Morton Brown Family Wealth, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VCIT and the CUSIP is 92206C870. A total of 1,022 filers reported holding VANGUARD SCOTTSDALE FDS in Q2 2024. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.

Quarter-by-quarter ownership
Morton Brown Family Wealth, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q2 2024$6,101,632
+22.2%
75,375
+21.5%
2.41%
+16.8%
Q1 2024$4,994,777
+41.3%
62,039
+42.6%
2.06%
+33.1%
Q4 2023$3,535,095
+42.1%
43,493
+32.9%
1.55%
+21.8%
Q3 2023$2,487,220
+3.2%
32,735
+7.4%
1.27%
-1.1%
Q2 2023$2,409,448
+9.0%
30,488
+10.6%
1.29%
-2.4%
Q1 2023$2,210,491
+54.5%
27,555
+49.3%
1.32%
+35.2%
Q4 2022$1,430,301
+36.1%
18,453
+32.8%
0.98%
+16.3%
Q3 2022$1,051,000
-2.6%
13,894
+3.1%
0.84%
+0.2%
Q2 2022$1,079,000
+9.1%
13,478
+17.3%
0.84%
+11.9%
Q1 2022$989,000
+14.9%
11,494
+23.8%
0.75%
+13.2%
Q4 2021$861,0009,2860.66%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q2 2024
NameSharesValueWeighting ↓
Bernicke Wealth Management, Ltd. 704,832$58,875,00039.10%
Bishop & Co Investment Management, LLC 321,486$26,854,00020.42%
AOZORA BANK, LTD. 3,180,000$265,625,00016.69%
AllSquare Wealth Management LLC 236,554$19,759,00014.73%
Resource Planning Group 213,601$17,842,00013.93%
Towerpoint Wealth, LLC 170,298$14,225,00011.81%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 767,414$64,102,00011.36%
KEMPER Corp 715,317$59,750,00010.83%
Berkeley Capital Partners, LLC 196,956$16,452,0009.26%
Blue Chip Partners, LLC 442,441$36,957,0009.01%
View complete list of VANGUARD SCOTTSDALE FDS shareholders