VANGUARD SCOTTSDALE FDS's ticker is VTWV and the CUSIP is 92206C649. A total of 134 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $921,245 | -7.6% | 7,716 | -4.3% | 0.01% | -7.1% |
| Q2 2023 | $997,270 | +3.6% | 8,065 | +0.9% | 0.01% | 0.0% |
| Q1 2023 | $962,939 | +2.1% | 7,991 | +3.2% | 0.01% | -6.7% |
| Q4 2022 | $943,247 | +116.7% | 7,746 | +102.7% | 0.02% | +87.5% |
| Q3 2022 | $435,371 | -8.3% | 3,821 | -4.2% | 0.01% | -11.1% |
| Q2 2022 | $475,000 | -18.5% | 3,989 | -3.4% | 0.01% | -10.0% |
| Q1 2022 | $583,000 | – | 4,129 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Crestone Asset Management LLC | 113,145 | $13,508,350 | 3.23% |
| WestHill Financial Advisors, Inc. | 50,378 | $6,014,638 | 1.76% |
| Virtue Capital Management, LLC | 68,158 | $8,405,245 | 1.43% |
| Mercer Investments LLC | 7,151 | $853,771 | 1.37% |
| IVC Wealth Advisors LLC | 16,983 | $2,027,583 | 1.36% |
| LBJ Family Wealth Advisors, Ltd. | 10,470 | $1,250 | 0.94% |
| Phoenix Wealth Advisors | 12,465 | $1,488,250 | 0.87% |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 11,250 | $1,343,138 | 0.70% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 38,045 | $4,542,208 | 0.70% |
| Wealth Dimensions Group, Ltd. | 15,365 | $1,834,444 | 0.67% |