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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $8,528,591 | +3608.1% | 183,335 | +6542.6% | 1.76% | +2020.5% |
| Q1 2022 | $230,000 | -13.5% | 2,760 | -45.1% | 0.08% | -12.6% |
| Q3 2021 | $266,000 | +95.6% | 5,024 | +97.8% | 0.10% | +79.2% |
| Q2 2021 | $136,000 | +4.6% | 2,540 | +5.6% | 0.05% | -15.9% |
| Q1 2021 | $130,000 | 0.0% | 2,406 | 0.0% | 0.06% | -1.6% |
| Q4 2020 | $130,000 | +4.8% | 2,406 | +5.2% | 0.06% | -12.3% |
| Q3 2020 | $124,000 | -10.1% | 2,288 | -9.9% | 0.07% | -24.7% |
| Q2 2020 | $138,000 | +6.2% | 2,539 | +6.6% | 0.10% | -14.9% |
| Q1 2020 | $130,000 | +5.7% | 2,382 | +2.8% | 0.11% | +17.5% |
| Q4 2019 | $123,000 | -6.8% | 2,317 | -6.2% | 0.10% | -22.4% |
| Q3 2019 | $132,000 | +2.3% | 2,471 | +1.5% | 0.12% | +10.6% |
| Q2 2019 | $129,000 | -3.0% | 2,434 | -4.4% | 0.11% | +13.0% |
| Q1 2019 | $133,000 | -5.0% | 2,546 | -6.6% | 0.10% | -3.8% |
| Q4 2018 | $140,000 | – | 2,725 | – | 0.10% | – |
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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% |