VANGUARD SCOTTSDALE FDS's ticker is VGSH and the CUSIP is 92206C102. A total of 17 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,698,532 | -12.9% | 203,100 | -12.7% | 4.99% | +7.1% |
| Q2 2023 | $13,437,605 | +19.5% | 232,766 | +21.2% | 4.66% | +9.4% |
| Q1 2023 | $11,246,254 | +18.5% | 192,112 | +17.1% | 4.25% | +7.9% |
| Q4 2022 | $9,489,374 | +60.3% | 164,119 | +60.3% | 3.94% | +44.4% |
| Q3 2022 | $5,918,000 | +23.1% | 102,406 | +25.4% | 2.73% | +27.7% |
| Q2 2022 | $4,807,000 | -9.0% | 81,670 | -8.3% | 2.14% | -12.5% |
| Q1 2022 | $5,281,000 | +41.0% | 89,110 | +44.7% | 2.44% | +62.5% |
| Q4 2021 | $3,745,000 | +17.5% | 61,573 | +18.6% | 1.50% | -0.3% |
| Q3 2021 | $3,188,000 | +43.3% | 51,919 | +43.4% | 1.51% | +43.9% |
| Q2 2021 | $2,224,000 | +488.4% | 36,208 | +489.9% | 1.05% | +436.9% |
| Q1 2021 | $378,000 | +42.6% | 6,138 | +42.9% | 0.20% | +11.4% |
| Q4 2020 | $265,000 | – | 4,294 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Alta Advisers Ltd | 1,052,236 | $64,818,000 | 48.35% |
| Wealth Advisors of Iowa, LLC | 478,376 | $29,468,000 | 18.25% |
| KEYSTONE WEALTH PARTNERS | 365,178 | $22,495,000 | 17.85% |
| Defender Capital, LLC. | 656,110 | $40,416,000 | 17.59% |
| WIT, LLC | 9,834,950 | $605,833,000 | 15.99% |
| Cordant, Inc. | 322,686 | $19,877,000 | 15.64% |
| Safir Wealth Advisors, LLC | 265,849 | $16,376,000 | 15.21% |
| Northwest Quadrant Wealth Management, LLC | 599,834 | $36,962,000 | 12.50% |
| Cypress Capital, LLC | 404,029 | $24,888,000 | 11.28% |
| Strategic Wealth Investment Group, LLC | 292,984 | $18,048,000 | 10.57% |