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 | $3,973 | -23.4% | 90,753 | -19.6% | 1.00% | -18.0% |
| Q2 2023 | $5,189 | +7.0% | 112,822 | +8.3% | 1.22% | +6.5% |
| Q1 2023 | $4,851 | +56.1% | 104,206 | +52.6% | 1.14% | +48.3% |
| Q4 2022 | $3,108 | -99.0% | 68,267 | +1090.4% | 0.77% | +297.9% |
| Q1 2017 | $301,000 | +0.3% | 5,735 | 0.0% | 0.19% | -6.7% |
| Q4 2016 | $300,000 | -2.9% | 5,735 | 0.0% | 0.21% | -1.9% |
| Q3 2016 | $309,000 | 0.0% | 5,735 | 0.0% | 0.21% | -1.9% |
| Q2 2016 | $309,000 | +0.7% | 5,735 | 0.0% | 0.22% | -3.6% |
| Q1 2016 | $307,000 | -13.5% | 5,735 | -14.8% | 0.22% | -17.0% |
| Q4 2015 | $355,000 | -1.1% | 6,735 | 0.0% | 0.27% | -3.9% |
| Q3 2015 | $359,000 | -51.4% | 6,735 | -51.8% | 0.28% | -53.8% |
| Q2 2015 | $738,000 | -21.7% | 13,965 | -20.9% | 0.61% | -29.1% |
| Q1 2015 | $943,000 | -1.7% | 17,658 | -2.4% | 0.86% | -12.5% |
| Q4 2014 | $959,000 | -55.1% | 18,084 | -55.5% | 0.98% | -47.4% |
| Q3 2014 | $2,138,000 | – | 40,667 | – | 1.86% | – |
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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% |