Apriem Advisors - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VCSH and the CUSIP is 92206C409. A total of 1,235 filers reported holding VANGUARD SCOTTSDALE FDS in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 1.4%.

Quarter-by-quarter ownership
Apriem Advisors ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q4 2022$464,975
-44.6%
6,184
-45.3%
0.08%
-46.4%
Q3 2022$840,000
-34.5%
11,313
-32.8%
0.15%
-31.7%
Q2 2022$1,283,000
-61.6%
16,830
-60.7%
0.22%
-54.9%
Q1 2022$3,342,000
-31.3%
42,795
-28.6%
0.49%
-28.9%
Q4 2021$4,868,000
-1.6%
59,901
-0.2%
0.69%
-2.8%
Q3 2021$4,946,000
+14.9%
60,015
+15.3%
0.71%
+10.4%
Q2 2021$4,306,000
+2.3%
52,064
+2.0%
0.64%
-1.5%
Q1 2021$4,211,000
+6.3%
51,043
+7.2%
0.65%
-7.6%
Q4 2020$3,962,000
+14.4%
47,595
+13.9%
0.71%
+11.0%
Q3 2020$3,464,000
+141.1%
41,805
+140.4%
0.64%
+115.6%
Q2 2020$1,437,000
+533.0%
17,390
+504.9%
0.30%
+436.4%
Q1 2020$227,000
+1318.8%
2,875
+1337.5%
0.06%
+816.7%
Q4 2014$16,000
-70.9%
200
-70.8%
0.01%
-71.4%
Q3 2014$55,0006850.02%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Equinox Fund Management LLC 688,670$55,238,00029.39%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,013,469$81,290,00019.50%
MATHER GROUP, LLC. 828,994$66,494,00017.52%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 681,041$54,626,00017.11%
ETF Portfolio Partners, Inc. 178,563$14,323,00012.76%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 202,097$16,210,00011.31%
KAYS FINANCIAL ADVISORY CORP /ADV 203,976$16,361,0009.65%
Curbstone Financial Management Corp 147,745$11,851,0007.98%
HEADINVEST, LLC 273,697$21,953,0007.88%
Windham Capital Management, LLC 1,394,864$111,882,0007.75%
View complete list of VANGUARD SCOTTSDALE FDS shareholders