VANGUARD SCOTTSDALE FDS's ticker is VCSH and the CUSIP is 92206C409. A total of 29 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $899,124 | -0.9% | 11,964 | +0.0% | 0.28% | +1.1% |
| Q2 2023 | $907,263 | -1.2% | 11,963 | -0.4% | 0.28% | +3.3% |
| Q1 2023 | $918,265 | +5.3% | 12,013 | +3.5% | 0.27% | -2.9% |
| Q4 2022 | $872,452 | +24.6% | 11,603 | +23.1% | 0.28% | +14.5% |
| Q3 2022 | $700,000 | -3.8% | 9,422 | -1.2% | 0.24% | -2.8% |
| Q2 2022 | $728,000 | +3.1% | 9,540 | +5.5% | 0.25% | +10.7% |
| Q1 2022 | $706,000 | +1504.5% | 9,039 | +1577.0% | 0.22% | +1400.0% |
| Q4 2021 | $44,000 | +1000.0% | 539 | +936.5% | 0.02% | +650.0% |
| Q3 2021 | $4,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $4,000 | 0.0% | 52 | 0.0% | 0.00% | -33.3% |
| Q2 2019 | $4,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $4,000 | -85.2% | 52 | -85.2% | 0.00% | -85.7% |
| Q4 2018 | $27,000 | -64.5% | 351 | -63.7% | 0.02% | -58.0% |
| Q3 2018 | $76,000 | -8.4% | 968 | -9.1% | 0.05% | -13.8% |
| Q2 2018 | $83,000 | -90.1% | 1,065 | -90.0% | 0.06% | -89.5% |
| Q1 2018 | $837,000 | -85.2% | 10,668 | -85.1% | 0.55% | -84.2% |
| Q4 2017 | $5,659,000 | +75.8% | 71,828 | +78.8% | 3.49% | +62.2% |
| Q3 2017 | $3,219,000 | +19.3% | 40,176 | +19.2% | 2.15% | +18.1% |
| Q2 2017 | $2,698,000 | +1629.5% | 33,710 | +1619.9% | 1.82% | +1525.0% |
| Q1 2017 | $156,000 | 0.0% | 1,960 | 0.0% | 0.11% | -2.6% |
| Q4 2016 | $156,000 | – | 1,960 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McIlrath & Eck, LLC | 623,364 | $48,585,000 | 31.14% |
| Jentner Corp | 427,954 | $33,355,000 | 30.45% |
| Total Wealth Planning, LLC | 399,899 | $31,168,000 | 21.57% |
| D. SCOTT NEAL, INC. | 494,024 | $38,504,000 | 21.02% |
| Investment Counsel Inc. | 284,041 | $22,138,000 | 18.46% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,348,266 | $105,084,000 | 17.85% |
| BlueSky Wealth Advisors, LLC | 522,331 | $40,987,000 | 16.02% |
| Private Ocean, LLC | 720,740 | $56,175,000 | 15.87% |
| Cable Hill Partners, LLC | 471,155 | $36,722,000 | 14.64% |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 601,882 | $46,911,000 | 14.00% |