UNITED CAPITAL FINANCIAL ADVISORS, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VTHR and the CUSIP is 92206C599. A total of 109 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$467,289
-21.3%
2,450
-18.6%
0.00%0.0%
Q2 2023$594,127
+5.4%
3,009
-2.1%
0.00%0.0%
Q1 2023$563,464
-64.2%
3,074
-66.4%
0.00%
-66.7%
Q4 2022$1,572,543
+6.6%
9,1560.0%0.01%0.0%
Q3 2022$1,475,000
-4.8%
9,156
-0.1%
0.01%0.0%
Q2 2022$1,549,000
-20.8%
9,168
-4.4%
0.01%
-10.0%
Q1 2022$1,956,000
-11.7%
9,592
-6.6%
0.01%0.0%
Q4 2021$2,215,000
+6.6%
10,270
-2.1%
0.01%0.0%
Q3 2021$2,078,000
-0.5%
10,4900.0%0.01%
-9.1%
Q2 2021$2,089,000
-3.0%
10,490
-9.9%
0.01%
-8.3%
Q1 2021$2,153,000
+6.2%
11,6490.0%0.01%0.0%
Q4 2020$2,028,000
+14.4%
11,6490.0%0.01%0.0%
Q3 2020$1,773,000
+8.6%
11,649
-0.2%
0.01%0.0%
Q2 2020$1,633,000
-18.6%
11,674
-33.0%
0.01%
-29.4%
Q1 2020$2,007,000
-29.5%
17,431
-10.4%
0.02%
-5.6%
Q4 2019$2,848,000
-2.4%
19,453
-9.9%
0.02%
-10.0%
Q3 2019$2,919,000
-7.6%
21,590
-8.5%
0.02%
-4.8%
Q2 2019$3,159,000
-2.2%
23,586
-5.5%
0.02%
-8.7%
Q1 2019$3,230,000
+35.7%
24,959
+19.4%
0.02%
+21.1%
Q4 2018$2,381,000
-16.4%
20,901
-1.9%
0.02%
-5.0%
Q3 2018$2,847,000
+6.2%
21,299
-0.0%
0.02%0.0%
Q2 2018$2,680,000
-8.6%
21,309
-11.6%
0.02%
-9.1%
Q1 2018$2,931,000
-4.2%
24,107
-3.2%
0.02%
-8.3%
Q4 2017$3,058,000
-3.4%
24,898
-9.0%
0.02%
-11.1%
Q3 2017$3,166,000
-19.6%
27,354
-22.7%
0.03%
-22.9%
Q2 2017$3,940,000
-2.5%
35,369
-4.9%
0.04%
-7.9%
Q1 2017$4,041,000
+4.4%
37,197
-0.7%
0.04%0.0%
Q4 2016$3,869,000
+1.9%
37,473
-1.9%
0.04%
+2.7%
Q3 2016$3,798,000
+3.2%
38,209
-1.3%
0.04%0.0%
Q2 2016$3,679,000
-17.4%
38,729
-18.4%
0.04%
-24.5%
Q1 2016$4,456,00047,4520.05%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q4 2021
NameSharesValueWeighting ↓
SILVERHAWK ASSET MANAGEMENT, LLC 33,079$7,136,0005.73%
Cliffwater LLC 72,801$15,705,0004.08%
DB Fitzpatrick & Co, Inc 13,731$2,962,0002.77%
ADIRONDACK TRUST CO 25,205$5,437,0002.59%
Family Firm, Inc. 36,424$7,857,0002.03%
Operose Advisors LLC 6,718$1,449,0001.18%
Tolleson Wealth Management, Inc. 16,701$3,603,0000.97%
Diversified Portfolios, Inc. 16,754$3,614,0000.87%
Sensible Financial Planning & Management, LLC. 11,807$2,547,0000.72%
Diversified Trust Co 89,089$19,218,0000.63%
View complete list of VANGUARD SCOTTSDALE FDS shareholders