Hillcrest Wealth Advisors - NY, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VCIT and the CUSIP is 92206C870. A total of 918 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2021. The put-call ratio across all filers is 0.39 and the average weighting 0.8%.

Quarter-by-quarter ownership
Hillcrest Wealth Advisors - NY, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$2,223,555
-2.2%
29,265
+1.7%
1.27%
-5.7%
Q2 2023$2,273,298
-1.5%
28,7650.0%1.34%
-1.9%
Q1 2023$2,307,528
+3.5%
28,7650.0%1.37%
+2.7%
Q4 2022$2,229,575
-0.4%
28,765
-2.8%
1.33%
-6.2%
Q3 2022$2,239,000
-12.5%
29,585
-7.5%
1.42%
-8.5%
Q2 2022$2,559,000
-16.2%
31,985
-9.9%
1.55%
-8.2%
Q1 2022$3,053,000
-3.6%
35,485
+3.9%
1.69%
-0.8%
Q4 2021$3,168,000
+30.2%
34,155
+32.5%
1.70%
+18.0%
Q3 2021$2,434,000
+16.0%
25,780
+16.8%
1.44%
+13.7%
Q2 2021$2,098,000
-7.1%
22,064
-9.1%
1.27%
-7.8%
Q1 2021$2,258,000
+64.2%
24,275
+71.5%
1.38%
+49.7%
Q4 2020$1,375,000
+21.6%
14,155
+19.9%
0.92%
+14.4%
Q3 2020$1,131,000
+69.8%
11,805
+68.5%
0.80%
+39.3%
Q2 2020$666,000
-6.5%
7,005
-14.4%
0.58%
-18.7%
Q1 2020$712,0008,1800.71%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q4 2021
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