VANGUARD SCOTTSDALE FDS's ticker is VGIT and the CUSIP is 92206C706. A total of 17 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,147,225 | -2.1% | 72,618 | +0.8% | 0.42% | -8.1% |
Q2 2023 | $4,234,103 | +12.7% | 72,033 | +15.2% | 0.46% | -8.1% |
Q1 2023 | $3,757,892 | +0.2% | 62,548 | -0.8% | 0.50% | -11.6% |
Q4 2022 | $3,749,374 | +1.6% | 63,068 | -0.4% | 0.56% | -24.4% |
Q3 2022 | $3,691,000 | +109.7% | 63,307 | +120.0% | 0.74% | +95.8% |
Q2 2022 | $1,760,000 | -42.6% | 28,774 | -41.3% | 0.38% | -44.6% |
Q1 2022 | $3,066,000 | +188.2% | 49,057 | +203.6% | 0.68% | +108.5% |
Q4 2021 | $1,064,000 | – | 16,158 | – | 0.33% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Gitterman Wealth Management, LLC | 1,239,352 | $70,828,979 | 33.59% |
Heritage Financial Services, LLC | 2,048,010 | $117,043,793 | 22.85% |
LIBRA WEALTH LLC | 659,153 | $37,670,594 | 20.85% |
Moss Adams Wealth Advisors LLC | 1,037,547 | $59,295,787 | 20.24% |
Edgehill Endowment Partners, LLC | 1,569,261 | $89,683,279 | 16.51% |
Rainwater Charitable Foundation | 279,905 | $15,996,571 | 13.24% |
SCS Capital Management LLC | 8,514,984 | $486,631,336 | 12.96% |
FIRST INTERSTATE BANK | 2,599,800 | $148,578,570 | 12.80% |
Nova R Wealth, Inc. | 310,152 | $17,725,212 | 12.24% |
McCarthy Grittinger Financial Group, LLC | 496,245 | $28,360,398 | 11.17% |