Castle Rock Wealth Management, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VCSH and the CUSIP is 92206C409. A total of 837 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
Castle Rock Wealth Management, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$243,925
-0.5%
3,263
+0.2%
0.08%
-2.4%
Q2 2023$245,241
-12.4%
3,258
-11.4%
0.08%
-16.0%
Q1 2023$279,823
-0.1%
3,676
+0.2%
0.10%
-20.0%
Q4 2022$280,071
-2.1%
3,670
-5.1%
0.12%
-13.2%
Q3 2022$286,000
-3.1%
3,866
+0.1%
0.14%
-4.0%
Q2 2022$295,000
-0.7%
3,863
+0.1%
0.15%
+9.5%
Q1 2022$297,000
-28.6%
3,860
-25.2%
0.14%
-19.4%
Q4 2021$416,000
-6.9%
5,158
-5.4%
0.17%
+11.1%
Q3 2021$447,000
-0.7%
5,455
+0.0%
0.15%
-7.3%
Q2 2021$450,0000.0%5,453
+0.1%
0.16%
-8.8%
Q1 2021$450,000
-3.0%
5,449
-2.5%
0.18%
-6.2%
Q4 2020$464,000
-7.6%
5,587
-7.7%
0.19%
-34.4%
Q2 2020$502,000
-73.1%
6,052
-73.7%
0.29%
-81.8%
Q1 2020$1,869,000
+428.0%
23,049
+430.5%
1.61%
+405.3%
Q4 2019$354,000
+0.9%
4,345
+0.1%
0.32%
-12.6%
Q3 2019$351,0004,3410.36%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q1 2020
NameSharesValueWeighting ↓
Equinox Fund Management LLC 688,670$55,238,00029.39%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,013,469$81,290,00019.50%
MATHER GROUP, LLC. 828,994$66,494,00017.52%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 681,041$54,626,00017.11%
ETF Portfolio Partners, Inc. 178,563$14,323,00012.76%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 202,097$16,210,00011.31%
KAYS FINANCIAL ADVISORY CORP /ADV 203,976$16,361,0009.65%
Curbstone Financial Management Corp 147,745$11,851,0007.98%
HEADINVEST, LLC 273,697$21,953,0007.88%
Windham Capital Management, LLC 1,394,864$111,882,0007.75%
View complete list of VANGUARD SCOTTSDALE FDS shareholders