VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 465 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $207,036 | +14.0% | 4,729 | +19.8% | 0.07% | +19.4% |
| Q2 2023 | $181,615 | -9.6% | 3,949 | -8.5% | 0.06% | -16.2% |
| Q1 2023 | $200,817 | +427170.2% | 4,314 | +320.1% | 0.07% | +311.1% |
| Q4 2022 | $47 | -99.9% | 1,027 | +16.8% | 0.02% | +5.9% |
| Q3 2022 | $40,000 | -4.8% | 879 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $42,000 | -79.7% | 879 | -78.8% | 0.02% | -76.4% |
| Q1 2022 | $207,000 | +728.0% | 4,141 | +768.1% | 0.07% | +700.0% |
| Q4 2021 | $25,000 | 0.0% | 477 | 0.0% | 0.01% | -10.0% |
| Q3 2021 | $25,000 | 0.0% | 477 | 0.0% | 0.01% | -9.1% |
| Q2 2021 | $25,000 | 0.0% | 477 | 0.0% | 0.01% | -8.3% |
| Q1 2021 | $25,000 | -3.8% | 477 | 0.0% | 0.01% | -25.0% |
| Q4 2020 | $26,000 | 0.0% | 477 | 0.0% | 0.02% | -11.1% |
| Q3 2020 | $26,000 | 0.0% | 477 | 0.0% | 0.02% | -5.3% |
| Q2 2020 | $26,000 | 0.0% | 477 | 0.0% | 0.02% | -13.6% |
| Q1 2020 | $26,000 | -33.3% | 477 | -35.5% | 0.02% | -18.5% |
| Q4 2019 | $39,000 | +5.4% | 739 | +5.3% | 0.03% | +28.6% |
| Q3 2019 | $37,000 | +2.8% | 702 | +2.5% | 0.02% | +5.0% |
| Q2 2019 | $36,000 | 0.0% | 685 | 0.0% | 0.02% | -4.8% |
| Q1 2019 | $36,000 | +2.9% | 685 | +1.8% | 0.02% | -4.5% |
| Q4 2018 | $35,000 | – | 673 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Summit Wealth Group, LLC | 201,545 | $9,088,000 | 10.72% |
| Quantum Financial Advisors, LLC | 500,137 | $22,551,000 | 10.00% |
| Family CFO Inc | 196,705 | $8,869,423,000 | 9.40% |
| Charles Schwab Investment Advisory, Inc. | 110,211,353 | $4,969,430,000 | 9.09% |
| Windward Private Wealth Management Inc. | 395,538 | $17,835,000 | 8.59% |
| Whitcomb & Hess, Inc. | 417,173 | $18,810,000 | 8.47% |
| Wavelength Capital Management, LLC | 164,700 | $7,426,000 | 8.23% |
| Bell Investment Advisors, Inc | 546,314 | $24,633,000 | 7.65% |
| Parkside Advisors LLC | 436,421 | $19,678,000 | 7.49% |
| FINANCIAL LIFE ADVISORS | 300,569 | $13,553,000 | 6.79% |