VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 518 filers reported holding VANGUARD SCOTTSDALE FDS in Q2 2023. The put-call ratio across all filers is 0.74 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $11,848,000 | – | 218,308 | – | 2.18% | – |
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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% |