VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 296 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,763,502 | -6.5% | 108,805 | -1.7% | 1.55% | -4.2% |
| Q2 2023 | $5,092,752 | -2.2% | 110,736 | -1.0% | 1.62% | -6.2% |
| Q1 2023 | $5,206,232 | -4.1% | 111,842 | -6.2% | 1.73% | -11.3% |
| Q4 2022 | $5,426,947 | -6.8% | 119,221 | -7.7% | 1.95% | -12.0% |
| Q3 2022 | $5,826,000 | -8.5% | 129,205 | -3.0% | 2.22% | -2.5% |
| Q2 2022 | $6,369,000 | -4.3% | 133,220 | +0.3% | 2.27% | +7.1% |
| Q1 2022 | $6,652,000 | +1.0% | 132,775 | +6.5% | 2.12% | +3.2% |
| Q4 2021 | $6,587,000 | +2.8% | 124,653 | +3.7% | 2.06% | -3.8% |
| Q3 2021 | $6,406,000 | +0.5% | 120,208 | +0.7% | 2.14% | +4.8% |
| Q2 2021 | $6,373,000 | +13.4% | 119,421 | +13.4% | 2.04% | +3.8% |
| Q1 2021 | $5,619,000 | +24.2% | 105,276 | +25.8% | 1.97% | +13.9% |
| Q4 2020 | $4,524,000 | +9.0% | 83,675 | +9.4% | 1.73% | +1.6% |
| Q3 2020 | $4,150,000 | +1.3% | 76,475 | +1.5% | 1.70% | -10.8% |
| Q2 2020 | $4,096,000 | +10.9% | 75,330 | +11.1% | 1.90% | -5.0% |
| Q1 2020 | $3,695,000 | +7.4% | 67,794 | +4.8% | 2.01% | +34.7% |
| Q4 2019 | $3,440,000 | +5.0% | 64,704 | +5.2% | 1.49% | -4.3% |
| Q3 2019 | $3,275,000 | +8.6% | 61,485 | +7.7% | 1.56% | +8.1% |
| Q2 2019 | $3,016,000 | +8.9% | 57,092 | +7.9% | 1.44% | +3.2% |
| Q1 2019 | $2,770,000 | +18.4% | 52,904 | +16.4% | 1.40% | +3.2% |
| Q4 2018 | $2,340,000 | – | 45,441 | – | 1.35% | – |
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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% |