Source Financial Advisors LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VCSH and the CUSIP is 92206C409. A total of 1,252 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
Source Financial Advisors LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$1,683,647
-12.0%
22,404
-11.4%
0.57%
-9.6%
Q2 2023$1,912,724
-9.4%
25,281
-8.7%
0.63%
-11.2%
Q1 2023$2,110,222
+0.4%
27,682
-1.0%
0.71%
-10.5%
Q4 2022$2,102,508
-0.4%
27,963
-1.5%
0.79%
-5.5%
Q3 2022$2,110,000
-11.6%
28,403
-9.2%
0.84%
-10.6%
Q2 2022$2,386,000
-4.4%
31,282
-2.1%
0.94%
+27.2%
Q1 2022$2,496,000
-21.1%
31,965
-17.9%
0.74%
-13.9%
Q4 2021$3,164,000
-4.3%
38,936
-3.0%
0.85%
-0.5%
Q3 2021$3,307,000
+0.4%
40,127
+0.8%
0.86%
+1.2%
Q2 2021$3,294,000
-6.3%
39,826
-6.6%
0.85%
-9.6%
Q1 2021$3,517,000
-15.0%
42,632
-14.2%
0.94%
-16.1%
Q4 2020$4,136,00049,6811.12%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q4 2022
NameSharesValueWeighting ↓
McIlrath & Eck, LLC 623,364$48,585,00031.14%
Jentner Corp 427,954$33,355,00030.45%
Total Wealth Planning, LLC 399,899$31,168,00021.57%
D. SCOTT NEAL, INC. 494,024$38,504,00021.02%
Investment Counsel Inc. 284,041$22,138,00018.46%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,348,266$105,084,00017.85%
BlueSky Wealth Advisors, LLC 522,331$40,987,00016.02%
Private Ocean, LLC 720,740$56,175,00015.87%
Cable Hill Partners, LLC 471,155$36,722,00014.64%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 601,882$46,911,00014.00%
View complete list of VANGUARD SCOTTSDALE FDS shareholders