VANGUARD SCOTTSDALE FDS's ticker is VGSH and the CUSIP is 92206C102. A total of 787 filers reported holding VANGUARD SCOTTSDALE FDS in Q2 2023. The put-call ratio across all filers is 0.04 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,601,440 | -13.3% | 62,525 | -13.1% | 2.14% | -11.1% |
| Q2 2023 | $4,152,230 | +18.5% | 71,925 | +20.2% | 2.41% | +11.3% |
| Q1 2023 | $3,503,619 | +5.8% | 59,850 | +4.5% | 2.16% | -4.2% |
| Q4 2022 | $3,311,351 | +89.9% | 57,270 | +89.8% | 2.26% | +88.2% |
| Q3 2022 | $1,744,000 | +12.4% | 30,170 | +14.4% | 1.20% | +8.7% |
| Q2 2022 | $1,552,000 | -41.2% | 26,365 | -40.8% | 1.10% | -34.0% |
| Q1 2022 | $2,640,000 | -18.9% | 44,550 | -16.8% | 1.68% | -16.2% |
| Q4 2021 | $3,257,000 | – | 53,550 | – | 2.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Alta Advisers Ltd | 1,001,040 | $62,265,000 | 48.71% |
| Wealth Advisors of Iowa, LLC | 491,758 | $30,587,000 | 23.05% |
| Defender Capital, LLC. | 518,510 | $32,251,000 | 19.03% |
| Cordant, Inc. | 301,180 | $18,733,000 | 16.24% |
| Northwest Quadrant Wealth Management, LLC | 542,719 | $33,763,000 | 14.22% |
| Avion Wealth | 605,552 | $37,665,000 | 13.11% |
| ORSER CAPITAL MANAGEMENT, LLC | 219,670 | $13,663,000 | 12.37% |
| Great Point Wealth Advisors, LLC | 373,864 | $23,254,000 | 12.00% |
| Cypress Capital, LLC | 429,818 | $26,735,000 | 11.83% |
| D. SCOTT NEAL, INC. | 297,857 | $18,527,000 | 11.61% |