Total Wealth Planning, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VCSH and the CUSIP is 92206C409. A total of 833 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Total Wealth Planning, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q2 2024$52,531,507
-12.3%
674,779
-12.9%
8.62%
-16.2%
Q1 2024$59,866,193
-2.3%
774,365
-2.2%
10.29%
-7.4%
Q4 2023$61,254,266
+3.0%
791,706
+0.1%
11.11%
-8.5%
Q3 2023$59,450,491
+6.1%
791,091
+6.8%
12.14%
+4.1%
Q2 2023$56,041,468
+1.1%
740,701
+1.8%
11.67%
-4.6%
Q1 2023$55,456,057
+5.2%
727,483
+3.8%
12.23%
-6.4%
Q4 2022$52,722,272
-6.4%
701,187
-7.5%
13.06%
-18.3%
Q3 2022$56,318,000
+4.3%
758,186
+7.1%
16.00%
+2.4%
Q2 2022$53,980,000
-10.6%
707,838
-8.4%
15.62%
-4.2%
Q1 2022$60,376,000
+82.7%
773,160
+86.6%
16.31%
-20.1%
Q4 2021$33,053,000
-48.5%
414,404
-46.8%
20.42%
-12.3%
Q3 2021$64,167,000
+5.5%
778,628
+5.9%
23.28%
-2.4%
Q2 2021$60,836,000
+10.7%
735,534
+10.4%
23.86%
+2.4%
Q1 2021$54,941,000
+11.4%
665,947
+12.4%
23.30%
+2.2%
Q4 2020$49,314,000
+11.4%
592,355
+10.9%
22.80%
-0.7%
Q3 2020$44,248,000
+19.0%
534,072
+18.7%
22.96%
+11.5%
Q2 2020$37,178,000
+6.0%
449,767
+1.4%
20.60%
-9.7%
Q1 2020$35,086,000
-10.9%
443,559
-8.7%
22.82%
+8.7%
Q4 2019$39,368,000
+6.2%
485,841
+6.2%
20.99%
-0.3%
Q3 2019$37,069,000
+4.3%
457,362
+3.8%
21.06%
+0.3%
Q2 2019$35,536,000
+7.5%
440,458
+6.3%
20.99%
+2.8%
Q1 2019$33,053,000
+6.0%
414,404
+3.6%
20.42%
-5.3%
Q4 2018$31,168,000399,89921.57%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q4 2019
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