EVERGREEN CAPITAL MANAGEMENT LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 511 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2022. The put-call ratio across all filers is 2.09 and the average weighting 0.6%.

Quarter-by-quarter ownership
EVERGREEN CAPITAL MANAGEMENT LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
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$26,411,000485,7612.00%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Park Avenue Institutional Advisers LLC 421,000$18,431,38047.80%
Northland Capital Management LLC 658,002$28,807,32819.50%
Wavelength Capital Management, LLC 207,355$9,078,00210.56%
Family CFO Inc 295,028$12,916,3199.29%
Charles Schwab Investment Advisory, Inc. 132,032,863$5,780,398,7419.12%
Bell Investment Advisors, Inc 831,678$36,410,8588.16%
Windward Private Wealth Management Inc. 390,846$17,111,2167.74%
Evergreen Advisors, LLC 479,857$21,008,1397.58%
Parkside Advisors LLC 544,850$23,853,5207.41%
Vectors Research Management, LLC 470,695$20,3746.60%
View complete list of VANGUARD SCOTTSDALE FDS shareholders