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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,608,830 | -3.8% | 128,114 | +1.0% | 0.27% | -0.7% |
| Q2 2023 | $5,831,026 | +5.2% | 126,789 | +6.4% | 0.27% | -8.5% |
| Q1 2023 | $5,544,710 | +0.5% | 119,113 | -1.8% | 0.30% | +1.0% |
| Q4 2022 | $5,519,345 | -5.9% | 121,251 | -6.8% | 0.29% | -14.6% |
| Q3 2022 | $5,865,000 | -5.4% | 130,077 | +0.3% | 0.34% | -2.0% |
| Q2 2022 | $6,200,000 | +4.9% | 129,675 | +10.0% | 0.35% | +14.1% |
| Q1 2022 | $5,908,000 | +19.0% | 117,919 | +25.5% | 0.31% | +17.2% |
| Q4 2021 | $4,966,000 | -0.1% | 93,980 | +0.8% | 0.26% | -12.1% |
| Q3 2021 | $4,971,000 | +5.5% | 93,276 | +5.7% | 0.30% | +3.8% |
| Q2 2021 | $4,711,000 | -0.3% | 88,269 | -0.3% | 0.29% | -7.4% |
| Q1 2021 | $4,726,000 | +4.0% | 88,546 | +5.4% | 0.31% | -1.3% |
| Q4 2020 | $4,544,000 | +3.2% | 84,040 | +3.5% | 0.31% | -8.7% |
| Q3 2020 | $4,405,000 | -0.0% | 81,174 | +0.2% | 0.34% | -7.8% |
| Q2 2020 | $4,406,000 | +1.2% | 81,042 | +1.4% | 0.37% | -14.5% |
| Q1 2020 | $4,355,000 | +9.2% | 79,902 | +6.5% | 0.44% | +34.3% |
| Q4 2019 | $3,988,000 | +16.7% | 75,010 | +16.9% | 0.32% | +5.5% |
| Q3 2019 | $3,418,000 | +68.6% | 64,185 | +67.3% | 0.31% | +62.4% |
| Q2 2019 | $2,027,000 | – | 38,372 | – | 0.19% | – |
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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% |