VANGUARD SCOTTSDALE FDS's ticker is VCSH and the CUSIP is 92206C409. A total of 29 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $872,112 | -2.7% | 11,605 | -2.1% | 0.09% | -17.7% |
| Q2 2023 | $896,619 | +5.2% | 11,851 | +6.0% | 0.11% | +22.8% |
| Q1 2023 | $852,495 | -0.4% | 11,183 | -1.7% | 0.09% | -5.2% |
| Q4 2022 | $855,600 | -11.8% | 11,379 | -12.8% | 0.10% | -10.2% |
| Q3 2022 | $970,000 | -2.8% | 13,055 | -0.3% | 0.11% | +2.9% |
| Q2 2022 | $998,000 | -2.3% | 13,090 | +0.0% | 0.10% | +9.4% |
| Q1 2022 | $1,022,000 | -37.0% | 13,086 | -34.5% | 0.10% | -35.6% |
| Q4 2021 | $1,623,000 | +11.8% | 19,978 | +13.4% | 0.15% | +9.6% |
| Q3 2021 | $1,452,000 | -11.1% | 17,622 | -10.8% | 0.14% | -11.1% |
| Q2 2021 | $1,634,000 | +22.8% | 19,761 | +22.5% | 0.15% | +10.1% |
| Q1 2021 | $1,331,000 | -45.5% | 16,132 | -45.0% | 0.14% | -50.0% |
| Q4 2020 | $2,443,000 | +124.5% | 29,341 | +123.4% | 0.28% | +86.6% |
| Q3 2020 | $1,088,000 | +2.2% | 13,132 | +1.9% | 0.15% | -5.1% |
| Q2 2020 | $1,065,000 | -3.3% | 12,886 | -7.5% | 0.16% | -18.7% |
| Q1 2020 | $1,101,000 | -33.2% | 13,924 | -31.5% | 0.19% | -30.3% |
| Q4 2019 | $1,647,000 | +12.7% | 20,329 | +12.8% | 0.28% | +4.5% |
| Q3 2019 | $1,461,000 | -0.5% | 18,028 | -1.0% | 0.26% | -2.9% |
| Q2 2019 | $1,468,000 | -62.2% | 18,201 | -62.6% | 0.27% | -64.0% |
| Q1 2019 | $3,883,000 | -45.2% | 48,688 | -46.4% | 0.76% | -53.2% |
| Q4 2018 | $7,085,000 | +44.5% | 90,905 | +44.9% | 1.62% | +45.3% |
| Q3 2018 | $4,903,000 | +0.2% | 62,729 | +0.1% | 1.12% | -15.1% |
| Q2 2018 | $4,892,000 | -0.7% | 62,639 | -0.2% | 1.32% | -7.4% |
| Q1 2018 | $4,925,000 | +9.6% | 62,793 | +10.8% | 1.42% | +20.3% |
| Q4 2017 | $4,492,000 | +8.3% | 56,650 | +9.5% | 1.18% | +2.0% |
| Q3 2017 | $4,146,000 | +6.6% | 51,741 | +6.4% | 1.16% | -0.2% |
| Q2 2017 | $3,891,000 | +10.0% | 48,612 | +9.6% | 1.16% | +6.0% |
| Q1 2017 | $3,538,000 | +375.5% | 44,368 | +373.6% | 1.09% | +394.6% |
| Q4 2016 | $744,000 | +10.2% | 9,368 | +11.8% | 0.22% | 0.0% |
| Q3 2016 | $675,000 | +11.4% | 8,379 | +11.8% | 0.22% | -1.3% |
| Q2 2016 | $606,000 | – | 7,493 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McIlrath & Eck, LLC | 623,364 | $48,585,000 | 31.14% |
| Jentner Corp | 427,954 | $33,355,000 | 30.45% |
| Total Wealth Planning, LLC | 399,899 | $31,168,000 | 21.57% |
| D. SCOTT NEAL, INC. | 494,024 | $38,504,000 | 21.02% |
| Investment Counsel Inc. | 284,041 | $22,138,000 | 18.46% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,348,266 | $105,084,000 | 17.85% |
| BlueSky Wealth Advisors, LLC | 522,331 | $40,987,000 | 16.02% |
| Private Ocean, LLC | 720,740 | $56,175,000 | 15.87% |
| Cable Hill Partners, LLC | 471,155 | $36,722,000 | 14.64% |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 601,882 | $46,911,000 | 14.00% |