VANGUARD SCOTTSDALE FDS's ticker is VTC and the CUSIP is 92206C573.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $327 | +4.1% | 4,515 | +8.7% | 0.00% | 0.0% |
| Q2 2023 | $314 | +34.8% | 4,154 | +36.7% | 0.00% | 0.0% |
| Q1 2023 | $233 | +3.1% | 3,039 | +0.0% | 0.00% | 0.0% |
| Q4 2022 | $226 | -99.9% | 3,038 | -23.3% | 0.00% | -50.0% |
| Q3 2022 | $287,000 | +25.9% | 3,961 | +33.6% | 0.00% | +100.0% |
| Q2 2022 | $228,000 | -8.1% | 2,965 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $248,000 | – | 2,965 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JBJ Investment Partners, LLC | 201,293 | $17,996,000 | 3.94% |
| RFG HOLDINGS, INC. | 66,879 | $5,979,000 | 3.74% |
| Strategic Equity Management | 62,721 | $5,607,000 | 2.37% |
| 55I, LLC | 339,580 | $30,358,000 | 1.53% |
| SAX WEALTH ADVISORS, LLC | 14,422 | $1,289,000 | 0.47% |
| Peachtree Investment Partners, LLC | 8,713 | $779,000 | 0.45% |
| Kalos Management, Inc. | 11,469 | $1,030,000 | 0.32% |
| Joseph P. Lucia & Associates, LLC | 6,965 | $623,000 | 0.28% |
| Checchi Capital Advisers, LLC | 26,195 | $2,342,000 | 0.23% |
| Teamwork Financial Advisors, LLC | 9,636 | $861,000 | 0.20% |