Kalos Management, Inc. - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VCIT and the CUSIP is 92206C870. A total of 479 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2018. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.

Quarter-by-quarter ownership
Kalos Management, Inc. ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q1 2023$10,429
-95.0%
130
-95.0%
0.02%
-92.5%
Q2 2022$208,000
-85.5%
2,593
-83.0%
0.28%
-28.5%
Q4 2021$1,439,000
+6.0%
15,280
+6.0%
0.39%
+1.6%
Q3 2021$1,358,000
-25.1%
14,416
-24.4%
0.38%
-47.8%
Q2 2021$1,814,000
+3.3%
19,076
+1.9%
0.74%
+34.6%
Q1 2021$1,756,000
+9.3%
18,726
+12.2%
0.55%
-20.3%
Q4 2020$1,607,000
+60.1%
16,694
+59.3%
0.69%
+53.1%
Q3 2020$1,004,000
-6.2%
10,481
-5.6%
0.45%
-0.7%
Q2 2020$1,070,000
-7.4%
11,101
-13.7%
0.45%
-12.4%
Q1 2020$1,156,000
-70.7%
12,857
-70.2%
0.52%
-64.2%
Q4 2019$3,945,000
+247.6%
43,199
+247.2%
1.44%
+218.1%
Q3 2019$1,135,000
+49.5%
12,441
+36.3%
0.45%
+31.0%
Q2 2019$759,000
+14.1%
9,126
+19.1%
0.34%
-19.8%
Q1 2019$665,000
-11.1%
7,663
-15.1%
0.43%
+18.1%
Q4 2018$748,000
-3.2%
9,027
-2.5%
0.36%
-12.3%
Q3 2018$773,000
+1.2%
9,263
+1.3%
0.42%
+19.9%
Q2 2018$764,000
-7.2%
9,145
-3.0%
0.35%
-10.6%
Q4 2017$823,000
+1.6%
9,429
+2.4%
0.39%
-25.7%
Q3 2017$810,000
-9.2%
9,208
-9.7%
0.52%
-36.1%
Q2 2017$892,000
-2.4%
10,193
-3.7%
0.82%
+25.8%
Q1 2017$914,000
-4.3%
10,583
-5.0%
0.65%
-16.0%
Q4 2016$955,000
-5.4%
11,145
-1.1%
0.77%
-10.5%
Q3 2016$1,010,000
+2.3%
11,271
+2.1%
0.86%
+12.7%
Q2 2016$987,000
-16.4%
11,043
-21.3%
0.76%
-22.2%
Q1 2016$1,180,0000.0%14,0280.0%0.98%
+11.5%
Q4 2015$1,180,00014,0280.88%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q1 2018
NameSharesValueWeighting ↓
Bernicke Wealth Management, Ltd. 732,277$66,813,00038.67%
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 117,100$10,682,00028.01%
Bishop & Co Investment Management, LLC 304,288$27,763,00020.20%
AOZORA BANK, LTD. 1,900,000$173,356,00018.75%
Towerpoint Wealth, LLC 194,447$17,741,00012.05%
D. SCOTT NEAL, INC. 247,374$22,570,00011.63%
Resource Planning Group 215,635$19,675,00011.51%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 842,490$76,869,0009.31%
Creative Planning 27,909,355$2,546,449,0008.29%
Blue Chip Partners, LLC 404,271$36,886,0007.80%
View complete list of VANGUARD SCOTTSDALE FDS shareholders