VANGUARD SCOTTSDALE FDS's ticker is VCSH and the CUSIP is 92206C409. A total of 1,209 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $731,252 | -0.5% | 9,731 | +0.1% | 0.17% | +7.0% |
| Q2 2023 | $735,238 | -6.6% | 9,718 | -5.8% | 0.16% | -11.7% |
| Q1 2023 | $786,808 | +2.2% | 10,321 | +0.8% | 0.18% | +9.1% |
| Q4 2022 | $770,144 | +1.3% | 10,243 | +0.2% | 0.16% | -18.8% |
| Q3 2022 | $760,000 | +278.1% | 10,225 | +287.0% | 0.20% | +304.0% |
| Q2 2022 | $201,000 | -46.4% | 2,642 | -41.8% | 0.05% | -46.2% |
| Q1 2021 | $375,000 | -45.3% | 4,543 | -44.9% | 0.09% | -52.8% |
| Q4 2020 | $686,000 | +0.4% | 8,246 | +0.0% | 0.20% | -14.7% |
| Q3 2020 | $683,000 | +176.5% | 8,245 | +167.3% | 0.23% | +16.1% |
| Q3 2017 | $247,000 | – | 3,084 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jentner Corp | 430,092 | $34,859,000 | 28.45% |
| McIlrath & Eck, LLC | 655,567 | $53,134,000 | 28.06% |
| Investment Counsel Inc. | 391,297 | $31,609,000 | 23.00% |
| Total Wealth Planning, LLC | 457,362 | $37,069,000 | 21.06% |
| D. SCOTT NEAL, INC. | 479,150 | $38,835,000 | 20.00% |
| Private Ocean, LLC | 950,273 | $77,020,000 | 19.13% |
| BlueSky Wealth Advisors, LLC | 594,291 | $48,268,000 | 16.63% |
| AllSquare Wealth Management LLC | 265,674 | $21,533,000 | 15.94% |
| Cable Hill Partners, LLC | 598,525 | $48,510,000 | 15.90% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,514,598 | $122,758,000 | 14.86% |