VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 520 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,630,236 | +11.6% | 60,079 | +17.2% | 0.03% | +7.4% |
| Q2 2023 | $2,357,092 | -2.8% | 51,252 | -1.6% | 0.03% | -10.0% |
| Q1 2023 | $2,424,556 | +11.2% | 52,085 | +8.7% | 0.03% | +3.4% |
| Q4 2022 | $2,180,671 | +50.9% | 47,906 | +49.5% | 0.03% | +31.8% |
| Q3 2022 | $1,445,000 | -32.9% | 32,037 | -28.9% | 0.02% | -31.2% |
| Q2 2022 | $2,155,000 | +17.1% | 45,066 | +22.3% | 0.03% | +28.0% |
| Q1 2022 | $1,840,000 | +52.1% | 36,834 | +60.9% | 0.02% | +38.9% |
| Q4 2021 | $1,210,000 | +0.7% | 22,893 | +1.7% | 0.02% | -10.0% |
| Q3 2021 | $1,202,000 | +44.5% | 22,519 | +44.5% | 0.02% | +33.3% |
| Q2 2021 | $832,000 | +20.6% | 15,587 | +20.5% | 0.02% | 0.0% |
| Q1 2021 | $690,000 | +42.3% | 12,937 | +45.1% | 0.02% | +25.0% |
| Q4 2020 | $485,000 | -45.7% | 8,916 | -45.6% | 0.01% | -14.3% |
| Q3 2020 | $893,000 | +232.0% | 16,394 | +212.5% | 0.01% | -68.9% |
| Q4 2018 | $269,000 | – | 5,246 | – | 0.04% | – |
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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% |