Gradient Capital Advisors, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VCSH and the CUSIP is 92206C409. A total of 1,223 filers reported holding VANGUARD SCOTTSDALE FDS in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 1.4%.

Quarter-by-quarter ownership
Gradient Capital Advisors, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$6,990,406
+12.1%
93,019
+12.8%
2.92%
+16.9%
Q2 2023$6,237,207
-1.8%
82,437
-1.1%
2.50%
-7.4%
Q1 2023$6,351,289
-4.5%
83,317
-5.8%
2.70%
-10.7%
Q4 2022$6,653,004
+8.3%
88,483
+7.0%
3.02%
+3.0%
Q3 2022$6,144,000
-9.7%
82,718
-7.3%
2.93%
-10.1%
Q2 2022$6,805,000
+5.0%
89,233
+7.5%
3.26%
+18.9%
Q1 2022$6,484,000
+8.9%
83,032
+13.3%
2.75%
+10.8%
Q4 2021$5,954,000
+9.1%
73,265
+10.7%
2.48%
-0.9%
Q3 2021$5,456,000
-0.9%
66,208
-0.5%
2.50%
-3.0%
Q2 2021$5,505,000
+18.4%
66,554
+18.1%
2.58%
+4.8%
Q1 2021$4,649,000
-1.5%
56,354
-0.6%
2.46%
-8.5%
Q4 2020$4,720,000
+3.2%
56,697
+2.7%
2.69%
-5.8%
Q3 2020$4,574,000
+3.0%
55,209
+2.8%
2.86%
-4.9%
Q2 2020$4,441,000
+0.8%
53,726
-3.5%
3.00%
-15.5%
Q1 2020$4,404,000
-17.3%
55,674
-15.3%
3.56%
-4.1%
Q4 2019$5,324,000
+0.9%
65,710
+1.0%
3.71%
-5.9%
Q3 2019$5,275,000
-2.5%
65,082
-3.0%
3.94%
-5.2%
Q2 2019$5,411,000
-3.7%
67,067
-4.8%
4.16%
-7.2%
Q1 2019$5,618,000
-1.7%
70,437
-4.0%
4.48%
-9.3%
Q4 2018$5,717,000
-11.0%
73,345
-10.7%
4.94%
-8.8%
Q3 2018$6,420,000
-5.3%
82,142
-5.3%
5.41%
-14.0%
Q2 2018$6,777,000
-13.9%
86,771
-13.5%
6.30%
-19.9%
Q1 2018$7,867,000
+0.7%
100,308
+1.8%
7.86%
-1.9%
Q4 2017$7,815,00098,5538.01%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q2 2022
NameSharesValueWeighting ↓
McIlrath & Eck, LLC 623,364$48,585,00031.14%
Jentner Corp 427,954$33,355,00030.45%
Total Wealth Planning, LLC 399,899$31,168,00021.57%
D. SCOTT NEAL, INC. 494,024$38,504,00021.02%
Investment Counsel Inc. 284,041$22,138,00018.46%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,348,266$105,084,00017.85%
BlueSky Wealth Advisors, LLC 522,331$40,987,00016.02%
Private Ocean, LLC 720,740$56,175,00015.87%
Cable Hill Partners, LLC 471,155$36,722,00014.64%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 601,882$46,911,00014.00%
View complete list of VANGUARD SCOTTSDALE FDS shareholders