VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 407 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $683,921 | -9.6% | 15,622 | -5.0% | 0.05% | -7.4% |
| Q2 2023 | $756,533 | -9.1% | 16,450 | -8.0% | 0.05% | -8.5% |
| Q1 2023 | $832,225 | -16.7% | 17,878 | -18.5% | 0.06% | -23.4% |
| Q4 2022 | $998,742 | -4.9% | 21,940 | -5.8% | 0.08% | -12.5% |
| Q3 2022 | $1,050,000 | -19.6% | 23,281 | -14.8% | 0.09% | -15.4% |
| Q2 2022 | $1,306,000 | -44.8% | 27,316 | -42.1% | 0.10% | -34.2% |
| Q1 2022 | $2,364,000 | +10.7% | 47,184 | +16.8% | 0.16% | +13.7% |
| Q4 2021 | $2,135,000 | +38.9% | 40,404 | +40.3% | 0.14% | +14.9% |
| Q2 2021 | $1,537,000 | +47.4% | 28,803 | +47.3% | 0.12% | +19.8% |
| Q1 2021 | $1,043,000 | +26.6% | 19,550 | +28.3% | 0.10% | +17.4% |
| Q4 2020 | $824,000 | -66.3% | 15,238 | -66.1% | 0.09% | -54.0% |
| Q3 2020 | $2,442,000 | +1.9% | 44,997 | +2.1% | 0.19% | -48.1% |
| Q2 2020 | $2,396,000 | +32.4% | 44,064 | +29.4% | 0.36% | +57.9% |
| Q4 2019 | $1,810,000 | – | 34,047 | – | 0.23% | – |
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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% |