Orion Portfolio Solutions, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 515 filers reported holding VANGUARD SCOTTSDALE FDS in Q2 2022. The put-call ratio across all filers is 2.31 and the average weighting 0.6%.

Quarter-by-quarter ownership
Orion Portfolio Solutions, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$23,048,184
-4.6%
526,455
+0.2%
0.28%
+8.6%
Q2 2023$24,158,804
+0.1%
525,306
+1.3%
0.26%
-13.8%
Q1 2023$24,133,242
+7.6%
518,437
+5.2%
0.30%
-62.0%
Q4 2022$22,423,252
-2.1%
492,602
-3.0%
0.78%
-13.5%
Q3 2022$22,904,000
-1.6%
507,956
+4.3%
0.91%
-2.9%
Q2 2022$23,287,000
-7.6%
487,073
-3.1%
0.93%
+5.5%
Q1 2022$25,190,000
-7.5%
502,801
-2.4%
0.88%
-2.7%
Q4 2021$27,220,000
-2.7%
515,135
-1.9%
0.91%
-11.6%
Q3 2021$27,979,000
+2.7%
525,041
+2.8%
1.03%
-3.8%
Q2 2021$27,248,000
-1.2%
510,556
-1.2%
1.07%
-10.3%
Q1 2021$27,578,000
+5.5%
516,741
+6.9%
1.19%
-2.1%
Q4 2020$26,128,000
+23.4%
483,229
+23.8%
1.22%
+10.7%
Q3 2020$21,179,000
+1.0%
390,252
+1.2%
1.10%
-3.1%
Q2 2020$20,974,000
+0.6%
385,767
+0.9%
1.14%
-20.7%
Q1 2020$20,840,000382,3861.43%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q2 2022
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