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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $499,191 | -23.1% | 6,570 | -20.0% | 0.14% | -21.6% |
| Q2 2023 | $649,269 | -4.7% | 8,215 | -3.3% | 0.18% | -11.5% |
| Q1 2023 | $681,332 | +4.1% | 8,493 | +0.5% | 0.21% | +5.6% |
| Q4 2022 | $654,799 | +3.6% | 8,448 | +1.1% | 0.20% | -3.4% |
| Q3 2022 | $632,000 | -4.7% | 8,354 | +0.7% | 0.20% | -6.4% |
| Q2 2022 | $663,000 | -6.4% | 8,293 | +0.7% | 0.22% | +8.4% |
| Q1 2022 | $708,000 | +10.5% | 8,238 | +19.2% | 0.20% | +9.2% |
| Q4 2021 | $641,000 | – | 6,911 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bernicke Wealth Management, Ltd. | 732,277 | $66,813,000 | 38.67% |
| FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 117,100 | $10,682,000 | 28.01% |
| Bishop & Co Investment Management, LLC | 304,288 | $27,763,000 | 20.20% |
| AOZORA BANK, LTD. | 1,900,000 | $173,356,000 | 18.75% |
| Towerpoint Wealth, LLC | 194,447 | $17,741,000 | 12.05% |
| D. SCOTT NEAL, INC. | 247,374 | $22,570,000 | 11.63% |
| Resource Planning Group | 215,635 | $19,675,000 | 11.51% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 842,490 | $76,869,000 | 9.31% |
| Creative Planning | 27,909,355 | $2,546,449,000 | 8.29% |
| Blue Chip Partners, LLC | 404,271 | $36,886,000 | 7.80% |