VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 521 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2023. The put-call ratio across all filers is 1.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,827,060 | +5.2% | 41,733 | +10.5% | 0.62% | +7.6% |
| Q2 2023 | $1,736,707 | +11.5% | 37,763 | +12.8% | 0.58% | +3.6% |
| Q1 2023 | $1,558,086 | +20.6% | 33,471 | +18.0% | 0.56% | +13.2% |
| Q4 2022 | $1,291,479 | +11.0% | 28,372 | +9.9% | 0.49% | +7.6% |
| Q3 2022 | $1,164,000 | +42.6% | 25,815 | +71.1% | 0.46% | +29.7% |
| Q4 2020 | $816,000 | +1.2% | 15,090 | +1.0% | 0.35% | -6.6% |
| Q3 2020 | $806,000 | -2.3% | 14,939 | -1.5% | 0.38% | -2.6% |
| Q2 2020 | $825,000 | +202.2% | 15,166 | +195.3% | 0.39% | +28.1% |
| Q4 2019 | $273,000 | -67.9% | 5,136 | -67.3% | 0.30% | -46.1% |
| Q1 2019 | $851,000 | – | 15,684 | – | 0.56% | – |
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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% |