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

VANGUARD SCOTTSDALE FDS's ticker is VGIT and the CUSIP is 92206C706. A total of 555 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2023. The put-call ratio across all filers is 0.79 and the average weighting 1.2%.

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 Q3 2023
NameSharesValueWeighting ↓
Gitterman Wealth Management, LLC 1,239,352$70,828,97933.59%
Heritage Financial Services, LLC 2,048,010$117,043,79322.85%
LIBRA WEALTH LLC 659,153$37,670,59420.85%
Moss Adams Wealth Advisors LLC 1,037,547$59,295,78720.24%
Edgehill Endowment Partners, LLC 1,569,261$89,683,27916.51%
Rainwater Charitable Foundation 279,905$15,996,57113.24%
SCS Capital Management LLC 8,514,984$486,631,33612.96%
FIRST INTERSTATE BANK 2,599,800$148,578,57012.80%
Nova R Wealth, Inc. 310,152$17,725,21212.24%
McCarthy Grittinger Financial Group, LLC 496,245$28,360,39811.17%
View complete list of VANGUARD SCOTTSDALE FDS shareholders