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

VANGUARD SCOTTSDALE FDS's ticker is VCIT and the CUSIP is 92206C870. A total of 887 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2023. The put-call ratio across all filers is 1.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$19,983
-4.6%
263
-0.8%
0.00%0.0%
Q2 2023$20,943
-0.7%
265
+0.8%
0.00%0.0%
Q1 2023$21,098
-92.7%
263
-91.1%
0.00%
-95.0%
Q4 2020$288,000
+30.9%
2,966
+28.9%
0.06%
+17.6%
Q3 2020$220,000
+56.0%
2,301
+54.7%
0.05%
+75.9%
Q2 2020$141,000
-38.4%
1,487
-43.5%
0.03%
-45.3%
Q1 2020$229,000
+133.7%
2,634
+146.2%
0.05%
+152.4%
Q4 2019$98,0000.0%1,0700.0%0.02%
-4.5%
Q3 2019$98,000
+2.1%
1,0700.0%0.02%
+4.8%
Q2 2019$96,000
+3.2%
1,0700.0%0.02%
+5.0%
Q1 2019$93,000
+4.5%
1,0700.0%0.02%0.0%
Q4 2018$89,000
-62.9%
1,070
-62.8%
0.02%
-57.4%
Q3 2018$240,000
+1.7%
2,877
+1.6%
0.05%
-4.1%
Q2 2018$236,000
-58.2%
2,831
-57.5%
0.05%
-59.2%
Q1 2018$565,0006,6540.12%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Bernicke Wealth Management, Ltd. 649,802$55,130,00040.15%
Bishop & Co Investment Management, LLC 296,086$25,120,00021.33%
AOZORA BANK, LTD. 3,180,000$269,791,00020.24%
AllSquare Wealth Management LLC 223,975$19,002,00015.08%
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 69,850$5,925,00014.08%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 733,284$62,212,00012.29%
Blue Chip Partners, LLC 388,494$32,960,0009.12%
INR ADVISORY SERVICES LLC 755,346$64,084,0008.82%
JACOBSON & SCHMITT ADVISORS, LLC 150,632$12,780,0008.65%
Towerpoint Wealth, LLC 79,188$6,718,0007.44%
View complete list of VANGUARD SCOTTSDALE FDS shareholders