Dynamic Advisor Solutions LLC - VANGUARD SCOTTSDALE FDS ownership

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
Dynamic Advisor Solutions LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$6,029,792
-4.7%
79,360
-0.9%
0.28%
-13.1%
Q2 2023$6,329,876
-8.3%
80,095
-6.9%
0.33%
-18.8%
Q1 2023$6,904,640
+93.7%
86,071
+87.1%
0.40%
+66.3%
Q4 2022$3,564,764
-9.5%
45,991
-11.6%
0.24%
-19.0%
Q3 2022$3,938,000
+100.5%
52,039
+112.0%
0.30%
+98.7%
Q2 2022$1,964,000
+0.1%
24,541
+7.6%
0.15%
+10.2%
Q1 2022$1,963,000
-21.4%
22,817
-15.2%
0.14%
-23.0%
Q4 2021$2,497,000
+5.9%
26,914
+7.8%
0.18%0.0%
Q3 2021$2,358,000
+70.3%
24,974
+71.5%
0.18%
+61.8%
Q2 2021$1,385,000
-4.5%
14,565
-6.6%
0.11%
-18.5%
Q1 2021$1,451,000
-72.2%
15,599
-71.0%
0.14%
-72.3%
Q4 2020$5,220,000
+27.6%
53,733
+25.9%
0.49%
+5.2%
Q3 2020$4,090,000
+6.3%
42,694
+5.6%
0.46%
-10.8%
Q2 2020$3,847,000
+11.8%
40,437
+2.3%
0.52%
-17.2%
Q1 2020$3,442,000
-3.9%
39,527
+0.8%
0.63%
+28.4%
Q4 2019$3,583,000
+0.0%
39,228
-0.1%
0.49%
-12.1%
Q3 2019$3,582,000
+5.2%
39,262
+3.6%
0.56%
+1.6%
Q2 2019$3,406,000
+8.6%
37,909
+5.0%
0.55%
-7.4%
Q1 2019$3,135,000
+5.7%
36,089
+2.3%
0.59%
-6.2%
Q4 2018$2,966,000
-2.7%
35,269
-3.3%
0.63%
-0.3%
Q3 2018$3,047,000
+1.2%
36,476
+1.2%
0.63%
-7.5%
Q2 2018$3,010,000
-2.3%
36,036
-0.7%
0.68%
-13.5%
Q1 2018$3,080,000
+1.2%
36,306
+4.3%
0.79%
-20.8%
Q4 2017$3,043,000
+5.7%
34,824
+6.4%
1.00%
-12.4%
Q3 2017$2,879,000
-0.1%
32,716
-0.6%
1.14%
+2.1%
Q2 2017$2,882,000
+1.5%
32,922
+0.1%
1.12%
+0.7%
Q1 2017$2,840,000
-1.4%
32,875
-2.2%
1.11%
-3.6%
Q4 2016$2,879,000
-3.8%
33,599
+0.6%
1.15%
+1.3%
Q3 2016$2,992,000
+4.1%
33,400
+3.9%
1.13%
-2.7%
Q2 2016$2,875,000
+4.9%
32,150
+1.9%
1.16%
+0.1%
Q1 2016$2,742,000
+10.5%
31,540
+6.9%
1.16%
+13.5%
Q4 2015$2,481,000
+3.1%
29,501
+4.8%
1.03%
-15.5%
Q3 2015$2,406,000
+19.8%
28,162
+22.9%
1.21%
+20.6%
Q1 2015$2,009,000
+16.1%
22,909
+14.0%
1.01%
+8.5%
Q4 2014$1,730,000
+7.1%
20,089
+6.6%
0.93%
+5.6%
Q3 2014$1,616,000
-4.0%
18,844
-3.1%
0.88%
-13.1%
Q2 2014$1,684,000
+5.8%
19,451
+3.9%
1.01%
-6.7%
Q1 2014$1,591,000
+13.6%
18,727
+10.6%
1.08%
+4.6%
Q4 2013$1,400,00016,9351.04%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Bernicke Wealth Management, Ltd. 732,277$66,813,00038.67%
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 117,100$10,682,00028.01%
Bishop & Co Investment Management, LLC 304,288$27,763,00020.20%
AOZORA BANK, LTD. 1,900,000$173,356,00018.75%
Towerpoint Wealth, LLC 194,447$17,741,00012.05%
D. SCOTT NEAL, INC. 247,374$22,570,00011.63%
Resource Planning Group 215,635$19,675,00011.51%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 842,490$76,869,0009.31%
Creative Planning 27,909,355$2,546,449,0008.29%
Blue Chip Partners, LLC 404,271$36,886,0007.80%
View complete list of VANGUARD SCOTTSDALE FDS shareholders