Tolleson Wealth Management, Inc. - VANGUARD SCOTTSDALE FDS ownership

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
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 Q4 2023
NameSharesValueWeighting ↓
ADIRONDACK TRUST CO 58,980$5,173,0004.09%
Commonwealth Financial Services, LLC 3,123$292,0000.99%
Family Firm, Inc. 16,900$1,582,0000.84%
10-15 ASSOCIATES, INC. 21,168$1,981,0000.58%
GM Advisory Group, LLC 10,034$939,0000.47%
Dorsey & Whitney Trust CO LLC 18,715$1,752,0000.46%
Koshinski Asset Management, Inc. 6,441$509,0000.36%
MONETA GROUP INVESTMENT ADVISORS LLC 11,880$1,112,0000.27%
Linscomb Wealth, Inc. 18,502$1,732,0000.20%
Arbor Investment Advisors, LLC 3,212$301,0000.18%
View complete list of VANGUARD SCOTTSDALE FDS shareholders