VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 520 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $208,397 | -30.5% | 4,760 | -26.1% | 0.02% | +37.5% |
| Q1 2023 | $299,642 | +2.3% | 6,437 | 0.0% | 0.02% | -11.1% |
| Q4 2022 | $293,012 | +13.1% | 6,437 | +12.5% | 0.02% | 0.0% |
| Q3 2022 | $259,000 | -12.2% | 5,724 | -7.3% | 0.02% | -10.0% |
| Q2 2022 | $295,000 | +2.8% | 6,176 | +8.0% | 0.02% | +17.6% |
| Q1 2022 | $287,000 | -9.5% | 5,717 | -4.8% | 0.02% | -15.0% |
| Q4 2021 | $317,000 | -13.9% | 6,004 | -13.2% | 0.02% | -20.0% |
| Q3 2021 | $368,000 | -1.9% | 6,917 | -1.5% | 0.02% | -7.4% |
| Q2 2021 | $375,000 | -4.8% | 7,024 | -5.0% | 0.03% | -20.6% |
| Q1 2021 | $394,000 | +6.8% | 7,393 | +8.4% | 0.03% | +3.0% |
| Q4 2020 | $369,000 | -43.0% | 6,817 | -42.7% | 0.03% | -25.0% |
| Q3 2020 | $647,000 | +112.8% | 11,897 | +113.0% | 0.04% | +12.8% |
| Q2 2020 | $304,000 | -8.4% | 5,586 | -8.4% | 0.04% | -32.8% |
| Q1 2020 | $332,000 | +13.7% | 6,099 | +10.9% | 0.06% | +56.8% |
| Q4 2019 | $292,000 | +0.3% | 5,501 | +0.8% | 0.04% | -21.3% |
| Q3 2019 | $291,000 | +1.0% | 5,457 | +0.0% | 0.05% | -17.5% |
| Q2 2019 | $288,000 | -7.4% | 5,456 | -9.7% | 0.06% | -27.8% |
| Q4 2018 | $311,000 | -7.7% | 6,041 | -8.7% | 0.08% | +49.1% |
| Q3 2018 | $337,000 | -28.8% | 6,616 | -26.7% | 0.05% | -49.0% |
| Q4 2017 | $473,000 | +9.2% | 9,023 | +9.9% | 0.10% | +3.0% |
| Q3 2017 | $433,000 | – | 8,211 | – | 0.10% | – |
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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% |