VANGUARD SCOTTSDALE FDS's ticker is VCSH and the CUSIP is 92206C409. A total of 29 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,143,436 | -1.8% | 15,215 | -1.1% | 0.10% | -2.0% |
| Q2 2023 | $1,164,137 | +13.1% | 15,386 | +14.0% | 0.10% | +3.1% |
| Q1 2023 | $1,028,903 | +8.6% | 13,497 | +7.2% | 0.10% | -1.0% |
| Q4 2022 | $947,048 | -52.5% | 12,595 | -53.0% | 0.10% | -14.9% |
| Q3 2022 | $1,994,000 | -1.0% | 26,818 | +1.5% | 0.11% | -1.7% |
| Q2 2022 | $2,015,000 | -5.4% | 26,427 | -3.1% | 0.12% | +12.6% |
| Q1 2022 | $2,129,000 | +126.2% | 27,268 | +135.3% | 0.10% | +10.8% |
| Q4 2021 | $941,000 | -20.1% | 11,591 | -18.7% | 0.09% | -23.1% |
| Q2 2021 | $1,178,000 | +46.5% | 14,255 | +46.2% | 0.12% | +12.0% |
| Q1 2021 | $804,000 | -3.1% | 9,749 | -2.2% | 0.11% | -11.5% |
| Q4 2020 | $830,000 | +10.5% | 9,969 | +10.1% | 0.12% | -0.8% |
| Q3 2020 | $751,000 | +0.7% | 9,058 | +0.3% | 0.12% | -8.9% |
| Q2 2020 | $746,000 | +1.6% | 9,030 | -2.8% | 0.14% | -19.6% |
| Q1 2020 | $734,000 | -14.8% | 9,289 | -12.6% | 0.17% | +29.2% |
| Q4 2019 | $861,000 | +8.4% | 10,628 | +8.3% | 0.13% | -21.2% |
| Q3 2019 | $794,000 | +0.1% | 9,818 | +0.1% | 0.16% | +58.7% |
| Q2 2019 | $793,000 | -13.5% | 9,810 | -14.4% | 0.10% | -49.0% |
| Q1 2019 | $917,000 | -2.8% | 11,454 | -5.5% | 0.20% | -19.7% |
| Q4 2018 | $943,000 | – | 12,118 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McIlrath & Eck, LLC | 623,364 | $48,585,000 | 31.14% |
| Jentner Corp | 427,954 | $33,355,000 | 30.45% |
| Total Wealth Planning, LLC | 399,899 | $31,168,000 | 21.57% |
| D. SCOTT NEAL, INC. | 494,024 | $38,504,000 | 21.02% |
| Investment Counsel Inc. | 284,041 | $22,138,000 | 18.46% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,348,266 | $105,084,000 | 17.85% |
| BlueSky Wealth Advisors, LLC | 522,331 | $40,987,000 | 16.02% |
| Private Ocean, LLC | 720,740 | $56,175,000 | 15.87% |
| Cable Hill Partners, LLC | 471,155 | $36,722,000 | 14.64% |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 601,882 | $46,911,000 | 14.00% |