VANGUARD SCOTTSDALE FDS's ticker is VCIT and the CUSIP is 92206C870. A total of 24 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $277,143 | -3.9% | 3,648 | -0.5% | 0.06% | -1.6% |
| Q2 2023 | $288,407 | -2.0% | 3,667 | 0.0% | 0.06% | -7.4% |
| Q1 2023 | $294,201 | -0.5% | 3,667 | 0.0% | 0.07% | -2.9% |
| Q4 2022 | $295,705 | +4.5% | 3,667 | -2.0% | 0.07% | -10.3% |
| Q3 2022 | $283,000 | -5.0% | 3,741 | +1.2% | 0.08% | +2.6% |
| Q2 2022 | $298,000 | -1.0% | 3,697 | +1.1% | 0.08% | +15.2% |
| Q1 2022 | $301,000 | +15.3% | 3,657 | +27.4% | 0.07% | +11.9% |
| Q4 2021 | $261,000 | +2.8% | 2,870 | +6.3% | 0.06% | +5.4% |
| Q3 2021 | $254,000 | +2.0% | 2,699 | +2.9% | 0.06% | -1.8% |
| Q2 2021 | $249,000 | +8.3% | 2,624 | +7.4% | 0.06% | 0.0% |
| Q1 2021 | $230,000 | +5.5% | 2,444 | +8.2% | 0.06% | -9.5% |
| Q4 2020 | $218,000 | 0.0% | 2,259 | -0.9% | 0.06% | -23.2% |
| Q3 2020 | $218,000 | -1.8% | 2,279 | -1.6% | 0.08% | -6.8% |
| Q2 2020 | $222,000 | +10.4% | 2,315 | +5.9% | 0.09% | +10.0% |
| Q4 2019 | $201,000 | -15.2% | 2,186 | -22.9% | 0.08% | -27.9% |
| Q4 2018 | $237,000 | 0.0% | 2,835 | 0.0% | 0.11% | +0.9% |
| Q3 2018 | $237,000 | -2.9% | 2,835 | -3.0% | 0.11% | -9.1% |
| Q2 2018 | $244,000 | -4.3% | 2,924 | -2.8% | 0.12% | -8.3% |
| Q1 2018 | $255,000 | -7.3% | 3,008 | -4.4% | 0.13% | -5.7% |
| Q4 2017 | $275,000 | – | 3,145 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bernicke Wealth Management, Ltd. | 732,277 | $66,813,000 | 38.67% |
| FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 117,100 | $10,682,000 | 28.01% |
| Bishop & Co Investment Management, LLC | 304,288 | $27,763,000 | 20.20% |
| AOZORA BANK, LTD. | 1,900,000 | $173,356,000 | 18.75% |
| Towerpoint Wealth, LLC | 194,447 | $17,741,000 | 12.05% |
| D. SCOTT NEAL, INC. | 247,374 | $22,570,000 | 11.63% |
| Resource Planning Group | 215,635 | $19,675,000 | 11.51% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 842,490 | $76,869,000 | 9.31% |
| Creative Planning | 27,909,355 | $2,546,449,000 | 8.29% |
| Blue Chip Partners, LLC | 404,271 | $36,886,000 | 7.80% |