VANGUARD SCOTTSDALE FDS's ticker is VCIT and the CUSIP is 92206C870. A total of 915 filers reported holding VANGUARD SCOTTSDALE FDS in Q2 2023. The put-call ratio across all filers is 0.89 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $724,070 | -7.2% | 9,530 | -3.5% | 0.51% | -3.2% |
Q2 2023 | $780,126 | -1.7% | 9,871 | -3.6% | 0.52% | -12.4% |
Q4 2022 | $793,816 | +2.7% | 10,241 | +0.3% | 0.60% | -0.8% |
Q3 2022 | $773,000 | +3.3% | 10,215 | +9.3% | 0.60% | +8.6% |
Q2 2022 | $748,000 | -6.8% | 9,348 | +0.2% | 0.56% | +10.8% |
Q1 2022 | $803,000 | -7.8% | 9,333 | -0.6% | 0.50% | -4.7% |
Q4 2021 | $871,000 | -1.5% | 9,390 | +0.3% | 0.53% | -6.7% |
Q3 2021 | $884,000 | -1.2% | 9,359 | -0.6% | 0.56% | -1.9% |
Q2 2021 | $895,000 | +3.0% | 9,412 | +0.8% | 0.58% | -5.6% |
Q1 2021 | $869,000 | +3.0% | 9,340 | +7.5% | 0.61% | -1.9% |
Q4 2020 | $844,000 | -0.1% | 8,689 | -1.5% | 0.62% | -7.4% |
Q3 2020 | $845,000 | +22.6% | 8,820 | +21.7% | 0.67% | +2.3% |
Q2 2020 | $689,000 | -5.9% | 7,247 | -13.8% | 0.66% | -22.7% |
Q1 2020 | $732,000 | -3.4% | 8,407 | +1.3% | 0.85% | +16.8% |
Q4 2019 | $758,000 | – | 8,301 | – | 0.73% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Bernicke Wealth Management, Ltd. | 732,277 | $66,813,000 | 38.67% |
FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 117,100 | $10,682,000 | 28.01% |
Bishop & Co Investment Management, LLC | 304,288 | $27,763,000 | 20.20% |
AOZORA BANK, LTD. | 1,900,000 | $173,356,000 | 18.75% |
Towerpoint Wealth, LLC | 194,447 | $17,741,000 | 12.05% |
D. SCOTT NEAL, INC. | 247,374 | $22,570,000 | 11.63% |
Resource Planning Group | 215,635 | $19,675,000 | 11.51% |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 842,490 | $76,869,000 | 9.31% |
Creative Planning | 27,909,355 | $2,546,449,000 | 8.29% |
Blue Chip Partners, LLC | 404,271 | $36,886,000 | 7.80% |