VANGUARD SCOTTSDALE FDS's ticker is VCSH and the CUSIP is 92206C409. A total of 700 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,488,824 | +2.2% | 73,038 | +2.9% | 1.83% | +3.6% |
Q2 2023 | $5,371,702 | -13.2% | 70,998 | -12.6% | 1.77% | -17.9% |
Q1 2023 | $6,191,518 | +9.1% | 81,222 | +7.6% | 2.15% | -2.0% |
Q4 2022 | $5,673,416 | -3.7% | 75,454 | -4.9% | 2.20% | -9.2% |
Q3 2022 | $5,892,000 | -1.4% | 79,321 | +1.3% | 2.42% | +3.5% |
Q2 2022 | $5,973,000 | +40.1% | 78,328 | +43.5% | 2.34% | +69.2% |
Q1 2022 | $4,262,000 | -2.9% | 54,573 | +1.0% | 1.38% | -4.8% |
Q4 2021 | $4,389,000 | -0.3% | 54,014 | +1.1% | 1.45% | -7.5% |
Q3 2021 | $4,403,000 | +5.4% | 53,430 | +6.0% | 1.57% | +7.4% |
Q2 2021 | $4,178,000 | +12.4% | 50,414 | +11.9% | 1.46% | +2.8% |
Q1 2021 | $3,718,000 | +20.0% | 45,065 | +21.1% | 1.42% | -12.0% |
Q4 2020 | $3,099,000 | +1.7% | 37,224 | +1.2% | 1.61% | -13.6% |
Q3 2020 | $3,048,000 | +31.2% | 36,788 | +30.8% | 1.87% | +27.4% |
Q2 2020 | $2,324,000 | +21.8% | 28,119 | +16.6% | 1.47% | +2.7% |
Q1 2020 | $1,908,000 | -2.0% | 24,123 | +0.4% | 1.43% | +43.3% |
Q4 2019 | $1,946,000 | +12.2% | 24,016 | +12.2% | 1.00% | +3.4% |
Q3 2019 | $1,735,000 | +0.9% | 21,410 | +0.5% | 0.96% | +5.2% |
Q2 2019 | $1,719,000 | +923.2% | 21,304 | +1.4% | 0.92% | +905.5% |
Q1 2019 | $168,000 | -89.5% | 21,003 | +2.6% | 0.09% | -90.4% |
Q4 2018 | $1,596,000 | -5.5% | 20,473 | -5.2% | 0.95% | +16.5% |
Q3 2018 | $1,688,000 | -0.6% | 21,591 | -0.7% | 0.81% | -4.4% |
Q2 2018 | $1,698,000 | +2.5% | 21,738 | +2.9% | 0.85% | -2.6% |
Q1 2018 | $1,657,000 | +2.1% | 21,125 | +3.2% | 0.87% | +7.2% |
Q4 2017 | $1,623,000 | 0.0% | 20,461 | +1.0% | 0.81% | -2.0% |
Q3 2017 | $1,623,000 | +12.6% | 20,252 | +12.4% | 0.83% | +8.5% |
Q2 2017 | $1,442,000 | +18.7% | 18,013 | +18.2% | 0.77% | +9.1% |
Q1 2017 | $1,215,000 | +18.7% | 15,233 | +18.1% | 0.70% | +17.0% |
Q4 2016 | $1,024,000 | +26.0% | 12,903 | +27.8% | 0.60% | +20.0% |
Q3 2016 | $813,000 | +9.6% | 10,093 | +10.0% | 0.50% | +5.7% |
Q2 2016 | $742,000 | +5.1% | 9,179 | +4.0% | 0.47% | -11.4% |
Q1 2016 | $706,000 | +0.9% | 8,824 | -0.4% | 0.53% | -0.4% |
Q4 2015 | $700,000 | +2.5% | 8,860 | +3.4% | 0.54% | -13.8% |
Q3 2015 | $683,000 | -4.2% | 8,569 | -4.4% | 0.62% | +7.1% |
Q2 2015 | $713,000 | +4.5% | 8,960 | +5.4% | 0.58% | +3.2% |
Q1 2015 | $682,000 | +3.3% | 8,500 | +2.5% | 0.56% | +5.4% |
Q4 2014 | $660,000 | – | 8,290 | – | 0.53% | – |
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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% |