Atria Investments, Inc - 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
Atria Investments, Inc ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$31,742,713
+0.3%
725,050
+5.4%
0.56%
-1.1%
Q2 2023$31,641,366
+22.3%
688,005
+23.8%
0.57%
+16.5%
Q1 2023$25,868,824
+6.2%
555,721
+3.8%
0.49%
-2.0%
Q4 2022$24,368,240
+105.6%
535,330
+103.6%
0.50%
+90.8%
Q3 2022$11,853,000
-12.6%
262,874
-7.4%
0.26%
-7.7%
Q2 2022$13,566,000
-61.6%
283,755
-59.7%
0.28%
-54.0%
Q1 2022$35,315,000
+5.9%
704,887
+11.7%
0.62%
+4.0%
Q4 2021$33,338,000
-5.2%
630,926
-4.3%
0.59%
-6.5%
Q3 2021$35,149,000
-33.1%
659,588
-33.0%
0.64%
-37.4%
Q2 2021$52,532,000
+7.0%
984,297
+7.0%
1.01%
-6.7%
Q1 2021$49,106,000
+66.1%
920,112
+68.3%
1.09%
+52.5%
Q4 2020$29,564,000
+12.1%
546,764
+12.5%
0.71%
-11.0%
Q3 2020$26,372,000
+9.9%
485,948
+10.1%
0.80%
-2.6%
Q2 2020$23,996,000
+24.1%
441,355
+24.4%
0.82%
-44.6%
Q1 2020$19,342,000
-72.4%
354,904
-73.1%
1.48%
-21.9%
Q4 2019$70,197,000
+8.9%
1,320,243
+9.1%
1.90%
-17.2%
Q3 2019$64,441,000
+3.4%
1,209,941
+2.8%
2.30%
-1.2%
Q2 2019$62,306,000
+140.6%
1,176,473
+137.9%
2.32%
+112.0%
Q1 2019$25,891,000
+885.9%
494,477
+869.6%
1.10%
+844.8%
Q4 2018$2,626,000
-15.2%
50,998
-16.2%
0.12%
-4.9%
Q3 2018$3,096,000
+2.3%
60,866
+3.4%
0.12%
-8.3%
Q2 2018$3,026,000
-42.0%
58,869
-41.8%
0.13%
-47.2%
Q1 2018$5,221,000
+1.6%
101,189
+3.3%
0.25%
-1.2%
Q4 2017$5,137,000
+2.6%
97,967
+3.3%
0.26%
-6.6%
Q3 2017$5,006,000
+17.1%
94,848
+16.8%
0.27%
+4.2%
Q2 2017$4,276,000
-6.4%
81,198
-6.6%
0.26%
-12.1%
Q1 2017$4,568,000
+9.8%
86,981
+9.3%
0.30%
-6.0%
Q4 2016$4,160,000
-10.5%
79,548
-7.7%
0.32%
-25.8%
Q3 2016$4,650,000
+559.6%
86,177
+557.5%
0.43%
+461.8%
Q2 2016$705,000
+176.5%
13,106
+174.6%
0.08%
+162.1%
Q1 2016$255,0004,7720.03%
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