VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 520 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,167,674 | -10.7% | 72,354 | -6.2% | 0.29% | -13.6% |
| Q2 2023 | $3,548,697 | +62.8% | 77,162 | +64.8% | 0.34% | +50.9% |
| Q1 2023 | $2,179,628 | +210.5% | 46,823 | +203.7% | 0.22% | +176.5% |
| Q4 2022 | $701,935 | +157.1% | 15,420 | +154.5% | 0.08% | +145.5% |
| Q3 2022 | $273,000 | -5.2% | 6,060 | +0.5% | 0.03% | -5.7% |
| Q2 2022 | $288,000 | -6.5% | 6,028 | -1.8% | 0.04% | -2.8% |
| Q1 2022 | $308,000 | -6.7% | 6,141 | -1.6% | 0.04% | -14.3% |
| Q4 2021 | $330,000 | +5.8% | 6,244 | +6.6% | 0.04% | -12.5% |
| Q3 2021 | $312,000 | +65.1% | 5,858 | +65.2% | 0.05% | +60.0% |
| Q2 2021 | $189,000 | – | 3,546 | – | 0.03% | – |
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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% |