Sound Income Strategies, LLC - VANGUARD SCOTTSDALE FDS ownership

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
Sound Income Strategies, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
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$1,0000.0%270.0%0.00%
Q3 2020$1,000
-80.0%
27
-72.2%
0.00%
-100.0%
Q1 2019$5,0000.0%970.0%0.00%
-33.3%
Q4 2018$5,0000.0%970.0%0.00%
+50.0%
Q3 2018$5,0000.0%970.0%0.00%
-33.3%
Q2 2018$5,0000.0%970.0%0.00%0.0%
Q1 2018$5,000
-50.0%
97
-51.5%
0.00%
-57.1%
Q4 2017$10,0002000.01%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Summit Wealth Group, LLC 201,545$9,088,00010.72%
Quantum Financial Advisors, LLC 500,137$22,551,00010.00%
Family CFO Inc 196,705$8,869,423,0009.40%
Charles Schwab Investment Advisory, Inc. 110,211,353$4,969,430,0009.09%
Windward Private Wealth Management Inc. 395,538$17,835,0008.59%
Whitcomb & Hess, Inc. 417,173$18,810,0008.47%
Wavelength Capital Management, LLC 164,700$7,426,0008.23%
Bell Investment Advisors, Inc 546,314$24,633,0007.65%
Parkside Advisors LLC 436,421$19,678,0007.49%
FINANCIAL LIFE ADVISORS 300,569$13,553,0006.79%
View complete list of VANGUARD SCOTTSDALE FDS shareholders