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 | $817,153 | -3.8% | 10,754 | +0.1% | 0.49% | -1.4% |
Q2 2023 | $849,151 | -1.4% | 10,744 | +0.1% | 0.49% | -7.3% |
Q1 2023 | $861,179 | +5.3% | 10,735 | +1.8% | 0.53% | -4.7% |
Q4 2022 | $817,685 | +22.4% | 10,549 | +19.5% | 0.56% | +21.3% |
Q3 2022 | $668,000 | +68.7% | 8,830 | +78.4% | 0.46% | +63.1% |
Q2 2022 | $396,000 | -7.0% | 4,949 | 0.0% | 0.28% | +4.4% |
Q1 2022 | $426,000 | -7.2% | 4,949 | 0.0% | 0.27% | -4.3% |
Q4 2021 | $459,000 | -1.7% | 4,949 | 0.0% | 0.28% | -7.8% |
Q3 2021 | $467,000 | -0.8% | 4,949 | 0.0% | 0.31% | +5.5% |
Q2 2021 | $471,000 | +2.4% | 4,949 | 0.0% | 0.29% | -2.4% |
Q1 2021 | $460,000 | -4.4% | 4,949 | 0.0% | 0.30% | -9.7% |
Q4 2020 | $481,000 | +1.5% | 4,949 | 0.0% | 0.33% | -13.9% |
Q3 2020 | $474,000 | +0.6% | 4,949 | 0.0% | 0.38% | -2.1% |
Q2 2020 | $471,000 | – | 4,949 | – | 0.39% | – |
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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% |