VANGUARD SCOTTSDALE FDS's ticker is VCIT and the CUSIP is 92206C870. A total of 24 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $9,334,266 | -19.1% | 122,852 | -15.8% | 0.86% | -16.1% |
Q2 2023 | $11,536,078 | +11.9% | 145,971 | +13.6% | 1.03% | +3.5% |
Q1 2023 | $10,307,009 | +22.6% | 128,484 | +18.5% | 1.00% | +14.1% |
Q4 2022 | $8,405,672 | +35.8% | 108,446 | +32.6% | 0.87% | +51.0% |
Q3 2022 | $6,191,000 | -21.7% | 81,801 | -14.2% | 0.58% | -15.5% |
Q2 2022 | $7,906,000 | -19.8% | 95,294 | -16.8% | 0.68% | -18.4% |
Q1 2022 | $9,854,000 | +6.7% | 114,526 | +15.0% | 0.84% | +3.2% |
Q4 2021 | $9,238,000 | -6.8% | 99,595 | -5.1% | 0.81% | -17.3% |
Q3 2021 | $9,910,000 | +9.1% | 104,966 | +9.9% | 0.98% | +9.8% |
Q2 2021 | $9,080,000 | +15.8% | 95,505 | +13.3% | 0.89% | +15.4% |
Q1 2021 | $7,844,000 | +4.5% | 84,319 | +9.1% | 0.78% | +0.1% |
Q4 2020 | $7,505,000 | +22.1% | 77,263 | +20.4% | 0.77% | +13.5% |
Q3 2020 | $6,149,000 | +13.3% | 64,189 | +12.5% | 0.68% | +5.1% |
Q2 2020 | $5,428,000 | +7.3% | 57,049 | -1.8% | 0.65% | +34.1% |
Q1 2020 | $5,057,000 | -11.5% | 58,066 | -7.2% | 0.48% | -36.7% |
Q4 2019 | $5,716,000 | +2.3% | 62,590 | +2.2% | 0.76% | +5.1% |
Q3 2019 | $5,590,000 | -37.4% | 61,267 | -38.4% | 0.73% | -35.9% |
Q2 2019 | $8,932,000 | +83.9% | 99,410 | +77.8% | 1.14% | +99.8% |
Q1 2019 | $4,857,000 | -14.2% | 55,917 | -18.2% | 0.57% | -22.3% |
Q4 2018 | $5,661,000 | -8.2% | 68,320 | -7.4% | 0.73% | +3.0% |
Q3 2018 | $6,164,000 | +7.8% | 73,788 | +7.8% | 0.71% | -1.1% |
Q2 2018 | $5,717,000 | +1.0% | 68,450 | +2.6% | 0.72% | -3.8% |
Q1 2018 | $5,662,000 | +2.2% | 66,734 | +5.3% | 0.75% | +0.3% |
Q4 2017 | $5,540,000 | +10.2% | 63,397 | +11.0% | 0.74% | +46.5% |
Q3 2017 | $5,029,000 | +1.1% | 57,137 | +0.6% | 0.51% | -5.9% |
Q2 2017 | $4,972,000 | +2.5% | 56,808 | +1.1% | 0.54% | -3.2% |
Q1 2017 | $4,853,000 | +2.9% | 56,187 | +2.1% | 0.56% | -12.3% |
Q4 2016 | $4,715,000 | -2.7% | 55,014 | +1.7% | 0.64% | +16.3% |
Q3 2016 | $4,846,000 | +5.2% | 54,100 | +5.0% | 0.55% | +4.0% |
Q2 2016 | $4,607,000 | +12.3% | 51,526 | +9.2% | 0.53% | -42.3% |
Q1 2016 | $4,101,000 | +7.7% | 47,172 | +4.2% | 0.91% | -5.0% |
Q4 2015 | $3,807,000 | -15.5% | 45,279 | -14.1% | 0.96% | -21.5% |
Q3 2015 | $4,505,000 | +4.1% | 52,737 | +4.0% | 1.22% | +7.2% |
Q2 2015 | $4,327,000 | +2.4% | 50,721 | +5.3% | 1.14% | -8.6% |
Q1 2015 | $4,224,000 | +11.3% | 48,167 | +9.3% | 1.25% | -12.4% |
Q4 2014 | $3,794,000 | +5.7% | 44,063 | +5.3% | 1.42% | -3.3% |
Q3 2014 | $3,589,000 | +12.1% | 41,848 | +13.1% | 1.47% | +1.0% |
Q2 2014 | $3,201,000 | +12.7% | 36,985 | +10.7% | 1.46% | -16.2% |
Q1 2014 | $2,840,000 | +19.6% | 33,425 | +16.4% | 1.74% | -5.7% |
Q4 2013 | $2,375,000 | – | 28,718 | – | 1.85% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Bernicke Wealth Management, Ltd. | 732,277 | $66,813,000 | 38.67% |
FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 117,100 | $10,682,000 | 28.01% |
Bishop & Co Investment Management, LLC | 304,288 | $27,763,000 | 20.20% |
AOZORA BANK, LTD. | 1,900,000 | $173,356,000 | 18.75% |
Towerpoint Wealth, LLC | 194,447 | $17,741,000 | 12.05% |
D. SCOTT NEAL, INC. | 247,374 | $22,570,000 | 11.63% |
Resource Planning Group | 215,635 | $19,675,000 | 11.51% |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 842,490 | $76,869,000 | 9.31% |
Creative Planning | 27,909,355 | $2,546,449,000 | 8.29% |
Blue Chip Partners, LLC | 404,271 | $36,886,000 | 7.80% |