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

VANGUARD SCOTTSDALE FDS's ticker is VGIT and the CUSIP is 92206C706. A total of 348 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2021. The put-call ratio across all filers is 1.24 and the average weighting 1.0%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$68,351
-2.6%
1,1960.0%0.01%0.0%
Q2 2023$70,157
-2.2%
1,1960.0%0.01%
-8.3%
Q1 2023$71,712
+2.5%
1,1960.0%0.01%0.0%
Q4 2022$69,942
-0.1%
1,1960.0%0.01%0.0%
Q3 2022$70,000
-4.1%
1,1960.0%0.01%
-7.7%
Q2 2022$73,000
-2.7%
1,1960.0%0.01%
+8.3%
Q1 2022$75,000
-5.1%
1,1960.0%0.01%0.0%
Q4 2021$79,000
-2.5%
1,1960.0%0.01%
-7.7%
Q3 2021$81,0000.0%1,1960.0%0.01%0.0%
Q2 2021$81,000
+1.2%
1,1960.0%0.01%
-13.3%
Q1 2021$80,000
-3.6%
1,1960.0%0.02%
-11.8%
Q4 2020$83,000
+112.8%
1,196
+114.3%
0.02%
+88.9%
Q3 2020$39,0000.0%5580.0%0.01%
+12.5%
Q2 2020$39,000
+129.4%
558
+126.8%
0.01%
+100.0%
Q1 2020$17,000
+6.2%
2460.0%0.00%
+33.3%
Q4 2019$16,0000.0%2460.0%0.00%
-25.0%
Q3 2019$16,0000.0%2460.0%0.00%
+33.3%
Q2 2019$16,000
+23.1%
246
+19.4%
0.00%0.0%
Q1 2019$13,0000.0%2060.0%0.00%0.0%
Q4 2018$13,0000.0%2060.0%0.00%0.0%
Q3 2018$13,000
-40.9%
206
-40.1%
0.00%
-40.0%
Q2 2018$22,0000.0%344
-1.4%
0.01%0.0%
Q1 2018$22,0003490.01%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q1 2021
NameSharesValueWeighting ↓
OneAscent Financial Services LLC 623,669$44,000,00033.13%
WJ Wealth Management, LLC 84,354$5,951,00021.44%
Choate Investment Advisors 2,795,858$197,248,00015.74%
Mader & Shannon Wealth Management, Inc. 243,882$17,205,00015.22%
BCM ADVISORS, LLC 356,671$25,163,00012.10%
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 170,492$12,028,00010.80%
Stonehearth Capital Management, LLC 180,680$12,747,00010.37%
Avion Wealth 330,102$23,289,0009.97%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 299,534$21,132,0008.51%
Executive Wealth Management, LLC 580,140$40,928,0007.27%
View complete list of VANGUARD SCOTTSDALE FDS shareholders