KMG FIDUCIARY PARTNERS, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VCIT and the CUSIP is 92206C870. A total of 24 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
KMG FIDUCIARY PARTNERS, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$3,610,864
-1.2%
47,524
+2.7%
0.48%
+0.8%
Q2 2023$3,656,373
+6.2%
46,266
+7.8%
0.47%
-4.3%
Q1 2023$3,441,807
-19.2%
42,905
-22.0%
0.49%
-29.4%
Q4 2022$4,261,904
+5.0%
54,985
+2.5%
0.70%
-10.4%
Q3 2022$4,059,000
-3.8%
53,627
+1.7%
0.78%
-0.8%
Q2 2022$4,221,000
+19.6%
52,746
+28.6%
0.79%
+39.5%
Q1 2022$3,529,000
-0.3%
41,021
+7.5%
0.56%
+2.9%
Q4 2021$3,539,000
+0.1%
38,151
+1.9%
0.55%
-9.0%
Q3 2021$3,536,000
+8.4%
37,456
+9.2%
0.60%
+4.5%
Q2 2021$3,261,000
+3.2%
34,304
+1.0%
0.58%
-6.5%
Q1 2021$3,159,000
-2.7%
33,959
+1.3%
0.62%
-9.9%
Q4 2020$3,247,000
+3.0%
33,528
+1.9%
0.68%
-12.8%
Q3 2020$3,152,000
+3.5%
32,898
+2.8%
0.78%
-7.3%
Q2 2020$3,044,000
+9.5%
31,999
+0.3%
0.85%
-6.2%
Q1 2020$2,779,000
-9.6%
31,907
-5.2%
0.90%
-3.6%
Q4 2019$3,073,000
+9.2%
33,647
+9.1%
0.94%
-2.0%
Q3 2019$2,813,000
+5.6%
30,830
+3.9%
0.96%
-0.8%
Q2 2019$2,665,000
+5.4%
29,660
+1.9%
0.96%
+0.3%
Q1 2019$2,529,000
+4.9%
29,109
+0.0%
0.96%
-12.4%
Q4 2018$2,411,00029,1011.10%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Bernicke Wealth Management, Ltd. 732,277$66,813,00038.67%
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 117,100$10,682,00028.01%
Bishop & Co Investment Management, LLC 304,288$27,763,00020.20%
AOZORA BANK, LTD. 1,900,000$173,356,00018.75%
Towerpoint Wealth, LLC 194,447$17,741,00012.05%
D. SCOTT NEAL, INC. 247,374$22,570,00011.63%
Resource Planning Group 215,635$19,675,00011.51%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 842,490$76,869,0009.31%
Creative Planning 27,909,355$2,546,449,0008.29%
Blue Chip Partners, LLC 404,271$36,886,0007.80%
View complete list of VANGUARD SCOTTSDALE FDS shareholders