Sowell Financial Services LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 529 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
Sowell Financial Services LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q1 2023$273
-50.1%
5,866
-51.2%
0.02%
-40.0%
Q4 2022$547
-99.9%
12,011
+4.5%
0.04%
-32.7%
Q3 2022$518,000
+9.3%
11,498
+30.0%
0.05%
+225.0%
Q1 2021$474,000
+2.2%
8,847
+3.2%
0.02%
-20.0%
Q4 2020$464,000
+7.7%
8,575
+8.0%
0.02%
-9.1%
Q3 2020$431,000
+189.3%
7,938
+190.6%
0.02%
+175.0%
Q2 2020$149,000
+4.9%
2,732
+5.0%
0.01%
-27.3%
Q1 2020$142,000
-37.2%
2,603
-38.8%
0.01%
-35.3%
Q4 2019$226,000
+425.6%
4,251
+431.4%
0.02%
+325.0%
Q3 2019$43,000
-83.4%
800
-84.1%
0.00%
-89.2%
Q4 2018$259,0005,0260.04%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Whitcomb & Hess, Inc. 843,833$42,276,00016.71%
Summit Wealth Group, LLC 188,136$9,426,0009.87%
Windward Private Wealth Management Inc. 406,791$20,380,0008.42%
FINANCIAL LIFE ADVISORS 391,629$19,621,0008.13%
TOBIAS FINANCIAL ADVISORS, INC. 435,757$21,831,0007.53%
Wavelength Capital Management, LLC 178,368$8,936,0006.95%
OneAscent Financial Services LLC 175,562$8,796,0006.29%
Coury Firm Asset Management LLC 141,485$7,088,0006.14%
MATHER GROUP, LLC. 6,156,969$308,464,0006.09%
Ally Invest Advisors Inc. 1,045,349$52,372,0006.03%
View complete list of VANGUARD SCOTTSDALE FDS shareholders