VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 521 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2023. The put-call ratio across all filers is 1.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,653,580 | +9.7% | 448,917 | +15.2% | 1.63% | +15.5% |
| Q2 2023 | $17,921,937 | +6900.8% | 389,692 | +8191.3% | 1.41% | +4175.8% |
| Q2 2020 | $256,000 | +0.8% | 4,700 | 0.0% | 0.03% | -13.2% |
| Q1 2020 | $254,000 | +1.2% | 4,700 | 0.0% | 0.04% | +31.0% |
| Q4 2019 | $251,000 | 0.0% | 4,700 | 0.0% | 0.03% | -12.1% |
| Q3 2019 | $251,000 | +1.2% | 4,700 | 0.0% | 0.03% | +3.1% |
| Q2 2019 | $248,000 | +0.8% | 4,700 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $246,000 | +1.7% | 4,700 | 0.0% | 0.03% | -8.6% |
| Q4 2018 | $242,000 | +0.8% | 4,700 | 0.0% | 0.04% | +20.7% |
| Q3 2018 | $240,000 | -78.6% | 4,700 | -78.5% | 0.03% | -80.0% |
| Q2 2018 | $1,124,000 | +362.6% | 21,869 | +365.3% | 0.14% | +353.1% |
| Q1 2018 | $243,000 | -1.2% | 4,700 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $246,000 | – | 4,700 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Park Avenue Institutional Advisers LLC | 421,000 | $18,431,380 | 47.80% |
| Northland Capital Management LLC | 658,002 | $28,807,328 | 19.50% |
| Wavelength Capital Management, LLC | 207,355 | $9,078,002 | 10.56% |
| Family CFO Inc | 295,028 | $12,916,319 | 9.29% |
| Charles Schwab Investment Advisory, Inc. | 132,032,863 | $5,780,398,741 | 9.12% |
| Bell Investment Advisors, Inc | 831,678 | $36,410,858 | 8.16% |
| Windward Private Wealth Management Inc. | 390,846 | $17,111,216 | 7.74% |
| Evergreen Advisors, LLC | 479,857 | $21,008,139 | 7.58% |
| Parkside Advisors LLC | 544,850 | $23,853,520 | 7.41% |
| Vectors Research Management, LLC | 470,695 | $20,374 | 6.60% |