VANGUARD SCOTTSDALE FDS's ticker is VTWV and the CUSIP is 92206C649. A total of 128 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $914,647 | -5.6% | 7,661 | -2.2% | 0.24% | -8.0% |
| Q2 2023 | $968,921 | +2.6% | 7,836 | 0.0% | 0.26% | -5.8% |
| Q1 2023 | $944,238 | -1.0% | 7,836 | 0.0% | 0.28% | -11.5% |
| Q4 2022 | $954,190 | +7.5% | 7,836 | 0.0% | 0.31% | 0.0% |
| Q3 2022 | $888,000 | -5.9% | 7,836 | -1.1% | 0.31% | -1.3% |
| Q2 2022 | $944,000 | -16.4% | 7,922 | -0.9% | 0.32% | -18.5% |
| Q1 2022 | $1,129,000 | -9.7% | 7,995 | -10.1% | 0.39% | -16.7% |
| Q3 2021 | $1,250,000 | -3.3% | 8,897 | 0.0% | 0.47% | -8.8% |
| Q2 2021 | $1,293,000 | +0.7% | 8,897 | -3.1% | 0.51% | -5.9% |
| Q1 2021 | $1,284,000 | +21.1% | 9,181 | 0.0% | 0.54% | +12.2% |
| Q4 2020 | $1,060,000 | +32.5% | 9,181 | 0.0% | 0.48% | +10.7% |
| Q3 2020 | $800,000 | +2.0% | 9,181 | -0.2% | 0.44% | -4.8% |
| Q2 2020 | $784,000 | – | 9,201 | – | 0.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Crestone Asset Management LLC | 113,145 | $13,508,350 | 3.23% |
| WestHill Financial Advisors, Inc. | 50,378 | $6,014,638 | 1.76% |
| Virtue Capital Management, LLC | 68,158 | $8,405,245 | 1.43% |
| Mercer Investments LLC | 7,151 | $853,771 | 1.37% |
| IVC Wealth Advisors LLC | 16,983 | $2,027,583 | 1.36% |
| LBJ Family Wealth Advisors, Ltd. | 10,470 | $1,250 | 0.94% |
| Phoenix Wealth Advisors | 12,465 | $1,488,250 | 0.87% |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 11,250 | $1,343,138 | 0.70% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 38,045 | $4,542,208 | 0.70% |
| Wealth Dimensions Group, Ltd. | 15,365 | $1,834,444 | 0.67% |