VANGUARD SCOTTSDALE FDS's ticker is VTC and the CUSIP is 92206C573.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,245 | +262.2% | 100 | +203.0% | 0.00% | – |
| Q3 2022 | $2,000 | -92.0% | 33 | -89.9% | 0.00% | -100.0% |
| Q2 2022 | $25,000 | 0.0% | 327 | +9.0% | 0.00% | 0.0% |
| Q1 2022 | $25,000 | -26.5% | 300 | -20.0% | 0.00% | 0.0% |
| Q4 2021 | $34,000 | 0.0% | 375 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $34,000 | +36.0% | 375 | +36.4% | 0.00% | 0.0% |
| Q2 2021 | $25,000 | -98.6% | 275 | -98.7% | 0.00% | -98.0% |
| Q1 2021 | $1,843,000 | +7579.2% | 20,441 | +7333.1% | 0.05% | +5000.0% |
| Q4 2020 | $24,000 | -4.0% | 275 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $25,000 | +38.9% | 275 | +37.5% | 0.00% | 0.0% |
| Q2 2020 | $18,000 | – | 200 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GDS Wealth Management | 338,137 | $24,498,026 | 3.85% |
| Wedmont Private Capital | 486,823 | $35,060,974 | 3.55% |
| Capital Asset Advisory Services LLC | 686,347 | $49,629,736 | 3.40% |
| AXXCESS WEALTH MANAGEMENT, LLC | 681,268 | $49,357,860 | 1.68% |
| Sensible Financial Planning & Management, LLC. | 86,073 | $6,236 | 1.57% |
| Mill Creek Capital Advisors, LLC | 627,599 | $45,469,555 | 1.51% |
| RWA WEALTH PARTNERS, LLC | 249,674 | $18,088,887 | 0.39% |
| WealthShield Partners, LLC | 24,812 | $1,797,629 | 0.27% |
| BFSG, LLC | 22,808 | $1,652 | 0.27% |
| Pinnacle Bancorp, Inc. | 7,585 | $549,533 | 0.20% |