VANGUARD SCOTTSDALE FDS's ticker is VTHR and the CUSIP is 92206C599. A total of 3 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $619,491 | -3.4% | 3,248 | 0.0% | 0.03% | -3.7% |
| Q2 2023 | $641,318 | +7.7% | 3,248 | 0.0% | 0.03% | -3.6% |
| Q1 2023 | $595,358 | +6.7% | 3,248 | 0.0% | 0.03% | -3.4% |
| Q4 2022 | $557,844 | +6.7% | 3,248 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $523,000 | -5.3% | 3,248 | -0.6% | 0.03% | -3.3% |
| Q2 2022 | $552,000 | +4.0% | 3,268 | +25.5% | 0.03% | -3.2% |
| Q1 2022 | $531,000 | -0.9% | 2,603 | +4.8% | 0.03% | -6.1% |
| Q4 2021 | $536,000 | +8.9% | 2,483 | 0.0% | 0.03% | -2.9% |
| Q3 2021 | $492,000 | +31.2% | 2,483 | +31.9% | 0.03% | +21.4% |
| Q2 2021 | $375,000 | -78.7% | 1,883 | -86.0% | 0.03% | -95.7% |
| Q4 2018 | $1,760,000 | – | 13,407 | – | 0.66% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cliffwater LLC | 98,016 | $19,988,000 | 5.24% |
| DB Fitzpatrick & Co, Inc | 13,800 | $2,814,000 | 2.80% |
| ADIRONDACK TRUST CO | 25,620 | $5,225,000 | 2.47% |
| Pensionmark Financial Group, LLC | 53,232 | $10,856,000 | 2.25% |
| Family Firm, Inc. | 38,741 | $7,900,000 | 2.07% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 12,722 | $2,603,000 | 1.33% |
| Tolleson Wealth Management, Inc. | 16,701 | $3,406,000 | 1.01% |
| Diversified Portfolios, Inc. | 19,647 | $4,007,000 | 0.96% |
| Operose Advisors LLC | 6,730 | $1,372,000 | 0.95% |
| Sensible Financial Planning & Management, LLC. | 11,807 | $2,408,000 | 0.64% |