GeoWealth Management, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 486 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q1 2023$28
+3.7%
6040.0%0.00%0.0%
Q4 2022$27
-100.0%
604
-54.8%
0.00%
-50.0%
Q4 2021$71,000
-58.7%
1,336
-58.6%
0.01%
-57.1%
Q3 2021$172,000
-73.4%
3,224
-73.4%
0.01%
-82.9%
Q2 2021$647,000
-42.7%
12,116
-42.8%
0.08%
-53.4%
Q1 2021$1,130,000
-16.7%
21,191
-15.8%
0.18%
-19.3%
Q4 2020$1,357,000
-13.3%
25,155
-12.8%
0.22%
-53.9%
Q3 2020$1,565,000
+170.3%
28,855
+170.7%
0.47%
+97.9%
Q2 2020$579,000
-88.6%
10,659
-88.8%
0.24%
-79.0%
Q3 2019$5,060,00095,0061.14%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Summit Wealth Group, LLC 201,545$9,088,00010.72%
Quantum Financial Advisors, LLC 500,137$22,551,00010.00%
Family CFO Inc 196,705$8,869,423,0009.40%
Charles Schwab Investment Advisory, Inc. 110,211,353$4,969,430,0009.09%
Windward Private Wealth Management Inc. 395,538$17,835,0008.59%
Whitcomb & Hess, Inc. 417,173$18,810,0008.47%
Wavelength Capital Management, LLC 164,700$7,426,0008.23%
Bell Investment Advisors, Inc 546,314$24,633,0007.65%
Parkside Advisors LLC 436,421$19,678,0007.49%
FINANCIAL LIFE ADVISORS 300,569$13,553,0006.79%
View complete list of VANGUARD SCOTTSDALE FDS shareholders