PHILLIPS FINANCIAL MANAGEMENT, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VCSH and the CUSIP is 92206C409. A total of 29 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$8,511,870
+1.6%
113,265
+2.3%
0.81%
+3.9%
Q2 2023$8,375,383
-9.7%
110,698
-9.0%
0.78%
-13.2%
Q1 2023$9,270,958
+5.9%
121,618
+4.4%
0.90%
+0.4%
Q4 2022$8,758,413
-22.1%
116,484
-23.1%
0.89%
-28.1%
Q3 2022$11,248,000
-6.2%
151,430
-3.7%
1.24%
-4.6%
Q2 2022$11,992,000
-28.9%
157,253
-27.2%
1.30%
-18.6%
Q1 2022$16,876,000
+4.1%
216,110
+8.3%
1.60%
+0.5%
Q4 2021$16,219,000
-33.9%
199,591
-33.0%
1.59%
-37.4%
Q3 2021$24,537,000
-31.0%
297,747
-30.8%
2.54%
-30.7%
Q2 2021$35,566,000
+210.8%
430,009
+210.0%
3.66%
+160.5%
Q1 2021$11,443,000
+100.8%
138,707
+102.6%
1.41%
+80.8%
Q4 2020$5,699,000
+6.2%
68,457
+5.7%
0.78%
-7.4%
Q3 2020$5,368,000
-2.9%
64,789
-3.2%
0.84%
-7.2%
Q2 2020$5,531,000
+7.0%
66,909
+1.5%
0.90%
-11.7%
Q1 2020$5,170,000
+6.9%
65,919
+10.4%
1.02%
+29.3%
Q4 2019$4,837,000
+2.5%
59,696
+2.6%
0.79%
-4.5%
Q3 2019$4,718,000
+7.4%
58,208
+6.7%
0.83%
+3.1%
Q2 2019$4,393,000
+2.2%
54,545
+0.7%
0.80%
-1.7%
Q1 2019$4,298,000
-0.0%
54,163
-1.8%
0.82%
-10.9%
Q4 2018$4,300,000
+3.7%
55,171
+3.8%
0.92%
+7.7%
Q3 2018$4,145,000
+7.8%
53,132
+7.7%
0.85%
+5.0%
Q2 2018$3,846,000
-4.4%
49,337
-3.9%
0.81%
-6.8%
Q1 2018$4,021,000
+0.3%
51,314
+1.4%
0.87%
+3.1%
Q4 2017$4,010,000
-3.8%
50,597
-2.8%
0.84%
-7.4%
Q3 2017$4,170,000
+0.4%
52,038
+0.4%
0.91%
-3.8%
Q2 2017$4,153,000
-0.9%
51,848
-1.1%
0.95%
-6.5%
Q1 2017$4,190,000
+3.6%
52,411
+3.0%
1.02%
+0.3%
Q4 2016$4,043,000
-2.6%
50,872
-1.6%
1.01%
-8.3%
Q3 2016$4,150,000
-1.4%
51,674
-1.2%
1.10%
-2.1%
Q2 2016$4,211,000
-5.1%
52,279
-5.8%
1.13%
-8.4%
Q1 2016$4,436,000
-2.8%
55,477
-3.9%
1.23%
-10.8%
Q4 2015$4,564,000
-3.1%
57,706
-2.3%
1.38%
+0.4%
Q3 2015$4,711,000
-1.3%
59,092
-1.6%
1.37%
+4.2%
Q2 2015$4,774,0000.0%60,061
+1.0%
1.32%
+1.0%
Q1 2015$4,774,000
+9.5%
59,437
+8.8%
1.31%
+4.6%
Q4 2014$4,359,000
+2.4%
54,637
+2.9%
1.25%
-2.9%
Q3 2014$4,255,000
+6.9%
53,083
+6.9%
1.29%
+8.2%
Q2 2014$3,982,000
+10.8%
49,642
+10.6%
1.19%
+5.3%
Q1 2014$3,593,000
+15.2%
44,868
+14.7%
1.13%
+9.2%
Q4 2013$3,119,000
+9.6%
39,123
+9.3%
1.03%
+2.7%
Q3 2013$2,845,000
+28.7%
35,787
+28.9%
1.01%
+25.4%
Q2 2013$2,210,00027,7710.80%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q4 2023
NameSharesValueWeighting ↓
McIlrath & Eck, LLC 623,364$48,585,00031.14%
Jentner Corp 427,954$33,355,00030.45%
Total Wealth Planning, LLC 399,899$31,168,00021.57%
D. SCOTT NEAL, INC. 494,024$38,504,00021.02%
Investment Counsel Inc. 284,041$22,138,00018.46%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,348,266$105,084,00017.85%
BlueSky Wealth Advisors, LLC 522,331$40,987,00016.02%
Private Ocean, LLC 720,740$56,175,00015.87%
Cable Hill Partners, LLC 471,155$36,722,00014.64%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 601,882$46,911,00014.00%
View complete list of VANGUARD SCOTTSDALE FDS shareholders