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

VANGUARD SCOTTSDALE FDS's ticker is VCLT and the CUSIP is 92206C813. A total of 218 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2021. The put-call ratio across all filers is 0.19 and the average weighting 0.9%.

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 Q4 2021
NameSharesValueWeighting ↓
Johns Hopkins University 5,029,402$360,20619.87%
Diana Davis Spencer Foundation 461,000$33,016,82013.29%
Allianz Investment Management U.S. LLC 2,416,012$173,010,61910.70%
AGILIS PARTNERS LLC 318,048$22,7798.20%
Refined Wealth Management 92,806$6,646,7365.97%
Meiji Yasuda Life Insurance Co 2,833,000$202,899,4605.38%
Berkeley Capital Partners, LLC 183,286$13,126,9384.74%
Providence First Trust Co 112,786$8,077,7634.51%
FIRST NATIONAL BANK SIOUX FALLS 104,263$7,467,3164.46%
Boyd Wealth Management, LLC 86,653$6,206,1234.17%
View complete list of VANGUARD SCOTTSDALE FDS shareholders