VANGUARD SCOTTSDALE FDS's ticker is VTWO and the CUSIP is 92206C664. A total of 458 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2023. The put-call ratio across all filers is 0.65 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $283,579 | +1.7% | 3,292 | -1.5% | 0.02% | -10.0% |
| Q1 2024 | $278,780 | +7.0% | 3,342 | +2.1% | 0.02% | -4.8% |
| Q4 2023 | $260,436 | +13.6% | 3,274 | +0.5% | 0.02% | -8.7% |
| Q3 2023 | $229,356 | -8.7% | 3,259 | +0.4% | 0.02% | -14.8% |
| Q2 2023 | $251,208 | +9.4% | 3,245 | +0.3% | 0.03% | -10.0% |
| Q1 2023 | $229,685 | -0.9% | 3,235 | 0.0% | 0.03% | -14.3% |
| Q4 2022 | $231,788 | +1.7% | 3,235 | -5.4% | 0.04% | -23.9% |
| Q3 2022 | $228,000 | -16.2% | 3,420 | -14.1% | 0.05% | -22.0% |
| Q2 2022 | $272,000 | -18.6% | 3,981 | 0.0% | 0.06% | -20.3% |
| Q1 2022 | $334,000 | – | 3,981 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Austin Private Wealth, LLC | 650,223 | $46,868,042 | 7.48% |
| S. R. Schill & Associates | 182,756 | $13,173,082 | 6.11% |
| Independent Order of Foresters | 92,033 | $6,633,739 | 4.90% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 355,632 | $25,633,981 | 3.96% |
| Venturi Wealth Management, LLC | 648,706 | $46,758,725 | 3.84% |
| Fusion Capital, LLC | 89,558 | $6,455,321 | 3.69% |
| Arcadia Wealth Management, LLC | 46,626 | $3,360,854 | 2.79% |
| Simplicity Wealth,LLC | 56,423 | $4,066,959 | 2.70% |
| Allegiance Financial Group Advisory Services LLC | 48,346 | $3,484,804 | 2.57% |
| First Citizens Asset Management, Inc. | 76,464 | $5,511,558 | 2.29% |