VANGUARD SCOTTSDALE FDS's ticker is VGIT and the CUSIP is 92206C706. A total of 348 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2021. The put-call ratio across all filers is 1.24 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $346,058 | -5.9% | 6,055 | -3.5% | 0.36% | -0.8% |
| Q2 2023 | $367,916 | -19.3% | 6,272 | -17.5% | 0.36% | -24.3% |
| Q1 2023 | $456,056 | -9.2% | 7,606 | -11.4% | 0.48% | +24.2% |
| Q4 2022 | $501,992 | +0.2% | 8,584 | 0.0% | 0.38% | -14.9% |
| Q3 2022 | $501,000 | -5.8% | 8,584 | -1.4% | 0.45% | -1.1% |
| Q2 2022 | $532,000 | -2.9% | 8,703 | 0.0% | 0.46% | +9.4% |
| Q1 2022 | $548,000 | -8.5% | 8,703 | -3.4% | 0.42% | +19.8% |
| Q4 2021 | $599,000 | -7.4% | 9,011 | -5.9% | 0.35% | -23.2% |
| Q3 2021 | $647,000 | -2.1% | 9,581 | -1.7% | 0.45% | -11.7% |
| Q2 2021 | $661,000 | -3.4% | 9,751 | -4.2% | 0.51% | -9.7% |
| Q1 2021 | $684,000 | +891.3% | 10,178 | -9.1% | 0.57% | +3055.6% |
| Q4 2020 | $69,000 | -91.8% | 11,195 | -6.6% | 0.02% | -97.7% |
| Q3 2020 | $844,000 | +24.7% | 11,985 | +25.0% | 0.80% | +405.7% |
| Q2 2020 | $677,000 | – | 9,591 | – | 0.16% | – |
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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% |