EVERGREEN CAPITAL MANAGEMENT LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 497 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2023. The put-call ratio across all filers is 1.39 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 Q1 2023
NameSharesValueWeighting ↓
OneAscent Financial Services LLC 405,583$21,565,00011.92%
Peak Capital Management LLC 238,236$12,708,00010.32%
FINANCIAL LIFE ADVISORS 252,899$13,447,0008.16%
MATHER GROUP, LLC. 2,360,505$125,508,0007.87%
INTEGRATED CAPITAL MANAGEMENT, INC. 155,692$8,278,0006.96%
Acropolis Investment Management, LLC 922,219$48,992,0006.78%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 799,818$42,526,0006.64%
Leicht Financial Planning & Wealth Management, Inc. 134,418$7,147,0006.51%
Ally Invest Advisors Inc. 311,118$16,542,0006.26%
DeGreen Capital Management LLC 235,100$12,500,0006.16%
View complete list of VANGUARD SCOTTSDALE FDS shareholders