VANGUARD SCOTTSDALE FDS's ticker is VGIT and the CUSIP is 92206C706. A total of 497 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2023. The put-call ratio across all filers is 0.63 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $9,164,746 | -2.5% | 154,497 | -6.1% | 7.32% | -20.4% |
| Q3 2023 | $9,398,806 | +1.2% | 164,459 | +3.9% | 9.20% | -0.9% |
| Q2 2023 | $9,287,698 | -6.6% | 158,331 | -4.6% | 9.28% | -19.4% |
| Q1 2023 | $9,947,623 | -0.6% | 165,904 | -3.0% | 11.51% | -5.0% |
| Q4 2022 | $10,004,307 | -3.9% | 171,072 | -4.2% | 12.12% | -8.5% |
| Q3 2022 | $10,411,000 | -11.8% | 178,545 | -7.5% | 13.25% | -1.2% |
| Q2 2022 | $11,800,000 | -5.4% | 192,931 | -2.7% | 13.41% | +12.1% |
| Q1 2022 | $12,475,000 | -2.8% | 198,294 | +2.7% | 11.96% | +2.1% |
| Q4 2021 | $12,829,000 | +10.4% | 193,000 | +12.2% | 11.72% | -2.1% |
| Q3 2021 | $11,620,000 | – | 172,023 | – | 11.96% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OneAscent Financial Services LLC | 623,669 | $44,000,000 | 33.13% |
| WJ Wealth Management, LLC | 84,354 | $5,951,000 | 21.44% |
| Choate Investment Advisors | 2,795,858 | $197,248,000 | 15.74% |
| Mader & Shannon Wealth Management, Inc. | 243,882 | $17,205,000 | 15.22% |
| BCM ADVISORS, LLC | 356,671 | $25,163,000 | 12.10% |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 170,492 | $12,028,000 | 10.80% |
| Stonehearth Capital Management, LLC | 180,680 | $12,747,000 | 10.37% |
| Avion Wealth | 330,102 | $23,289,000 | 9.97% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 299,534 | $21,132,000 | 8.51% |
| Executive Wealth Management, LLC | 580,140 | $40,928,000 | 7.27% |