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 | $1 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q2 2023 | $1 | 0.0% | 12 | +9.1% | 0.00% | – |
| Q1 2023 | $1 | 0.0% | 11 | 0.0% | 0.00% | – |
| Q4 2022 | $1 | -99.9% | 11 | -8.3% | 0.00% | – |
| Q3 2022 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | -66.7% | 12 | -70.7% | 0.00% | -100.0% |
| Q4 2021 | $3,000 | 0.0% | 41 | 0.0% | 0.08% | -3.6% |
| Q3 2021 | $3,000 | -72.7% | 41 | -78.8% | 0.08% | -68.8% |
| Q2 2021 | $11,000 | 0.0% | 193 | -5.4% | 0.27% | +0.4% |
| Q1 2021 | $11,000 | -66.7% | 204 | -66.6% | 0.27% | -60.7% |
| Q4 2020 | $33,000 | -2.9% | 611 | -0.2% | 0.68% | +10.5% |
| Q3 2020 | $34,000 | -98.4% | 612 | -98.4% | 0.62% | +32.7% |
| Q2 2020 | $2,120,000 | +5957.1% | 38,979 | +5990.5% | 0.46% | -25.5% |
| Q1 2020 | $35,000 | -18.6% | 640 | -20.5% | 0.62% | +4.7% |
| Q4 2019 | $43,000 | -4.4% | 805 | -3.5% | 0.60% | +4.2% |
| Q3 2019 | $45,000 | -97.9% | 834 | -97.9% | 0.57% | +23.5% |
| Q2 2019 | $2,148,000 | +4569.6% | 40,652 | +4627.0% | 0.46% | +70.8% |
| Q1 2019 | $46,000 | -98.3% | 860 | -98.3% | 0.27% | -59.9% |
| Q4 2018 | $2,633,000 | -44.2% | 51,126 | -44.8% | 0.68% | -32.6% |
| Q3 2018 | $4,721,000 | +28.0% | 92,563 | +29.1% | 1.00% | +22.9% |
| Q2 2018 | $3,688,000 | -7.2% | 71,723 | -6.8% | 0.82% | +39.0% |
| Q1 2018 | $3,973,000 | -34.2% | 76,978 | -33.1% | 0.59% | -26.5% |
| Q4 2017 | $6,034,000 | -9.1% | 115,065 | -8.5% | 0.80% | -2.6% |
| Q3 2017 | $6,638,000 | -5.0% | 125,752 | -5.2% | 0.82% | -13.5% |
| Q2 2017 | $6,984,000 | -0.9% | 132,609 | -1.1% | 0.95% | +12.3% |
| Q1 2017 | $7,044,000 | -6.3% | 134,102 | -6.7% | 0.84% | -5.7% |
| Q4 2016 | $7,514,000 | -3.0% | 143,698 | +0.1% | 0.90% | +6.5% |
| Q3 2016 | $7,748,000 | +17.2% | 143,579 | +16.9% | 0.84% | +25.9% |
| Q2 2016 | $6,613,000 | +14.9% | 122,804 | +14.1% | 0.67% | +37.0% |
| Q1 2016 | $5,753,000 | +64.0% | 107,593 | +61.8% | 0.49% | +88.8% |
| Q4 2015 | $3,507,000 | +1.0% | 66,515 | +2.2% | 0.26% | -7.5% |
| Q3 2015 | $3,473,000 | +12.8% | 65,077 | +11.7% | 0.28% | +26.2% |
| Q2 2015 | $3,079,000 | +307800.0% | 58,268 | +5826700.0% | 0.22% | – |
| Q1 2015 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q4 2014 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q3 2014 | $1,000 | -99.3% | 1 | -100.0% | 0.00% | -100.0% |
| Q2 2014 | $135,000 | -2.2% | 2,559 | -3.6% | 0.01% | -14.3% |
| Q1 2014 | $138,000 | -20.7% | 2,655 | -22.1% | 0.01% | -26.3% |
| Q4 2013 | $174,000 | -14.3% | 3,407 | -13.5% | 0.02% | -26.9% |
| Q3 2013 | $203,000 | -33.7% | 3,939 | -34.2% | 0.03% | -48.0% |
| Q2 2013 | $306,000 | – | 5,985 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Park Avenue Institutional Advisers LLC | 421,000 | $18,431,380 | 47.80% |
| Northland Capital Management LLC | 658,002 | $28,807,328 | 19.50% |
| Wavelength Capital Management, LLC | 207,355 | $9,078,002 | 10.56% |
| Family CFO Inc | 295,028 | $12,916,319 | 9.29% |
| Charles Schwab Investment Advisory, Inc. | 132,032,863 | $5,780,398,741 | 9.12% |
| Bell Investment Advisors, Inc | 831,678 | $36,410,858 | 8.16% |
| Windward Private Wealth Management Inc. | 390,846 | $17,111,216 | 7.74% |
| Evergreen Advisors, LLC | 479,857 | $21,008,139 | 7.58% |
| Parkside Advisors LLC | 544,850 | $23,853,520 | 7.41% |
| Vectors Research Management, LLC | 470,695 | $20,374 | 6.60% |