VANGUARD SCOTTSDALE FDS's ticker is VCSH and the CUSIP is 92206C409. A total of 29 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,596 | +0.1% | 74 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $5,589 | 0.0% | 74 | +1.4% | 0.00% | 0.0% |
| Q1 2023 | $5,589 | +1.8% | 73 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $5,489 | -65.7% | 73 | -65.7% | 0.00% | -60.0% |
| Q3 2022 | $16,000 | +128.6% | 213 | +131.5% | 0.01% | +150.0% |
| Q2 2022 | $7,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $7,000 | 0.0% | 92 | +1.1% | 0.00% | 0.0% |
| Q4 2021 | $7,000 | 0.0% | 91 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $7,000 | 0.0% | 91 | +1.1% | 0.00% | 0.0% |
| Q2 2021 | $7,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $7,000 | -90.5% | 90 | -89.9% | 0.00% | -93.3% |
| Q3 2020 | $74,000 | +7.2% | 888 | +6.0% | 0.03% | 0.0% |
| Q2 2020 | $69,000 | -97.5% | 838 | -97.6% | 0.03% | -97.8% |
| Q1 2020 | $2,735,000 | – | 34,580 | – | 1.37% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McIlrath & Eck, LLC | 623,364 | $48,585,000 | 31.14% |
| Jentner Corp | 427,954 | $33,355,000 | 30.45% |
| Total Wealth Planning, LLC | 399,899 | $31,168,000 | 21.57% |
| D. SCOTT NEAL, INC. | 494,024 | $38,504,000 | 21.02% |
| Investment Counsel Inc. | 284,041 | $22,138,000 | 18.46% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,348,266 | $105,084,000 | 17.85% |
| BlueSky Wealth Advisors, LLC | 522,331 | $40,987,000 | 16.02% |
| Private Ocean, LLC | 720,740 | $56,175,000 | 15.87% |
| Cable Hill Partners, LLC | 471,155 | $36,722,000 | 14.64% |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 601,882 | $46,911,000 | 14.00% |