VANGUARD SCOTTSDALE FDS's ticker is VCSH and the CUSIP is 92206C409. A total of 29 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,029,866 | -0.7% | 88,767 | 0.0% | 0.30% | +15.2% |
| Q2 2023 | $2,043,217 | -4.4% | 88,767 | -1.2% | 0.26% | -6.0% |
| Q1 2023 | $2,137,417 | +138.7% | 89,807 | +21.9% | 0.28% | +126.6% |
| Q4 2022 | $895,544 | +21.8% | 73,667 | +2.8% | 0.12% | +5.1% |
| Q3 2022 | $735,000 | -8.0% | 71,644 | -0.8% | 0.12% | -3.3% |
| Q2 2022 | $799,000 | -27.5% | 72,244 | -4.8% | 0.12% | -17.6% |
| Q1 2022 | $1,102,000 | -3.4% | 75,898 | +0.1% | 0.15% | -2.6% |
| Q4 2021 | $1,141,000 | -59.5% | 75,854 | +120.5% | 0.15% | -60.1% |
| Q3 2021 | $2,820,000 | +9.0% | 34,408 | +10.0% | 0.38% | +7.0% |
| Q2 2021 | $2,588,000 | +5.6% | 31,288 | +5.3% | 0.36% | -1.9% |
| Q1 2021 | $2,451,000 | +19.7% | 29,708 | +20.8% | 0.36% | +2.8% |
| Q4 2020 | $2,047,000 | – | 24,584 | – | 0.35% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McIlrath & Eck, LLC | 623,364 | $48,585,000 | 31.14% |
| Jentner Corp | 427,954 | $33,355,000 | 30.45% |
| Total Wealth Planning, LLC | 399,899 | $31,168,000 | 21.57% |
| D. SCOTT NEAL, INC. | 494,024 | $38,504,000 | 21.02% |
| Investment Counsel Inc. | 284,041 | $22,138,000 | 18.46% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,348,266 | $105,084,000 | 17.85% |
| BlueSky Wealth Advisors, LLC | 522,331 | $40,987,000 | 16.02% |
| Private Ocean, LLC | 720,740 | $56,175,000 | 15.87% |
| Cable Hill Partners, LLC | 471,155 | $36,722,000 | 14.64% |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 601,882 | $46,911,000 | 14.00% |