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 | $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 | $4,405,000 | – | 84,122 | – | 0.14% | – |
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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% |