VANGUARD SCOTTSDALE FDS's ticker is VGIT and the CUSIP is 92206C706. A total of 555 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2023. The put-call ratio across all filers is 0.79 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $107,499 | -12.6% | 1,881 | -10.3% | 0.01% | -16.7% |
| Q2 2023 | $123,010 | -2.2% | 2,097 | 0.0% | 0.01% | -14.3% |
| Q1 2023 | $125,736 | -10.4% | 2,097 | -12.6% | 0.01% | -12.5% |
| Q4 2022 | $140,352 | -58.8% | 2,400 | -52.4% | 0.01% | -57.9% |
| Q2 2021 | $341,000 | +0.6% | 5,043 | 0.0% | 0.02% | -9.5% |
| Q1 2021 | $339,000 | +22.4% | 5,043 | +26.2% | 0.02% | +10.5% |
| Q4 2020 | $277,000 | – | 3,996 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OneAscent Financial Services LLC | 623,669 | $44,000,000 | 33.13% |
| WJ Wealth Management, LLC | 84,354 | $5,951,000 | 21.44% |
| Choate Investment Advisors | 2,795,858 | $197,248,000 | 15.74% |
| Mader & Shannon Wealth Management, Inc. | 243,882 | $17,205,000 | 15.22% |
| BCM ADVISORS, LLC | 356,671 | $25,163,000 | 12.10% |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 170,492 | $12,028,000 | 10.80% |
| Stonehearth Capital Management, LLC | 180,680 | $12,747,000 | 10.37% |
| Avion Wealth | 330,102 | $23,289,000 | 9.97% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 299,534 | $21,132,000 | 8.51% |
| Executive Wealth Management, LLC | 580,140 | $40,928,000 | 7.27% |