VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 521 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2023. The put-call ratio across all filers is 1.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $587,021 | +101.2% | 13,408 | +111.3% | 0.02% | +120.0% |
| Q2 2023 | $291,821 | +39.4% | 6,345 | +41.1% | 0.01% | +42.9% |
| Q1 2023 | $209,307 | -8.9% | 4,496 | -10.9% | 0.01% | -12.5% |
| Q4 2022 | $229,640 | +12.0% | 5,044 | +10.9% | 0.01% | 0.0% |
| Q3 2022 | $205,000 | -21.5% | 4,550 | -16.6% | 0.01% | -11.1% |
| Q2 2022 | $261,000 | -44.3% | 5,453 | -41.7% | 0.01% | -35.7% |
| Q1 2022 | $469,000 | -10.5% | 9,361 | -5.7% | 0.01% | -6.7% |
| Q4 2021 | $524,000 | -22.6% | 9,922 | -21.9% | 0.02% | -25.0% |
| Q3 2021 | $677,000 | +14.4% | 12,698 | +14.4% | 0.02% | +11.1% |
| Q2 2021 | $592,000 | -0.3% | 11,096 | -0.4% | 0.02% | -5.3% |
| Q1 2021 | $594,000 | +2.4% | 11,135 | +3.8% | 0.02% | -5.0% |
| Q4 2020 | $580,000 | -46.7% | 10,725 | -46.5% | 0.02% | -53.5% |
| Q3 2020 | $1,089,000 | +31.4% | 20,058 | +31.6% | 0.04% | +19.4% |
| Q2 2020 | $829,000 | – | 15,238 | – | 0.04% | – |
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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% |