PRW Wealth Management LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VCIT and the CUSIP is 92206C870. A total of 875 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2022. The put-call ratio across all filers is 0.77 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 Q4 2022
NameSharesValueWeighting ↓
Bernicke Wealth Management, Ltd. 649,802$55,130,00040.15%
Bishop & Co Investment Management, LLC 296,086$25,120,00021.33%
AOZORA BANK, LTD. 3,180,000$269,791,00020.24%
AllSquare Wealth Management LLC 223,975$19,002,00015.08%
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 69,850$5,925,00014.08%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 733,284$62,212,00012.29%
Blue Chip Partners, LLC 388,494$32,960,0009.12%
INR ADVISORY SERVICES LLC 755,346$64,084,0008.82%
JACOBSON & SCHMITT ADVISORS, LLC 150,632$12,780,0008.65%
Towerpoint Wealth, LLC 79,188$6,718,0007.44%
View complete list of VANGUARD SCOTTSDALE FDS shareholders