VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 497 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2023. The put-call ratio across all filers is 1.39 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,415,590 | +3.1% | 55,176 | +8.3% | 1.34% | -0.7% |
| Q2 2023 | $2,343,167 | +52.8% | 50,949 | +54.7% | 1.35% | +43.5% |
| Q1 2023 | $1,532,985 | +12.8% | 32,932 | +10.3% | 0.94% | 0.0% |
| Q4 2022 | $1,359,182 | +3.9% | 29,859 | +2.9% | 0.94% | +0.1% |
| Q3 2022 | $1,308,000 | -4.4% | 29,009 | +1.4% | 0.94% | -0.1% |
| Q2 2022 | $1,368,000 | +4.7% | 28,606 | +9.6% | 0.94% | +16.4% |
| Q1 2022 | $1,307,000 | +7.2% | 26,090 | +13.1% | 0.81% | +5.9% |
| Q4 2021 | $1,219,000 | – | 23,078 | – | 0.76% | – |
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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% |