VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 573 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2023. The put-call ratio across all filers is 0.49 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $494 | -1.8% | 10,881 | -1.3% | 0.03% | -10.8% |
| Q1 2024 | $503 | +2.0% | 11,026 | +3.6% | 0.04% | +15.6% |
| Q4 2023 | $493 | +5.3% | 10,642 | -0.5% | 0.03% | +3.2% |
| Q3 2023 | $468 | -4.5% | 10,693 | +0.3% | 0.03% | -3.1% |
| Q2 2023 | $490 | -1.2% | 10,662 | +0.0% | 0.03% | -15.8% |
| Q1 2023 | $496 | +2.3% | 10,661 | +0.0% | 0.04% | -7.3% |
| Q4 2022 | $485 | -99.9% | 10,657 | +0.0% | 0.04% | -6.8% |
| Q3 2022 | $480,000 | -6.2% | 10,656 | -0.6% | 0.04% | -2.2% |
| Q2 2022 | $512,000 | -4.7% | 10,718 | +0.0% | 0.04% | +12.5% |
| Q1 2022 | $537,000 | -5.1% | 10,717 | 0.0% | 0.04% | +11.1% |
| Q4 2021 | $566,000 | -0.9% | 10,717 | 0.0% | 0.04% | -16.3% |
| Q3 2021 | $571,000 | -0.2% | 10,717 | 0.0% | 0.04% | +26.5% |
| Q2 2021 | $572,000 | -0.9% | 10,717 | -1.0% | 0.03% | -8.1% |
| Q1 2021 | $577,000 | +158.7% | 10,820 | +154.2% | 0.04% | -54.3% |
| Q4 2016 | $223,000 | – | 4,257 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Whitcomb & Hess, Inc. | 843,833 | $42,276,000 | 16.71% |
| Summit Wealth Group, LLC | 188,136 | $9,426,000 | 9.87% |
| Windward Private Wealth Management Inc. | 406,791 | $20,380,000 | 8.42% |
| FINANCIAL LIFE ADVISORS | 391,629 | $19,621,000 | 8.13% |
| TOBIAS FINANCIAL ADVISORS, INC. | 435,757 | $21,831,000 | 7.53% |
| Wavelength Capital Management, LLC | 178,368 | $8,936,000 | 6.95% |
| OneAscent Financial Services LLC | 175,562 | $8,796,000 | 6.29% |
| Coury Firm Asset Management LLC | 141,485 | $7,088,000 | 6.14% |
| MATHER GROUP, LLC. | 6,156,969 | $308,464,000 | 6.09% |
| Ally Invest Advisors Inc. | 1,045,349 | $52,372,000 | 6.03% |