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 2015 | $573,000 | +28.2% | 10,744 | +27.1% | 0.33% | +46.8% |
| Q2 2015 | $447,000 | +17.9% | 8,453 | +19.2% | 0.22% | +13.3% |
| Q1 2015 | $379,000 | +3.0% | 7,089 | +2.1% | 0.20% | +10.1% |
| Q4 2014 | $368,000 | -1.6% | 6,945 | -2.3% | 0.18% | -8.7% |
| Q3 2014 | $374,000 | -15.4% | 7,105 | -15.4% | 0.20% | -2.0% |
| Q2 2014 | $442,000 | -16.4% | 8,400 | -17.9% | 0.20% | -16.0% |
| Q1 2014 | $529,000 | -62.4% | 10,235 | -62.9% | 0.24% | -63.8% |
| Q4 2013 | $1,407,000 | – | 27,571 | – | 0.66% | – |
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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% |