VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 518 filers reported holding VANGUARD SCOTTSDALE FDS in Q2 2023. The put-call ratio across all filers is 0.74 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,389,740 | -4.8% | 283,000 | 0.0% | 2.97% | -1.6% |
| Q2 2023 | $13,015,170 | -1.2% | 283,000 | 0.0% | 3.02% | -6.1% |
| Q1 2023 | $13,173,650 | +2.3% | 283,000 | 0.0% | 3.21% | -0.4% |
| Q4 2022 | $12,882,160 | +1.0% | 283,000 | 0.0% | 3.22% | -7.7% |
| Q3 2022 | $12,760,000 | -5.7% | 283,000 | 0.0% | 3.49% | +0.7% |
| Q2 2022 | $13,530,000 | -4.6% | 283,000 | 0.0% | 3.47% | +11.7% |
| Q1 2022 | $14,178,000 | -5.2% | 283,000 | 0.0% | 3.11% | +0.3% |
| Q4 2021 | $14,954,000 | -0.8% | 283,000 | 0.0% | 3.10% | -4.2% |
| Q3 2021 | $15,081,000 | -0.2% | 283,000 | 0.0% | 3.24% | +1.3% |
| Q2 2021 | $15,104,000 | 0.0% | 283,000 | 0.0% | 3.19% | -5.1% |
| Q1 2021 | $15,104,000 | -1.3% | 283,000 | 0.0% | 3.37% | -5.8% |
| Q4 2020 | $15,302,000 | +80436.8% | 283,000 | +79171.7% | 3.57% | +50942.9% |
| Q1 2020 | $19,000 | -93.4% | 357 | -93.4% | 0.01% | -92.0% |
| Q4 2019 | $287,000 | +1.4% | 5,403 | +1.7% | 0.09% | -4.4% |
| Q3 2019 | $283,000 | +2.5% | 5,314 | +1.8% | 0.09% | -5.2% |
| Q2 2019 | $276,000 | -9.2% | 5,222 | -10.1% | 0.10% | -11.1% |
| Q1 2019 | $304,000 | – | 5,808 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Summit Wealth Group, LLC | 201,545 | $9,088,000 | 10.72% |
| Quantum Financial Advisors, LLC | 500,137 | $22,551,000 | 10.00% |
| Family CFO Inc | 196,705 | $8,869,423,000 | 9.40% |
| Charles Schwab Investment Advisory, Inc. | 110,211,353 | $4,969,430,000 | 9.09% |
| Windward Private Wealth Management Inc. | 395,538 | $17,835,000 | 8.59% |
| Whitcomb & Hess, Inc. | 417,173 | $18,810,000 | 8.47% |
| Wavelength Capital Management, LLC | 164,700 | $7,426,000 | 8.23% |
| Bell Investment Advisors, Inc | 546,314 | $24,633,000 | 7.65% |
| Parkside Advisors LLC | 436,421 | $19,678,000 | 7.49% |
| FINANCIAL LIFE ADVISORS | 300,569 | $13,553,000 | 6.79% |