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 | $21,464,881 | +0.3% | 490,290 | +5.4% | 0.18% | +2.8% |
| Q2 2023 | $21,392,377 | -4.7% | 465,153 | -3.6% | 0.18% | -8.2% |
| Q1 2023 | $22,451,147 | +4.4% | 482,303 | +2.1% | 0.20% | -1.5% |
| Q4 2022 | $21,497,795 | +206.3% | 472,271 | +203.4% | 0.20% | +42.1% |
| Q3 2022 | $7,019,000 | +2.8% | 155,674 | +9.0% | 0.14% | +28.4% |
| Q2 2022 | $6,826,000 | -14.9% | 142,766 | -10.8% | 0.11% | -5.2% |
| Q1 2022 | $8,017,000 | -5.4% | 160,015 | -0.3% | 0.12% | -5.0% |
| Q4 2021 | $8,479,000 | -24.2% | 160,468 | -23.6% | 0.12% | -32.0% |
| Q3 2021 | $11,193,000 | -5.3% | 210,032 | -5.2% | 0.18% | -6.3% |
| Q2 2021 | $11,820,000 | +26.8% | 221,473 | +26.8% | 0.19% | +3.8% |
| Q1 2021 | $9,323,000 | +14.9% | 174,678 | +16.4% | 0.18% | +13.7% |
| Q4 2020 | $8,117,000 | +1757.4% | 150,125 | +1764.7% | 0.16% | +347.2% |
| Q3 2020 | $437,000 | +48.6% | 8,051 | +48.8% | 0.04% | +33.3% |
| Q2 2020 | $294,000 | -16.9% | 5,409 | -16.7% | 0.03% | -37.2% |
| Q1 2020 | $354,000 | – | 6,496 | – | 0.04% | – |
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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% |