VANGUARD SCOTTSDALE FDS's ticker is VGSH and the CUSIP is 92206C102. A total of 791 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2023. The put-call ratio across all filers is 0.99 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,627 | -17.1% | 296,314 | -14.7% | 5.39% | -5.5% |
| Q2 2023 | $20,058 | -22.3% | 347,437 | -21.3% | 5.70% | -14.4% |
| Q1 2023 | $25,828 | +8.0% | 441,204 | +6.7% | 6.66% | +7.5% |
| Q4 2022 | $23,904 | -99.9% | 413,416 | +6.0% | 6.19% | -2.9% |
| Q3 2022 | $22,538,000 | +116.8% | 390,000 | +120.8% | 6.37% | +141.7% |
| Q2 2022 | $10,398,000 | -21.6% | 176,662 | -21.0% | 2.64% | -9.3% |
| Q1 2022 | $13,259,000 | +223.0% | 223,748 | +231.6% | 2.91% | +235.8% |
| Q4 2021 | $4,105,000 | +49.5% | 67,483 | +50.9% | 0.87% | +33.8% |
| Q3 2021 | $2,746,000 | +200.1% | 44,708 | +200.3% | 0.65% | +177.7% |
| Q2 2021 | $915,000 | -6.1% | 14,888 | -6.0% | 0.23% | -13.1% |
| Q1 2021 | $974,000 | +52.0% | 15,835 | +52.3% | 0.27% | +36.0% |
| Q4 2020 | $641,000 | +8.1% | 10,400 | +8.7% | 0.20% | -9.2% |
| Q3 2020 | $593,000 | +23.8% | 9,568 | +24.3% | 0.22% | +14.8% |
| Q2 2020 | $479,000 | +14.9% | 7,699 | +15.1% | 0.19% | -4.5% |
| Q1 2020 | $417,000 | +2.5% | 6,687 | -0.1% | 0.20% | +20.7% |
| Q4 2019 | $407,000 | -1.5% | 6,694 | -1.2% | 0.16% | -19.2% |
| Q3 2019 | $413,000 | -2.6% | 6,773 | -2.7% | 0.20% | -11.4% |
| Q2 2019 | $424,000 | -2.8% | 6,961 | -3.6% | 0.23% | -7.3% |
| Q1 2019 | $436,000 | -11.4% | 7,221 | -11.7% | 0.25% | +5.1% |
| Q4 2018 | $492,000 | -4.5% | 8,180 | -4.9% | 0.24% | -25.9% |
| Q3 2018 | $515,000 | – | 8,605 | – | 0.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gitterman Wealth Management, LLC | 1,576,317 | $92,277,659 | 43.88% |
| WIT, LLC | 17,051 | $998,167,606 | 25.35% |
| R. W. Roge & Company, Inc. | 663,349 | $38,832 | 24.86% |
| Alta Advisers Ltd | 663,877 | $38,863,360 | 23.20% |
| Cornerstone Wealth Advisors, Inc. | 1,069,689 | $62,619,594 | 22.75% |
| Defender Capital, LLC. | 1,104,170 | $64,638,112 | 22.57% |
| INSIGHT 2811, INC. | 542,313 | $31,747,034 | 19.63% |
| Magnolia Wealth Management, LLC | 302,261 | $17,694,387 | 17.82% |
| Chemistry Wealth Management LLC | 776,661 | $45,465,757 | 15.82% |
| Cordant, Inc. | 387,428 | $22,680,033 | 14.72% |