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 | $2,724 | -0.5% | 60 | 0.0% | 0.00% | – |
| Q1 2024 | $2,737 | -1.6% | 60 | 0.0% | 0.00% | – |
| Q4 2023 | $2,782 | +5.9% | 60 | 0.0% | 0.00% | – |
| Q3 2023 | $2,627 | -4.8% | 60 | 0.0% | 0.00% | – |
| Q2 2023 | $2,759 | -1.2% | 60 | 0.0% | 0.00% | – |
| Q1 2023 | $2,793 | +2.3% | 60 | 0.0% | 0.00% | – |
| Q4 2022 | $2,731 | -97.0% | 60 | -97.0% | 0.00% | -100.0% |
| Q3 2022 | $90,000 | -6.2% | 2,005 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $96,000 | -1.0% | 2,005 | +3.1% | 0.01% | 0.0% |
| Q1 2022 | $97,000 | -37.0% | 1,945 | -33.4% | 0.01% | -42.9% |
| Q4 2021 | $154,000 | -1.3% | 2,920 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $156,000 | +358.8% | 2,920 | +359.1% | 0.02% | +300.0% |
| Q2 2021 | $34,000 | – | 636 | – | 0.00% | – |
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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% |