Evercore Wealth Management, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VCSH and the CUSIP is 92206C409. A total of 545 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q2 2021$202,000
-0.5%
2,446
+0.1%
0.00%0.0%
Q4 2020$203,000
-52.8%
2,443
-55.6%
0.00%
-71.4%
Q3 2018$430,0000.0%5,5000.0%0.01%
-6.7%
Q2 2018$430,000
-0.2%
5,5000.0%0.02%
-6.2%
Q1 2018$431,000
-1.1%
5,5000.0%0.02%0.0%
Q4 2017$436,000
-1.1%
5,5000.0%0.02%
-5.9%
Q3 2017$441,000
-0.9%
5,500
-1.0%
0.02%0.0%
Q2 2017$445,000
+0.5%
5,5560.0%0.02%0.0%
Q1 2017$443,000
+1.4%
5,556
+1.0%
0.02%
-5.6%
Q4 2016$437,000
-1.4%
5,5000.0%0.02%0.0%
Q3 2016$443,000
-0.4%
5,5000.0%0.02%
-10.0%
Q2 2016$445,000
-59.6%
5,500
-60.0%
0.02%
-59.2%
Q1 2016$1,101,000
+60.7%
13,748
+58.4%
0.05%
+53.1%
Q4 2015$685,000
+56.4%
8,678
+57.8%
0.03%
+52.4%
Q3 2015$438,0000.0%5,5000.0%0.02%
+5.0%
Q2 2015$438,000
-0.7%
5,5000.0%0.02%0.0%
Q1 2015$441,0005,5000.02%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q1 2017
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