VANGUARD SCOTTSDALE FDS's ticker is VTHR and the CUSIP is 92206C599. A total of 3 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,412,541 | -22.7% | 17,892 | -20.0% | 3.65% | -21.7% |
| Q2 2023 | $4,415,574 | +73.4% | 22,363 | +60.9% | 4.66% | +68.8% |
| Q1 2023 | $2,546,953 | +14.4% | 13,895 | +7.2% | 2.76% | +8.2% |
| Q4 2022 | $2,226,911 | +2.7% | 12,966 | -3.7% | 2.55% | -3.3% |
| Q3 2022 | $2,168,000 | -7.9% | 13,460 | -3.4% | 2.64% | +1.7% |
| Q2 2022 | $2,355,000 | -16.3% | 13,932 | +1.0% | 2.59% | -7.5% |
| Q1 2022 | $2,814,000 | -5.0% | 13,800 | +0.5% | 2.80% | +1.2% |
| Q4 2021 | $2,962,000 | – | 13,731 | – | 2.77% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cliffwater LLC | 98,016 | $19,988,000 | 5.24% |
| DB Fitzpatrick & Co, Inc | 13,800 | $2,814,000 | 2.80% |
| ADIRONDACK TRUST CO | 25,620 | $5,225,000 | 2.47% |
| Pensionmark Financial Group, LLC | 53,232 | $10,856,000 | 2.25% |
| Family Firm, Inc. | 38,741 | $7,900,000 | 2.07% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 12,722 | $2,603,000 | 1.33% |
| Tolleson Wealth Management, Inc. | 16,701 | $3,406,000 | 1.01% |
| Diversified Portfolios, Inc. | 19,647 | $4,007,000 | 0.96% |
| Operose Advisors LLC | 6,730 | $1,372,000 | 0.95% |
| Sensible Financial Planning & Management, LLC. | 11,807 | $2,408,000 | 0.64% |