VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 529 filers reported holding VANGUARD SCOTTSDALE FDS in Q2 2023. The put-call ratio across all filers is 0.74 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,949,554 | +2.9% | 64,968 | +3.3% | 1.20% | -1.2% |
| Q1 2024 | $2,867,461 | +7.9% | 62,869 | +9.7% | 1.21% | -5.5% |
| Q4 2023 | $2,657,428 | +10.0% | 57,322 | +3.9% | 1.28% | -4.0% |
| 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 ↓ |
|---|---|---|---|
| Whitcomb & Hess, Inc. | 843,833 | $42,276,000 | 16.71% |
| Summit Wealth Group, LLC | 188,136 | $9,426,000 | 9.87% |
| Windward Private Wealth Management Inc. | 406,791 | $20,380,000 | 8.42% |
| FINANCIAL LIFE ADVISORS | 391,629 | $19,621,000 | 8.13% |
| TOBIAS FINANCIAL ADVISORS, INC. | 435,757 | $21,831,000 | 7.53% |
| Wavelength Capital Management, LLC | 178,368 | $8,936,000 | 6.95% |
| OneAscent Financial Services LLC | 175,562 | $8,796,000 | 6.29% |
| Coury Firm Asset Management LLC | 141,485 | $7,088,000 | 6.14% |
| MATHER GROUP, LLC. | 6,156,969 | $308,464,000 | 6.09% |
| Ally Invest Advisors Inc. | 1,045,349 | $52,372,000 | 6.03% |