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 | $126,826,419 | +38.9% | 2,896,298 | +45.8% | 0.19% | +14.0% |
| Q2 2023 | $91,337,056 | -5.8% | 1,985,822 | -4.6% | 0.16% | -9.9% |
| Q1 2023 | $96,969,542 | +5.7% | 2,082,535 | +3.3% | 0.18% | -2.2% |
| Q4 2022 | $91,761,345 | -9.2% | 2,015,172 | -10.1% | 0.19% | -19.5% |
| Q3 2022 | $101,066,000 | -6.9% | 2,240,773 | -1.3% | 0.23% | -3.3% |
| Q2 2022 | $108,604,000 | +1.7% | 2,270,828 | +6.0% | 0.24% | +15.5% |
| Q1 2022 | $106,767,000 | -5.6% | 2,142,772 | +0.1% | 0.21% | -3.3% |
| Q4 2021 | $113,106,000 | -2.1% | 2,139,900 | -1.2% | 0.21% | -11.2% |
| Q3 2021 | $115,506,000 | +4.2% | 2,166,836 | +4.3% | 0.24% | +0.4% |
| Q2 2021 | $110,868,000 | +5.7% | 2,076,621 | +5.7% | 0.24% | -4.8% |
| Q1 2021 | $104,857,000 | +5.0% | 1,964,044 | +6.4% | 0.25% | -5.6% |
| Q4 2020 | $99,827,000 | +0.8% | 1,845,562 | +1.2% | 0.27% | -9.8% |
| Q3 2020 | $99,012,000 | +3.2% | 1,823,771 | +3.4% | 0.30% | -8.1% |
| Q2 2020 | $95,903,000 | +3.5% | 1,763,211 | -77.6% | 0.32% | -15.0% |
| Q1 2020 | $92,656,000 | – | 7,887,528 | – | 0.38% | – |
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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% |