VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 518 filers reported holding VANGUARD SCOTTSDALE FDS in Q2 2023. The put-call ratio across all filers is 0.74 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $411,806 | -8.1% | 9,406 | -3.5% | 0.04% | -7.9% |
| Q2 2023 | $448,174 | +2.0% | 9,745 | +3.3% | 0.04% | -7.3% |
| Q1 2023 | $439,229 | +2.4% | 9,436 | +0.1% | 0.04% | -6.8% |
| Q4 2022 | $428,963 | -42.3% | 9,423 | -42.9% | 0.04% | +2.3% |
| Q3 2022 | $744,000 | -8.0% | 16,492 | -2.6% | 0.04% | -6.5% |
| Q2 2022 | $809,000 | -18.0% | 16,933 | -14.0% | 0.05% | -4.2% |
| Q1 2022 | $986,000 | +42.5% | 19,681 | +49.7% | 0.05% | -29.4% |
| Q4 2021 | $692,000 | +61.7% | 13,146 | +64.2% | 0.07% | +54.5% |
| Q2 2021 | $428,000 | +15.7% | 8,006 | +15.4% | 0.04% | -12.0% |
| Q1 2021 | $370,000 | -0.5% | 6,938 | +0.9% | 0.05% | -9.1% |
| Q4 2020 | $372,000 | -4.6% | 6,878 | -4.3% | 0.06% | -14.1% |
| Q3 2020 | $390,000 | +0.8% | 7,188 | +1.0% | 0.06% | -8.6% |
| Q2 2020 | $387,000 | -5.1% | 7,115 | -4.9% | 0.07% | -25.5% |
| Q1 2020 | $408,000 | +6.2% | 7,481 | +3.5% | 0.09% | +62.1% |
| Q4 2019 | $384,000 | -4.2% | 7,226 | -3.7% | 0.06% | -30.1% |
| Q3 2019 | $401,000 | +6.9% | 7,505 | +5.4% | 0.08% | +69.4% |
| Q2 2019 | $375,000 | +3.3% | 7,123 | +2.5% | 0.05% | -39.5% |
| Q1 2019 | $363,000 | – | 6,949 | – | 0.08% | – |
Download | ||||||
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% |