Pensionmark Financial Group, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VCSH and the CUSIP is 92206C409. A total of 1,107 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2021. The put-call ratio across all filers is 0.25 and the average weighting 1.3%.

Quarter-by-quarter ownership
Pensionmark Financial Group, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$2,598,250
-11.9%
34,574
-11.3%
0.52%
-9.8%
Q2 2023$2,949,888
+4.3%
38,989
+5.0%
0.57%
-3.1%
Q1 2023$2,829,469
+38.1%
37,118
+36.2%
0.59%
+25.3%
Q4 2022$2,048,674
-2.3%
27,247
-3.4%
0.47%
-5.6%
Q3 2022$2,096,000
-13.9%
28,211
-10.6%
0.50%
-2.5%
Q2 2022$2,434,000
+16.1%
31,562
+17.6%
0.51%
+17.5%
Q1 2022$2,096,000
-2.0%
26,846
-0.3%
0.44%
-2.7%
Q4 2021$2,138,000
-16.0%
26,931
-12.8%
0.45%
-22.4%
Q3 2021$2,544,000
+8.5%
30,875
+8.9%
0.58%
+7.5%
Q2 2021$2,345,000
+5.3%
28,350
+5.3%
0.54%0.0%
Q1 2021$2,227,000
+2.1%
26,931
+2.7%
0.54%
-3.1%
Q4 2020$2,181,000
+5.1%
26,231
+4.7%
0.55%
-22.2%
Q3 2020$2,076,000
+1.2%
25,058
+1.4%
0.71%
-0.8%
Q2 2020$2,051,000
+7.8%
24,713
+2.8%
0.72%
-18.8%
Q1 2020$1,902,000
-3.1%
24,045
-0.7%
0.88%
+15.4%
Q4 2019$1,962,000
-19.7%
24,215
-19.7%
0.76%
-26.9%
Q3 2019$2,443,000
-0.1%
30,142
-0.3%
1.05%
-3.0%
Q2 2019$2,446,000
+1.8%
30,237
+0.4%
1.08%
-1.3%
Q1 2019$2,402,000
+13.1%
30,121
+10.7%
1.09%
+14.7%
Q4 2018$2,124,00027,2090.95%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q3 2021
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