VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 476 filers reported holding VANGUARD SCOTTSDALE FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,335,027 | +2.5% | 30,494 | +7.6% | 0.10% | +4.4% |
| Q2 2023 | $1,303,081 | -1.2% | 28,334 | 0.0% | 0.09% | -7.1% |
| Q1 2023 | $1,318,948 | +16.5% | 28,334 | +13.9% | 0.10% | +11.4% |
| Q4 2022 | $1,132,629 | +20.6% | 24,882 | +19.5% | 0.09% | +12.8% |
| Q3 2022 | $939,000 | +25.0% | 20,817 | +32.5% | 0.08% | +32.2% |
| Q2 2022 | $751,000 | -10.3% | 15,710 | -6.0% | 0.06% | +5.4% |
| Q1 2022 | $837,000 | -5.2% | 16,710 | 0.0% | 0.06% | -1.8% |
| Q4 2021 | $883,000 | -2.1% | 16,710 | -1.2% | 0.06% | -5.0% |
| Q3 2021 | $902,000 | -1.7% | 16,918 | -1.7% | 0.06% | -9.1% |
| Q2 2021 | $918,000 | +13.1% | 17,210 | +13.1% | 0.07% | +3.1% |
| Q1 2021 | $812,000 | -28.3% | 15,217 | -27.3% | 0.06% | -30.4% |
| Q4 2020 | $1,132,000 | – | 20,938 | – | 0.09% | – |
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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% |