VANGUARD SCOTTSDALE FDS's ticker is VCSH and the CUSIP is 92206C409. A total of 29 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $359,367 | -0.7% | 4,782 | 0.0% | 0.20% | +21.7% |
| Q2 2023 | $361,806 | -0.7% | 4,782 | 0.0% | 0.16% | +1.9% |
| Q1 2023 | $364,532 | +1.4% | 4,782 | 0.0% | 0.16% | -3.1% |
| Q4 2022 | $359,559 | +1.3% | 4,782 | 0.0% | 0.16% | +0.6% |
| Q3 2022 | $355,000 | -2.7% | 4,782 | 0.0% | 0.16% | +10.2% |
| Q2 2022 | $365,000 | -48.2% | 4,782 | -47.0% | 0.15% | -41.9% |
| Q1 2022 | $704,000 | -26.7% | 9,021 | -23.6% | 0.25% | -2.7% |
| Q4 2021 | $960,000 | -7.2% | 11,811 | -5.9% | 0.26% | -6.5% |
| Q3 2021 | $1,035,000 | +21.2% | 12,558 | +21.7% | 0.28% | +42.6% |
| Q2 2021 | $854,000 | +124.7% | 10,320 | +124.3% | 0.20% | +39.3% |
| Q1 2021 | $380,000 | -53.0% | 4,602 | -52.7% | 0.14% | -33.0% |
| Q4 2020 | $809,000 | +56.2% | 9,723 | +55.4% | 0.21% | +18.1% |
| Q3 2020 | $518,000 | +186.2% | 6,255 | +186.0% | 0.18% | +152.9% |
| Q2 2020 | $181,000 | +4.6% | 2,187 | 0.0% | 0.07% | -15.7% |
| Q1 2020 | $173,000 | – | 2,187 | – | 0.08% | – |
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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% |