Integrated Wealth Concepts LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VCSH and the CUSIP is 92206C409. A total of 1,095 filers reported holding VANGUARD SCOTTSDALE FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$708,741
-15.3%
9,431
-14.7%
0.01%
-7.1%
Q2 2023$836,657
+119936.9%
11,058
+21.0%
0.01%0.0%
Q1 2023$697
-49.9%
9,141
-50.6%
0.01%
-63.2%
Q4 2022$1,390
-99.9%
18,488
-1.5%
0.04%
-15.6%
Q3 2022$1,395,000
-4.6%
18,779
-2.1%
0.04%
-2.2%
Q2 2022$1,463,000
-1.2%
19,183
+1.2%
0.05%
+2.2%
Q1 2022$1,481,000
-5.0%
18,961
-1.2%
0.04%
-2.2%
Q4 2021$1,559,000
-26.0%
19,191
-25.0%
0.05%
-33.3%
Q3 2021$2,108,000
-5.0%
25,580
-4.7%
0.07%
-12.7%
Q2 2021$2,219,000
+41.6%
26,831
+41.3%
0.08%
+23.4%
Q1 2021$1,567,000
+4.8%
18,992
+5.8%
0.06%
-9.9%
Q4 2020$1,495,000
+18.7%
17,953
+18.1%
0.07%
-9.0%
Q3 2020$1,260,000
+20.5%
15,207
+20.1%
0.08%
+4.0%
Q2 2020$1,046,000
+1.6%
12,659
-2.8%
0.08%
-21.1%
Q1 2020$1,030,000
+6.4%
13,022
+9.0%
0.10%
+15.9%
Q4 2019$968,000
+21.5%
11,942
+21.4%
0.08%
-8.9%
Q3 2019$797,000
+189.8%
9,833
+194.2%
0.09%
+150.0%
Q2 2019$275,000
-7.7%
3,342
-10.6%
0.04%
-28.0%
Q1 2019$298,0000.0%3,739
-2.1%
0.05%
-38.3%
Q4 2018$298,000
+46.1%
3,819
+46.3%
0.08%
+30.6%
Q3 2018$204,000
-72.2%
2,611
-72.2%
0.06%
-75.3%
Q2 2018$734,000
+121.8%
9,408
+122.6%
0.25%
+88.7%
Q1 2018$331,000
+59.9%
4,227
+62.3%
0.13%
+49.4%
Q4 2017$207,0002,6040.09%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Jentner Corp 430,092$34,859,00028.45%
McIlrath & Eck, LLC 655,567$53,134,00028.06%
Investment Counsel Inc. 391,297$31,609,00023.00%
Total Wealth Planning, LLC 457,362$37,069,00021.06%
D. SCOTT NEAL, INC. 479,150$38,835,00020.00%
Private Ocean, LLC 950,273$77,020,00019.13%
BlueSky Wealth Advisors, LLC 594,291$48,268,00016.63%
AllSquare Wealth Management LLC 265,674$21,533,00015.94%
Cable Hill Partners, LLC 598,525$48,510,00015.90%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,514,598$122,758,00014.86%
View complete list of VANGUARD SCOTTSDALE FDS shareholders