VANGUARD SCOTTSDALE FDS's ticker is VGIT and the CUSIP is 92206C706. A total of 489 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $32,204 | -2.2% | 549 | 0.0% | 0.02% | +21.4% |
| Q1 2023 | $32,918 | +2.5% | 549 | 0.0% | 0.01% | -12.5% |
| Q4 2022 | $32,106 | -51.4% | 549 | -51.3% | 0.02% | -46.7% |
| Q3 2022 | $66,000 | -34.0% | 1,127 | -30.9% | 0.03% | -33.3% |
| Q2 2022 | $100,000 | -92.1% | 1,632 | -91.9% | 0.04% | -82.8% |
| Q1 2022 | $1,264,000 | +63.1% | 20,088 | +72.2% | 0.26% | -23.7% |
| Q4 2021 | $775,000 | -3.6% | 11,664 | -2.0% | 0.34% | -12.3% |
| Q3 2021 | $804,000 | +0.4% | 11,905 | +0.8% | 0.39% | -5.1% |
| Q2 2021 | $801,000 | +1.8% | 11,807 | +0.8% | 0.41% | -11.2% |
| Q1 2021 | $787,000 | -0.8% | 11,711 | +2.6% | 0.46% | -12.6% |
| Q4 2020 | $793,000 | -7.4% | 11,417 | -6.0% | 0.53% | -16.0% |
| Q3 2020 | $856,000 | +12.5% | 12,143 | +12.6% | 0.63% | +6.6% |
| Q2 2020 | $761,000 | -14.0% | 10,783 | -14.0% | 0.59% | -29.7% |
| Q1 2020 | $885,000 | -33.7% | 12,541 | -38.1% | 0.84% | -25.2% |
| Q4 2019 | $1,335,000 | – | 20,253 | – | 1.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OneAscent Financial Services LLC | 623,669 | $44,000,000 | 33.13% |
| WJ Wealth Management, LLC | 84,354 | $5,951,000 | 21.44% |
| Choate Investment Advisors | 2,795,858 | $197,248,000 | 15.74% |
| Mader & Shannon Wealth Management, Inc. | 243,882 | $17,205,000 | 15.22% |
| BCM ADVISORS, LLC | 356,671 | $25,163,000 | 12.10% |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 170,492 | $12,028,000 | 10.80% |
| Stonehearth Capital Management, LLC | 180,680 | $12,747,000 | 10.37% |
| Avion Wealth | 330,102 | $23,289,000 | 9.97% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 299,534 | $21,132,000 | 8.51% |
| Executive Wealth Management, LLC | 580,140 | $40,928,000 | 7.27% |