Institute for Wealth Management, LLC. - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VCLT and the CUSIP is 92206C813. A total of 133 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2018. The put-call ratio across all filers is 1.19 and the average weighting 0.6%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$359,246
-7.2%
5,016
+1.7%
0.06%0.0%
Q2 2023$386,956
-7.7%
4,930
-6.2%
0.06%
-18.8%
Q1 2023$419,088
+4.9%
5,257
-0.4%
0.08%
-4.8%
Q4 2022$399,446
-3.0%
5,276
-6.1%
0.08%
-8.7%
Q3 2022$412,000
-11.2%
5,619
-1.9%
0.09%
+1.1%
Q2 2022$464,000
-15.3%
5,727
-2.1%
0.09%
+2.2%
Q1 2022$548,000
-11.0%
5,850
+0.5%
0.09%
-11.0%
Q4 2021$616,000
-3.4%
5,821
-3.7%
0.10%
-10.7%
Q3 2021$638,000
-4.2%
6,045
-2.9%
0.11%
-4.3%
Q2 2021$666,000
+3.3%
6,228
-2.3%
0.12%
-4.9%
Q1 2021$645,000
-18.1%
6,372
-10.1%
0.12%
-21.7%
Q4 2020$788,000
-5.5%
7,091
-9.1%
0.16%
-17.4%
Q3 2020$834,000
+5.3%
7,803
+4.7%
0.19%
-2.1%
Q2 2020$792,000
+55.6%
7,453
+42.3%
0.19%
+23.6%
Q1 2020$509,000
-6.4%
5,237
-7.9%
0.16%
+24.6%
Q4 2017$544,000
+72.7%
5,684
+70.1%
0.13%
+23.5%
Q3 2017$315,0003,3410.10%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q1 2018
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 290,000$27,767,00010.56%
INSIGHT 2811, INC. 132,511$12,688,0009.30%
Providence First Trust Co 61,201$5,860,0005.27%
STABLEFORD CAPITAL II LLC 63,915$6,120,0004.12%
Almanack Investment Partners, LLC. 98,756$9,562,0003.78%
Clearshares LLC 37,812$3,586,0003.21%
UBP Investment Advisors SA 23,934$2,292,0002.71%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 398,700$38,176,0002.65%
Higher Moment Capital LP 27,607$2,643,0002.55%
White Lighthouse Investment Management Inc. 46,032$4,408,0002.53%
View complete list of VANGUARD SCOTTSDALE FDS shareholders