Dynamic Advisor Solutions LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VCSH and the CUSIP is 92206C409. A total of 1,262 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.2%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$14,869,439
+26.3%
197,863
+27.2%
0.70%
+15.1%
Q2 2023$11,773,590
+23.4%
155,612
+24.3%
0.61%
+9.5%
Q1 2023$9,541,903
-1.2%
125,173
-2.6%
0.56%
-15.5%
Q4 2022$9,660,096
+22.3%
128,476
+20.8%
0.66%
+9.6%
Q3 2022$7,898,000
+4.1%
106,332
+6.9%
0.60%
+3.3%
Q2 2022$7,588,000
+115.4%
99,507
+120.6%
0.58%
+138.0%
Q1 2022$3,523,000
+6.3%
45,112
+10.6%
0.24%
+3.4%
Q4 2021$3,315,000
+3.2%
40,792
+4.7%
0.24%
-2.1%
Q3 2021$3,211,000
+104.8%
38,967
+105.5%
0.24%
+95.2%
Q2 2021$1,568,000
+19.3%
18,963
+19.0%
0.12%
+1.6%
Q1 2021$1,314,000
-61.8%
15,931
-61.4%
0.12%
-62.1%
Q4 2020$3,439,000
+11.9%
41,308
+11.4%
0.32%
-7.7%
Q3 2020$3,073,000
+6.8%
37,093
+6.6%
0.35%
-10.3%
Q2 2020$2,877,000
+9.3%
34,807
+4.6%
0.39%
-19.0%
Q1 2020$2,633,000
-63.5%
33,282
-62.6%
0.48%
-51.1%
Q4 2019$7,205,000
+2.2%
88,922
+2.3%
0.98%
-10.2%
Q3 2019$7,048,000
+18.4%
86,965
+17.8%
1.09%
+14.4%
Q2 2019$5,954,000
+9.5%
73,795
+8.2%
0.96%
-6.8%
Q1 2019$5,439,000
+5.3%
68,188
+3.7%
1.03%
-6.5%
Q4 2018$5,165,000
+20.5%
65,751
+19.9%
1.10%
+23.4%
Q3 2018$4,287,000
-0.1%
54,844
-0.2%
0.89%
-8.6%
Q2 2018$4,292,000
-7.3%
54,956
-6.9%
0.97%
-18.2%
Q1 2018$4,632,000
+22.1%
59,060
+23.4%
1.19%
-4.4%
Q4 2017$3,795,000
+6.4%
47,857
+7.5%
1.24%
-11.8%
Q3 2017$3,567,000
+5.6%
44,518
+5.5%
1.41%
+7.9%
Q2 2017$3,378,000
+33.0%
42,201
+32.5%
1.31%
+32.0%
Q1 2017$2,539,000
+23.5%
31,840
+22.9%
0.99%
+20.7%
Q4 2016$2,056,000
-1.9%
25,899
-0.4%
0.82%
+3.4%
Q3 2016$2,095,000
-0.1%
26,009
+0.2%
0.79%
-6.7%
Q2 2016$2,098,000
-0.8%
25,954
-1.8%
0.85%
-5.3%
Q1 2016$2,115,000
-0.4%
26,427
-1.7%
0.90%
+2.3%
Q4 2015$2,123,000
+3.7%
26,872
+4.7%
0.88%
-15.0%
Q3 2015$2,047,000
+18.1%
25,675
+18.9%
1.03%
+18.9%
Q1 2015$1,733,000
-3.3%
21,602
-4.0%
0.87%
-9.6%
Q4 2014$1,792,000
-4.9%
22,504
-4.6%
0.96%
-6.2%
Q3 2014$1,884,000
-9.7%
23,588
-9.1%
1.02%
-18.2%
Q2 2014$2,086,000
-2.2%
25,958
-2.6%
1.25%
-13.8%
Q1 2014$2,132,000
+20.9%
26,658
+20.6%
1.45%
+11.4%
Q4 2013$1,763,00022,1021.30%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Jentner Corp 430,092$34,859,00028.45%
McIlrath & Eck, LLC 655,567$53,134,00028.06%
Investment Counsel Inc. 391,297$31,609,00023.00%
Total Wealth Planning, LLC 457,362$37,069,00021.06%
D. SCOTT NEAL, INC. 479,150$38,835,00020.00%
Private Ocean, LLC 950,273$77,020,00019.13%
BlueSky Wealth Advisors, LLC 594,291$48,268,00016.63%
AllSquare Wealth Management LLC 265,674$21,533,00015.94%
Cable Hill Partners, LLC 598,525$48,510,00015.90%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,514,598$122,758,00014.86%
View complete list of VANGUARD SCOTTSDALE FDS shareholders