Family Management Corp - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VCSH and the CUSIP is 92206C409. A total of 1,223 filers reported holding VANGUARD SCOTTSDALE FDS in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 1.4%.

Quarter-by-quarter ownership
Family Management Corp ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$7,945,544
-7.7%
105,729
-7.1%
1.80%
-4.3%
Q2 2023$8,610,032
+10.5%
113,799
+11.3%
1.88%
+5.1%
Q1 2023$7,793,679
+0.9%
102,239
-0.5%
1.79%
-4.7%
Q4 2022$7,722,314
-25.0%
102,704
-25.9%
1.88%
-29.0%
Q3 2022$10,299,000
-27.8%
138,653
-25.9%
2.65%
-31.0%
Q2 2022$14,268,000
+59.8%
187,098
+63.6%
3.84%
+55.2%
Q1 2022$8,931,000
-0.4%
114,369
+3.6%
2.48%
+6.2%
Q4 2021$8,971,000
+11.0%
110,397
+12.5%
2.33%
+4.5%
Q3 2021$8,083,000
+98.9%
98,088
+99.6%
2.23%
+107.2%
Q2 2021$4,064,000
-16.8%
49,130
-17.0%
1.08%
-29.9%
Q1 2021$4,884,000
+29.5%
59,196
+30.7%
1.54%
+18.8%
Q4 2020$3,770,000
+266.7%
45,290
+265.1%
1.29%
+186.5%
Q3 2020$1,028,000
+104.8%
12,406
+95.5%
0.45%
+79.7%
Q1 2020$502,000
-69.7%
6,346
-68.9%
0.25%
-56.0%
Q4 2019$1,656,000
-36.6%
20,434
-36.6%
0.57%
-41.4%
Q3 2019$2,613,000
-8.1%
32,237
-8.5%
0.97%
-12.6%
Q2 2019$2,842,000
+40.2%
35,230
+38.6%
1.12%
+27.6%
Q1 2019$2,027,000
+35.8%
25,418
+32.7%
0.87%
+39.8%
Q4 2018$1,493,00019,1530.62%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Jentner Corp 430,092$34,859,00028.45%
McIlrath & Eck, LLC 655,567$53,134,00028.06%
Investment Counsel Inc. 391,297$31,609,00023.00%
Total Wealth Planning, LLC 457,362$37,069,00021.06%
D. SCOTT NEAL, INC. 479,150$38,835,00020.00%
Private Ocean, LLC 950,273$77,020,00019.13%
BlueSky Wealth Advisors, LLC 594,291$48,268,00016.63%
AllSquare Wealth Management LLC 265,674$21,533,00015.94%
Cable Hill Partners, LLC 598,525$48,510,00015.90%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,514,598$122,758,00014.86%
View complete list of VANGUARD SCOTTSDALE FDS shareholders