VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 534 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,971,828 | -71.9% | 341,979 | -70.5% | 0.66% | -70.5% |
| Q2 2023 | $53,307,057 | -4.0% | 1,159,101 | -2.9% | 2.22% | -10.9% |
| Q1 2023 | $55,551,917 | -1.5% | 1,193,382 | -3.7% | 2.50% | -5.9% |
| Q4 2022 | $56,418,269 | +1710.6% | 1,239,417 | +1693.6% | 2.65% | +1527.6% |
| Q3 2022 | $3,116,000 | +70.2% | 69,104 | +80.5% | 0.16% | +71.6% |
| Q2 2022 | $1,831,000 | -93.9% | 38,294 | -93.6% | 0.10% | -92.2% |
| Q1 2022 | $29,999,000 | -22.6% | 598,775 | -18.4% | 1.22% | -21.3% |
| Q4 2021 | $38,776,000 | -22.8% | 733,842 | -22.1% | 1.55% | -31.5% |
| Q3 2021 | $50,200,000 | -32.0% | 942,008 | -31.9% | 2.27% | -35.8% |
| Q2 2021 | $73,830,000 | -8.6% | 1,383,358 | -8.6% | 3.53% | -14.8% |
| Q1 2021 | $80,784,000 | -40.7% | 1,513,659 | -39.9% | 4.14% | -48.0% |
| Q4 2020 | $136,155,000 | +64.0% | 2,518,118 | +64.6% | 7.96% | +38.8% |
| Q3 2020 | $83,009,000 | +214.3% | 1,529,556 | +214.9% | 5.73% | +186.6% |
| Q2 2020 | $26,411,000 | – | 485,761 | – | 2.00% | – |
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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% |