Sequoia Financial Advisors, LLC - VANGUARD SCOTTSDALE FDS ownership

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
Sequoia Financial Advisors, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$19,150,896
+4.8%
437,435
+10.1%
0.34%
+7.3%
Q2 2023$18,272,953
+12.1%
397,324
+13.4%
0.31%
-13.5%
Q1 2023$16,307,696
+13.2%
350,326
+10.7%
0.36%
+2.3%
Q4 2022$14,411,708
+4.9%
316,602
+3.9%
0.35%
-18.2%
Q3 2022$13,739,000
-7.3%
304,704
-1.8%
0.43%
+3.3%
Q2 2022$14,828,000
-2.3%
310,135
+2.4%
0.42%
+10.6%
Q1 2022$15,175,000
+8.9%
302,902
+14.9%
0.38%
-0.3%
Q4 2021$13,931,000
+514.5%
263,637
+519.8%
0.38%
+65.2%
Q3 2021$2,267,000
-80.5%
42,538
-80.5%
0.23%
-45.8%
Q2 2021$11,628,000
+5.1%
217,884
+5.1%
0.42%
-8.4%
Q1 2021$11,060,000
+22.6%
207,238
+24.2%
0.46%
+12.4%
Q4 2020$9,022,000
+37.9%
166,850
+38.4%
0.41%
+19.4%
Q3 2020$6,541,000
+129.1%
120,526
+129.5%
0.34%
+104.1%
Q2 2020$2,855,000
+42.6%
52,511
+43.0%
0.17%
+14.2%
Q1 2020$2,002,000
+4.9%
36,729
+2.4%
0.15%
+22.3%
Q4 2019$1,908,000
+6.1%
35,880
+6.2%
0.12%
-6.9%
Q3 2019$1,799,000
+17.2%
33,774
+16.2%
0.13%
+14.0%
Q2 2019$1,535,000
+3.3%
29,054
+2.4%
0.11%
-6.6%
Q1 2019$1,486,000
-40.7%
28,371
-41.8%
0.12%
-57.9%
Q4 2018$2,508,000
-3.9%
48,717
-4.8%
0.29%
+12.0%
Q3 2018$2,610,000
+7.0%
51,179
+7.9%
0.26%
-0.4%
Q2 2018$2,439,000
-27.5%
47,442
-27.2%
0.26%
-26.6%
Q1 2018$3,364,000
+2.3%
65,190
+3.9%
0.35%
+2.3%
Q4 2017$3,289,000
+23.2%
62,727
+24.1%
0.35%
+9.5%
Q3 2017$2,669,000
+11.7%
50,562
+11.4%
0.32%
+6.8%
Q2 2017$2,389,000
+93.1%
45,372
+92.7%
0.30%
+88.5%
Q1 2017$1,237,000
-28.2%
23,545
-28.5%
0.16%
-36.2%
Q4 2016$1,723,000
+24.5%
32,945
+28.4%
0.25%
-4.7%
Q3 2016$1,384,00025,6540.26%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Park Avenue Institutional Advisers LLC 421,000$18,431,38047.80%
Northland Capital Management LLC 658,002$28,807,32819.50%
Wavelength Capital Management, LLC 207,355$9,078,00210.56%
Family CFO Inc 295,028$12,916,3199.29%
Charles Schwab Investment Advisory, Inc. 132,032,863$5,780,398,7419.12%
Bell Investment Advisors, Inc 831,678$36,410,8588.16%
Windward Private Wealth Management Inc. 390,846$17,111,2167.74%
Evergreen Advisors, LLC 479,857$21,008,1397.58%
Parkside Advisors LLC 544,850$23,853,5207.41%
Vectors Research Management, LLC 470,695$20,3746.60%
View complete list of VANGUARD SCOTTSDALE FDS shareholders