FIRST FOUNDATION ADVISORS - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 482 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
FIRST FOUNDATION ADVISORS ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q4 2022$259,871
-62.7%
5,709
-63.1%
0.01%
-64.7%
Q3 2022$697,000
-62.4%
15,451
-60.2%
0.03%
-58.5%
Q2 2022$1,855,000
-43.3%
38,800
-40.6%
0.08%
-30.5%
Q1 2022$3,272,000
-23.4%
65,316
-19.2%
0.12%
-19.7%
Q4 2021$4,270,000
+25.6%
80,808
+26.7%
0.15%
+15.7%
Q3 2021$3,399,000
+3.3%
63,789
+3.5%
0.13%0.0%
Q2 2021$3,289,000
+13.9%
61,624
+13.9%
0.13%
+2.4%
Q1 2021$2,887,000
-18.8%
54,100
-17.8%
0.12%
-21.5%
Q4 2020$3,557,000
-1.3%
65,784
-0.9%
0.16%
-5.4%
Q3 2020$3,604,000
+102.2%
66,409
+102.6%
0.17%
+81.5%
Q2 2020$1,782,000
+9.6%
32,784
+9.9%
0.09%
-8.0%
Q1 2020$1,626,000
-0.4%
29,834
-2.9%
0.10%
+23.5%
Q4 2019$1,633,000
+109.4%
30,717
+109.8%
0.08%
+92.9%
Q3 2019$780,000
+21.1%
14,643
+20.1%
0.04%
+16.7%
Q2 2019$644,000
+6.8%
12,197
+5.9%
0.04%0.0%
Q1 2019$603,000
+17.3%
11,521
+15.5%
0.04%
+12.5%
Q4 2018$514,000
+23.3%
9,976
+22.1%
0.03%
+39.1%
Q3 2018$417,0008,1710.02%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Summit Wealth Group, LLC 201,545$9,088,00010.72%
Quantum Financial Advisors, LLC 500,137$22,551,00010.00%
Family CFO Inc 196,705$8,869,423,0009.40%
Charles Schwab Investment Advisory, Inc. 110,211,353$4,969,430,0009.09%
Windward Private Wealth Management Inc. 395,538$17,835,0008.59%
Whitcomb & Hess, Inc. 417,173$18,810,0008.47%
Wavelength Capital Management, LLC 164,700$7,426,0008.23%
Bell Investment Advisors, Inc 546,314$24,633,0007.65%
Parkside Advisors LLC 436,421$19,678,0007.49%
FINANCIAL LIFE ADVISORS 300,569$13,553,0006.79%
View complete list of VANGUARD SCOTTSDALE FDS shareholders