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 | $24,567,112 | +12.5% | 327,209 | +13.7% | 0.22% | +15.3% |
| Q2 2023 | $21,832,870 | +26.9% | 287,840 | +27.6% | 0.19% | +15.9% |
| Q1 2023 | $17,198,949 | +141.2% | 225,619 | +1.7% | 0.16% | -54.3% |
| Q4 2022 | $7,129,728 | -58.1% | 221,951 | -3.2% | 0.36% | +83.2% |
| Q3 2022 | $17,032,000 | -4.5% | 229,298 | -2.0% | 0.20% | +23.3% |
| Q2 2022 | $17,833,000 | -19.7% | 233,859 | -17.8% | 0.16% | -6.5% |
| Q1 2022 | $22,216,000 | -8.8% | 284,493 | -5.1% | 0.17% | -7.1% |
| Q4 2021 | $24,354,000 | -22.3% | 299,704 | -21.2% | 0.18% | -8.0% |
| Q3 2021 | $31,351,000 | +62.6% | 380,421 | +63.1% | 0.20% | +18.5% |
| Q2 2021 | $19,286,000 | +9.3% | 233,173 | +9.0% | 0.17% | 0.0% |
| Q1 2021 | $17,646,000 | +16.8% | 213,897 | +17.8% | 0.17% | +7.0% |
| Q4 2020 | $15,111,000 | +50.5% | 181,513 | +49.7% | 0.16% | +19.8% |
| Q3 2020 | $10,038,000 | +9.2% | 121,211 | +9.0% | 0.13% | +2.3% |
| Q2 2020 | $9,189,000 | -12.9% | 111,172 | -16.7% | 0.13% | -34.0% |
| Q1 2020 | $10,552,000 | -39.2% | 133,409 | -37.8% | 0.19% | -28.1% |
| Q4 2019 | $17,367,000 | -22.5% | 214,329 | -22.5% | 0.27% | -22.6% |
| Q3 2019 | $22,418,000 | +31.5% | 276,570 | +30.8% | 0.35% | +13.3% |
| Q2 2019 | $17,054,000 | +20.7% | 211,373 | +19.2% | 0.31% | +10.4% |
| Q1 2019 | $14,134,000 | -11.0% | 177,339 | -13.0% | 0.28% | -27.2% |
| Q4 2018 | $15,887,000 | +7.3% | 203,838 | +7.6% | 0.38% | +26.0% |
| Q3 2018 | $14,811,000 | +156.8% | 189,494 | +156.2% | 0.30% | +220.0% |
| Q2 2018 | $5,767,000 | -40.6% | 73,974 | -40.2% | 0.10% | -75.0% |
| Q1 2018 | $9,707,000 | +54.2% | 123,767 | +55.8% | 0.38% | +42.9% |
| Q4 2017 | $6,296,000 | -51.3% | 79,420 | -50.8% | 0.27% | -16.9% |
| Q3 2017 | $12,930,000 | +9.0% | 161,540 | +8.8% | 0.32% | -0.3% |
| Q2 2017 | $11,858,000 | +25.6% | 148,411 | +25.4% | 0.32% | +21.6% |
| Q1 2017 | $9,440,000 | +33.5% | 118,357 | +33.0% | 0.26% | +13.8% |
| Q4 2016 | $7,070,000 | +38.5% | 88,961 | +40.0% | 0.23% | +11.5% |
| Q3 2016 | $5,106,000 | +15.5% | 63,549 | +16.5% | 0.21% | +16.2% |
| Q2 2016 | $4,419,000 | +48.6% | 54,551 | +46.9% | 0.18% | +24.3% |
| Q1 2016 | $2,973,000 | +10.6% | 37,143 | +9.1% | 0.14% | +11.6% |
| Q4 2015 | $2,689,000 | +71.3% | 34,037 | +72.8% | 0.13% | +50.0% |
| Q3 2015 | $1,570,000 | +14.2% | 19,697 | +14.0% | 0.09% | +32.3% |
| Q2 2015 | $1,375,000 | +2.9% | 17,275 | +3.7% | 0.06% | -15.6% |
| Q1 2015 | $1,336,000 | -70.8% | 16,653 | -71.0% | 0.08% | -73.9% |
| Q4 2014 | $4,577,000 | -14.2% | 57,484 | -14.0% | 0.30% | -20.1% |
| Q3 2014 | $5,337,000 | +277.2% | 66,822 | +279.6% | 0.37% | +202.5% |
| Q2 2014 | $1,415,000 | +35.4% | 17,601 | +34.7% | 0.12% | +10.9% |
| Q1 2014 | $1,045,000 | +1.2% | 13,063 | +0.9% | 0.11% | -4.3% |
| Q4 2013 | $1,033,000 | – | 12,949 | – | 0.12% | – |
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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% |