SAX WEALTH ADVISORS, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VCSH and the CUSIP is 92206C409. A total of 1,095 filers reported holding VANGUARD SCOTTSDALE FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
SAX WEALTH ADVISORS, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$2,762,923
-8.3%
36,765
-7.7%
0.54%
-9.3%
Q2 2023$3,012,753
-14.4%
39,820
-13.7%
0.60%
-21.5%
Q1 2023$3,517,701
-8.6%
46,146
-9.9%
0.76%
-14.1%
Q4 2022$3,848,935
-7.9%
51,189
-9.0%
0.89%
-17.4%
Q3 2022$4,181,000
-17.3%
56,280
-15.1%
1.08%
-16.3%
Q2 2022$5,058,000
-23.7%
66,320
-21.9%
1.29%
-19.8%
Q1 2022$6,633,000
-12.6%
84,937
-9.1%
1.60%
+1.4%
Q4 2021$7,591,000
+6.0%
93,417
+7.5%
1.58%
-6.9%
Q3 2021$7,162,000
+0.2%
86,911
+0.6%
1.70%
-30.7%
Q2 2021$7,148,000
+15.5%
86,427
+15.2%
2.45%
+8.3%
Q1 2021$6,191,000
+33.8%
75,044
+35.1%
2.26%
+6.5%
Q4 2020$4,626,00055,5642.13%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Jentner Corp 434,756$33,981,00028.20%
McIlrath & Eck, LLC 624,195$48,787,00028.09%
Private Ocean, LLC 616,823$48,211,00021.46%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,350,602$105,563,00018.71%
Investment Counsel Inc. 284,430$22,174,00017.98%
INSIGHT 2811, INC. 336,105$26,270,00017.74%
BlueSky Wealth Advisors, LLC 553,767$43,077,00016.33%
Roof Advisory Group, Inc. 387,455$30,283,00016.21%
Cable Hill Partners, LLC 487,624$37,962,00015.43%
QUATTRO FINANCIAL ADVISORS LLC 504,579$39,276,379,00014.28%
View complete list of VANGUARD SCOTTSDALE FDS shareholders