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

VANGUARD SCOTTSDALE FDS's ticker is VCIT and the CUSIP is 92206C870. A total of 479 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2018. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q4 2019$108,000
-57.5%
1,184
-58.1%
0.02%
-57.1%
Q2 2019$254,000
-26.6%
2,824
-29.1%
0.06%
-25.3%
Q1 2019$346,000
-87.5%
3,985
-88.1%
0.08%
-93.4%
Q4 2018$2,779,000
+108.0%
33,538
+110.1%
1.14%
+153.0%
Q3 2018$1,336,000
-28.1%
15,966
-28.1%
0.45%
-23.8%
Q2 2018$1,857,000
+8.5%
22,217
+8.6%
0.59%
+17.2%
Q1 2018$1,712,000
-45.0%
20,459
-42.7%
0.50%
-29.8%
Q4 2017$3,113,000
+96.4%
35,710
+98.3%
0.72%
+39.6%
Q3 2017$1,585,000
-11.4%
18,005
-11.8%
0.52%
+4.7%
Q2 2017$1,788,00020,4140.49%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q1 2018
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