VANGUARD SCOTTSDALE FDS's ticker is VTHR and the CUSIP is 92206C599. A total of 136 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,879,406 | -3.4% | 104,228 | 0.0% | 6.51% | -3.6% |
| Q2 2023 | $20,579,819 | +6.5% | 104,228 | -1.1% | 6.76% | +9.3% |
| Q1 2023 | $19,321,485 | +7.1% | 105,409 | +0.3% | 6.18% | +21.6% |
| Q4 2022 | $18,048,102 | +14.3% | 105,084 | +7.2% | 5.08% | -4.7% |
| Q3 2022 | $15,790,000 | -5.7% | 98,016 | -1.0% | 5.33% | -1.3% |
| Q2 2022 | $16,736,000 | -16.3% | 99,030 | +1.0% | 5.40% | +3.1% |
| Q1 2022 | $19,988,000 | +27.3% | 98,016 | +34.6% | 5.24% | +28.5% |
| Q4 2021 | $15,705,000 | -13.2% | 72,801 | -20.3% | 4.08% | -14.0% |
| Q3 2021 | $18,095,000 | -0.8% | 91,355 | +1.4% | 4.75% | -1.2% |
| Q2 2021 | $18,239,000 | -3.8% | 90,123 | -7.8% | 4.80% | +6.4% |
| Q1 2021 | $18,958,000 | +6.5% | 97,718 | -4.5% | 4.52% | +17.5% |
| Q4 2020 | $17,807,000 | +15.2% | 102,292 | +0.7% | 3.84% | -16.6% |
| Q3 2020 | $15,463,000 | – | 101,572 | – | 4.61% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cliffwater LLC | 98,016 | $19,988,000 | 5.24% |
| DB Fitzpatrick & Co, Inc | 13,800 | $2,814,000 | 2.80% |
| ADIRONDACK TRUST CO | 25,620 | $5,225,000 | 2.47% |
| Pensionmark Financial Group, LLC | 53,232 | $10,856,000 | 2.25% |
| Family Firm, Inc. | 38,741 | $7,900,000 | 2.07% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 12,722 | $2,603,000 | 1.33% |
| Tolleson Wealth Management, Inc. | 16,701 | $3,406,000 | 1.01% |
| Diversified Portfolios, Inc. | 19,647 | $4,007,000 | 0.96% |
| Operose Advisors LLC | 6,730 | $1,372,000 | 0.95% |
| Sensible Financial Planning & Management, LLC. | 11,807 | $2,408,000 | 0.64% |