VANGUARD SCOTTSDALE FDS's ticker is VGSH and the CUSIP is 92206C102. A total of 791 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2023. The put-call ratio across all filers is 0.99 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $321,631 | -17.6% | 5,584 | -17.5% | 0.24% | -14.4% |
| Q2 2023 | $390,560 | -0.8% | 6,765 | +0.6% | 0.28% | -5.8% |
| Q1 2023 | $393,672 | -2.1% | 6,725 | -3.3% | 0.29% | -5.2% |
| Q4 2022 | $402,247 | -17.2% | 6,957 | -17.4% | 0.31% | -20.9% |
| Q3 2022 | $486,000 | -2.2% | 8,418 | +0.4% | 0.39% | +40.0% |
| Q1 2022 | $497,000 | -13.0% | 8,388 | -10.6% | 0.28% | -7.9% |
| Q4 2021 | $571,000 | -2.1% | 9,383 | -1.2% | 0.30% | -11.1% |
| Q3 2021 | $583,000 | -1.4% | 9,497 | -1.3% | 0.34% | +4.0% |
| Q2 2021 | $591,000 | +9.2% | 9,624 | +9.4% | 0.33% | -1.2% |
| Q1 2021 | $541,000 | -50.1% | 8,797 | -50.0% | 0.33% | -14.2% |
| Q4 2020 | $1,084,000 | – | 17,582 | – | 0.39% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gitterman Wealth Management, LLC | 1,576,317 | $92,277,659 | 43.88% |
| WIT, LLC | 17,051 | $998,167,606 | 25.35% |
| R. W. Roge & Company, Inc. | 663,349 | $38,832 | 24.86% |
| Alta Advisers Ltd | 663,877 | $38,863,360 | 23.20% |
| Cornerstone Wealth Advisors, Inc. | 1,069,689 | $62,619,594 | 22.75% |
| Defender Capital, LLC. | 1,104,170 | $64,638,112 | 22.57% |
| INSIGHT 2811, INC. | 542,313 | $31,747,034 | 19.63% |
| Magnolia Wealth Management, LLC | 302,261 | $17,694,387 | 17.82% |
| Chemistry Wealth Management LLC | 776,661 | $45,465,757 | 15.82% |
| Cordant, Inc. | 387,428 | $22,680,033 | 14.72% |