VANGUARD SCOTTSDALE FDS's ticker is VGSH and the CUSIP is 92206C102. A total of 791 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2023. The put-call ratio across all filers is 0.99 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $535,277 | -0.2% | 9,293 | 0.0% | 0.26% | +0.8% |
| Q2 2023 | $536,485 | -24.3% | 9,293 | -24.2% | 0.26% | -34.4% |
| Q4 2022 | $708,526 | -9.9% | 12,254 | -9.8% | 0.39% | -8.2% |
| Q3 2022 | $786,000 | -3.0% | 13,589 | -1.2% | 0.43% | -3.2% |
| Q2 2022 | $810,000 | -7.2% | 13,759 | -6.6% | 0.44% | +11.1% |
| Q1 2022 | $873,000 | -9.8% | 14,736 | -7.6% | 0.40% | -3.4% |
| Q4 2021 | $968,000 | -28.6% | 15,942 | -28.0% | 0.41% | -30.5% |
| Q3 2021 | $1,356,000 | -42.3% | 22,148 | -42.1% | 0.59% | -46.7% |
| Q2 2021 | $2,352,000 | – | 38,276 | – | 1.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gitterman Wealth Management, LLC | 1,576,317 | $92,277,659 | 43.88% |
| WIT, LLC | 17,051 | $998,167,606 | 25.35% |
| R. W. Roge & Company, Inc. | 663,349 | $38,832 | 24.86% |
| Alta Advisers Ltd | 663,877 | $38,863,360 | 23.20% |
| Cornerstone Wealth Advisors, Inc. | 1,069,689 | $62,619,594 | 22.75% |
| Defender Capital, LLC. | 1,104,170 | $64,638,112 | 22.57% |
| INSIGHT 2811, INC. | 542,313 | $31,747,034 | 19.63% |
| Magnolia Wealth Management, LLC | 302,261 | $17,694,387 | 17.82% |
| Chemistry Wealth Management LLC | 776,661 | $45,465,757 | 15.82% |
| Cordant, Inc. | 387,428 | $22,680,033 | 14.72% |