HBK Sorce Advisory LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VCSH and the CUSIP is 92206C409. A total of 1,077 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2021. The put-call ratio across all filers is 0.37 and the average weighting 1.3%.

Quarter-by-quarter ownership
HBK Sorce Advisory LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q1 2023$288,074
+75510.0%
3,779
-25.4%
0.01%
+30.0%
Q4 2022$381
-99.9%
5,068
+44.0%
0.01%
-41.2%
Q3 2022$261,000
-47.2%
3,520
-45.6%
0.02%
-52.8%
Q2 2022$494,000
-10.0%
6,474
-8.0%
0.04%
+20.0%
Q1 2022$549,000
+4.6%
7,034
+8.8%
0.03%
+11.1%
Q4 2021$525,000
-77.2%
6,464
-76.9%
0.03%
-78.7%
Q3 2021$2,302,000
+137.1%
27,931
+138.0%
0.13%
+135.2%
Q2 2021$971,000
+306.3%
11,734
+305.5%
0.05%
+285.7%
Q1 2021$239,000
-18.2%
2,894
-22.4%
0.01%
-62.2%
Q1 2018$292,0003,7290.04%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q1 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