%
Q3 2014$209,0002,4370.04%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q2 2017
NameSharesValueWeighting ↓
Bernicke Wealth Management, Ltd. 732,277$66,813,00038.67%
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 117,100$10,682,00028.01%
Bishop & Co Investment Management, LLC 304,288$27,763,00020.20%
AOZORA BANK, LTD. 1,900,000$173,356,00018.75%
Towerpoint Wealth, LLC 194,447$17,741,00012.05%
D. SCOTT NEAL, INC. 247,374$22,570,00011.63%
Resource Planning Group 215,635$19,675,00011.51%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 842,490$76,869,0009.31%
Creative Planning 27,909,355$2,546,449,0008.29%
Blue Chip Partners, LLC 404,271$36,886,0007.80%
View complete list of VANGUARD SCOTTSDALE FDS shareholders