VISTA INVESTMENT MANAGEMENT - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VCSH and the CUSIP is 92206C409. A total of 1,107 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2021. The put-call ratio across all filers is 0.25 and the average weighting 1.3%.

Quarter-by-quarter ownership
VISTA INVESTMENT MANAGEMENT ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$7,009,623
-0.1%
93,275
+0.6%
3.68%
+3.6%
Q2 2023$7,014,423
+6.6%
92,710
+7.5%
3.55%
+2.2%
Q1 2023$6,577,075
+66.5%
86,279
+64.2%
3.48%
+54.1%
Q4 2022$3,950,437
+6.7%
52,539
+5.4%
2.26%
-1.1%
Q3 2022$3,703,000
-3.2%
49,851
-0.6%
2.28%
-1.4%
Q2 2022$3,827,000
-2.1%
50,177
+0.2%
2.31%
+8.0%
Q1 2022$3,910,000
-22.1%
50,077
-18.9%
2.14%
-21.4%
Q4 2021$5,020,000
-5.1%
61,773
-3.8%
2.72%
-12.2%
Q3 2021$5,291,000
+4.3%
64,207
+4.6%
3.10%
+3.7%
Q2 2021$5,075,000
+14.0%
61,356
+13.7%
2.99%
+8.1%
Q1 2021$4,450,000
+31.5%
53,945
+32.8%
2.77%
+22.2%
Q4 2020$3,383,000
+109.6%
40,636
+108.6%
2.27%
+84.2%
Q3 2020$1,614,000
+36.3%
19,483
+36.1%
1.23%
+21.2%
Q2 2020$1,184,000
+6.6%
14,320
+2.0%
1.02%
-10.5%
Q1 2020$1,111,000
-1.0%
14,042
+1.4%
1.14%
+34.6%
Q4 2019$1,122,000
+37.2%
13,842
+37.2%
0.84%
+24.9%
Q3 2019$818,000
+4.6%
10,087
+4.1%
0.68%
+2.0%
Q2 2019$782,000
+1.2%
9,6870.0%0.66%
-2.4%
Q1 2019$773,000
+1.4%
9,687
-1.0%
0.68%
-13.6%
Q4 2018$762,000
-24.3%
9,781
-24.1%
0.78%
-11.7%
Q3 2018$1,007,000
-16.8%
12,884
-16.9%
0.89%
-24.8%
Q2 2018$1,210,000
-14.4%
15,497
-14.1%
1.18%
-20.1%
Q1 2018$1,414,000
-39.9%
18,035
-39.2%
1.48%
-39.8%
Q4 2017$2,351,00029,6482.46%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q3 2021
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