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 | $1,114,093 | -6.8% | 14,825 | -6.1% | 0.72% | -1.8% |
| Q2 2023 | $1,194,972 | -9.3% | 15,794 | -8.6% | 0.73% | -14.4% |
| Q1 2023 | $1,317,663 | +53.2% | 17,285 | +51.1% | 0.85% | +48.6% |
| Q4 2022 | $859,948 | +35.0% | 11,437 | +33.3% | 0.57% | +28.3% |
| Q3 2022 | $637,000 | +386.3% | 8,581 | +426.4% | 0.45% | +546.4% |
| Q4 2021 | $131,000 | -24.7% | 1,630 | -23.5% | 0.07% | -18.8% |
| Q3 2021 | $174,000 | -19.8% | 2,130 | -19.0% | 0.08% | -26.1% |
| Q2 2021 | $217,000 | +87.1% | 2,630 | +87.9% | 0.12% | +69.1% |
| Q1 2021 | $116,000 | -0.9% | 1,400 | 0.0% | 0.07% | -8.1% |
| Q4 2020 | $117,000 | +56.0% | 1,400 | +55.6% | 0.07% | +37.0% |
| Q3 2020 | $75,000 | +82.9% | 900 | +80.0% | 0.05% | +54.3% |
| Q2 2020 | $41,000 | +2.5% | 500 | 0.0% | 0.04% | -12.5% |
| Q1 2020 | $40,000 | – | 500 | – | 0.04% | – |
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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% |