VANGUARD SCOTTSDALE FDS's ticker is VTHR and the CUSIP is 92206C599. A total of 121 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $215,906 | -3.4% | 1,132 | 0.0% | 0.02% | -8.3% |
| Q2 2023 | $223,513 | -36.7% | 1,132 | -41.3% | 0.02% | +26.3% |
| Q1 2023 | $353,219 | +6.7% | 1,927 | 0.0% | 0.02% | -5.0% |
| Q4 2022 | $330,962 | +6.8% | 1,927 | 0.0% | 0.02% | -4.8% |
| Q3 2022 | $310,000 | -4.9% | 1,927 | 0.0% | 0.02% | -4.5% |
| Q2 2022 | $326,000 | +41.1% | 1,927 | +70.2% | 0.02% | +57.1% |
| Q1 2022 | $231,000 | -5.3% | 1,132 | 0.0% | 0.01% | -6.7% |
| Q4 2021 | $244,000 | +8.9% | 1,132 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $224,000 | -0.4% | 1,132 | 0.0% | 0.02% | -6.2% |
| Q2 2021 | $225,000 | +7.7% | 1,132 | 0.0% | 0.02% | -11.1% |
| Q1 2021 | $209,000 | +6.1% | 1,132 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $197,000 | -34.8% | 1,132 | -50.0% | 0.02% | -14.3% |
| Q3 2020 | $302,000 | +91.1% | 2,264 | +100.0% | 0.02% | +5.0% |
| Q2 2020 | $158,000 | +21.5% | 1,132 | 0.0% | 0.02% | -13.0% |
| Q1 2020 | $130,000 | -21.7% | 1,132 | 0.0% | 0.02% | +9.5% |
| Q4 2019 | $166,000 | +8.5% | 1,132 | 0.0% | 0.02% | -16.0% |
| Q3 2019 | $153,000 | +0.7% | 1,132 | 0.0% | 0.02% | -16.7% |
| Q2 2019 | $152,000 | +17.8% | 1,132 | 0.0% | 0.03% | -9.1% |
| Q4 2018 | $129,000 | -14.6% | 1,132 | 0.0% | 0.03% | +37.5% |
| Q3 2018 | $151,000 | – | 1,132 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cliffwater LLC | 105,409 | $19,321,485 | 6.18% |
| Wealthstream Advisors, Inc. | 26,196 | $4,801,704 | 2.87% |
| DB Fitzpatrick & Co, Inc | 13,895 | $2,546,953 | 2.76% |
| Pensionmark Financial Group, LLC | 70,405 | $12,905,237 | 2.69% |
| Diversified Portfolios, Inc. | 52,572 | $9,636,448 | 2.14% |
| Evensky & Katz LLC | 140,620 | $25,776 | 2.08% |
| Family Firm, Inc. | 39,853 | $7,305,029 | 2.02% |
| HC Advisors, LLC | 8,975 | $1,645,118 | 1.02% |
| Tolleson Wealth Management, Inc. | 16,701 | $3,061 | 0.79% |
| ADIRONDACK TRUST CO | 8,000 | $1,466,398 | 0.74% |