MISSION WEALTH MANAGEMENT, LP - 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
MISSION WEALTH MANAGEMENT, LP ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$747,850
-33.0%
17,082
-29.6%
0.03%
-33.3%
Q2 2023$1,115,442
+22.0%
24,254
+23.5%
0.04%
+10.5%
Q1 2023$914,348
-19.3%
19,642
-21.1%
0.04%
-29.6%
Q4 2022$1,132,805
-97.6%
24,886
-97.6%
0.05%
-97.8%
Q3 2022$46,968,000
-5.4%
1,041,659
+0.3%
2.49%
-4.7%
Q2 2022$49,640,000
-7.3%
1,038,271
-2.8%
2.61%
+5.5%
Q1 2022$53,527,000
-7.6%
1,068,395
-2.5%
2.47%
-5.1%
Q4 2021$57,907,000
+4.8%
1,095,891
+5.7%
2.61%
-7.4%
Q3 2021$55,276,000
+3.9%
1,037,262
+4.0%
2.81%
-0.2%
Q2 2021$53,212,000
+6.7%
997,045
+6.7%
2.82%
-2.5%
Q1 2021$49,872,000
+7.4%
934,464
+8.8%
2.89%
-0.4%
Q4 2020$46,420,000
+5.9%
858,509
+6.3%
2.90%
-11.5%
Q3 2020$43,817,000
+8.3%
807,382
+8.5%
3.28%
-6.0%
Q2 2020$40,448,000
-3.1%
743,944
-2.9%
3.49%
-24.3%
Q1 2020$41,741,000
-0.8%
765,890
-3.2%
4.61%
+13.8%
Q4 2019$42,089,000
+3.8%
791,585
+4.0%
4.05%
-6.5%
Q3 2019$40,531,000
+7.2%
761,003
+6.4%
4.33%
+2.2%
Q2 2019$37,795,000
+1.8%
715,400
+0.9%
4.24%
-1.7%
Q1 2019$37,122,000
+6.0%
708,978
+4.2%
4.31%
-5.6%
Q4 2018$35,021,000
+2.7%
680,156
+1.8%
4.56%
+1.7%
Q3 2018$34,091,000
+4.0%
668,444
+4.8%
4.49%
-7.2%
Q2 2018$32,776,000
+9.3%
637,549
+9.7%
4.84%0.0%
Q1 2018$29,982,000581,0394.84%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q3 2023
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