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

VANGUARD SCOTTSDALE FDS's ticker is VGSH and the CUSIP is 92206C102. A total of 791 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2023. The put-call ratio across all filers is 0.99 and the average weighting 1.3%.

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 2023
NameSharesValueWeighting ↓
Alta Advisers Ltd 1,044,939$64,170,00051.93%
WIT, LLC 22,191,599$1,362,786,00027.17%
Cornerstone Wealth Advisors, Inc. 1,214,460$74,580,00026.10%
Sanctuary Wealth Management, L.L.C. 281,147$17,265,00019.22%
KEYSTONE WEALTH PARTNERS 536,128$32,924,00018.15%
Cordant, Inc. 415,167$25,495,00015.51%
Safir Wealth Advisors, LLC 284,589$17,477,00014.62%
Defender Capital, LLC. 714,557$43,881,00014.27%
Titan Capital Management, LLC /TX 238,504$14,647,00013.12%
Northwest Quadrant Wealth Management, LLC 679,769$41,738,00011.96%
View complete list of VANGUARD SCOTTSDALE FDS shareholders