VANGUARD SCOTTSDALE FDS's ticker is VGIT and the CUSIP is 92206C706. A total of 652 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2023. The put-call ratio across all filers is 1.87 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $386,786 | +1.1% | 6,642 | +1.6% | 0.02% | +7.1% |
| Q1 2024 | $382,610 | +0.3% | 6,535 | +1.6% | 0.01% | -12.5% |
| Q4 2023 | $381,542 | +19.2% | 6,432 | +14.8% | 0.02% | 0.0% |
| Q3 2023 | $320,074 | -1.0% | 5,601 | +1.6% | 0.02% | +6.7% |
| Q2 2023 | $323,452 | -2.2% | 5,514 | 0.0% | 0.02% | -11.8% |
| Q1 2023 | $330,620 | +2.5% | 5,514 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $322,459 | -2.0% | 5,514 | -2.4% | 0.02% | -15.0% |
| Q3 2022 | $329,000 | -2.4% | 5,647 | +2.4% | 0.02% | +5.3% |
| Q2 2022 | $337,000 | +58.2% | 5,514 | +62.9% | 0.02% | +72.7% |
| Q1 2022 | $213,000 | -5.3% | 3,385 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $225,000 | -2.2% | 3,385 | 0.0% | 0.01% | -8.3% |
| Q2 2021 | $230,000 | +0.9% | 3,385 | 0.0% | 0.01% | -14.3% |
| Q1 2021 | $228,000 | -3.0% | 3,385 | 0.0% | 0.01% | -12.5% |
| Q4 2020 | $235,000 | -1.7% | 3,385 | 0.0% | 0.02% | +23.1% |
| Q3 2020 | $239,000 | 0.0% | 3,385 | 0.0% | 0.01% | -38.1% |
| Q2 2020 | $239,000 | 0.0% | 3,385 | 0.0% | 0.02% | -51.2% |
| Q1 2020 | $239,000 | – | 3,385 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gitterman Wealth Management, LLC | 970,654 | $56,586,000 | 58.33% |
| LIBRA WEALTH LLC | 451,848 | $26,348,000 | 16.96% |
| First Affirmative Financial Network | 178,545 | $10,411,000 | 13.25% |
| Nova R Wealth, Inc. | 277,533 | $16,183,000 | 13.18% |
| Jordan Park Group LLC | 2,891,926 | $168,628,000 | 13.06% |
| Tri-Star Advisors Inc. | 435,712 | $25,271,000 | 12.85% |
| McCarthy Grittinger Financial Group, LLC | 497,961 | $29,036,087 | 12.64% |
| SINECERA CAPITAL, LLC | 204,322 | $8,722,000 | 10.27% |
| Edgehill Endowment Partners, LLC | 667,618 | $38,929,000 | 10.01% |
| Whelan Financial | 227,906 | $13,289,000 | 9.14% |