VANGUARD SCOTTSDALE FDS's ticker is VCIT and the CUSIP is 92206C870. A total of 24 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $500,784 | -6.6% | 6,591 | -2.8% | 0.07% | +1.4% |
| Q2 2023 | $535,902 | -1.5% | 6,781 | 0.0% | 0.07% | +3.0% |
| Q1 2023 | $543,972 | -20.8% | 6,781 | -23.4% | 0.07% | -21.2% |
| Q4 2022 | $686,429 | -11.1% | 8,856 | -13.2% | 0.08% | -19.8% |
| Q3 2022 | $772,000 | -7.9% | 10,205 | -2.5% | 0.11% | 0.0% |
| Q2 2022 | $838,000 | -9.3% | 10,470 | -2.5% | 0.11% | +9.3% |
| Q1 2022 | $924,000 | -8.9% | 10,735 | -1.8% | 0.10% | -9.3% |
| Q4 2021 | $1,014,000 | -5.4% | 10,935 | -3.7% | 0.11% | -8.5% |
| Q3 2021 | $1,072,000 | +164.0% | 11,360 | +160.6% | 0.12% | +172.1% |
| Q1 2021 | $406,000 | -7.3% | 4,360 | -3.4% | 0.04% | -27.1% |
| Q4 2020 | $438,000 | -3.5% | 4,513 | -4.7% | 0.06% | -20.3% |
| Q3 2020 | $454,000 | +0.7% | 4,736 | 0.0% | 0.07% | +4.2% |
| Q2 2020 | $451,000 | +7.1% | 4,736 | -2.1% | 0.07% | -5.3% |
| Q1 2020 | $421,000 | -7.3% | 4,836 | -2.6% | 0.08% | +56.2% |
| Q4 2019 | $454,000 | -1.7% | 4,966 | -2.0% | 0.05% | -2.0% |
| Q3 2019 | $462,000 | +1.5% | 5,066 | 0.0% | 0.05% | +11.4% |
| Q2 2019 | $455,000 | +22.0% | 5,066 | +18.1% | 0.04% | +33.3% |
| Q1 2019 | $373,000 | -16.2% | 4,291 | -20.2% | 0.03% | -25.0% |
| Q4 2018 | $445,000 | – | 5,376 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bernicke Wealth Management, Ltd. | 732,277 | $66,813,000 | 38.67% |
| FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 117,100 | $10,682,000 | 28.01% |
| Bishop & Co Investment Management, LLC | 304,288 | $27,763,000 | 20.20% |
| AOZORA BANK, LTD. | 1,900,000 | $173,356,000 | 18.75% |
| Towerpoint Wealth, LLC | 194,447 | $17,741,000 | 12.05% |
| D. SCOTT NEAL, INC. | 247,374 | $22,570,000 | 11.63% |
| Resource Planning Group | 215,635 | $19,675,000 | 11.51% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 842,490 | $76,869,000 | 9.31% |
| Creative Planning | 27,909,355 | $2,546,449,000 | 8.29% |
| Blue Chip Partners, LLC | 404,271 | $36,886,000 | 7.80% |