WMS Partners, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VCSH and the CUSIP is 92206C409. A total of 293 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2014. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
WMS Partners, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$6,368,922
-50.6%
84,749
-50.3%
0.50%
-50.4%
Q2 2023$12,897,643
-67.9%
170,468
-67.7%
1.01%
-71.2%
Q1 2023$40,205,349
+0.7%
527,422
-0.7%
3.52%
-11.0%
Q4 2022$39,917,408
-4.5%
530,887
-5.6%
3.95%
-30.4%
Q3 2022$41,792,000
+4.7%
562,629
+7.4%
5.68%
-8.7%
Q2 2022$39,934,000
-18.3%
523,652
-16.4%
6.22%
-7.3%
Q1 2022$48,903,000
+8.5%
626,234
+14.5%
6.70%
+1.4%
Q3 2021$45,075,000
+5.3%
546,958
+5.7%
6.61%
+4.4%
Q2 2021$42,793,000
+9.5%
517,383
+9.2%
6.33%
-28.9%
Q1 2021$39,072,000
+15.6%
473,596
+16.7%
8.90%
+52.8%
Q4 2020$33,793,000
+24.6%
405,917
+24.0%
5.82%
+10.6%
Q3 2020$27,131,000
+9.2%
327,468
+8.9%
5.27%
+2.3%
Q2 2020$24,855,000
+9.4%
300,692
+4.7%
5.15%
-18.3%
Q1 2020$22,718,000
+22.7%
287,212
+25.7%
6.30%
+52.4%
Q4 2019$18,513,000
+87.7%
228,475
+87.8%
4.14%
+74.6%
Q3 2019$9,862,000
+23.3%
121,672
+22.8%
2.37%
+20.5%
Q2 2019$7,996,000
+19.7%
99,102
+18.4%
1.97%
+18.1%
Q1 2019$6,679,000
-14.0%
83,733
-16.0%
1.66%
-23.4%
Q4 2018$7,769,000
-54.3%
99,678
-54.2%
2.17%
+13.8%
Q3 2018$17,012,000
-1.2%
217,653
-1.3%
1.91%
-4.5%
Q2 2018$17,218,000
-9.8%
220,459
-9.5%
2.00%
-11.8%
Q1 2018$19,099,000
-2.3%
243,510
-1.2%
2.27%
+3.0%
Q4 2017$19,547,000
+7.2%
246,499
+8.3%
2.20%
+1.4%
Q3 2017$18,239,000
+7.8%
227,623
+7.6%
2.17%
+3.7%
Q2 2017$16,925,000
-3.9%
211,455
-4.3%
2.10%
-5.4%
Q1 2017$17,616,000
+51.0%
220,917
+50.2%
2.22%
+43.0%
Q4 2016$11,670,000
+34.1%
147,038
+36.1%
1.55%
+32.8%
Q3 2016$8,701,000
+29.9%
108,023
+30.3%
1.17%
+25.4%
Q2 2016$6,700,000
+8.7%
82,885
+7.6%
0.93%
+8.5%
Q1 2016$6,164,000
+2.8%
77,023
+1.5%
0.86%
-0.7%
Q4 2015$5,995,000
+90.6%
75,892
+92.4%
0.86%
+79.8%
Q3 2015$3,145,000
+5.2%
39,453
+5.0%
0.48%
+37.9%
Q2 2015$2,990,000
+6.6%
37,574
+7.4%
0.35%
+1.2%
Q1 2015$2,805,000
+372.2%
34,970
+369.1%
0.34%
+278.0%
Q4 2014$594,000
+92.2%
7,455
+92.9%
0.09%
+89.6%
Q3 2014$309,000
-9.6%
3,865
-9.0%
0.05%
-9.4%
Q2 2014$342,000
+0.9%
4,2450.0%0.05%
-1.9%
Q1 2014$339,000
+0.3%
4,2450.0%0.05%
-3.6%
Q4 2013$338,0000.0%4,2450.0%0.06%
-13.8%
Q3 2013$338,000
+0.6%
4,2450.0%0.06%
+6.6%
Q2 2013$336,0004,2450.06%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q3 2014
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