RMR Wealth Builders - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VCSH and the CUSIP is 92206C409. A total of 1,235 filers reported holding VANGUARD SCOTTSDALE FDS in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 1.4%.

Quarter-by-quarter ownership
RMR Wealth Builders ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q2 2024$31,411,337
+6.9%
406,488
+6.9%
3.60%
+1.4%
Q1 2024$29,391,250
+12.6%
380,174
+12.6%
3.55%
-3.1%
Q4 2023$26,111,201
-0.1%
337,485
-2.9%
3.67%
-12.1%
Q3 2023$26,124,760
+9.3%
347,635
+10.0%
4.17%
+2.6%
Q2 2023$23,909,206
+5.1%
316,009
+5.9%
4.07%
-6.0%
Q1 2023$22,754,589
+16.1%
298,499
+14.5%
4.33%
-2.6%
Q4 2022$19,594,680
+5.2%
260,602
+3.9%
4.44%
-2.5%
Q3 2022$18,634,000
+73.4%
250,864
+78.0%
4.56%
+70.2%
Q2 2022$10,746,000
+44.6%
140,909
+48.1%
2.68%
+68.1%
Q1 2022$7,429,000
+14.0%
95,134
+18.7%
1.59%
-14.9%
Q4 2021$6,515,00080,1731.87%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Equinox Fund Management LLC 688,670$55,238,00029.39%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,013,469$81,290,00019.50%
MATHER GROUP, LLC. 828,994$66,494,00017.52%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 681,041$54,626,00017.11%
ETF Portfolio Partners, Inc. 178,563$14,323,00012.76%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 202,097$16,210,00011.31%
KAYS FINANCIAL ADVISORY CORP /ADV 203,976$16,361,0009.65%
Curbstone Financial Management Corp 147,745$11,851,0007.98%
HEADINVEST, LLC 273,697$21,953,0007.88%
Windham Capital Management, LLC 1,394,864$111,882,0007.75%
View complete list of VANGUARD SCOTTSDALE FDS shareholders