VANGUARD SCOTTSDALE FDS's ticker is VCIT and the CUSIP is 92206C870. A total of 887 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2023. The put-call ratio across all filers is 1.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $656,584 | -10.1% | 8,642 | -6.5% | 0.11% | +40.3% |
| Q2 2023 | $730,064 | +2.0% | 9,238 | +3.5% | 0.08% | -3.8% |
| Q1 2023 | $715,782 | +7.6% | 8,923 | +4.0% | 0.08% | -2.4% |
| Q4 2022 | $665,013 | +90.0% | 8,580 | +85.6% | 0.08% | +70.8% |
| Q3 2022 | $350,000 | +7.4% | 4,622 | +13.6% | 0.05% | +11.6% |
| Q2 2022 | $326,000 | -7.6% | 4,068 | -0.9% | 0.04% | +10.3% |
| Q1 2022 | $353,000 | -54.5% | 4,106 | -50.9% | 0.04% | -53.0% |
| Q4 2021 | $776,000 | +6.6% | 8,363 | +8.5% | 0.08% | -13.5% |
| Q3 2021 | $728,000 | +17.2% | 7,706 | +17.9% | 0.10% | -4.0% |
| Q2 2021 | $621,000 | +32.4% | 6,537 | +29.7% | 0.10% | +4.2% |
| Q1 2021 | $469,000 | -6.2% | 5,039 | -2.2% | 0.10% | -37.7% |
| Q4 2020 | $500,000 | – | 5,150 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bernicke Wealth Management, Ltd. | 649,802 | $55,130,000 | 40.15% |
| Bishop & Co Investment Management, LLC | 296,086 | $25,120,000 | 21.33% |
| AOZORA BANK, LTD. | 3,180,000 | $269,791,000 | 20.24% |
| AllSquare Wealth Management LLC | 223,975 | $19,002,000 | 15.08% |
| FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 69,850 | $5,925,000 | 14.08% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 733,284 | $62,212,000 | 12.29% |
| Blue Chip Partners, LLC | 388,494 | $32,960,000 | 9.12% |
| INR ADVISORY SERVICES LLC | 755,346 | $64,084,000 | 8.82% |
| JACOBSON & SCHMITT ADVISORS, LLC | 150,632 | $12,780,000 | 8.65% |
| Towerpoint Wealth, LLC | 79,188 | $6,718,000 | 7.44% |