VANGUARD SCOTTSDALE FDS's ticker is VTC and the CUSIP is 92206C573.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35,060,974 | +11.1% | 486,823 | +16.3% | 3.55% | +4.4% |
| Q2 2023 | $31,546,675 | +13.6% | 418,446 | +15.7% | 3.40% | -7.3% |
| Q1 2023 | $27,781,911 | +21.3% | 361,791 | +20.2% | 3.67% | +6.9% |
| Q4 2022 | $22,900,481 | +44.5% | 300,887 | +37.8% | 3.43% | +7.6% |
| Q3 2022 | $15,851,000 | +2.7% | 218,420 | +9.0% | 3.19% | -4.3% |
| Q2 2022 | $15,441,000 | +10.2% | 200,370 | +19.8% | 3.33% | +6.5% |
| Q1 2022 | $14,010,000 | +11.0% | 167,259 | +18.4% | 3.12% | -19.7% |
| Q4 2021 | $12,627,000 | – | 141,310 | – | 3.89% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peachtree Investment Partners, LLC | 14,136 | $1,252,000 | 0.86% |
| Teamwork Financial Advisors, LLC | 11,792 | $1,045,000 | 0.62% |
| Kalos Management, Inc. | 8,717 | $786,000 | 0.29% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 2,564 | $227,000 | 0.10% |
| LS Investment Advisors, LLC | 16,648 | $1,475,000 | 0.08% |
| Archer Investment Corp | 1,308 | $118,000 | 0.06% |
| Ellis Investment Partners, LLC | 1,235 | $109,000 | 0.04% |
| NORRIS PERNE & FRENCH LLP/MI | 2,640 | $234,000 | 0.03% |
| LPL Financial LLC | 176,432 | $15,629,000 | 0.03% |
| First Allied Advisory Services, Inc. | 9,455 | $840,000 | 0.03% |