VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 511 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2022. The put-call ratio across all filers is 2.09 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $222,404 | -11.7% | 5,080 | -7.2% | 0.04% | -14.0% |
| Q2 2023 | $251,749 | -5.8% | 5,474 | -6.7% | 0.04% | -18.9% |
| Q4 2022 | $267,202 | -33.2% | 5,870 | -33.8% | 0.05% | -34.6% |
| Q3 2022 | $400,000 | -4.8% | 8,870 | +1.0% | 0.08% | -2.4% |
| Q2 2022 | $420,000 | +3.7% | 8,784 | +8.7% | 0.08% | +20.3% |
| Q1 2022 | $405,000 | -13.5% | 8,084 | -8.6% | 0.07% | -10.4% |
| Q4 2021 | $468,000 | +7.8% | 8,849 | +8.6% | 0.08% | -2.5% |
| Q3 2021 | $434,000 | -0.2% | 8,149 | 0.0% | 0.08% | 0.0% |
| Q2 2021 | $435,000 | +4.6% | 8,149 | +4.5% | 0.08% | -2.5% |
| Q1 2021 | $416,000 | +19.2% | 7,799 | +20.7% | 0.08% | +11.0% |
| Q4 2020 | $349,000 | +4.2% | 6,462 | +4.7% | 0.07% | -11.0% |
| Q3 2020 | $335,000 | +6.3% | 6,174 | +6.5% | 0.08% | -4.7% |
| Q2 2020 | $315,000 | -0.3% | 5,799 | 0.0% | 0.09% | -18.1% |
| Q1 2020 | $316,000 | +51.2% | 5,799 | +47.6% | 0.10% | +87.5% |
| Q4 2019 | $209,000 | – | 3,929 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Park Avenue Institutional Advisers LLC | 421,000 | $18,431,380 | 47.80% |
| Northland Capital Management LLC | 658,002 | $28,807,328 | 19.50% |
| Wavelength Capital Management, LLC | 207,355 | $9,078,002 | 10.56% |
| Family CFO Inc | 295,028 | $12,916,319 | 9.29% |
| Charles Schwab Investment Advisory, Inc. | 132,032,863 | $5,780,398,741 | 9.12% |
| Bell Investment Advisors, Inc | 831,678 | $36,410,858 | 8.16% |
| Windward Private Wealth Management Inc. | 390,846 | $17,111,216 | 7.74% |
| Evergreen Advisors, LLC | 479,857 | $21,008,139 | 7.58% |
| Parkside Advisors LLC | 544,850 | $23,853,520 | 7.41% |
| Vectors Research Management, LLC | 470,695 | $20,374 | 6.60% |