VANGUARD SCOTTSDALE FDS's ticker is VTC and the CUSIP is 92206C573.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $357,106 | -2.9% | 4,929 | +1.4% | 0.13% | -3.8% |
| Q2 2023 | $367,783 | +153.8% | 4,861 | +157.1% | 0.13% | +142.6% |
| Q1 2023 | $144,907 | +3.2% | 1,891 | 0.0% | 0.05% | 0.0% |
| Q4 2022 | $140,369 | -99.9% | 1,891 | 0.0% | 0.05% | -6.9% |
| Q3 2022 | $137,230,000 | -5.8% | 1,891 | 0.0% | 0.06% | -1.7% |
| Q2 2022 | $145,721,000 | -12.9% | 1,891 | -6.3% | 0.06% | 0.0% |
| Q1 2022 | $167,357,000 | -8.6% | 2,018 | 0.0% | 0.06% | -4.8% |
| Q4 2021 | $183,012,000 | -0.6% | 2,018 | 0.0% | 0.06% | -10.1% |
| Q3 2021 | $184,122,000 | -0.8% | 2,018 | 0.0% | 0.07% | -5.5% |
| Q2 2021 | $185,656,000 | +21.1% | 2,018 | +17.7% | 0.07% | +15.9% |
| Q1 2021 | $153,321,000 | +28.4% | 1,715 | +35.3% | 0.06% | +10.5% |
| Q4 2020 | $119,401,000 | -1.0% | 1,268 | -3.1% | 0.06% | -9.5% |
| Q3 2020 | $120,552,000 | +0.3% | 1,308 | 0.0% | 0.06% | -7.4% |
| Q2 2020 | $120,179,000 | +107202.7% | 1,308 | 0.0% | 0.07% | -9.3% |
| Q1 2020 | $112,000 | -5.1% | 1,308 | 0.0% | 0.08% | +21.0% |
| Q4 2019 | $118,000 | – | 1,308 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GDS Wealth Management | 338,137 | $24,498,026 | 3.85% |
| Wedmont Private Capital | 486,823 | $35,060,974 | 3.55% |
| Capital Asset Advisory Services LLC | 686,347 | $49,629,736 | 3.40% |
| AXXCESS WEALTH MANAGEMENT, LLC | 681,268 | $49,357,860 | 1.68% |
| Sensible Financial Planning & Management, LLC. | 86,073 | $6,236 | 1.57% |
| Mill Creek Capital Advisors, LLC | 627,599 | $45,469,555 | 1.51% |
| RWA WEALTH PARTNERS, LLC | 249,674 | $18,088,887 | 0.39% |
| WealthShield Partners, LLC | 24,812 | $1,797,629 | 0.27% |
| BFSG, LLC | 22,808 | $1,652 | 0.27% |
| Pinnacle Bancorp, Inc. | 7,585 | $549,533 | 0.20% |