VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 397 filers reported holding VANGUARD SCOTTSDALE FDS in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $483,331 | -4.2% | 11,040 | +0.6% | 0.04% | -10.0% |
| Q2 2023 | $504,740 | -3.2% | 10,975 | -2.0% | 0.05% | -12.3% |
| Q1 2023 | $521,360 | +37.1% | 11,200 | +34.0% | 0.06% | +26.7% |
| Q4 2022 | $380,365 | +0.9% | 8,356 | 0.0% | 0.04% | -6.2% |
| Q3 2022 | $377,000 | +1.1% | 8,356 | +7.1% | 0.05% | 0.0% |
| Q2 2022 | $373,000 | -46.4% | 7,800 | -43.9% | 0.05% | -30.4% |
| Q1 2022 | $696,000 | -5.2% | 13,900 | 0.0% | 0.07% | -10.4% |
| Q4 2021 | $734,000 | +14.3% | 13,900 | +15.4% | 0.08% | -2.5% |
| Q3 2021 | $642,000 | -25.1% | 12,050 | -24.9% | 0.08% | -30.7% |
| Q2 2021 | $857,000 | 0.0% | 16,050 | 0.0% | 0.11% | -13.0% |
| Q1 2021 | $857,000 | -11.5% | 16,050 | -10.3% | 0.13% | -22.0% |
| Q4 2020 | $968,000 | -0.3% | 17,900 | 0.0% | 0.17% | -10.2% |
| Q3 2020 | $971,000 | -0.2% | 17,900 | 0.0% | 0.19% | -15.8% |
| Q2 2020 | $973,000 | – | 17,900 | – | 0.22% | – |
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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% |