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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $375,335 | -94.4% | 8,573 | -94.2% | 0.02% | -94.3% |
| Q2 2023 | $6,756,672 | -3.5% | 146,916 | -2.4% | 0.33% | -7.8% |
| Q1 2023 | $7,004,851 | +1762.0% | 150,480 | +1720.9% | 0.36% | +1800.0% |
| Q4 2022 | $376,192 | +0.3% | 8,264 | -0.5% | 0.02% | -24.0% |
| Q3 2022 | $375,000 | +51.2% | 8,306 | +60.3% | 0.02% | +47.1% |
| Q2 2022 | $248,000 | +21.0% | 5,183 | +34.7% | 0.02% | 0.0% |
| Q3 2021 | $205,000 | -97.3% | 3,847 | -97.3% | 0.02% | -98.8% |
| Q4 2019 | $7,667,000 | -90.2% | 144,206 | -2.7% | 1.48% | -1.9% |
| Q2 2019 | $78,135,000 | +896.6% | 148,208 | -1.0% | 1.51% | +1.4% |
| Q1 2019 | $7,840,000 | -2.4% | 149,725 | -4.9% | 1.48% | -13.3% |
| Q3 2018 | $8,033,000 | +0.1% | 157,514 | +0.9% | 1.71% | -6.5% |
| Q2 2018 | $8,028,000 | – | 156,160 | – | 1.83% | – |
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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% |