VANGUARD SCOTTSDALE FDS's ticker is VTHR and the CUSIP is 92206C599. A total of 138 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,670,032 | -3.4% | 8,756 | 0.0% | 0.24% | -7.5% |
| Q2 2023 | $1,728,873 | +7.7% | 8,756 | 0.0% | 0.25% | 0.0% |
| Q1 2023 | $1,604,975 | +6.7% | 8,756 | 0.0% | 0.25% | +2.8% |
| Q4 2022 | $1,503,843 | -12.0% | 8,756 | -17.5% | 0.25% | -29.4% |
| Q3 2022 | $1,709,000 | -23.6% | 10,611 | -19.8% | 0.35% | -24.9% |
| Q2 2022 | $2,237,000 | -16.2% | 13,234 | +1.2% | 0.47% | -0.2% |
| Q1 2022 | $2,668,000 | -9.8% | 13,081 | -4.7% | 0.47% | -9.8% |
| Q4 2021 | $2,959,000 | +12.6% | 13,719 | +3.4% | 0.52% | +8.6% |
| Q3 2021 | $2,629,000 | +23.6% | 13,271 | +24.2% | 0.48% | +15.2% |
| Q2 2021 | $2,127,000 | +11.9% | 10,681 | +3.9% | 0.41% | -0.5% |
| Q1 2021 | $1,901,000 | – | 10,283 | – | 0.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cliffwater LLC | 105,409 | $19,321,485 | 6.18% |
| Wealthstream Advisors, Inc. | 26,196 | $4,801,704 | 2.87% |
| DB Fitzpatrick & Co, Inc | 13,895 | $2,546,953 | 2.76% |
| Pensionmark Financial Group, LLC | 70,405 | $12,905,237 | 2.69% |
| Diversified Portfolios, Inc. | 52,572 | $9,636,448 | 2.14% |
| Evensky & Katz LLC | 140,620 | $25,776 | 2.08% |
| Family Firm, Inc. | 39,853 | $7,305,029 | 2.02% |
| HC Advisors, LLC | 8,975 | $1,645,118 | 1.02% |
| Tolleson Wealth Management, Inc. | 16,701 | $3,061 | 0.79% |
| ADIRONDACK TRUST CO | 8,000 | $1,466,398 | 0.74% |