Tolleson Wealth Management, Inc. - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VTHR and the CUSIP is 92206C599. A total of 145 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Tolleson Wealth Management, Inc. ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q2 2024$4,015
+3.2%
16,7010.0%0.79%
+4.1%
Q1 2024$3,891
+9.5%
16,7010.0%0.76%
+4.0%
Q4 2023$3,554
+11.6%
16,7010.0%0.73%
-4.4%
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 ↓
SILVERHAWK ASSET MANAGEMENT, LLC 33,079$7,136,0005.73%
Cliffwater LLC 72,801$15,705,0004.08%
DB Fitzpatrick & Co, Inc 13,731$2,962,0002.77%
ADIRONDACK TRUST CO 25,205$5,437,0002.59%
Family Firm, Inc. 36,424$7,857,0002.03%
Operose Advisors LLC 6,718$1,449,0001.18%
Tolleson Wealth Management, Inc. 16,701$3,603,0000.97%
Diversified Portfolios, Inc. 16,754$3,614,0000.87%
Sensible Financial Planning & Management, LLC. 11,807$2,547,0000.72%
Diversified Trust Co 89,089$19,218,0000.63%
View complete list of VANGUARD SCOTTSDALE FDS shareholders