Marcum Wealth, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 476 filers reported holding VANGUARD SCOTTSDALE FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Marcum Wealth, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$757,394
-3.6%
17,300
+1.3%
0.09%
-1.1%
Q2 2023$785,279
-10.9%
17,075
-9.8%
0.09%
-16.4%
Q1 2023$881,424
-3.6%
18,935
-5.7%
0.11%
-9.1%
Q4 2022$914,451
-16.0%
20,089
-16.8%
0.12%
-26.7%
Q3 2022$1,088,000
-7.8%
24,136
-2.2%
0.16%
-6.8%
Q2 2022$1,180,000
-7.8%
24,683
-3.4%
0.18%0.0%
Q1 2022$1,280,000
-5.5%
25,557
-0.3%
0.18%
-5.9%
Q4 2021$1,354,000
+2.5%
25,632
+3.4%
0.19%
-9.6%
Q3 2021$1,321,000
-7.8%
24,782
-7.6%
0.21%
-10.3%
Q2 2021$1,432,000
+2.4%
26,824
+2.4%
0.23%
+0.9%
Q1 2021$1,398,000
+13.4%
26,202
+14.9%
0.23%
-20.4%
Q4 2020$1,233,000
-5.2%
22,798
-4.8%
0.29%
-27.4%
Q3 2020$1,300,000
-19.5%
23,946
-19.4%
0.40%
-19.9%
Q2 2020$1,615,000
-1.0%
29,709
-0.8%
0.50%
-21.4%
Q1 2020$1,632,000
+11.3%
29,953
+8.6%
0.63%
+15.1%
Q4 2019$1,466,00027,5780.55%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Summit Wealth Group, LLC 201,545$9,088,00010.72%
Quantum Financial Advisors, LLC 500,137$22,551,00010.00%
Family CFO Inc 196,705$8,869,423,0009.40%
Charles Schwab Investment Advisory, Inc. 110,211,353$4,969,430,0009.09%
Windward Private Wealth Management Inc. 395,538$17,835,0008.59%
Whitcomb & Hess, Inc. 417,173$18,810,0008.47%
Wavelength Capital Management, LLC 164,700$7,426,0008.23%
Bell Investment Advisors, Inc 546,314$24,633,0007.65%
Parkside Advisors LLC 436,421$19,678,0007.49%
FINANCIAL LIFE ADVISORS 300,569$13,553,0006.79%
View complete list of VANGUARD SCOTTSDALE FDS shareholders