VANGUARD SCOTTSDALE FDS's ticker is VTWV and the CUSIP is 92206C649. A total of 143 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2023. 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 | 198,079 | $27,967,000 | 5.85% |
| Mercer Investments LLC | 11,366 | $1,605,000 | 2.54% |
| WestHill Financial Advisors, Inc. | 44,504 | $6,284,000 | 1.81% |
| Relaxing Retirement Coach | 20,179 | $2,849,000 | 1.46% |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 11,250 | $1,588,000 | 1.35% |
| Wealth Dimensions Group, Ltd. | 15,290 | $2,159,000 | 1.00% |
| Sargent Bickham Lagudis LLC | 85,555 | $12,080,000 | 0.94% |
| Virtue Capital Management, LLC | 41,613 | $5,875,000 | 0.93% |
| IVC Wealth Advisors LLC | 9,144 | $1,291,000 | 0.85% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 40,396 | $5,704,000 | 0.80% |