SAX WEALTH ADVISORS, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VCIT and the CUSIP is 92206C870. A total of 907 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.1%.

Quarter-by-quarter ownership
SAX WEALTH ADVISORS, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$663,172
-3.7%
8,728
+0.2%
0.13%
-4.4%
Q2 2023$688,473
-1.7%
8,712
-0.2%
0.14%
-9.9%
Q1 2023$700,263
+26.2%
8,729
+22.0%
0.15%
+18.8%
Q4 2022$554,742
+9.2%
7,157
+6.6%
0.13%
-2.3%
Q3 2022$508,000
-20.5%
6,717
-15.9%
0.13%
-19.1%
Q2 2022$639,000
-51.0%
7,991
-47.3%
0.16%
-48.7%
Q1 2022$1,305,000
-10.3%
15,171
-3.3%
0.32%
+4.3%
Q4 2021$1,455,000
-8.6%
15,691
-7.0%
0.30%
-19.8%
Q3 2021$1,592,000
+11.1%
16,867
+11.9%
0.38%
-23.2%
Q2 2021$1,433,000
+0.8%
15,074
-1.4%
0.49%
-5.4%
Q1 2021$1,422,000
-17.9%
15,288
-14.2%
0.52%
-34.7%
Q4 2020$1,731,00017,8210.80%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Bernicke Wealth Management, Ltd. 649,802$55,130,00040.15%
Bishop & Co Investment Management, LLC 296,086$25,120,00021.33%
AOZORA BANK, LTD. 3,180,000$269,791,00020.24%
AllSquare Wealth Management LLC 223,975$19,002,00015.08%
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 69,850$5,925,00014.08%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 733,284$62,212,00012.29%
Blue Chip Partners, LLC 388,494$32,960,0009.12%
INR ADVISORY SERVICES LLC 755,346$64,084,0008.82%
JACOBSON & SCHMITT ADVISORS, LLC 150,632$12,780,0008.65%
Towerpoint Wealth, LLC 79,188$6,718,0007.44%
View complete list of VANGUARD SCOTTSDALE FDS shareholders