UNITED CAPITAL FINANCIAL ADVISORS, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 486 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q2 2023$208,509
-45.8%
4,534
-45.1%
0.00%
-50.0%
Q1 2023$384,363
-27.9%
8,257
-29.5%
0.00%
-33.3%
Q4 2022$533,049
-97.4%
11,710
-97.4%
0.00%
-97.5%
Q3 2022$20,358,000
-18.6%
451,499
-13.7%
0.12%
-12.4%
Q2 2022$25,002,000
-13.8%
522,951
-9.7%
0.14%
-2.8%
Q1 2022$29,005,000
-4.7%
578,939
+0.5%
0.14%
+0.7%
Q4 2021$30,450,000
+21.9%
576,270
+22.9%
0.14%
+12.0%
Q3 2021$24,983,000
+29.5%
468,819
+29.7%
0.12%
+28.9%
Q2 2021$19,296,000
+49.9%
361,545
+49.9%
0.10%
+36.6%
Q1 2021$12,870,000
+76.1%
241,154
+78.5%
0.07%
+61.4%
Q4 2020$7,307,000
+89.6%
135,135
+90.4%
0.04%
+76.0%
Q3 2020$3,853,000
+445.0%
70,990
+445.9%
0.02%
+400.0%
Q2 2020$707,000
-6.1%
13,005
-5.9%
0.01%
-16.7%
Q1 2020$753,000
-84.2%
13,825
-84.6%
0.01%
-80.6%
Q4 2019$4,763,000
+0.4%
89,572
+0.6%
0.03%
-6.1%
Q3 2019$4,743,000
-24.0%
89,059
-24.7%
0.03%
-19.5%
Q2 2019$6,244,000
-1.8%
118,196
-2.7%
0.04%
-8.9%
Q1 2019$6,360,000
+20.6%
121,463
+18.6%
0.04%
+7.1%
Q4 2018$5,273,000
-84.7%
102,414
-84.8%
0.04%
-82.6%
Q3 2018$34,468,000
-0.2%
675,841
+0.6%
0.24%
-6.2%
Q2 2018$34,554,000
+0.5%
672,119
+0.8%
0.26%
-1.5%
Q1 2018$34,396,000
+7.2%
666,586
+8.9%
0.26%
+3.6%
Q4 2017$32,090,000
+3.3%
611,941
+4.0%
0.25%
-3.8%
Q3 2017$31,068,000
+4.5%
588,627
+4.3%
0.26%
-1.1%
Q2 2017$29,725,000
+5.6%
564,470
+5.4%
0.27%
+1.5%
Q1 2017$28,136,000
+8.4%
535,728
+7.9%
0.26%
+4.0%
Q4 2016$25,955,000
+11.3%
496,364
+14.9%
0.25%
+11.5%
Q3 2016$23,311,000
+2832.2%
432,005
+2833.8%
0.23%
+2725.0%
Q2 2016$795,00014,7250.01%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Park Avenue Institutional Advisers LLC 421,000$18,431,38047.80%
Northland Capital Management LLC 658,002$28,807,32819.50%
Wavelength Capital Management, LLC 207,355$9,078,00210.56%
Family CFO Inc 295,028$12,916,3199.29%
Charles Schwab Investment Advisory, Inc. 132,032,863$5,780,398,7419.12%
Bell Investment Advisors, Inc 831,678$36,410,8588.16%
Windward Private Wealth Management Inc. 390,846$17,111,2167.74%
Evergreen Advisors, LLC 479,857$21,008,1397.58%
Parkside Advisors LLC 544,850$23,853,5207.41%
Vectors Research Management, LLC 470,695$20,3746.60%
View complete list of VANGUARD SCOTTSDALE FDS shareholders