MONTAG A & ASSOCIATES INC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VCIT and the CUSIP is 92206C870. A total of 887 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2023. The put-call ratio across all filers is 1.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
MONTAG A & ASSOCIATES INC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$3,821,006
-14.3%
50,290
-10.8%
0.24%
-12.0%
Q2 2023$4,457,111
-5.8%
56,398
-4.3%
0.27%
-11.3%
Q1 2023$4,729,197
+4.6%
58,953
+1.1%
0.31%
+2.0%
Q4 2022$4,520,485
-18.4%
58,321
-20.3%
0.30%
-21.1%
Q3 2022$5,538,000
-23.8%
73,177
-19.5%
0.38%
-18.3%
Q2 2022$7,271,000
+31.6%
90,869
+41.6%
0.47%
+60.4%
Q1 2022$5,523,000
+330.5%
64,194
+364.1%
0.29%
+365.1%
Q4 2021$1,283,000
-31.8%
13,833
-30.5%
0.06%
-37.6%
Q3 2021$1,880,000
-4.7%
19,910
-4.0%
0.10%
-3.8%
Q2 2021$1,972,000
+8.4%
20,745
+6.1%
0.10%
+2.9%
Q1 2021$1,819,000
-83.3%
19,552
-82.6%
0.10%
-84.8%
Q4 2020$10,914,000112,3540.67%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Bernicke Wealth Management, Ltd. 649,802$55,130,00040.15%
Bishop & Co Investment Management, LLC 296,086$25,120,00021.33%
AOZORA BANK, LTD. 3,180,000$269,791,00020.24%
AllSquare Wealth Management LLC 223,975$19,002,00015.08%
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 69,850$5,925,00014.08%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 733,284$62,212,00012.29%
Blue Chip Partners, LLC 388,494$32,960,0009.12%
INR ADVISORY SERVICES LLC 755,346$64,084,0008.82%
JACOBSON & SCHMITT ADVISORS, LLC 150,632$12,780,0008.65%
Towerpoint Wealth, LLC 79,188$6,718,0007.44%
View complete list of VANGUARD SCOTTSDALE FDS shareholders