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 | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $772,000 | -14.7% | 15,010 | -14.4% | 0.11% | +12.0% |
| Q1 2018 | $905,000 | -2.4% | 17,529 | -0.9% | 0.10% | -2.0% |
| Q4 2017 | $927,000 | +19.9% | 17,681 | +20.7% | 0.10% | +9.7% |
| Q3 2017 | $773,000 | -0.4% | 14,646 | -0.6% | 0.09% | -6.1% |
| Q2 2017 | $776,000 | -3.8% | 14,728 | -4.2% | 0.10% | -11.6% |
| Q1 2017 | $807,000 | -70.0% | 15,369 | -70.1% | 0.11% | -72.5% |
| Q4 2016 | $2,692,000 | -21.7% | 51,479 | -19.2% | 0.41% | -25.9% |
| Q3 2016 | $3,438,000 | -8.1% | 63,707 | -8.3% | 0.55% | -11.3% |
| Q2 2016 | $3,743,000 | -40.9% | 69,499 | -41.3% | 0.62% | -40.1% |
| Q1 2016 | $6,330,000 | -31.2% | 118,381 | -32.2% | 1.03% | -27.4% |
| Q4 2015 | $9,200,000 | – | 174,502 | – | 1.42% | – |
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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% |