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 | $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 ↓ |
|---|---|---|---|
| Garrison Point Capital, LLC | 1,000,000 | $54,370,000 | 36.20% |
| AlphaCentric Advisors LLC | 1,000,000 | $54,370,000 | 30.66% |
| OneAscent Financial Services LLC | 273,774 | $14,885,000 | 9.96% |
| FINANCIAL LIFE ADVISORS | 292,798 | $15,919,000 | 9.41% |
| Financial Insights, Inc. | 23,284 | $8,451,000 | 7.50% |
| Acropolis Investment Management, LLC | 969,092 | $52,690,000 | 6.96% |
| MATHER GROUP, LLC. | 2,699,251 | $146,758,000 | 6.72% |
| Executive Wealth Management, LLC | 799,939 | $43,492,000 | 6.54% |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 726,546 | $39,502,000 | 6.45% |
| Ally Invest Advisors Inc. | 371,444 | $20,195,000 | 6.25% |