Integrated Wealth Concepts LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 534 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$251,814
-9.0%
5,752
-4.4%
0.00%
-20.0%
Q2 2023$276,633
+97996.8%
6,015
-0.8%
0.01%
-16.7%
Q1 2023$282
-3.1%
6,063
-5.3%
0.01%
-25.0%
Q4 2022$291
-99.9%
6,403
-19.8%
0.01%
-33.3%
Q3 2022$360,000
-10.0%
7,979
-4.6%
0.01%0.0%
Q2 2022$400,000
+17.0%
8,366
+22.4%
0.01%
+20.0%
Q1 2022$342,000
-20.1%
6,833
-15.6%
0.01%
-23.1%
Q4 2021$428,000
+1.4%
8,094
+2.2%
0.01%
-7.1%
Q3 2021$422,000
-6.4%
7,923
-6.3%
0.01%
-12.5%
Q2 2021$451,000
+9.5%
8,460
+9.7%
0.02%
-5.9%
Q1 2021$412,000
-26.0%
7,712
-25.2%
0.02%
-34.6%
Q4 2020$557,000
+28.9%
10,304
+29.5%
0.03%
-3.7%
Q3 2020$432,000
-6.5%
7,957
-6.4%
0.03%
-18.2%
Q2 2020$462,000
+10.5%
8,503
+10.8%
0.03%
-15.4%
Q1 2020$418,000
+9.7%
7,675
+7.1%
0.04%
+21.9%
Q4 2019$381,000
-1.3%
7,166
-1.1%
0.03%
-25.6%
Q3 2019$386,000
+8.4%
7,248
-16.2%
0.04%
-8.5%
Q2 2019$356,000
-16.2%
8,654
+6.6%
0.05%
-34.7%
Q1 2019$425,000
-5.3%
8,115
-7.0%
0.07%
-41.0%
Q4 2018$449,000
+100.4%
8,722
+97.7%
0.12%
+79.4%
Q3 2018$224,000
-30.7%
4,412
+50.9%
0.07%
-38.2%
Q2 2018$323,000
+55.3%
2,924
-27.6%
0.11%
+32.5%
Q1 2018$208,000
+3.5%
4,041
+5.2%
0.08%
-3.5%
Q4 2017$201,0003,8420.09%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Park Avenue Institutional Advisers LLC 421,000$18,431,38047.80%
Northland Capital Management LLC 658,002$28,807,32819.50%
Wavelength Capital Management, LLC 207,355$9,078,00210.56%
Family CFO Inc 295,028$12,916,3199.29%
Charles Schwab Investment Advisory, Inc. 132,032,863$5,780,398,7419.12%
Bell Investment Advisors, Inc 831,678$36,410,8588.16%
Windward Private Wealth Management Inc. 390,846$17,111,2167.74%
Evergreen Advisors, LLC 479,857$21,008,1397.58%
Parkside Advisors LLC 544,850$23,853,5207.41%
Vectors Research Management, LLC 470,695$20,3746.60%
View complete list of VANGUARD SCOTTSDALE FDS shareholders