Alera Investment Advisors, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VCSH and the CUSIP is 92206C409. A total of 1,235 filers reported holding VANGUARD SCOTTSDALE FDS in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 1.4%.

Quarter-by-quarter ownership
Alera Investment Advisors, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q2 2022$346,000
-32.3%
4,538
-30.6%
0.10%
-17.1%
Q1 2022$511,000
+13.8%
6,539
+18.3%
0.12%
-4.9%
Q4 2021$449,000
+19.1%
5,529
+20.9%
0.12%
+10.8%
Q3 2021$377,000
-1.0%
4,573
-0.7%
0.11%
-3.5%
Q2 2021$381,000
-3.5%
4,603
-3.9%
0.12%
-11.5%
Q1 2021$395,000
-1.5%
4,789
-0.6%
0.13%
-7.8%
Q4 2020$401,000
-70.6%
4,820
-70.7%
0.14%
-74.0%
Q3 2020$1,362,000
-28.3%
16,442
-28.4%
0.54%
-45.7%
Q2 2020$1,899,000
+4.7%
22,973
+32.1%
1.00%
-8.9%
Q1 2020$1,814,000
+63.3%
17,387
+27.9%
1.10%
+117.0%
Q4 2019$1,111,000
+61.7%
13,591
+60.4%
0.51%
+48.8%
Q3 2019$687,000
+1.0%
8,475
+0.5%
0.34%
-2.3%
Q2 2019$680,000
+7.3%
8,430
+6.0%
0.35%
+12.6%
Q1 2019$634,000
+19.2%
7,953
+16.5%
0.31%
-4.6%
Q4 2018$532,0006,8280.32%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Equinox Fund Management LLC 688,670$55,238,00029.39%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,013,469$81,290,00019.50%
MATHER GROUP, LLC. 828,994$66,494,00017.52%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 681,041$54,626,00017.11%
ETF Portfolio Partners, Inc. 178,563$14,323,00012.76%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 202,097$16,210,00011.31%
KAYS FINANCIAL ADVISORY CORP /ADV 203,976$16,361,0009.65%
Curbstone Financial Management Corp 147,745$11,851,0007.98%
HEADINVEST, LLC 273,697$21,953,0007.88%
Windham Capital Management, LLC 1,394,864$111,882,0007.75%
View complete list of VANGUARD SCOTTSDALE FDS shareholders