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

VANGUARD SCOTTSDALE FDS's ticker is VGSH and the CUSIP is 92206C102. A total of 797 filers reported holding VANGUARD SCOTTSDALE FDS in Q2 2023. The put-call ratio across all filers is 0.04 and the average weighting 1.3%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q2 2024$65,181
-0.1%
1,1240.0%0.01%0.0%
Q1 2024$65,271
-0.4%
1,1240.0%0.01%
-9.1%
Q4 2023$65,563
+1.3%
1,1240.0%0.01%0.0%
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 Q2 2023
NameSharesValueWeighting ↓
Alta Advisers Ltd 1,085,258$66,667,00047.79%
Cornerstone Wealth Advisors, Inc. 1,177,128$72,276,00025.35%
KEYSTONE WEALTH PARTNERS 497,463$30,559,00018.23%
Titan Manages, LLC 251,108$15,448,00016.09%
WIT, LLC 12,528,896$769,650,00015.44%
Safir Wealth Advisors, LLC 279,684$17,181,00014.58%
Cordant, Inc. 366,393$22,508,00014.24%
Defender Capital, LLC. 672,647$41,320,00013.73%
Strategic Wealth Investment Group, LLC 585,718$35,981,00012.75%
Northwest Quadrant Wealth Management, LLC 685,058$42,083,00012.12%
View complete list of VANGUARD SCOTTSDALE FDS shareholders