Simplicity Solutions, LLC - VANGUARD SCOTTSDALE FDS ownership

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
Simplicity Solutions, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$446,425
-94.4%
10,197
-94.1%
0.01%
-93.5%
Q2 2023$7,938,965
+2148.3%
172,623
+2175.5%
0.22%
+2311.1%
Q1 2023$353,106
-10.8%
7,586
-12.8%
0.01%
-83.3%
Q4 2022$395,910
-36.3%
8,698
-37.0%
0.05%
-40.0%
Q3 2022$622,000
-14.7%
13,805
-9.5%
0.09%
-5.3%
Q2 2022$729,000
-3.4%
15,247
+1.2%
0.10%
+2.2%
Q1 2022$755,000
+30.6%
15,068
+38.8%
0.09%
+4.5%
Q3 2021$578,000
-48.2%
10,853
-48.0%
0.09%
-59.7%
Q2 2021$1,115,000
-21.5%
20,891
-21.5%
0.22%
-29.4%
Q1 2021$1,420,000
-98.7%
26,612
-98.6%
0.31%
-80.1%
Q4 2020$105,790,000
+9.0%
1,956,536
+9.4%
1.57%
-12.1%
Q3 2020$97,081,000
+16.9%
1,788,855
+17.1%
1.78%
+8.6%
Q2 2020$83,033,000
+22.5%
1,527,181
+22.8%
1.64%
-21.3%
Q1 2020$67,755,000
-3.5%
1,243,213
-5.9%
2.09%
-2.4%
Q4 2019$70,222,000
+12.4%
1,320,708
+12.6%
2.14%
-15.8%
Q3 2019$62,474,000
+3.4%
1,173,001
+2.6%
2.54%
-1.8%
Q2 2019$60,407,000
+146.1%
1,143,429
+144.0%
2.59%
+76.3%
Q1 2019$24,541,000
+2058.4%
468,699
+2023.0%
1.47%
+898.0%
Q4 2018$1,137,000
-97.3%
22,077
-97.3%
0.15%
-93.9%
Q3 2018$42,185,000
+31.9%
827,148
+32.9%
2.41%
+4.5%
Q2 2018$31,994,000
+19.8%
622,328
+20.3%
2.31%
-0.0%
Q1 2018$26,702,000
+21.2%
517,479
+23.2%
2.31%
+7.9%
Q4 2017$22,025,000
+48.4%
420,007
+49.0%
2.14%
+22.0%
Q2 2017$14,841,000
+1007.5%
281,829
+1004.4%
1.75%
+751.0%
Q1 2017$1,340,000
+210.2%
25,519
+208.9%
0.21%
+106.0%
Q4 2016$432,000
+85.4%
8,262
+91.0%
0.10%
-12.3%
Q3 2016$233,000
-90.7%
4,326
-90.9%
0.11%
-61.5%
Q4 2015$2,503,00047,4680.30%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q3 2023
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