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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $21,148,076 | -11.3% | 456,171 | -16.3% | 5.86% | -21.0% |
| Q3 2023 | $23,853,520 | +0.7% | 544,850 | +5.8% | 7.41% | +1.0% |
| Q2 2023 | $23,678,509 | +6.1% | 514,862 | +7.4% | 7.33% | -0.7% |
| Q1 2023 | $22,321,771 | +19.1% | 479,514 | +16.5% | 7.39% | +12.7% |
| Q4 2022 | $18,738,238 | -4.8% | 411,648 | -5.7% | 6.56% | -12.5% |
| Q3 2022 | $19,678,000 | -0.2% | 436,421 | +5.8% | 7.49% | +5.3% |
| Q2 2022 | $19,719,000 | +13.7% | 412,446 | +19.1% | 7.12% | +29.8% |
| Q1 2022 | $17,347,000 | +10.5% | 346,253 | +16.5% | 5.49% | +15.2% |
| Q4 2021 | $15,705,000 | +9.2% | 297,220 | +10.2% | 4.76% | +6.1% |
| Q3 2021 | $14,379,000 | +10.8% | 269,817 | +10.9% | 4.49% | +8.5% |
| Q2 2021 | $12,982,000 | +20.9% | 243,255 | +20.9% | 4.14% | +11.7% |
| Q1 2021 | $10,741,000 | +35.7% | 201,256 | +37.5% | 3.70% | +24.9% |
| Q4 2020 | $7,917,000 | +54.5% | 146,419 | +55.0% | 2.97% | +31.6% |
| Q3 2020 | $5,125,000 | +53.0% | 94,440 | +53.3% | 2.26% | +44.6% |
| Q2 2020 | $3,350,000 | +22.4% | 61,618 | +22.7% | 1.56% | +4.8% |
| Q1 2020 | $2,738,000 | +161.5% | 50,230 | +155.1% | 1.49% | +217.7% |
| Q4 2019 | $1,047,000 | – | 19,692 | – | 0.47% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Summit Wealth Group, LLC | 201,545 | $9,088,000 | 10.72% |
| Quantum Financial Advisors, LLC | 500,137 | $22,551,000 | 10.00% |
| Family CFO Inc | 196,705 | $8,869,423,000 | 9.40% |
| Charles Schwab Investment Advisory, Inc. | 110,211,353 | $4,969,430,000 | 9.09% |
| Windward Private Wealth Management Inc. | 395,538 | $17,835,000 | 8.59% |
| Whitcomb & Hess, Inc. | 417,173 | $18,810,000 | 8.47% |
| Wavelength Capital Management, LLC | 164,700 | $7,426,000 | 8.23% |
| Bell Investment Advisors, Inc | 546,314 | $24,633,000 | 7.65% |
| Parkside Advisors LLC | 436,421 | $19,678,000 | 7.49% |
| FINANCIAL LIFE ADVISORS | 300,569 | $13,553,000 | 6.79% |