VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 476 filers reported holding VANGUARD SCOTTSDALE FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $205,021 | +2.3% | 4,404 | 0.0% | 0.08% | -2.4% |
| Q4 2022 | $200,473 | -56.8% | 4,404 | -57.3% | 0.08% | -59.9% |
| Q3 2022 | $464,000 | -54.6% | 10,309 | -51.7% | 0.21% | -51.9% |
| Q2 2022 | $1,021,000 | -35.2% | 21,359 | -34.5% | 0.44% | -26.1% |
| Q1 2022 | $1,576,000 | -2.2% | 32,601 | +6.8% | 0.60% | +2.2% |
| Q4 2021 | $1,612,000 | +6.1% | 30,515 | +6.9% | 0.58% | +5.4% |
| Q3 2021 | $1,519,000 | -0.3% | 28,553 | -0.0% | 0.55% | -6.4% |
| Q2 2021 | $1,524,000 | +12.2% | 28,558 | +12.2% | 0.59% | +5.2% |
| Q1 2021 | $1,358,000 | -2.0% | 25,454 | -0.7% | 0.56% | -11.6% |
| Q4 2020 | $1,386,000 | +0.7% | 25,646 | +1.1% | 0.64% | -16.1% |
| Q3 2020 | $1,376,000 | +8.9% | 25,369 | +9.2% | 0.76% | +8.1% |
| Q2 2020 | $1,263,000 | +37.9% | 23,232 | +38.2% | 0.70% | +17.8% |
| Q1 2020 | $916,000 | – | 16,812 | – | 0.60% | – |
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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% |