Geneos Wealth Management Inc. - 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
Geneos Wealth Management Inc. ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$679,507
+25.0%
15,521
+31.3%
0.04%
+25.0%
Q2 2023$543,751
+484.6%
11,823
+491.7%
0.03%
+366.7%
Q1 2023$93,007
+823.1%
1,998
+804.1%
0.01%
+500.0%
Q4 2022$10,075
+43.9%
221
+30.8%
0.00%
Q3 2022$7,000
-53.3%
169
-47.0%
0.00%
-100.0%
Q2 2022$15,000
-50.0%
319
-46.7%
0.00%0.0%
Q1 2022$30,000
+275.0%
599
+254.4%
0.00%
Q4 2021$8,000
-11.1%
1690.0%0.00%
Q3 2021$9,000
+28.6%
169
+23.4%
0.00%
Q2 2021$7,000
-88.3%
137
-87.8%
0.00%
-100.0%
Q1 2021$60,000
+76.5%
1,124
-32.6%
0.00%
+100.0%
Q4 2020$34,000
+112.5%
1,668
+450.5%
0.00%0.0%
Q3 2020$16,0000.0%3030.0%0.00%0.0%
Q2 2020$16,000
-51.5%
303
-50.7%
0.00%
-50.0%
Q1 2020$33,000
+230.0%
614
+224.9%
0.00%
+100.0%
Q4 2019$10,000
-92.6%
189
-92.6%
0.00%
-87.5%
Q3 2019$135,000
+0.7%
2,548
+0.2%
0.01%0.0%
Q2 2019$134,000
+8.1%
2,542
+6.9%
0.01%0.0%
Q1 2019$124,000
+3000.0%
2,379
+2352.6%
0.01%
Q4 2018$4,000
-98.1%
97
-97.7%
0.00%
-100.0%
Q3 2018$210,000
+82.6%
4,128
+84.5%
0.01%
+55.6%
Q2 2018$115,000
-17.3%
2,238
-17.0%
0.01%
-25.0%
Q1 2018$139,000
-18.7%
2,698
-17.3%
0.01%
-20.0%
Q4 2017$171,000
-7.1%
3,262
-6.5%
0.02%
-16.7%
Q3 2017$184,000
+2.2%
3,490
+1.5%
0.02%0.0%
Q2 2017$180,000
-48.7%
3,437
-48.6%
0.02%
-51.4%
Q1 2017$351,000
-22.7%
6,692
-23.0%
0.04%
-38.3%
Q4 2016$454,000
-22.9%
8,694
-20.4%
0.06%
-24.1%
Q3 2016$589,000
-5.0%
10,923
-5.4%
0.08%
-12.2%
Q2 2016$620,000
-36.3%
11,551
-36.7%
0.09%
-39.6%
Q1 2016$974,00018,2590.15%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q3 2023
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