United Asset Strategies, Inc. - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 414 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
United Asset Strategies, Inc. ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q2 2024$11,650,247
+17.5%
256,613
+18.1%
1.15%
+16.2%
Q1 2024$9,914,422
-22.0%
217,374
-20.8%
0.99%
-30.7%
Q4 2023$12,717,158
+40.9%
274,313
+33.1%
1.43%
+22.5%
Q3 2023$9,023,711
-6.4%
206,115
-1.7%
1.17%
-3.0%
Q2 2023$9,645,751
+0.3%
209,736
+1.5%
1.20%
-5.1%
Q1 2023$9,614,906
+2.3%
206,550
+0.1%
1.27%
-3.2%
Q4 2022$9,395,114
+4.2%
206,395
+3.2%
1.31%
-5.5%
Q3 2022$9,019,000
-4.5%
200,026
+1.2%
1.39%
+0.7%
Q2 2022$9,448,000
-7.8%
197,625
-3.4%
1.38%
+5.7%
Q1 2022$10,247,000
-18.0%
204,537
-13.5%
1.30%
-12.4%
Q4 2021$12,492,000
-22.5%
236,402
-21.9%
1.49%
-28.5%
Q3 2021$16,124,000
+12.0%
302,574
+12.2%
2.08%
+8.3%
Q2 2021$14,396,000
+5.2%
269,746
+5.2%
1.92%
-3.3%
Q1 2021$13,690,000
+3.9%
256,520
+5.2%
1.98%
-4.2%
Q4 2020$13,179,000
+11.2%
243,746
+11.7%
2.07%
-4.9%
Q3 2020$11,848,000218,3082.18%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Whitcomb & Hess, Inc. 843,833$42,276,00016.71%
Summit Wealth Group, LLC 188,136$9,426,0009.87%
Windward Private Wealth Management Inc. 406,791$20,380,0008.42%
FINANCIAL LIFE ADVISORS 391,629$19,621,0008.13%
TOBIAS FINANCIAL ADVISORS, INC. 435,757$21,831,0007.53%
Wavelength Capital Management, LLC 178,368$8,936,0006.95%
OneAscent Financial Services LLC 175,562$8,796,0006.29%
Coury Firm Asset Management LLC 141,485$7,088,0006.14%
MATHER GROUP, LLC. 6,156,969$308,464,0006.09%
Ally Invest Advisors Inc. 1,045,349$52,372,0006.03%
View complete list of VANGUARD SCOTTSDALE FDS shareholders