VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 296 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $5,671,000 | -55.4% | 104,055 | -56.3% | 6.07% | -41.2% |
| Q4 2019 | $12,708,000 | +16.7% | 238,236 | +16.6% | 10.32% | +41.6% |
| Q3 2019 | $10,886,000 | -0.5% | 204,388 | -0.9% | 7.29% | -2.2% |
| Q2 2019 | $10,945,000 | +24.6% | 206,192 | +22.9% | 7.45% | +23.9% |
| Q1 2019 | $8,785,000 | +117.9% | 167,781 | +114.3% | 6.01% | +107.7% |
| Q4 2018 | $4,032,000 | +17.0% | 78,298 | +14.7% | 2.90% | +14.2% |
| Q3 2018 | $3,447,000 | -7.8% | 68,283 | -6.1% | 2.53% | +12.1% |
| Q2 2018 | $3,737,000 | +4.5% | 72,688 | +4.8% | 2.26% | -18.4% |
| Q1 2018 | $3,577,000 | -16.0% | 69,331 | -14.0% | 2.77% | -4.3% |
| Q4 2017 | $4,256,000 | 0.0% | 80,629 | 0.0% | 2.90% | +2.3% |
| Q3 2017 | $4,256,000 | +36.3% | 80,629 | +36.0% | 2.83% | +62.2% |
| Q2 2017 | $3,122,000 | – | 59,283 | – | 1.74% | – |
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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% |