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 | $427,074 | -31.1% | 9,755 | -27.6% | 0.01% | -29.4% |
| Q2 2023 | $619,671 | -1.8% | 13,474 | -0.6% | 0.02% | -19.0% |
| Q1 2023 | $631,125 | -46.1% | 13,558 | -47.3% | 0.02% | -51.2% |
| Q4 2022 | $1,170,161 | -27.5% | 25,707 | -28.2% | 0.04% | -31.7% |
| Q3 2022 | $1,615,000 | -88.7% | 35,819 | -88.0% | 0.06% | -88.0% |
| Q2 2022 | $14,300,000 | -1.2% | 299,103 | +3.5% | 0.52% | +13.6% |
| Q1 2022 | $14,476,000 | -37.7% | 288,944 | -34.3% | 0.46% | -35.1% |
| Q4 2021 | $23,228,000 | +6.5% | 439,600 | +7.4% | 0.71% | -3.8% |
| Q3 2021 | $21,817,000 | +4.7% | 409,397 | +4.9% | 0.74% | +3.1% |
| Q2 2021 | $20,828,000 | – | 390,260 | – | 0.72% | – |
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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% |