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 | $11,668,093 | -6.6% | 266,517 | -1.8% | 0.36% | -5.0% |
| Q2 2023 | $12,486,331 | -3.7% | 271,501 | -2.6% | 0.38% | -9.8% |
| Q1 2023 | $12,970,080 | +0.9% | 278,627 | -1.4% | 0.42% | -4.8% |
| Q4 2022 | $12,859,990 | +2701.7% | 282,513 | +2678.2% | 0.44% | +2000.0% |
| Q3 2022 | $459,000 | +18.6% | 10,169 | +25.6% | 0.02% | +16.7% |
| Q2 2022 | $387,000 | -45.9% | 8,098 | -43.4% | 0.02% | -41.9% |
| Q1 2022 | $716,000 | -72.0% | 14,298 | -70.5% | 0.03% | -69.0% |
| Q4 2021 | $2,559,000 | +17.8% | 48,430 | +18.8% | 0.10% | -4.8% |
| Q3 2021 | $2,173,000 | +26.3% | 40,781 | +26.6% | 0.10% | +15.4% |
| Q2 2021 | $1,720,000 | -60.6% | 32,225 | -60.6% | 0.09% | -63.3% |
| Q1 2021 | $4,365,000 | -37.8% | 81,781 | -37.0% | 0.25% | -42.3% |
| Q4 2020 | $7,019,000 | -7.9% | 129,814 | -7.6% | 0.43% | -19.2% |
| Q3 2020 | $7,621,000 | – | 140,425 | – | 0.53% | – |
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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% |