VANGUARD SCOTTSDALE FDS's ticker is VGIT and the CUSIP is 92206C706. A total of 555 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2023. The put-call ratio across all filers is 0.79 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $358,673 | +5.5% | 6,276 | +8.3% | 0.24% | +11.6% |
Q2 2023 | $339,817 | +10.2% | 5,793 | +12.6% | 0.22% | -1.8% |
Q1 2023 | $308,374 | +0.1% | 5,143 | -2.4% | 0.22% | -3.5% |
Q4 2022 | $308,190 | -11.9% | 5,270 | -12.3% | 0.23% | -19.5% |
Q3 2022 | $350,000 | -5.4% | 6,009 | -0.7% | 0.28% | -1.4% |
Q2 2022 | $370,000 | -12.3% | 6,050 | -9.8% | 0.29% | +3.2% |
Q1 2022 | $422,000 | – | 6,704 | – | 0.28% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Gitterman Wealth Management, LLC | 970,654 | $56,586,000 | 58.33% |
LIBRA WEALTH LLC | 451,848 | $26,348,000 | 16.96% |
First Affirmative Financial Network | 178,545 | $10,411,000 | 13.25% |
Nova R Wealth, Inc. | 277,533 | $16,183,000 | 13.18% |
Jordan Park Group LLC | 2,891,926 | $168,628,000 | 13.06% |
Tri-Star Advisors Inc. | 435,712 | $25,271,000 | 12.85% |
McCarthy Grittinger Financial Group, LLC | 497,961 | $29,036,087 | 12.64% |
SINECERA CAPITAL, LLC | 204,322 | $8,722,000 | 10.27% |
Edgehill Endowment Partners, LLC | 667,618 | $38,929,000 | 10.01% |
Whelan Financial | 227,906 | $13,289,000 | 9.14% |