GeoWealth Management, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VCSH and the CUSIP is 92206C409. A total of 1,107 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2021. The put-call ratio across all filers is 0.25 and the average weighting 1.3%.

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$1,995
-0.3%
26,537
+0.3%
0.23%
+4.6%
Q2 2023$2,001
-6.9%
26,460
-6.2%
0.22%
-13.9%
Q1 2023$2,150
+1.3%
28,201
-0.2%
0.25%
+12.1%
Q4 2022$2,123
-99.9%
28,244
-1.0%
0.22%
-3.0%
Q3 2022$2,120,000
-9.9%
28,538
-7.6%
0.23%
-26.7%
Q2 2022$2,354,000
-4.5%
30,870
-2.3%
0.32%
+45.2%
Q1 2022$2,466,000
-21.2%
31,584
-18.0%
0.22%
-14.9%
Q4 2021$3,129,000
-4.3%
38,502
-3.0%
0.26%
-5.6%
Q3 2021$3,271,000
+0.4%
39,686
+0.8%
0.27%
-34.5%
Q2 2021$3,258,000
-20.9%
39,386
-21.1%
0.41%
-35.9%
Q1 2021$4,120,000
+6.0%
49,934
+7.0%
0.64%
+3.2%
Q4 2020$3,885,000
+1411.7%
46,646
+1369.2%
0.62%
+974.1%
Q3 2019$257,0003,1750.06%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q3 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