VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 10 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,859,024 | +863.4% | 202,353 | +912.1% | 0.04% | +975.0% |
| Q2 2023 | $919,530 | +12.0% | 19,994 | +13.4% | 0.00% | +100.0% |
| Q1 2023 | $820,744 | +25.7% | 17,631 | +23.0% | 0.00% | -50.0% |
| Q4 2022 | $652,733 | +22.2% | 14,333 | +21.1% | 0.00% | -33.3% |
| Q3 2022 | $534,000 | +100.0% | 11,840 | +89.4% | 0.01% | +100.0% |
| Q2 2022 | $267,000 | -25.4% | 6,251 | -12.5% | 0.00% | -50.0% |
| Q1 2022 | $358,000 | +6.5% | 7,142 | +12.3% | 0.01% | +20.0% |
| Q4 2021 | $336,000 | -15.2% | 6,362 | -14.3% | 0.01% | -44.4% |
| Q3 2021 | $396,000 | -0.3% | 7,422 | -0.3% | 0.01% | 0.0% |
| Q2 2021 | $397,000 | -6.1% | 7,447 | -6.1% | 0.01% | -10.0% |
| Q1 2021 | $423,000 | +19.8% | 7,930 | +21.4% | 0.01% | -9.1% |
| Q4 2020 | $353,000 | +7.3% | 6,533 | +8.2% | 0.01% | -47.6% |
| Q1 2020 | $329,000 | +2.5% | 6,036 | 0.0% | 0.02% | +31.2% |
| Q4 2019 | $321,000 | +1.3% | 6,036 | +1.6% | 0.02% | -15.8% |
| Q3 2019 | $317,000 | – | 5,943 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FINANCIAL LIFE ADVISORS | 265,603 | $14,475,000 | 9.92% |
| MATHER GROUP, LLC. | 2,520,749 | $137,381,000 | 9.60% |
| OneAscent Financial Services LLC | 216,598 | $11,805,000 | 8.89% |
| Acropolis Investment Management, LLC | 942,315 | $51,356,000 | 8.03% |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 744,131 | $40,555,000 | 7.45% |
| Charles Schwab Investment Advisory, Inc. | 47,853,447 | $2,608,013,000 | 7.40% |
| Executive Wealth Management, LLC | 754,805 | $41,136,000 | 7.31% |
| DeGreen Capital Management LLC | 230,262 | $12,549,000 | 6.94% |
| Spectrum Asset Management, Inc. (NB/CA) | 133,501 | $7,276,000 | 6.94% |
| Ally Invest Advisors Inc. | 331,645 | $18,075,000 | 6.79% |