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 | $2,870,348 | -7.2% | 65,563 | -2.5% | 0.27% | -5.2% |
| Q2 2023 | $3,091,695 | -1.2% | 67,225 | 0.0% | 0.29% | -5.0% |
| Q1 2023 | $3,129,342 | +4.4% | 67,225 | +2.0% | 0.30% | -1.0% |
| Q4 2022 | $2,998,735 | -24.2% | 65,877 | -24.9% | 0.30% | -30.0% |
| Q3 2022 | $3,954,000 | -6.8% | 87,696 | -1.2% | 0.44% | -5.2% |
| Q2 2022 | $4,242,000 | -4.6% | 88,732 | 0.0% | 0.46% | +9.3% |
| Q1 2022 | $4,445,000 | -4.8% | 88,732 | +0.4% | 0.42% | -7.9% |
| Q4 2021 | $4,670,000 | +6.4% | 88,389 | +7.4% | 0.46% | +0.7% |
| Q3 2021 | $4,388,000 | +197.1% | 82,336 | +197.5% | 0.45% | +198.7% |
| Q2 2021 | $1,477,000 | +73.4% | 27,672 | +73.2% | 0.15% | +44.8% |
| Q1 2021 | $852,000 | – | 15,973 | – | 0.10% | – |
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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% |