VANGUARD SCOTTSDALE FDS's ticker is VTHR and the CUSIP is 92206C599. A total of 136 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,711,802 | -3.4% | 8,975 | 0.0% | 1.02% | -1.0% |
| Q2 2023 | $1,772,114 | +7.7% | 8,975 | 0.0% | 1.03% | +1.1% |
| Q1 2023 | $1,645,118 | +6.7% | 8,975 | 0.0% | 1.02% | -3.3% |
| Q4 2022 | $1,541,456 | +6.6% | 8,975 | 0.0% | 1.05% | +5.6% |
| Q3 2022 | $1,446,000 | +50.2% | 8,975 | +57.5% | 1.00% | +45.2% |
| Q2 2022 | $963,000 | +277.6% | 5,700 | +356.0% | 0.69% | +323.5% |
| Q1 2022 | $255,000 | -53.6% | 1,250 | -51.0% | 0.16% | -52.1% |
| Q4 2021 | $550,000 | +8.9% | 2,550 | 0.0% | 0.34% | +2.1% |
| Q3 2021 | $505,000 | -0.6% | 2,550 | 0.0% | 0.33% | +6.1% |
| Q2 2021 | $508,000 | +7.9% | 2,550 | 0.0% | 0.31% | +2.6% |
| Q1 2021 | $471,000 | +6.1% | 2,550 | 0.0% | 0.30% | 0.0% |
| Q4 2020 | $444,000 | +14.4% | 2,550 | 0.0% | 0.30% | -2.9% |
| Q3 2020 | $388,000 | +8.7% | 2,550 | 0.0% | 0.31% | +5.7% |
| Q2 2020 | $357,000 | – | 2,550 | – | 0.30% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cliffwater LLC | 105,409 | $19,321,485 | 6.18% |
| Wealthstream Advisors, Inc. | 26,196 | $4,801,704 | 2.87% |
| DB Fitzpatrick & Co, Inc | 13,895 | $2,546,953 | 2.76% |
| Pensionmark Financial Group, LLC | 70,405 | $12,905,237 | 2.69% |
| Diversified Portfolios, Inc. | 52,572 | $9,636,448 | 2.14% |
| Evensky & Katz LLC | 140,620 | $25,776 | 2.08% |
| Family Firm, Inc. | 39,853 | $7,305,029 | 2.02% |
| HC Advisors, LLC | 8,975 | $1,645,118 | 1.02% |
| Tolleson Wealth Management, Inc. | 16,701 | $3,061 | 0.79% |
| ADIRONDACK TRUST CO | 8,000 | $1,466,398 | 0.74% |