PRW Wealth Management LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VCIT and the CUSIP is 92206C870. A total of 624 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2020. The put-call ratio across all filers is 0.67 and the average weighting 0.9%.

Quarter-by-quarter ownership
PRW Wealth Management LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$1,936,965
-7.1%
26,010
-1.5%
0.74%
+3.1%
Q2 2023$2,085,072
-13.1%
26,400
-11.4%
0.72%
-23.7%
Q1 2023$2,400,390
+158.1%
29,800
+148.3%
0.94%
+134.8%
Q4 2022$930,120
+30.5%
12,000
+59.9%
0.40%
+90.5%
Q2 2021$713,000
-32.4%
7,504
-33.8%
0.21%
-59.4%
Q1 2021$1,055,000
-4.3%
11,3420.0%0.52%
-16.6%
Q4 2020$1,102,000
+1.4%
11,3420.0%0.62%
-20.2%
Q3 2020$1,087,000
+0.7%
11,3420.0%0.78%
-9.5%
Q2 2020$1,079,000
+9.2%
11,3420.0%0.86%
-28.4%
Q1 2020$988,000
+22.3%
11,342
+28.3%
1.20%
+30.8%
Q4 2019$808,000
+0.1%
8,8420.0%0.92%
-6.4%
Q3 2019$807,000
+1.6%
8,8420.0%0.98%
+11.4%
Q2 2019$794,000
+3.4%
8,8420.0%0.88%
+23.2%
Q1 2019$768,000
+48.5%
8,842
+41.7%
0.71%
+11.2%
Q4 2018$517,0006,2420.64%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q1 2020
NameSharesValueWeighting ↓
CTC Capital Management, LLC 508,056$38,450,00030.75%
Meiji Yasuda Life Insurance Co 17,339,000$1,312,216,00029.67%
VIEWPOINT INVESTMENT PARTNERS CORP 315,430$23,872,00028.43%
CYPRESS FINANCIAL PLANNING LLC 400,214$30,288,00021.50%
CBIZ Investment Advisory Services, LLC 229,746$17,387,00017.46%
Bishop & Co Investment Management, LLC 328,849$24,887,00013.11%
AOZORA BANK, LTD. 1,090,000$82,491,00012.91%
McCarthy Grittinger Financial Group, LLC 369,059$27,930,39812.16%
Towerpoint Wealth, LLC 230,271$17,427,00010.51%
Berkeley Capital Partners, LLC 285,650$21,618,0009.36%
View complete list of VANGUARD SCOTTSDALE FDS shareholders