VANGUARD SCOTTSDALE FDS's ticker is VCSH and the CUSIP is 92206C409. A total of 29 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $652,227 | -5.2% | 8,679 | -4.5% | 0.68% | -0.1% |
| Q2 2023 | $687,674 | -56.9% | 9,089 | -57.2% | 0.68% | -44.7% |
| Q4 2022 | $1,596,082 | +0.8% | 21,227 | -0.4% | 1.22% | -14.3% |
| Q3 2022 | $1,583,000 | -5.7% | 21,312 | -3.2% | 1.43% | -0.8% |
| Q2 2022 | $1,678,000 | -3.0% | 22,009 | -0.7% | 1.44% | +9.1% |
| Q1 2022 | $1,730,000 | -6.5% | 22,154 | -2.7% | 1.32% | +22.4% |
| Q4 2021 | $1,851,000 | +1.2% | 22,777 | +2.6% | 1.08% | -15.9% |
| Q3 2021 | $1,829,000 | +4.7% | 22,199 | +5.1% | 1.28% | -5.6% |
| Q2 2021 | $1,747,000 | +1.6% | 21,122 | +1.3% | 1.36% | -5.0% |
| Q1 2021 | $1,720,000 | +1972.3% | 20,845 | +10.9% | 1.43% | +6390.9% |
| Q4 2020 | $83,000 | -94.6% | 18,802 | +1.6% | 0.02% | -98.5% |
| Q3 2020 | $1,532,000 | +4.0% | 18,499 | +3.8% | 1.45% | +320.3% |
| Q2 2020 | $1,473,000 | – | 17,824 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McIlrath & Eck, LLC | 623,364 | $48,585,000 | 31.14% |
| Jentner Corp | 427,954 | $33,355,000 | 30.45% |
| Total Wealth Planning, LLC | 399,899 | $31,168,000 | 21.57% |
| D. SCOTT NEAL, INC. | 494,024 | $38,504,000 | 21.02% |
| Investment Counsel Inc. | 284,041 | $22,138,000 | 18.46% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,348,266 | $105,084,000 | 17.85% |
| BlueSky Wealth Advisors, LLC | 522,331 | $40,987,000 | 16.02% |
| Private Ocean, LLC | 720,740 | $56,175,000 | 15.87% |
| Cable Hill Partners, LLC | 471,155 | $36,722,000 | 14.64% |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 601,882 | $46,911,000 | 14.00% |