VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 10 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $943,830 | -40.0% | 21,560 | -37.0% | 0.04% | -40.9% |
| Q2 2023 | $1,572,479 | -8.2% | 34,201 | -7.1% | 0.07% | -17.5% |
| Q1 2023 | $1,713,690 | -2.9% | 36,814 | -5.1% | 0.08% | -11.1% |
| Q4 2022 | $1,764,947 | -6.1% | 38,773 | -7.0% | 0.09% | -14.3% |
| Q3 2022 | $1,880,000 | +29.9% | 41,690 | +37.8% | 0.10% | +31.2% |
| Q2 2022 | $1,447,000 | -2.5% | 30,261 | +2.1% | 0.08% | -8.0% |
| Q1 2022 | $1,484,000 | -28.3% | 29,625 | -24.4% | 0.09% | -32.0% |
| Q4 2021 | $2,070,000 | +10.5% | 39,175 | +11.4% | 0.13% | -0.8% |
| Q3 2021 | $1,874,000 | +18.4% | 35,163 | +18.6% | 0.13% | +10.3% |
| Q2 2021 | $1,583,000 | +629.5% | 29,656 | +627.8% | 0.12% | +457.1% |
| Q1 2021 | $217,000 | -79.8% | 4,075 | -79.8% | 0.02% | -91.2% |
| Q4 2019 | $1,072,000 | -0.2% | 20,159 | 0.0% | 0.24% | -7.7% |
| Q3 2019 | $1,074,000 | +1.8% | 20,159 | +1.0% | 0.26% | -2.3% |
| Q2 2019 | $1,055,000 | +0.2% | 19,966 | -0.7% | 0.26% | -20.9% |
| Q1 2019 | $1,053,000 | +1.7% | 20,109 | 0.0% | 0.34% | -13.4% |
| Q4 2018 | $1,035,000 | – | 20,109 | – | 0.39% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Park Avenue Institutional Advisers LLC | 421,000 | $18,431,380 | 47.80% |
| Northland Capital Management LLC | 658,002 | $28,807,328 | 19.50% |
| Wavelength Capital Management, LLC | 207,355 | $9,078,002 | 10.56% |
| Family CFO Inc | 295,028 | $12,916,319 | 9.29% |
| Charles Schwab Investment Advisory, Inc. | 132,032,863 | $5,780,398,741 | 9.12% |
| Bell Investment Advisors, Inc | 831,678 | $36,410,858 | 8.16% |
| Windward Private Wealth Management Inc. | 390,846 | $17,111,216 | 7.74% |
| Evergreen Advisors, LLC | 479,857 | $21,008,139 | 7.58% |
| Parkside Advisors LLC | 544,850 | $23,853,520 | 7.41% |
| Vectors Research Management, LLC | 470,695 | $20,374 | 6.60% |