Castle Rock Wealth Management, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 482 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Castle Rock Wealth Management, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q2 2022$532,000
-17.4%
11,165
-16.5%
0.27%
-8.4%
Q1 2022$644,000
-11.2%
13,365
-3.7%
0.30%0.0%
Q4 2021$725,000
-4.9%
13,884
-3.1%
0.30%
+13.4%
Q3 2021$762,000
+5.1%
14,325
+5.4%
0.26%
-1.9%
Q2 2021$725,000
-66.8%
13,585
-66.6%
0.27%
-69.8%
Q1 2021$2,185,000
+1.5%
40,701
+2.2%
0.88%
-1.6%
Q4 2020$2,152,000
+72.0%
39,824
+72.0%
0.90%
+9.1%
Q3 2020$1,251,000
-33.0%
23,149
-32.4%
0.82%
-25.0%
Q2 2020$1,866,000
+263.7%
34,259
+264.5%
1.09%
+146.7%
Q1 2020$513,0009,4000.44%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Park Avenue Institutional Advisers LLC 421,000$18,431,38047.80%
Northland Capital Management LLC 658,002$28,807,32819.50%
Wavelength Capital Management, LLC 207,355$9,078,00210.56%
Family CFO Inc 295,028$12,916,3199.29%
Charles Schwab Investment Advisory, Inc. 132,032,863$5,780,398,7419.12%
Bell Investment Advisors, Inc 831,678$36,410,8588.16%
Windward Private Wealth Management Inc. 390,846$17,111,2167.74%
Evergreen Advisors, LLC 479,857$21,008,1397.58%
Parkside Advisors LLC 544,850$23,853,5207.41%
Vectors Research Management, LLC 470,695$20,3746.60%
View complete list of VANGUARD SCOTTSDALE FDS shareholders