Waverly Advisors, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VCIT and the CUSIP is 92206C870. A total of 325 filers reported holding VANGUARD SCOTTSDALE FDS in Q2 2016. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Waverly Advisors, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$10,484,530
-15.6%
137,991
-12.2%
0.46%
-16.0%
Q2 2023$12,420,553
-0.3%
157,163
+1.2%
0.54%
-16.2%
Q1 2023$12,457,130
+0.3%
155,287
-3.1%
0.65%
-5.7%
Q4 2022$12,415,418
+0.1%
160,178
-2.3%
0.69%
-21.0%
Q3 2022$12,406,000
-1.2%
163,925
+4.5%
0.87%
-24.1%
Q2 2022$12,552,000
-6.8%
156,864
+0.2%
1.15%
+0.9%
Q1 2022$13,465,000
+1.6%
156,492
+5.1%
1.14%
-0.6%
Q4 2021$13,258,000
+0.7%
148,952
+5.7%
1.15%
+1.9%
Q3 2021$13,165,000
-8.3%
140,866
-6.3%
1.12%
-15.1%
Q2 2021$14,364,000
+7.3%
150,373
+5.5%
1.32%
+0.2%
Q1 2021$13,391,000
+5.5%
142,535
+8.1%
1.32%
-0.8%
Q4 2020$12,698,000
+10.6%
131,817
+9.6%
1.33%
-12.7%
Q3 2020$11,480,000
+0.8%
120,260
+1.5%
1.53%
+3.5%
Q2 2020$11,391,000
+20.2%
118,485
+8.9%
1.48%
-7.8%
Q1 2020$9,473,000
-0.2%
108,774
+6.2%
1.60%
+28.3%
Q4 2019$9,494,000
+9.4%
102,457
+7.7%
1.25%
+0.2%
Q3 2019$8,678,000
+10.4%
95,113
+8.7%
1.24%
+6.3%
Q2 2019$7,862,000
+9.4%
87,502
+5.7%
1.17%
+5.2%
Q1 2019$7,189,000
+9.8%
82,758
+4.8%
1.11%
-2.6%
Q4 2018$6,545,000
-0.5%
78,985
+0.3%
1.14%
+17.8%
Q3 2018$6,575,000
+13.1%
78,717
+13.1%
0.97%
+7.3%
Q2 2018$5,811,000
+14.5%
69,578
+16.3%
0.90%
+10.2%
Q1 2018$5,074,000
+8.9%
59,804
+12.2%
0.82%
+23.3%
Q4 2017$4,659,000
+21.8%
53,308
+22.7%
0.66%
-19.8%
Q3 2017$3,824,000
+18.9%
43,455
+18.3%
0.83%
+2.6%
Q2 2017$3,216,000
+16.2%
36,737
+14.7%
0.81%
+10.8%
Q1 2017$2,767,000
+10.1%
32,032
+9.2%
0.73%
-21.9%
Q4 2016$2,514,000
+6.6%
29,335
+11.4%
0.93%
-5.2%
Q3 2016$2,359,000
+30.4%
26,337
+30.2%
0.98%
+20.1%
Q2 2016$1,809,000
+34.7%
20,234
+30.9%
0.82%
-0.2%
Q1 2016$1,343,000
-9.1%
15,454
-12.1%
0.82%
+27.8%
Q4 2015$1,478,000
+14.8%
17,581
+16.7%
0.64%
-27.6%
Q3 2015$1,288,000
+200.9%
15,071
+200.4%
0.89%
+237.6%
Q2 2015$428,0005,0170.26%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q2 2016
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