VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 521 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2023. The put-call ratio across all filers is 1.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $80,687 | -46.3% | 1,843 | -43.6% | 0.01% | -53.3% |
| Q2 2023 | $150,269 | -41.6% | 3,267 | -40.9% | 0.02% | -46.4% |
| Q1 2023 | $257,282 | -20.7% | 5,527 | -22.5% | 0.03% | -31.7% |
| Q4 2022 | $324,565 | +10.8% | 7,130 | +9.9% | 0.04% | -4.7% |
| Q3 2022 | $293,000 | -32.6% | 6,488 | -28.7% | 0.04% | -25.9% |
| Q2 2022 | $435,000 | -19.0% | 9,104 | -15.1% | 0.06% | -6.5% |
| Q1 2022 | $537,000 | -8.0% | 10,719 | -3.1% | 0.06% | -10.1% |
| Q4 2021 | $584,000 | -10.4% | 11,060 | -9.5% | 0.07% | -17.9% |
| Q3 2021 | $652,000 | -11.2% | 12,227 | -11.1% | 0.08% | -20.8% |
| Q2 2021 | $734,000 | -93.9% | 13,756 | +6041.1% | 0.11% | +5200.0% |
| Q1 2021 | $11,955,000 | +1195400.0% | 224 | +729.6% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 27 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | -80.0% | 27 | -72.2% | 0.00% | -100.0% |
| Q1 2019 | $5,000 | 0.0% | 97 | 0.0% | 0.00% | -33.3% |
| Q4 2018 | $5,000 | 0.0% | 97 | 0.0% | 0.00% | +50.0% |
| Q3 2018 | $5,000 | 0.0% | 97 | 0.0% | 0.00% | -33.3% |
| Q2 2018 | $5,000 | 0.0% | 97 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $5,000 | -50.0% | 97 | -51.5% | 0.00% | -57.1% |
| Q4 2017 | $10,000 | – | 200 | – | 0.01% | – |
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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% |