ROCKY MOUNTAIN ADVISERS, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VCIT and the CUSIP is 92206C870. A total of 24 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
ROCKY MOUNTAIN ADVISERS, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$91,176
-5.3%
1,2000.0%0.04%
-13.7%
Q2 2023$96,264
+100175.0%
1,2000.0%0.05%0.0%
Q1 2023$96
+3.2%
1,2000.0%0.05%
-1.9%
Q4 2022$93
-99.9%
1,2000.0%0.05%
-55.9%
Q3 2022$91,000
-5.2%
1,2000.0%0.12%0.0%
Q2 2022$96,000
-6.8%
1,2000.0%0.12%
+3.5%
Q1 2022$103,000
-7.2%
1,2000.0%0.11%
-9.5%
Q4 2021$111,000
-1.8%
1,2000.0%0.13%
-8.7%
Q3 2021$113,000
-0.9%
1,2000.0%0.14%
-2.8%
Q2 2021$114,000
+1.8%
1,2000.0%0.14%
-10.7%
Q1 2021$112,000
-4.3%
1,2000.0%0.16%
-17.6%
Q4 2020$117,000
+1.7%
1,2000.0%0.19%
-12.7%
Q3 2020$115,0001,2000.22%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Bernicke Wealth Management, Ltd. 732,277$66,813,00038.67%
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 117,100$10,682,00028.01%
Bishop & Co Investment Management, LLC 304,288$27,763,00020.20%
AOZORA BANK, LTD. 1,900,000$173,356,00018.75%
Towerpoint Wealth, LLC 194,447$17,741,00012.05%
D. SCOTT NEAL, INC. 247,374$22,570,00011.63%
Resource Planning Group 215,635$19,675,00011.51%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 842,490$76,869,0009.31%
Creative Planning 27,909,355$2,546,449,0008.29%
Blue Chip Partners, LLC 404,271$36,886,0007.80%
View complete list of VANGUARD SCOTTSDALE FDS shareholders