VANGUARD SCOTTSDALE FDS's ticker is VCSH and the CUSIP is 92206C409. A total of 1,262 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $541,000 | -0.7% | 7,199 | -0.1% | 0.15% | +0.7% |
| Q2 2023 | $544,976 | -1.6% | 7,203 | -0.8% | 0.15% | -8.0% |
| Q1 2023 | $553,695 | -10.4% | 7,263 | -11.6% | 0.16% | -26.9% |
| Q4 2022 | $617,658 | +1.3% | 8,215 | +0.1% | 0.22% | -8.6% |
| Q3 2022 | $610,000 | -7.6% | 8,208 | -5.1% | 0.24% | -4.7% |
| Q2 2022 | $660,000 | -6.1% | 8,653 | -4.0% | 0.26% | -0.8% |
| Q1 2022 | $703,000 | -15.3% | 9,009 | -13.0% | 0.26% | -17.3% |
| Q4 2021 | $830,000 | -2.6% | 10,350 | +0.1% | 0.31% | -7.1% |
| Q3 2021 | $852,000 | +140.7% | 10,344 | +141.8% | 0.34% | +106.1% |
| Q2 2021 | $354,000 | -3.5% | 4,278 | -4.0% | 0.16% | -8.4% |
| Q1 2021 | $367,000 | +3.7% | 4,454 | +4.6% | 0.18% | -8.7% |
| Q4 2020 | $354,000 | -3.3% | 4,260 | -3.6% | 0.20% | -16.3% |
| Q3 2020 | $366,000 | -5.4% | 4,421 | -5.6% | 0.23% | -23.1% |
| Q2 2020 | $387,000 | +42.3% | 4,685 | +36.3% | 0.30% | +9.0% |
| Q1 2020 | $272,000 | -4.6% | 3,437 | -2.0% | 0.28% | +36.9% |
| Q4 2019 | $285,000 | +7.1% | 3,508 | +6.7% | 0.20% | -1.9% |
| Q3 2019 | $266,000 | +0.4% | 3,288 | +0.2% | 0.21% | -2.8% |
| Q2 2019 | $265,000 | -19.7% | 3,280 | -20.7% | 0.21% | -20.2% |
| Q1 2019 | $330,000 | +20.4% | 4,135 | +17.6% | 0.27% | -16.3% |
| Q4 2018 | $274,000 | – | 3,516 | – | 0.32% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jentner Corp | 430,092 | $34,859,000 | 28.45% |
| McIlrath & Eck, LLC | 655,567 | $53,134,000 | 28.06% |
| Investment Counsel Inc. | 391,297 | $31,609,000 | 23.00% |
| Total Wealth Planning, LLC | 457,362 | $37,069,000 | 21.06% |
| D. SCOTT NEAL, INC. | 479,150 | $38,835,000 | 20.00% |
| Private Ocean, LLC | 950,273 | $77,020,000 | 19.13% |
| BlueSky Wealth Advisors, LLC | 594,291 | $48,268,000 | 16.63% |
| AllSquare Wealth Management LLC | 265,674 | $21,533,000 | 15.94% |
| Cable Hill Partners, LLC | 598,525 | $48,510,000 | 15.90% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,514,598 | $122,758,000 | 14.86% |