Baker Ellis Asset Management LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VCIT and the CUSIP is 92206C870. A total of 887 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2023. The put-call ratio across all filers is 1.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
Baker Ellis Asset Management LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$233,259
-3.9%
3,0700.0%0.04%
+2.4%
Q2 2023$242,622
-1.5%
3,0700.0%0.04%
-6.8%
Q1 2023$246,275
+3.5%
3,0700.0%0.04%
-4.3%
Q4 2022$237,956
+6.7%
3,070
+4.1%
0.05%
-6.1%
Q3 2022$223,000
-5.5%
2,9500.0%0.05%0.0%
Q2 2022$236,000
-20.5%
2,950
-17.6%
0.05%
-45.6%
Q4 2018$297,000
-33.3%
3,580
-32.8%
0.09%
-21.7%
Q3 2018$445,000
-18.3%
5,330
-18.4%
0.12%
-19.6%
Q2 2018$545,000
-14.7%
6,530
-13.3%
0.14%
-14.9%
Q1 2018$639,000
-24.1%
7,530
-21.8%
0.17%
-20.8%
Q4 2017$842,000
+1.4%
9,630
+2.1%
0.21%
-3.6%
Q3 2017$830,0000.0%9,430
-0.5%
0.22%
-3.5%
Q2 2017$830,000
+2.7%
9,480
+1.3%
0.23%
-1.3%
Q1 2017$808,000
+3.1%
9,355
+2.3%
0.23%
+0.4%
Q4 2016$784,000
-0.9%
9,145
+3.6%
0.23%
-3.8%
Q3 2016$791,000
-2.2%
8,830
-2.4%
0.24%
-5.9%
Q2 2016$809,000
+15.2%
9,045
+12.1%
0.25%
+9.5%
Q1 2016$702,000
+75.9%
8,070
+70.3%
0.23%
+69.3%
Q4 2015$399,000
+30.8%
4,740
+32.8%
0.14%
+25.7%
Q3 2015$305,000
+32.6%
3,570
+32.2%
0.11%
+41.6%
Q2 2015$230,000
+65.5%
2,700
+70.9%
0.08%
+75.0%
Q1 2015$139,0001,5800.04%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Bernicke Wealth Management, Ltd. 649,802$55,130,00040.15%
Bishop & Co Investment Management, LLC 296,086$25,120,00021.33%
AOZORA BANK, LTD. 3,180,000$269,791,00020.24%
AllSquare Wealth Management LLC 223,975$19,002,00015.08%
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 69,850$5,925,00014.08%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 733,284$62,212,00012.29%
Blue Chip Partners, LLC 388,494$32,960,0009.12%
INR ADVISORY SERVICES LLC 755,346$64,084,0008.82%
JACOBSON & SCHMITT ADVISORS, LLC 150,632$12,780,0008.65%
Towerpoint Wealth, LLC 79,188$6,718,0007.44%
View complete list of VANGUARD SCOTTSDALE FDS shareholders