VANGUARD SCOTTSDALE FDS's ticker is VGIT and the CUSIP is 92206C706. A total of 497 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2023. The put-call ratio across all filers is 0.63 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $103,750,827 | +3.7% | 1,815,412 | +6.4% | 5.03% | -9.7% |
Q2 2023 | $100,069,682 | +25.5% | 1,705,927 | +28.3% | 5.57% | +8.1% |
Q1 2023 | $79,725,595 | +20.8% | 1,329,646 | +17.8% | 5.15% | +0.8% |
Q4 2022 | $65,982,662 | -2.0% | 1,128,294 | -2.3% | 5.11% | +28.6% |
Q3 2022 | $67,359,000 | +11.9% | 1,155,193 | +17.4% | 3.98% | -21.6% |
Q2 2022 | $60,174,000 | +49.0% | 983,831 | +53.2% | 5.07% | +26.0% |
Q1 2022 | $40,388,000 | -3.6% | 641,994 | +1.9% | 4.02% | -54.0% |
Q4 2021 | $41,878,000 | – | 630,016 | – | 8.74% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
OneAscent Financial Services LLC | 623,669 | $44,000,000 | 33.13% |
WJ Wealth Management, LLC | 84,354 | $5,951,000 | 21.44% |
Choate Investment Advisors | 2,795,858 | $197,248,000 | 15.74% |
Mader & Shannon Wealth Management, Inc. | 243,882 | $17,205,000 | 15.22% |
BCM ADVISORS, LLC | 356,671 | $25,163,000 | 12.10% |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 170,492 | $12,028,000 | 10.80% |
Stonehearth Capital Management, LLC | 180,680 | $12,747,000 | 10.37% |
Avion Wealth | 330,102 | $23,289,000 | 9.97% |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 299,534 | $21,132,000 | 8.51% |
Executive Wealth Management, LLC | 580,140 | $40,928,000 | 7.27% |