VANGUARD SCOTTSDALE FDS's ticker is VTHR and the CUSIP is 92206C599. A total of 124 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $473,964 | -3.4% | 2,485 | 0.0% | 0.06% | +1.6% |
| Q2 2023 | $490,663 | +7.7% | 2,485 | 0.0% | 0.06% | +1.7% |
| Q1 2023 | $455,501 | +6.7% | 2,485 | 0.0% | 0.06% | 0.0% |
| Q4 2022 | $426,799 | +6.7% | 2,485 | 0.0% | 0.06% | -7.7% |
| Q3 2022 | $400,000 | -4.8% | 2,485 | 0.0% | 0.06% | 0.0% |
| Q2 2022 | $420,000 | -17.2% | 2,485 | 0.0% | 0.06% | -8.5% |
| Q1 2022 | $507,000 | -5.4% | 2,485 | 0.0% | 0.07% | -6.6% |
| Q4 2021 | $536,000 | +8.9% | 2,485 | 0.0% | 0.08% | -1.3% |
| Q3 2021 | $492,000 | -0.6% | 2,485 | 0.0% | 0.08% | -1.3% |
| Q2 2021 | $495,000 | +26.0% | 2,485 | +16.9% | 0.08% | +21.9% |
| Q1 2021 | $393,000 | +18.4% | 2,125 | +11.5% | 0.06% | +8.5% |
| Q4 2020 | $332,000 | +14.5% | 1,905 | 0.0% | 0.06% | +7.3% |
| Q3 2020 | $290,000 | +9.0% | 1,905 | 0.0% | 0.06% | +1.9% |
| Q2 2020 | $266,000 | – | 1,905 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cliffwater LLC | 105,409 | $19,321,485 | 6.18% |
| Wealthstream Advisors, Inc. | 26,196 | $4,801,704 | 2.87% |
| DB Fitzpatrick & Co, Inc | 13,895 | $2,546,953 | 2.76% |
| Pensionmark Financial Group, LLC | 70,405 | $12,905,237 | 2.69% |
| Diversified Portfolios, Inc. | 52,572 | $9,636,448 | 2.14% |
| Evensky & Katz LLC | 140,620 | $25,776 | 2.08% |
| Family Firm, Inc. | 39,853 | $7,305,029 | 2.02% |
| HC Advisors, LLC | 8,975 | $1,645,118 | 1.02% |
| Tolleson Wealth Management, Inc. | 16,701 | $3,061 | 0.79% |
| ADIRONDACK TRUST CO | 8,000 | $1,466,398 | 0.74% |