VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 10 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $435,611 | -24.2% | 9,950 | -20.4% | 0.01% | -25.0% |
| Q2 2023 | $575,059 | +0.0% | 12,504 | +1.2% | 0.01% | -11.1% |
| Q1 2023 | $575,032 | -21.5% | 12,353 | -23.3% | 0.01% | -30.8% |
| Q4 2022 | $732,918 | +14.3% | 16,101 | +13.3% | 0.01% | 0.0% |
| Q3 2022 | $641,000 | -2.4% | 14,207 | +3.3% | 0.01% | 0.0% |
| Q2 2022 | $657,000 | -9.4% | 13,752 | -5.0% | 0.01% | +8.3% |
| Q1 2022 | $725,000 | -20.2% | 14,481 | -15.7% | 0.01% | -14.3% |
| Q4 2021 | $908,000 | -1.6% | 17,185 | -0.8% | 0.01% | -12.5% |
| Q3 2021 | $923,000 | -12.3% | 17,321 | -12.1% | 0.02% | -11.1% |
| Q2 2021 | $1,052,000 | -14.7% | 19,704 | -14.7% | 0.02% | -30.8% |
| Q1 2021 | $1,233,000 | -6.4% | 23,109 | -5.2% | 0.03% | -13.3% |
| Q4 2020 | $1,318,000 | +3.1% | 24,367 | +3.5% | 0.03% | -9.1% |
| Q3 2020 | $1,278,000 | -7.8% | 23,544 | -7.7% | 0.03% | -17.5% |
| Q2 2020 | $1,386,000 | -1.0% | 25,495 | -0.8% | 0.04% | -20.0% |
| Q1 2020 | $1,400,000 | +62.2% | 25,694 | +58.3% | 0.05% | +100.0% |
| Q4 2019 | $863,000 | – | 16,235 | – | 0.02% | – |
Download | ||||||
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% |