Insight Wealth Partners, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VCSH and the CUSIP is 92206C409. A total of 1,209 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Insight Wealth Partners, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$746,669
-12.9%
9,936
-12.3%
0.14%
-27.6%
Q2 2023$857,334
-30.7%
11,331
-30.2%
0.20%
-28.4%
Q1 2023$1,237,232
+2.1%
16,230
+0.7%
0.28%
-69.3%
Q4 2022$1,211,806
-20.5%
16,117
-21.4%
0.91%
-37.0%
Q3 2022$1,524,000
+8.6%
20,518
+11.6%
1.44%
+36.3%
Q2 2022$1,403,000
-10.2%
18,393
-8.1%
1.06%
+21.5%
Q1 2022$1,563,000
-88.6%
20,020
-88.2%
0.87%
-66.2%
Q4 2021$13,737,000
+11.4%
169,045
+13.0%
2.57%
-61.1%
Q3 2021$12,330,000
+5.3%
149,621
+5.7%
6.61%
+6.0%
Q2 2021$11,709,000
-0.4%
141,568
-0.6%
6.24%
+7.7%
Q1 2021$11,756,000
+14.8%
142,493
+15.9%
5.79%
-7.6%
Q4 2020$10,239,000
+14.2%
122,990
+13.7%
6.27%
-26.8%
Q3 2020$8,964,000108,2008.56%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q1 2023
NameSharesValueWeighting ↓
McIlrath & Eck, LLC 623,364$48,585,00031.14%
Jentner Corp 427,954$33,355,00030.45%
Total Wealth Planning, LLC 399,899$31,168,00021.57%
D. SCOTT NEAL, INC. 494,024$38,504,00021.02%
Investment Counsel Inc. 284,041$22,138,00018.46%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,348,266$105,084,00017.85%
BlueSky Wealth Advisors, LLC 522,331$40,987,00016.02%
Private Ocean, LLC 720,740$56,175,00015.87%
Cable Hill Partners, LLC 471,155$36,722,00014.64%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 601,882$46,911,00014.00%
View complete list of VANGUARD SCOTTSDALE FDS shareholders