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 | $6,362,397 | +17.8% | 145,327 | +23.8% | 0.21% | +18.9% |
| Q2 2023 | $5,399,356 | +53.0% | 117,403 | +54.8% | 0.18% | +36.7% |
| Q1 2023 | $3,529,317 | +17.5% | 75,818 | +14.9% | 0.13% | +17.4% |
| Q4 2022 | $3,002,703 | -16.6% | 65,964 | -17.3% | 0.11% | -30.1% |
| Q3 2022 | $3,599,000 | -63.1% | 79,808 | -60.9% | 0.16% | -48.3% |
| Q2 2022 | $9,764,000 | +61.6% | 204,230 | +69.3% | 0.30% | -17.0% |
| Q1 2022 | $6,042,000 | – | 120,604 | – | 0.36% | – |
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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% |