VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 534 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,308,881 | +8.0% | 189,787 | +13.4% | 0.88% | +3.9% |
| Q2 2023 | $7,695,225 | +3.5% | 167,324 | +4.7% | 0.85% | -8.4% |
| Q1 2023 | $7,436,821 | +14.3% | 159,760 | +11.7% | 0.93% | -6.1% |
| Q4 2022 | $6,508,732 | +16.9% | 142,986 | +15.8% | 0.99% | -22.7% |
| Q3 2022 | $5,568,000 | +2.9% | 123,476 | +9.1% | 1.28% | -8.6% |
| Q2 2022 | $5,411,000 | -12.8% | 113,178 | -8.6% | 1.40% | -11.4% |
| Q1 2022 | $6,205,000 | -9.3% | 123,843 | -4.4% | 1.57% | -17.9% |
| Q4 2021 | $6,845,000 | – | 129,550 | – | 1.92% | – |
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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% |