VANGUARD SCOTTSDALE FDS's ticker is VGIT and the CUSIP is 92206C706. A total of 652 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2023. The put-call ratio across all filers is 1.87 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $369,179 | +6.7% | 6,340 | +4.7% | 0.33% | -7.8% |
| 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 ↓ |
|---|---|---|---|
| Gitterman Wealth Management, LLC | 970,654 | $56,586,000 | 58.33% |
| LIBRA WEALTH LLC | 451,848 | $26,348,000 | 16.96% |
| First Affirmative Financial Network | 178,545 | $10,411,000 | 13.25% |
| Nova R Wealth, Inc. | 277,533 | $16,183,000 | 13.18% |
| Jordan Park Group LLC | 2,891,926 | $168,628,000 | 13.06% |
| Tri-Star Advisors Inc. | 435,712 | $25,271,000 | 12.85% |
| McCarthy Grittinger Financial Group, LLC | 497,961 | $29,036,087 | 12.64% |
| SINECERA CAPITAL, LLC | 204,322 | $8,722,000 | 10.27% |
| Edgehill Endowment Partners, LLC | 667,618 | $38,929,000 | 10.01% |
| Whelan Financial | 227,906 | $13,289,000 | 9.14% |