Perigon Wealth Management, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VCSH and the CUSIP is 92206C409. A total of 1,262 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.2%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$5,340,159
-50.0%
71,060
-49.6%
0.22%
+2.9%
Q2 2023$10,672,804
+230.2%
141,064
+232.7%
0.21%
+14.1%
Q1 2023$3,231,948
+2.2%
42,397
+0.8%
0.18%
+87.8%
Q4 2022$3,160,968
-37.7%
42,040
-38.5%
0.10%
-77.7%
Q3 2022$5,075,000
-1.4%
68,329
+1.3%
0.44%
+2.1%
Q2 2022$5,145,000
-9.0%
67,464
-6.8%
0.43%
+7.5%
Q1 2022$5,655,000
-10.4%
72,422
-6.7%
0.40%
-11.3%
Q4 2021$6,311,000
-28.0%
77,659
-27.0%
0.45%
-40.7%
Q3 2021$8,768,000
-8.7%
106,397
-8.4%
0.76%
-10.9%
Q2 2021$9,604,000
+33.2%
116,121
+32.9%
0.85%
+16.2%
Q1 2021$7,209,000
+28.5%
87,382
+29.6%
0.74%
+12.7%
Q4 2020$5,612,000
+91.1%
67,411
+90.2%
0.65%
+58.6%
Q3 2020$2,937,000
+30.1%
35,447
+29.8%
0.41%
+14.8%
Q2 2020$2,257,000
+205.8%
27,305
+199.8%
0.36%
+161.3%
Q1 2020$738,000
-64.2%
9,107
-64.1%
0.14%
-67.5%
Q4 2019$2,062,000
+8.8%
25,394
+8.4%
0.42%
-5.4%
Q3 2019$1,896,000
+52.8%
23,429
+52.3%
0.44%
+52.9%
Q2 2019$1,241,000
-5.0%
15,380
-6.2%
0.29%
-4.3%
Q1 2019$1,307,000
+27.5%
16,401
+24.8%
0.30%
+16.0%
Q4 2018$1,025,000
+0.3%
13,145
+0.6%
0.26%
+4.0%
Q3 2018$1,022,000
+812.5%
13,073
+819.3%
0.25%
+514.6%
Q1 2018$112,0000.0%1,422
+0.4%
0.04%
-2.4%
Q4 2017$112,000
-1.8%
1,4170.0%0.04%
+13.5%
Q3 2017$114,000
-1.7%
1,417
-2.4%
0.04%
+48.0%
Q2 2017$116,000
-12.8%
1,452
-12.9%
0.02%
-10.7%
Q1 2017$133,0000.0%1,6670.0%0.03%
-3.4%
Q4 2016$133,000
-5.7%
1,667
-4.7%
0.03%
-19.4%
Q3 2016$141,0000.0%1,7490.0%0.04%
-2.7%
Q2 2016$141,000
-97.2%
1,749
-97.4%
0.04%
-91.6%
Q3 2011$5,075,00068,3290.44%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q4 2021
NameSharesValueWeighting ↓
McIlrath & Eck, LLC 623,364$48,585,00031.14%
Jentner Corp 427,954$33,355,00030.45%
Total Wealth Planning, LLC 399,899$31,168,00021.57%
D. SCOTT NEAL, INC. 494,024$38,504,00021.02%
Investment Counsel Inc. 284,041$22,138,00018.46%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,348,266$105,084,00017.85%
BlueSky Wealth Advisors, LLC 522,331$40,987,00016.02%
Private Ocean, LLC 720,740$56,175,00015.87%
Cable Hill Partners, LLC 471,155$36,722,00014.64%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 601,882$46,911,00014.00%
View complete list of VANGUARD SCOTTSDALE FDS shareholders