Summit Wealth Group, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 370 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Summit Wealth Group, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$1,294
-5.1%
29,557
-0.3%
1.16%
+109.2%
Q2 2023$1,363
+2739.6%
29,643
-98.7%
0.55%
-51.8%
Q1 2023$48
-99.3%
2,236,277
+1394.3%
1.15%
-84.1%
Q4 2022$6,812
-99.9%
149,657
-25.7%
7.19%
-32.9%
Q3 2022$9,088,000
-0.7%
201,545
+5.3%
10.72%
-0.8%
Q2 2022$9,149,000
-2.9%
191,370
+1.7%
10.81%
+9.5%
Q1 2022$9,426,000
-0.7%
188,136
+4.8%
9.87%
-8.7%
Q4 2021$9,489,000
+1489.4%
179,578
+1504.2%
10.81%
+1045.6%
Q3 2021$597,000
-92.8%
11,194
-92.8%
0.94%
-92.3%
Q2 2021$8,276,000
+11.4%
155,077
+11.4%
12.29%
+2.7%
Q1 2021$7,427,000
+6.4%
139,159
+7.8%
11.97%
+173.3%
Q4 2020$6,979,000
+49.3%
129,084
+49.8%
4.38%
+7.8%
Q3 2020$4,676,000
+2.0%
86,168
+2.2%
4.06%
-3.2%
Q2 2020$4,586,000
-0.1%
84,350
+0.2%
4.19%
-9.8%
Q1 2020$4,589,000
+11.1%
84,202
+8.4%
4.65%
+19.4%
Q4 2019$4,129,00077,6533.90%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q4 2019
NameSharesValueWeighting ↓
Park Avenue Institutional Advisers LLC 421,000$18,431,38047.80%
Northland Capital Management LLC 658,002$28,807,32819.50%
Wavelength Capital Management, LLC 207,355$9,078,00210.56%
Family CFO Inc 295,028$12,916,3199.29%
Charles Schwab Investment Advisory, Inc. 132,032,863$5,780,398,7419.12%
Bell Investment Advisors, Inc 831,678$36,410,8588.16%
Windward Private Wealth Management Inc. 390,846$17,111,2167.74%
Evergreen Advisors, LLC 479,857$21,008,1397.58%
Parkside Advisors LLC 544,850$23,853,5207.41%
Vectors Research Management, LLC 470,695$20,3746.60%
View complete list of VANGUARD SCOTTSDALE FDS shareholders