Tolleson Wealth Management, Inc. - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VTHR and the CUSIP is 92206C599. A total of 141 filers reported holding VANGUARD SCOTTSDALE FDS in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Tolleson Wealth Management, Inc. ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$3,185
-3.4%
16,7010.0%0.77%
-3.6%
Q2 2023$3,298
+7.7%
16,7010.0%0.80%
+0.5%
Q1 2023$3,061
+6.7%
16,7010.0%0.79%
+1.8%
Q4 2022$2,868
-99.9%
16,7010.0%0.78%
-4.5%
Q3 2022$2,701,000
-4.7%
16,7010.0%0.81%
+1.6%
Q2 2022$2,833,000
-16.8%
16,7010.0%0.80%
-20.7%
Q1 2022$3,406,000
-5.5%
16,7010.0%1.01%
+4.1%
Q4 2021$3,603,000
+8.6%
16,7010.0%0.97%
+3.3%
Q3 2021$3,319,000
-0.4%
16,7010.0%0.94%
+4.4%
Q2 2021$3,334,000
+8.0%
16,7010.0%0.90%
-3.6%
Q1 2021$3,087,00016,7010.93%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Cliffwater LLC 105,409$19,321,4856.18%
Wealthstream Advisors, Inc. 26,196$4,801,7042.87%
DB Fitzpatrick & Co, Inc 13,895$2,546,9532.76%
Pensionmark Financial Group, LLC 70,405$12,905,2372.69%
Diversified Portfolios, Inc. 52,572$9,636,4482.14%
Evensky & Katz LLC 140,620$25,7762.08%
Family Firm, Inc. 39,853$7,305,0292.02%
HC Advisors, LLC 8,975$1,645,1181.02%
Tolleson Wealth Management, Inc. 16,701$3,0610.79%
ADIRONDACK TRUST CO 8,000$1,466,3980.74%
View complete list of VANGUARD SCOTTSDALE FDS shareholders