Kovitz Investment Group Partners, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 311 filers reported holding VANGUARD SCOTTSDALE FDS in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Kovitz Investment Group Partners, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$4,811,440
+18.1%
109,900
+24.1%
0.09%
+43.3%
Q2 2023$4,073,640
+99039.4%
88,577
+0.4%
0.06%
-15.5%
Q1 2023$4,109
+2.0%
88,265
-0.3%
0.07%
-11.2%
Q4 2022$4,029
-99.9%
88,518
-4.4%
0.08%
-16.7%
Q3 2022$4,173,000
-6.8%
92,553
-1.2%
0.10%
-3.0%
Q2 2022$4,479,000
-12.7%
93,691
-8.5%
0.10%
+1.0%
Q1 2022$5,130,000
-24.8%
102,393
-18.8%
0.10%
-39.1%
Q4 2021$6,821,000
+47.7%
126,152
+45.6%
0.16%
+75.0%
Q3 2021$4,617,000
-1.4%
86,639
-1.3%
0.09%0.0%
Q2 2021$4,684,000
-26.3%
87,764
-26.3%
0.09%
-37.8%
Q1 2021$6,352,000
-6.4%
119,015
-5.1%
0.15%
-10.3%
Q4 2020$6,783,000
-4.6%
125,452
-4.2%
0.16%
-17.1%
Q3 2020$7,110,000
+0.8%
131,003
+0.9%
0.20%
-8.7%
Q2 2020$7,056,000
+31.3%
129,773
+31.6%
0.22%
+12.4%
Q1 2020$5,373,000
-16.7%
98,595
-18.8%
0.19%
+3.2%
Q4 2019$6,453,000
+3.2%
121,353
+3.4%
0.19%
-5.5%
Q3 2019$6,251,000
+1.0%
117,369
+0.1%
0.20%
+2.1%
Q2 2019$6,191,000
+40.5%
117,199
+39.3%
0.20%
+40.3%
Q1 2019$4,405,00084,1220.14%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q2 2019
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