VANGUARD SCOTTSDALE FDS's ticker is VCIT and the CUSIP is 92206C870. A total of 24 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,514,813 | -6.5% | 19,937 | -2.7% | 0.23% | +8.1% |
| Q2 2023 | $1,619,957 | -3.8% | 20,498 | -2.4% | 0.21% | -5.0% |
| Q1 2023 | $1,684,219 | +3.4% | 20,995 | -0.1% | 0.22% | -2.2% |
| Q4 2022 | $1,628,795 | +172.4% | 21,014 | +166.0% | 0.23% | +135.4% |
| Q3 2022 | $598,000 | -9.3% | 7,899 | -4.0% | 0.10% | -5.0% |
| Q2 2022 | $659,000 | -58.5% | 8,232 | -55.4% | 0.10% | -52.8% |
| Q1 2022 | $1,589,000 | -8.6% | 18,463 | -1.4% | 0.21% | -7.4% |
| Q4 2021 | $1,738,000 | -49.8% | 18,734 | -49.3% | 0.23% | -50.5% |
| Q3 2021 | $3,461,000 | +3.5% | 36,981 | +5.1% | 0.47% | +1.5% |
| Q2 2021 | $3,345,000 | +6.7% | 35,181 | +4.4% | 0.46% | -1.1% |
| Q1 2021 | $3,134,000 | -3.4% | 33,685 | +0.9% | 0.46% | -17.0% |
| Q4 2020 | $3,243,000 | – | 33,388 | – | 0.56% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bernicke Wealth Management, Ltd. | 732,277 | $66,813,000 | 38.67% |
| FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 117,100 | $10,682,000 | 28.01% |
| Bishop & Co Investment Management, LLC | 304,288 | $27,763,000 | 20.20% |
| AOZORA BANK, LTD. | 1,900,000 | $173,356,000 | 18.75% |
| Towerpoint Wealth, LLC | 194,447 | $17,741,000 | 12.05% |
| D. SCOTT NEAL, INC. | 247,374 | $22,570,000 | 11.63% |
| Resource Planning Group | 215,635 | $19,675,000 | 11.51% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 842,490 | $76,869,000 | 9.31% |
| Creative Planning | 27,909,355 | $2,546,449,000 | 8.29% |
| Blue Chip Partners, LLC | 404,271 | $36,886,000 | 7.80% |