VANGUARD SCOTTSDALE FDS's ticker is VGIT and the CUSIP is 92206C706. A total of 555 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2023. The put-call ratio across all filers is 0.79 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $387,000 | -8.1% | 5,770 | -8.9% | 0.28% | -20.2% |
| Q3 2019 | $421,000 | -16.3% | 6,335 | -17.2% | 0.35% | -17.4% |
| Q2 2019 | $503,000 | +0.6% | 7,650 | -1.4% | 0.42% | -12.7% |
| Q1 2019 | $500,000 | +1.6% | 7,755 | 0.0% | 0.49% | -5.6% |
| Q4 2018 | $492,000 | +1.2% | 7,755 | -1.1% | 0.52% | +13.9% |
| Q3 2018 | $486,000 | – | 7,845 | – | 0.45% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OneAscent Financial Services LLC | 623,669 | $44,000,000 | 33.13% |
| WJ Wealth Management, LLC | 84,354 | $5,951,000 | 21.44% |
| Choate Investment Advisors | 2,795,858 | $197,248,000 | 15.74% |
| Mader & Shannon Wealth Management, Inc. | 243,882 | $17,205,000 | 15.22% |
| BCM ADVISORS, LLC | 356,671 | $25,163,000 | 12.10% |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 170,492 | $12,028,000 | 10.80% |
| Stonehearth Capital Management, LLC | 180,680 | $12,747,000 | 10.37% |
| Avion Wealth | 330,102 | $23,289,000 | 9.97% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 299,534 | $21,132,000 | 8.51% |
| Executive Wealth Management, LLC | 580,140 | $40,928,000 | 7.27% |