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 | $16,654,348 | +1.5% | 221,615 | +2.2% | 8.78% | +2.4% |
| Q2 2023 | $16,412,853 | -0.0% | 216,929 | +0.7% | 8.58% | -5.8% |
| Q1 2023 | $16,417,156 | +3.6% | 215,363 | +2.2% | 9.10% | -4.8% |
| Q4 2022 | $15,841,329 | -3.0% | 210,684 | -4.2% | 9.56% | -14.9% |
| Q3 2022 | $16,339,000 | -2.8% | 219,958 | -0.3% | 11.24% | -1.2% |
| Q2 2022 | $16,818,000 | -4.4% | 220,541 | -2.1% | 11.38% | +4.9% |
| Q1 2022 | $17,599,000 | -2.5% | 225,365 | +1.5% | 10.84% | -3.2% |
| Q4 2021 | $18,044,000 | +40.0% | 222,048 | +42.0% | 11.20% | -4.9% |
| Q3 2021 | $12,887,000 | – | 156,375 | – | 11.78% | – |
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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% |