WFA of San Diego, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VCIT and the CUSIP is 92206C870. A total of 24 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
WFA of San Diego, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$110,665
-4.8%
1,457
-1.0%
0.11%0.0%
Q2 2023$116,293
-77.8%
1,472
-78.3%
0.11%
-71.6%
Q4 2022$524,626
+2.1%
6,769
-0.3%
0.40%
-13.2%
Q3 2022$514,000
-10.9%
6,786
-5.9%
0.46%
-6.3%
Q2 2022$577,000
-9.8%
7,211
-3.1%
0.49%
+1.4%
Q1 2022$640,000
-9.2%
7,444
-2.1%
0.49%
+18.8%
Q4 2021$705,000
-3.3%
7,606
-1.5%
0.41%
-19.6%
Q3 2021$729,000
+7.7%
7,722
+8.4%
0.51%
-3.0%
Q2 2021$677,000
+5.8%
7,126
+3.5%
0.53%
-0.9%
Q1 2021$640,000
+5.1%
6,882
+8.1%
0.53%
-7.8%
Q3 2020$609,000
+2.4%
6,364
+1.7%
0.58%
+314.4%
Q2 2020$595,0006,2550.14%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Bernicke Wealth Management, Ltd. 732,277$66,813,00038.67%
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 117,100$10,682,00028.01%
Bishop & Co Investment Management, LLC 304,288$27,763,00020.20%
AOZORA BANK, LTD. 1,900,000$173,356,00018.75%
Towerpoint Wealth, LLC 194,447$17,741,00012.05%
D. SCOTT NEAL, INC. 247,374$22,570,00011.63%
Resource Planning Group 215,635$19,675,00011.51%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 842,490$76,869,0009.31%
Creative Planning 27,909,355$2,546,449,0008.29%
Blue Chip Partners, LLC 404,271$36,886,0007.80%
View complete list of VANGUARD SCOTTSDALE FDS shareholders