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 | $33,110,647 | -48.7% | 440,594 | -48.4% | 9.30% | +3.4% |
| Q2 2023 | $64,550,654 | +242.6% | 853,168 | +240.4% | 8.99% | +57.8% |
| Q1 2023 | $18,843,993 | 0.0% | 250,618 | 0.0% | 5.70% | 0.0% |
| Q4 2022 | $18,843,993 | +30.8% | 250,618 | +29.2% | 5.70% | +20.0% |
| Q3 2022 | $14,411,000 | +49.0% | 194,013 | +53.0% | 4.75% | +58.4% |
| Q2 2022 | $9,669,000 | +121.2% | 126,786 | +126.4% | 3.00% | +405.4% |
| Q1 2022 | $4,372,000 | +71.0% | 55,994 | +78.0% | 0.59% | -13.3% |
| Q4 2021 | $2,557,000 | -10.7% | 31,465 | -9.5% | 0.68% | -13.9% |
| Q3 2021 | $2,864,000 | – | 34,750 | – | 0.79% | – |
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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% |