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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $701,116 | -8.6% | 12,268 | -6.2% | 0.11% | -9.8% |
| Q2 2023 | $767,449 | -13.0% | 13,083 | -11.0% | 0.12% | -19.1% |
| Q1 2023 | $881,652 | -7.7% | 14,704 | -10.0% | 0.15% | -12.6% |
| Q4 2022 | $955,154 | -1.9% | 16,333 | -3.4% | 0.17% | -19.8% |
| Q3 2022 | $974,000 | -20.9% | 16,908 | -16.1% | 0.22% | -1.8% |
| Q2 2022 | $1,232,000 | -9.2% | 20,149 | -6.6% | 0.22% | +0.5% |
| Q1 2022 | $1,357,000 | -6.4% | 21,572 | -1.1% | 0.22% | -5.6% |
| Q4 2021 | $1,450,000 | -0.4% | 21,816 | +1.2% | 0.23% | -10.7% |
| Q3 2021 | $1,456,000 | +4.0% | 21,554 | +4.4% | 0.26% | +3.6% |
| Q2 2021 | $1,400,000 | -5.4% | 20,639 | -6.2% | 0.25% | -13.4% |
| Q1 2021 | $1,480,000 | -15.5% | 22,008 | -12.9% | 0.29% | -23.0% |
| Q4 2020 | $1,752,000 | -13.4% | 25,265 | -11.9% | 0.38% | -21.2% |
| Q3 2020 | $2,022,000 | +1.1% | 28,684 | +1.2% | 0.48% | -4.2% |
| Q2 2020 | $2,000,000 | +41.6% | 28,346 | +41.6% | 0.50% | +20.7% |
| Q1 2020 | $1,412,000 | +86.3% | 20,018 | +74.0% | 0.42% | +123.1% |
| Q4 2019 | $758,000 | -7.2% | 11,503 | -6.1% | 0.19% | -18.8% |
| Q3 2019 | $817,000 | -1.7% | 12,249 | -2.7% | 0.23% | -5.8% |
| Q2 2019 | $831,000 | -9.4% | 12,593 | -11.4% | 0.24% | -12.9% |
| Q1 2019 | $917,000 | -3.9% | 14,219 | -5.4% | 0.28% | -17.2% |
| Q4 2018 | $954,000 | -15.0% | 15,024 | -16.9% | 0.34% | -3.2% |
| Q3 2018 | $1,122,000 | -3.9% | 18,070 | -3.0% | 0.35% | -11.5% |
| Q2 2018 | $1,167,000 | -5.4% | 18,622 | -4.9% | 0.39% | -9.0% |
| Q1 2018 | $1,233,000 | +3.7% | 19,579 | +5.3% | 0.43% | +4.3% |
| Q4 2017 | $1,189,000 | -3.3% | 18,595 | -2.1% | 0.41% | -7.8% |
| Q3 2017 | $1,229,000 | -1.1% | 19,001 | -1.2% | 0.45% | +2.3% |
| Q2 2017 | $1,243,000 | – | 19,226 | – | 0.44% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OneAscent Financial Services LLC | 623,669 | $44,000,000 | 33.13% |
| WJ Wealth Management, LLC | 84,354 | $5,951,000 | 21.44% |
| Choate Investment Advisors | 2,795,858 | $197,248,000 | 15.74% |
| Mader & Shannon Wealth Management, Inc. | 243,882 | $17,205,000 | 15.22% |
| BCM ADVISORS, LLC | 356,671 | $25,163,000 | 12.10% |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 170,492 | $12,028,000 | 10.80% |
| Stonehearth Capital Management, LLC | 180,680 | $12,747,000 | 10.37% |
| Avion Wealth | 330,102 | $23,289,000 | 9.97% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 299,534 | $21,132,000 | 8.51% |
| Executive Wealth Management, LLC | 580,140 | $40,928,000 | 7.27% |