Fermata Advisors, LLC - VANGUARD SCOTTSDALE FDS ownership

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
Fermata Advisors, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$8,868,336
+152.1%
116,713
+166.2%
2.50%
+17.6%
Q1 2023$3,517,499
-52.2%
43,845
-53.9%
2.12%
-2.7%
Q4 2022$7,366,156
+104.7%
95,018
+99.8%
2.18%
+86.4%
Q3 2022$3,599,000
-9.6%
47,549
-4.4%
1.17%
-15.6%
Q2 2022$3,980,000
-29.3%
49,731
-24.0%
1.39%
-34.2%
Q1 2022$5,631,000
-8.9%
65,447
-1.8%
2.11%
-6.7%
Q4 2021$6,183,000
+19.5%
66,645
+21.7%
2.26%
-0.9%
Q3 2021$5,172,000
+185.1%
54,767
+187.2%
2.28%
+116.7%
Q2 2021$1,814,000
+283.5%
19,071
+273.9%
1.05%
+164.8%
Q1 2021$473,0005,1010.40%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Bernicke Wealth Management, Ltd. 732,277$66,813,00038.67%
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 117,100$10,682,00028.01%
Bishop & Co Investment Management, LLC 304,288$27,763,00020.20%
AOZORA BANK, LTD. 1,900,000$173,356,00018.75%
Towerpoint Wealth, LLC 194,447$17,741,00012.05%
D. SCOTT NEAL, INC. 247,374$22,570,00011.63%
Resource Planning Group 215,635$19,675,00011.51%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 842,490$76,869,0009.31%
Creative Planning 27,909,355$2,546,449,0008.29%
Blue Chip Partners, LLC 404,271$36,886,0007.80%
View complete list of VANGUARD SCOTTSDALE FDS shareholders