Source Financial Advisors LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VCIT and the CUSIP is 92206C870. A total of 1,022 filers reported holding VANGUARD SCOTTSDALE FDS in Q2 2024. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.

Quarter-by-quarter ownership
Source Financial Advisors LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q2 2024$933,582
-4.1%
11,680
-3.5%
0.29%
-3.0%
Q1 2024$974,002
-39.5%
12,098
-38.9%
0.30%
-40.8%
Q4 2023$1,609,778
+4.7%
19,805
-2.1%
0.50%
-3.5%
Q3 2023$1,536,865
-15.8%
20,227
-12.4%
0.52%
-13.5%
Q2 2023$1,824,225
+10.7%
23,083
+12.4%
0.60%
+8.5%
Q1 2023$1,647,582
+1.4%
20,538
-2.1%
0.55%
-9.7%
Q4 2022$1,625,419
-17.1%
20,970
-19.1%
0.61%
-21.4%
Q3 2022$1,961,000
-14.9%
25,918
-9.9%
0.78%
-14.0%
Q2 2022$2,303,000
-8.8%
28,779
-1.9%
0.90%
+21.5%
Q1 2022$2,524,000
-22.5%
29,333
-16.5%
0.74%
-15.5%
Q4 2021$3,258,000
-5.2%
35,126
-3.5%
0.88%
-1.5%
Q3 2021$3,436,000
+0.5%
36,393
+1.2%
0.89%
+1.4%
Q2 2021$3,420,000
-4.3%
35,974
-6.3%
0.88%
-7.7%
Q1 2021$3,573,000
-2.3%
38,410
+2.0%
0.95%
-3.5%
Q4 2020$3,656,00037,6410.99%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q2 2024
NameSharesValueWeighting ↓
Bernicke Wealth Management, Ltd. 704,832$58,875,00039.10%
Bishop & Co Investment Management, LLC 321,486$26,854,00020.42%
AOZORA BANK, LTD. 3,180,000$265,625,00016.69%
AllSquare Wealth Management LLC 236,554$19,759,00014.73%
Resource Planning Group 213,601$17,842,00013.93%
Towerpoint Wealth, LLC 170,298$14,225,00011.81%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 767,414$64,102,00011.36%
KEMPER Corp 715,317$59,750,00010.83%
Berkeley Capital Partners, LLC 196,956$16,452,0009.26%
Blue Chip Partners, LLC 442,441$36,957,0009.01%
View complete list of VANGUARD SCOTTSDALE FDS shareholders