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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,082,585 | -18.8% | 44,922 | -23.3% | 0.21% | -24.6% |
| Q3 2023 | $2,563,230 | -2.5% | 58,548 | +2.4% | 0.28% | +2.6% |
| Q2 2023 | $2,630,076 | -9.8% | 57,188 | -8.7% | 0.27% | -12.2% |
| Q1 2023 | $2,916,079 | +157270.7% | 62,644 | +53.9% | 0.31% | +56.0% |
| Q4 2022 | $1,853 | -99.8% | 40,711 | +51.8% | 0.20% | +35.1% |
| Q3 2022 | $1,209,000 | +10.3% | 26,823 | +17.0% | 0.15% | +10.4% |
| Q2 2022 | $1,096,000 | +31.6% | 22,926 | +37.9% | 0.13% | +50.6% |
| Q1 2022 | $833,000 | +60.2% | 16,626 | +69.0% | 0.09% | +67.9% |
| Q4 2021 | $520,000 | – | 9,835 | – | 0.05% | – |
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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% |