MONTAG A & ASSOCIATES INC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VCSH and the CUSIP is 92206C409. A total of 1,234 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
MONTAG A & ASSOCIATES INC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$21,444,203
-9.3%
285,352
-8.7%
1.35%
-7.0%
Q2 2023$23,642,389
-16.8%
312,482
-16.2%
1.46%
-21.6%
Q1 2023$28,408,787
+0.9%
372,672
-0.5%
1.86%
-1.5%
Q4 2022$28,148,053
-25.7%
374,359
-26.6%
1.88%
-28.2%
Q3 2022$37,904,000
-19.0%
510,291
-16.8%
2.62%
-13.3%
Q2 2022$46,794,000
-30.4%
613,607
-28.7%
3.03%
-15.2%
Q1 2022$67,221,000
-9.7%
860,820
-6.0%
3.57%
-2.7%
Q4 2021$74,402,000
-4.3%
915,606
-3.0%
3.67%
-12.2%
Q3 2021$77,774,000
-1.8%
943,742
-1.4%
4.18%
-0.7%
Q2 2021$79,182,000
+17.6%
957,346
+17.3%
4.20%
+10.9%
Q1 2021$67,325,000
+21.1%
816,058
+22.2%
3.79%
+11.0%
Q4 2020$55,593,000667,7803.42%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q1 2022
NameSharesValueWeighting ↓
McIlrath & Eck, LLC 623,364$48,585,00031.14%
Jentner Corp 427,954$33,355,00030.45%
Total Wealth Planning, LLC 399,899$31,168,00021.57%
D. SCOTT NEAL, INC. 494,024$38,504,00021.02%
Investment Counsel Inc. 284,041$22,138,00018.46%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,348,266$105,084,00017.85%
BlueSky Wealth Advisors, LLC 522,331$40,987,00016.02%
Private Ocean, LLC 720,740$56,175,00015.87%
Cable Hill Partners, LLC 471,155$36,722,00014.64%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 601,882$46,911,00014.00%
View complete list of VANGUARD SCOTTSDALE FDS shareholders