VANGUARD SCOTTSDALE FDS's ticker is VONE and the CUSIP is 92206C730. A total of 239 filers reported holding VANGUARD SCOTTSDALE FDS in Q2 2023. The put-call ratio across all filers is 2.79 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,246,603 | -3.4% | 6,404 | 0.0% | 0.24% | -5.1% |
| Q2 2023 | $1,290,790 | +8.2% | 6,404 | 0.0% | 0.26% | -17.2% |
| Q1 2023 | $1,193,257 | +6.9% | 6,404 | 0.0% | 0.31% | +5.5% |
| Q4 2022 | $1,115,961 | +6.7% | 6,404 | 0.0% | 0.29% | -2.0% |
| Q3 2022 | $1,046,000 | -4.9% | 6,404 | 0.0% | 0.30% | -37.1% |
| Q2 2022 | $1,100,000 | -17.1% | 6,404 | 0.0% | 0.47% | +3.0% |
| Q1 2022 | $1,327,000 | -5.3% | 6,404 | 0.0% | 0.46% | -7.1% |
| Q4 2021 | $1,402,000 | – | 6,404 | – | 0.50% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Austin Private Wealth, LLC | 509,657 | $111,538,000 | 22.23% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 718,878 | $157,327,000 | 18.83% |
| DAIDO LIFE INSURANCE CO | 1,242,472 | $271,915,000 | 15.00% |
| PRIVATE CAPITAL MANAGEMENT LLC | 131,845 | $28,854,000 | 9.96% |
| Stegner Investment Associates Inc. | 62,645 | $13,710,000 | 9.76% |
| Blackston Financial Advisory Group, LLC | 53,057 | $11,612,000 | 6.72% |
| Waverly Advisors, LLC | 293,162 | $59,354,000 | 5.13% |
| Wealth CMT | 36,495 | $7,987,000 | 4.10% |
| Thrive Wealth Management, LLC | 41,979 | $9,187,000 | 3.14% |
| Anson Capital, Inc. | 13,985 | $2,800,000 | 2.76% |