Bay Harbor Wealth Management, LLC - 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
Bay Harbor Wealth Management, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$6,781,740
-5.8%
154,905
-1.1%
2.85%
-2.9%
Q2 2023$7,201,988
-2.7%
156,599
-1.5%
2.94%
-6.6%
Q1 2023$7,403,405
+97454.4%
159,042
-4.6%
3.14%
-7.6%
Q4 2022$7,589
-99.9%
166,714
-0.8%
3.40%
-4.7%
Q3 2022$7,579,000
+18.6%
168,091
+25.8%
3.57%
+23.8%
Q2 2022$6,389,000
-28.2%
133,628
-24.8%
2.88%
-19.8%
Q1 2022$8,897,000
-3.1%
177,591
-0.1%
3.60%
-2.7%
Q4 2021$9,181,000
+1.6%
177,723
+4.8%
3.69%
-3.1%
Q3 2021$9,037,000
+9.7%
169,585
+9.9%
3.81%
+8.6%
Q2 2021$8,237,000
+4.8%
154,339
+4.8%
3.51%
-2.6%
Q1 2021$7,860,000
+8.5%
147,275
+9.9%
3.60%
+9.7%
Q4 2020$7,243,000
+4.5%
133,953
+4.9%
3.29%
-4.8%
Q3 2020$6,928,000
+4.6%
127,655
+4.8%
3.45%
-2.3%
Q2 2020$6,621,000
+0.5%
121,782
+0.8%
3.53%
-11.7%
Q1 2020$6,586,000
+7.6%
120,847
+5.0%
4.00%
+21.0%
Q4 2019$6,119,000
+7.4%
115,083
+7.6%
3.30%
-3.0%
Q3 2019$5,698,000
+4.8%
106,980
+4.0%
3.40%
+1.0%
Q2 2019$5,435,000
+7.6%
102,883
+6.6%
3.37%
-2.1%
Q1 2019$5,051,000
+9.3%
96,472
+7.5%
3.44%
-6.4%
Q4 2018$4,621,00089,7363.68%
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