VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 497 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2023. The put-call ratio across all filers is 1.39 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $316,351 | -6.7% | 7,294 | -0.5% | 0.22% | -2.7% |
| Q2 2023 | $338,914 | -0.6% | 7,334 | +0.5% | 0.22% | +3.7% |
| Q1 2023 | $340,852 | -89.9% | 7,297 | -89.8% | 0.22% | -92.4% |
| Q4 2022 | $3,365,155 | +37.4% | 71,721 | +29.0% | 2.84% | +23.1% |
| Q3 2022 | $2,450,000 | -22.6% | 55,595 | -13.4% | 2.31% | -0.1% |
| Q2 2022 | $3,164,000 | -32.8% | 64,210 | -33.3% | 2.31% | -28.0% |
| Q1 2022 | $4,707,000 | +0.5% | 96,288 | +5.1% | 3.21% | +8.4% |
| Q4 2021 | $4,682,000 | – | 91,645 | – | 2.96% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Summit Wealth Group, LLC | 201,545 | $9,088,000 | 10.72% |
| Quantum Financial Advisors, LLC | 500,137 | $22,551,000 | 10.00% |
| Family CFO Inc | 196,705 | $8,869,423,000 | 9.40% |
| Charles Schwab Investment Advisory, Inc. | 110,211,353 | $4,969,430,000 | 9.09% |
| Windward Private Wealth Management Inc. | 395,538 | $17,835,000 | 8.59% |
| Whitcomb & Hess, Inc. | 417,173 | $18,810,000 | 8.47% |
| Wavelength Capital Management, LLC | 164,700 | $7,426,000 | 8.23% |
| Bell Investment Advisors, Inc | 546,314 | $24,633,000 | 7.65% |
| Parkside Advisors LLC | 436,421 | $19,678,000 | 7.49% |
| FINANCIAL LIFE ADVISORS | 300,569 | $13,553,000 | 6.79% |