VANGUARD SCOTTSDALE FDS's ticker is VCSH and the CUSIP is 92206C409. A total of 29 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $842,869 | -0.4% | 10,894 | -3.3% | 0.22% | -11.9% |
| Q3 2023 | $846,640 | +1.0% | 11,266 | +1.7% | 0.25% | +1.6% |
| Q2 2023 | $838,161 | -1.9% | 11,078 | -1.2% | 0.25% | -10.8% |
| Q1 2023 | $854,767 | +5.3% | 11,213 | +3.8% | 0.28% | -4.8% |
| Q4 2022 | $812,000 | – | 10,801 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jentner Corp | 430,092 | $34,859,000 | 28.45% |
| McIlrath & Eck, LLC | 655,567 | $53,134,000 | 28.06% |
| Investment Counsel Inc. | 391,297 | $31,609,000 | 23.00% |
| Total Wealth Planning, LLC | 457,362 | $37,069,000 | 21.06% |
| D. SCOTT NEAL, INC. | 479,150 | $38,835,000 | 20.00% |
| Private Ocean, LLC | 950,273 | $77,020,000 | 19.13% |
| BlueSky Wealth Advisors, LLC | 594,291 | $48,268,000 | 16.63% |
| AllSquare Wealth Management LLC | 265,674 | $21,533,000 | 15.94% |
| Cable Hill Partners, LLC | 598,525 | $48,510,000 | 15.90% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,514,598 | $122,758,000 | 14.86% |