VANGUARD SCOTTSDALE FDS's ticker is VTC and the CUSIP is 92206C573.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,305,496 | -16.2% | 18,019 | -12.5% | 0.01% | -14.3% |
| Q2 2023 | $1,558,322 | -37.1% | 20,596 | -36.3% | 0.01% | -41.7% |
| Q1 2023 | $2,479,011 | +92504.1% | 32,351 | -10.3% | 0.02% | – |
| Q4 2022 | $2,677 | -99.9% | 36,063 | +8.3% | 0.00% | -100.0% |
| Q3 2022 | $2,416,000 | -6.9% | 33,289 | -1.2% | 0.03% | +21.7% |
| Q2 2022 | $2,595,000 | -12.7% | 33,677 | -5.4% | 0.02% | 0.0% |
| Q1 2022 | $2,974,000 | -33.3% | 35,611 | -27.6% | 0.02% | -30.3% |
| Q4 2021 | $4,458,000 | -5.0% | 49,156 | -4.4% | 0.03% | +10.0% |
| Q3 2021 | $4,692,000 | +59.6% | 51,417 | +60.9% | 0.03% | +15.4% |
| Q2 2021 | $2,939,000 | +6.9% | 31,949 | +3.9% | 0.03% | 0.0% |
| Q1 2021 | $2,749,000 | -3.5% | 30,750 | +1.7% | 0.03% | -13.3% |
| Q4 2020 | $2,848,000 | +2.7% | 30,247 | +0.5% | 0.03% | -16.7% |
| Q3 2020 | $2,774,000 | +13.1% | 30,101 | +12.7% | 0.04% | +5.9% |
| Q2 2020 | $2,453,000 | +22.0% | 26,700 | +13.3% | 0.03% | -8.1% |
| Q1 2020 | $2,011,000 | +123.4% | 23,556 | +131.9% | 0.04% | +164.3% |
| Q4 2019 | $900,000 | +8.6% | 10,156 | +8.3% | 0.01% | +7.7% |
| Q3 2019 | $829,000 | +11.4% | 9,374 | +9.3% | 0.01% | 0.0% |
| Q2 2019 | $744,000 | +8.6% | 8,578 | +4.9% | 0.01% | -7.1% |
| Q1 2019 | $685,000 | – | 8,180 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GDS Wealth Management | 338,137 | $24,498,026 | 3.85% |
| Wedmont Private Capital | 486,823 | $35,060,974 | 3.55% |
| Capital Asset Advisory Services LLC | 686,347 | $49,629,736 | 3.40% |
| AXXCESS WEALTH MANAGEMENT, LLC | 681,268 | $49,357,860 | 1.68% |
| Sensible Financial Planning & Management, LLC. | 86,073 | $6,236 | 1.57% |
| Mill Creek Capital Advisors, LLC | 627,599 | $45,469,555 | 1.51% |
| RWA WEALTH PARTNERS, LLC | 249,674 | $18,088,887 | 0.39% |
| WealthShield Partners, LLC | 24,812 | $1,797,629 | 0.27% |
| BFSG, LLC | 22,808 | $1,652 | 0.27% |
| Pinnacle Bancorp, Inc. | 7,585 | $549,533 | 0.20% |