VANGUARD SCOTTSDALE FDS's ticker is VCSH and the CUSIP is 92206C409. A total of 1,107 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2021. The put-call ratio across all filers is 0.25 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $231,467 | -7.0% | 3,097 | -5.8% | 0.11% | -1.8% |
| Q2 2023 | $248,910 | -0.9% | 3,286 | 0.0% | 0.11% | -4.3% |
| Q1 2023 | $251,136 | +0.2% | 3,286 | 0.0% | 0.12% | +4.5% |
| Q4 2022 | $250,562 | +0.2% | 3,286 | -3.0% | 0.11% | -6.8% |
| Q3 2022 | $250,000 | -3.1% | 3,386 | 0.0% | 0.12% | 0.0% |
| Q2 2022 | $258,000 | -12.5% | 3,386 | -11.3% | 0.12% | -2.5% |
| Q1 2022 | $295,000 | -6.3% | 3,816 | -2.6% | 0.12% | -9.0% |
| Q4 2021 | $315,000 | -1.9% | 3,916 | 0.0% | 0.13% | +3.1% |
| Q3 2021 | $321,000 | -0.9% | 3,916 | +0.0% | 0.13% | -7.9% |
| Q2 2021 | $324,000 | +36.1% | 3,915 | +35.7% | 0.14% | +32.1% |
| Q1 2021 | $238,000 | -4.0% | 2,885 | -3.4% | 0.11% | -13.1% |
| Q4 2020 | $248,000 | -13.9% | 2,985 | -14.3% | 0.12% | -19.2% |
| Q3 2020 | $288,000 | -1.4% | 3,485 | -1.0% | 0.15% | -9.6% |
| Q2 2020 | $292,000 | -5.5% | 3,520 | -7.9% | 0.17% | -12.1% |
| Q1 2020 | $309,000 | -0.6% | 3,820 | 0.0% | 0.19% | +8.6% |
| Q4 2019 | $311,000 | +9.5% | 3,820 | +9.1% | 0.18% | 0.0% |
| Q3 2019 | $284,000 | -26.6% | 3,500 | -27.1% | 0.18% | -25.2% |
| Q2 2019 | $387,000 | +1.0% | 4,800 | 0.0% | 0.23% | -2.5% |
| Q1 2019 | $383,000 | +2.4% | 4,800 | 0.0% | 0.24% | -10.1% |
| Q4 2018 | $374,000 | -84.9% | 4,800 | -84.8% | 0.27% | -82.4% |
| Q3 2018 | $2,471,000 | -1.3% | 31,625 | -1.4% | 1.52% | -6.0% |
| Q2 2018 | $2,504,000 | -0.5% | 32,075 | -0.2% | 1.61% | -4.6% |
| Q1 2018 | $2,516,000 | -9.7% | 32,125 | -8.5% | 1.69% | -3.2% |
| Q4 2017 | $2,785,000 | -1.0% | 35,125 | 0.0% | 1.75% | -2.8% |
| Q3 2017 | $2,814,000 | +5.5% | 35,125 | +5.4% | 1.80% | -0.7% |
| Q2 2017 | $2,667,000 | +31.3% | 33,325 | +30.8% | 1.81% | +27.8% |
| Q1 2017 | $2,031,000 | +5.2% | 25,475 | +4.7% | 1.42% | +0.8% |
| Q4 2016 | $1,930,000 | – | 24,325 | – | 1.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McIlrath & Eck, LLC | 623,364 | $48,585,000 | 31.14% |
| Jentner Corp | 427,954 | $33,355,000 | 30.45% |
| Total Wealth Planning, LLC | 399,899 | $31,168,000 | 21.57% |
| D. SCOTT NEAL, INC. | 494,024 | $38,504,000 | 21.02% |
| Investment Counsel Inc. | 284,041 | $22,138,000 | 18.46% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,348,266 | $105,084,000 | 17.85% |
| BlueSky Wealth Advisors, LLC | 522,331 | $40,987,000 | 16.02% |
| Private Ocean, LLC | 720,740 | $56,175,000 | 15.87% |
| Cable Hill Partners, LLC | 471,155 | $36,722,000 | 14.64% |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 601,882 | $46,911,000 | 14.00% |