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

VANGUARD SCOTTSDALE FDS's ticker is VCSH and the CUSIP is 92206C409. A total of 1,077 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2021. The put-call ratio across all filers is 0.37 and the average weighting 1.3%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$1,052
-0.7%
140.0%0.00%
Q2 2023$1,059
-0.7%
140.0%0.00%
Q1 2023$1,067
+1.3%
140.0%0.00%
Q4 2022$1,053
+5.3%
140.0%0.00%
Q3 2022$1,0000.0%140.0%0.00%
Q2 2022$1,0000.0%140.0%0.00%
Q1 2022$1,0000.0%140.0%0.00%
Q4 2021$1,0000.0%140.0%0.00%
Q3 2021$1,0000.0%140.0%0.00%
Q2 2021$1,0000.0%140.0%0.00%
Q1 2021$1,000
-99.7%
14
-99.6%
0.00%
-100.0%
Q4 2020$288,000
+1820.0%
3,461
+1760.8%
0.06%
+1900.0%
Q3 2020$15,000
-6.2%
186
-3.1%
0.00%0.0%
Q2 2020$16,000
-48.4%
192
-50.3%
0.00%
-57.1%
Q1 2020$31,000
-76.5%
386
-76.2%
0.01%
-75.0%
Q4 2019$132,0000.0%1,6230.0%0.03%
-3.4%
Q3 2019$132,000
-94.0%
1,623
-94.0%
0.03%
-93.9%
Q2 2019$2,198,000
-26.1%
27,245
-26.9%
0.48%
-24.1%
Q1 2019$2,975,000
+2.9%
37,296
+0.5%
0.63%
-3.4%
Q4 2018$2,891,000
-7.4%
37,097
-7.1%
0.65%
+5.0%
Q3 2018$3,121,000
+4.1%
39,935
+4.0%
0.62%
-1.1%
Q2 2018$2,998,000
+23.5%
38,393
+24.1%
0.62%
+21.6%
Q1 2018$2,427,00030,9480.51%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q1 2021
NameSharesValueWeighting ↓
McIlrath & Eck, LLC 623,364$48,585,00031.14%
Jentner Corp 427,954$33,355,00030.45%
Total Wealth Planning, LLC 399,899$31,168,00021.57%
D. SCOTT NEAL, INC. 494,024$38,504,00021.02%
Investment Counsel Inc. 284,041$22,138,00018.46%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,348,266$105,084,00017.85%
BlueSky Wealth Advisors, LLC 522,331$40,987,00016.02%
Private Ocean, LLC 720,740$56,175,00015.87%
Cable Hill Partners, LLC 471,155$36,722,00014.64%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 601,882$46,911,00014.00%
View complete list of VANGUARD SCOTTSDALE FDS shareholders