VANGUARD SCOTTSDALE FDS's ticker is VCSH and the CUSIP is 92206C409. A total of 1,265 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2023. The put-call ratio across all filers is 0.14 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $937,810 | -17.3% | 12,136 | -17.3% | 0.20% | -19.0% |
| Q1 2024 | $1,134,447 | -6.2% | 14,674 | -6.1% | 0.25% | -13.4% |
| Q4 2023 | $1,209,061 | -10.6% | 15,627 | -13.1% | 0.29% | -17.6% |
| Q3 2023 | $1,351,723 | -8.4% | 17,987 | -7.8% | 0.35% | -9.3% |
| Q2 2023 | $1,476,127 | -6.7% | 19,510 | -6.0% | 0.39% | -12.0% |
| Q1 2023 | $1,581,391 | +11.7% | 20,745 | +10.2% | 0.44% | +7.3% |
| Q4 2022 | $1,415,301 | -7.4% | 18,823 | -8.5% | 0.41% | -9.3% |
| Q3 2022 | $1,528,000 | +409.3% | 20,571 | +422.8% | 0.45% | +404.4% |
| Q2 2022 | $300,000 | +167.9% | 3,935 | +173.8% | 0.09% | +200.0% |
| Q1 2022 | $112,000 | -4.3% | 1,437 | 0.0% | 0.03% | -3.2% |
| Q4 2021 | $117,000 | -1.7% | 1,437 | -0.2% | 0.03% | -11.4% |
| Q3 2021 | $119,000 | 0.0% | 1,440 | 0.0% | 0.04% | +6.1% |
| Q2 2021 | $119,000 | +0.8% | 1,440 | 0.0% | 0.03% | +3.1% |
| Q1 2021 | $118,000 | -1.7% | 1,440 | -0.5% | 0.03% | -8.6% |
| Q4 2020 | $120,000 | +0.8% | 1,447 | 0.0% | 0.04% | -7.9% |
| Q3 2020 | $119,000 | – | 1,447 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Equinox Fund Management LLC | 688,670 | $55,238,000 | 29.39% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,013,469 | $81,290,000 | 19.50% |
| MATHER GROUP, LLC. | 828,994 | $66,494,000 | 17.52% |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 681,041 | $54,626,000 | 17.11% |
| ETF Portfolio Partners, Inc. | 178,563 | $14,323,000 | 12.76% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 202,097 | $16,210,000 | 11.31% |
| KAYS FINANCIAL ADVISORY CORP /ADV | 203,976 | $16,361,000 | 9.65% |
| Curbstone Financial Management Corp | 147,745 | $11,851,000 | 7.98% |
| HEADINVEST, LLC | 273,697 | $21,953,000 | 7.88% |
| Windham Capital Management, LLC | 1,394,864 | $111,882,000 | 7.75% |