VANGUARD SCOTTSDALE FDS's ticker is VGSH and the CUSIP is 92206C102. A total of 17 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $52,812 | +67.1% | 916,880 | +67.5% | 0.20% | +60.8% |
| Q2 2023 | $31,601 | +4.6% | 547,391 | +6.1% | 0.12% | -8.8% |
| Q1 2023 | $30,215 | +13.3% | 516,139 | +11.9% | 0.14% | +2.2% |
| Q4 2022 | $26,660 | -99.9% | 461,084 | +7.2% | 0.13% | -8.8% |
| Q3 2022 | $24,851,000 | +17.7% | 430,026 | +19.9% | 0.15% | +14.0% |
| Q2 2022 | $21,118,000 | +102.2% | 358,790 | +103.5% | 0.13% | +108.1% |
| Q1 2022 | $10,446,000 | +2.1% | 176,268 | +4.8% | 0.06% | -1.6% |
| Q4 2021 | $10,228,000 | -46.7% | 168,142 | -46.2% | 0.06% | -53.0% |
| Q3 2021 | $19,205,000 | -4.4% | 312,735 | -4.4% | 0.13% | -13.5% |
| Q2 2021 | $20,093,000 | +5970.4% | 327,086 | +5980.8% | 0.16% | +3775.0% |
| Q4 2020 | $331,000 | -53.8% | 5,379 | -53.4% | 0.00% | -63.6% |
| Q3 2020 | $717,000 | +88.2% | 11,546 | +88.3% | 0.01% | +57.1% |
| Q2 2020 | $381,000 | -1.6% | 6,131 | -1.1% | 0.01% | -22.2% |
| Q1 2020 | $387,000 | -25.7% | 6,202 | -27.6% | 0.01% | -10.0% |
| Q4 2019 | $521,000 | – | 8,571 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gitterman Wealth Management, LLC | 1,576,317 | $92,277,659 | 43.88% |
| WIT, LLC | 17,051 | $998,167,606 | 25.35% |
| R. W. Roge & Company, Inc. | 663,349 | $38,832 | 24.86% |
| Alta Advisers Ltd | 663,877 | $38,863,360 | 23.20% |
| Cornerstone Wealth Advisors, Inc. | 1,069,689 | $62,619,594 | 22.75% |
| Defender Capital, LLC. | 1,104,170 | $64,638,112 | 22.57% |
| INSIGHT 2811, INC. | 542,313 | $31,747,034 | 19.63% |
| Magnolia Wealth Management, LLC | 302,261 | $17,694,387 | 17.82% |
| Chemistry Wealth Management LLC | 776,661 | $45,465,757 | 15.82% |
| Cordant, Inc. | 387,428 | $22,680,033 | 14.72% |