VANGUARD SCOTTSDALE FDS's ticker is VGSH and the CUSIP is 92206C102. A total of 17 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $7,225,132 | +14.1% | 124,079 | +12.8% | 0.40% | -10.0% |
| Q3 2023 | $6,334,298 | +50.8% | 109,970 | +51.1% | 0.45% | +49.8% |
| Q2 2023 | $4,201,778 | +381.2% | 72,783 | +382.0% | 0.30% | +273.8% |
| Q4 2022 | $873,152 | +93.6% | 15,101 | +93.6% | 0.08% | +53.8% |
| Q3 2022 | $451,000 | -12.6% | 7,800 | -11.0% | 0.05% | -16.1% |
| Q2 2022 | $516,000 | -1.3% | 8,760 | -0.7% | 0.06% | -16.2% |
| Q1 2022 | $523,000 | -23.1% | 8,819 | -21.1% | 0.07% | -14.9% |
| Q4 2021 | $680,000 | -58.3% | 11,174 | -58.0% | 0.09% | -35.1% |
| Q3 2021 | $1,632,000 | -1.1% | 26,585 | -1.0% | 0.13% | -15.7% |
| Q2 2021 | $1,650,000 | +333.1% | 26,856 | +333.2% | 0.16% | +32.5% |
| Q1 2021 | $381,000 | -0.3% | 6,200 | 0.0% | 0.12% | -10.4% |
| Q4 2020 | $382,000 | -0.8% | 6,200 | 0.0% | 0.13% | -13.5% |
| Q3 2020 | $385,000 | – | 6,200 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Alta Advisers Ltd | 1,052,236 | $64,818,000 | 48.35% |
| Wealth Advisors of Iowa, LLC | 478,376 | $29,468,000 | 18.25% |
| KEYSTONE WEALTH PARTNERS | 365,178 | $22,495,000 | 17.85% |
| Defender Capital, LLC. | 656,110 | $40,416,000 | 17.59% |
| WIT, LLC | 9,834,950 | $605,833,000 | 15.99% |
| Cordant, Inc. | 322,686 | $19,877,000 | 15.64% |
| Safir Wealth Advisors, LLC | 265,849 | $16,376,000 | 15.21% |
| Northwest Quadrant Wealth Management, LLC | 599,834 | $36,962,000 | 12.50% |
| Cypress Capital, LLC | 404,029 | $24,888,000 | 11.28% |
| Strategic Wealth Investment Group, LLC | 292,984 | $18,048,000 | 10.57% |