INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VGSH and the CUSIP is 92206C102. A total of 181 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$64,742
-0.2%
1,1240.0%0.01%0.0%
Q2 2023$64,889
-1.4%
1,1240.0%0.01%0.0%
Q1 2023$65,799
+1.2%
1,1240.0%0.01%0.0%
Q4 2022$64,990
-0.0%
1,1240.0%0.01%
-8.3%
Q3 2022$65,000
-1.5%
1,1240.0%0.01%
+9.1%
Q2 2022$66,000
-1.5%
1,1240.0%0.01%
+10.0%
Q1 2022$67,000
-1.5%
1,1240.0%0.01%
-9.1%
Q4 2021$68,000
-1.4%
1,1240.0%0.01%0.0%
Q3 2021$69,0000.0%1,1240.0%0.01%0.0%
Q2 2021$69,0000.0%1,1240.0%0.01%
-15.4%
Q1 2021$69,0000.0%1,1240.0%0.01%
-7.1%
Q4 2020$69,000
+176.0%
1,124
+181.0%
0.01%
+133.3%
Q3 2020$25,0000.0%4000.0%0.01%
+20.0%
Q2 2020$25,0000.0%4000.0%0.01%
-16.7%
Q1 2020$25,000
+4.2%
4000.0%0.01%
+20.0%
Q4 2019$24,0000.0%4000.0%0.01%0.0%
Q3 2019$24,0000.0%4000.0%0.01%0.0%
Q2 2019$24,000
+9.1%
400
+11.7%
0.01%0.0%
Q1 2019$22,0000.0%3580.0%0.01%0.0%
Q4 2018$22,000
+4.8%
3580.0%0.01%
+25.0%
Q3 2018$21,000
-4.5%
358
-0.6%
0.00%
-20.0%
Q2 2018$22,0000.0%360
-2.4%
0.01%0.0%
Q1 2018$22,0003690.01%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q3 2018
NameSharesValueWeighting ↓
Alta Advisers Ltd 1,043,321$63,465,00050.08%
WIT, LLC 18,839,037$1,145,979,00025.70%
Cornerstone Wealth Advisors, Inc. 1,258,325$76,544,00025.40%
INSIGHT 2811, INC. 735,809$44,759,00025.40%
Truvvo Partners LLC 31,957$1,944,00020.72%
KEYSTONE WEALTH PARTNERS 605,082$36,807,00016.25%
Safir Wealth Advisors, LLC 325,860$19,822,00015.42%
Cordant, Inc. 425,985$25,913,00015.18%
Defender Capital, LLC. 713,696$43,414,00013.92%
MAYPORT, LLC 282,121$17,161,00012.77%
View complete list of VANGUARD SCOTTSDALE FDS shareholders