Circle Wealth Management, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VCSH and the CUSIP is 92206C409. A total of 1,234 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Circle Wealth Management, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2022$1,167,000
-2.6%
15,7150.0%0.19%
+0.5%
Q2 2022$1,198,000
-2.4%
15,7150.0%0.19%
+18.6%
Q1 2022$1,227,000
-3.9%
15,7150.0%0.16%
-3.6%
Q4 2021$1,277,000
-19.2%
15,715
-18.1%
0.17%
-26.8%
Q3 2021$1,581,000
-0.3%
19,1790.0%0.23%0.0%
Q2 2021$1,586,000
+0.3%
19,1790.0%0.23%
-9.5%
Q1 2021$1,582,000
-0.9%
19,1790.0%0.25%
+10.0%
Q4 2020$1,597,000
-1.4%
19,179
-1.8%
0.23%
-14.2%
Q3 2020$1,619,000
+0.2%
19,5400.0%0.27%
-5.7%
Q2 2020$1,615,000
+4.5%
19,5400.0%0.28%
-6.3%
Q1 2020$1,546,000
-2.3%
19,5400.0%0.30%
+10.2%
Q4 2019$1,583,000
-0.1%
19,5400.0%0.27%
-18.7%
Q3 2019$1,584,00019,5400.34%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q1 2022
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