VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 520 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $479,057 | +2.1% | 10,942 | +7.3% | 0.19% | +4.5% |
| Q2 2023 | $469,076 | -0.2% | 10,200 | +1.0% | 0.18% | -9.2% |
| Q1 2023 | $469,999 | +5.9% | 10,097 | +3.5% | 0.20% | -7.5% |
| Q4 2022 | $443,850 | -0.0% | 9,751 | -0.9% | 0.21% | -1.9% |
| Q3 2022 | $444,000 | -19.0% | 9,836 | -14.2% | 0.22% | -13.9% |
| Q2 2022 | $548,000 | -48.1% | 11,459 | -45.6% | 0.25% | -40.0% |
| Q1 2022 | $1,055,000 | -2.1% | 21,067 | +3.3% | 0.42% | +1.7% |
| Q4 2021 | $1,078,000 | -3.7% | 20,393 | -2.9% | 0.41% | -11.8% |
| Q3 2021 | $1,119,000 | -2.9% | 21,001 | -2.7% | 0.47% | -3.9% |
| Q2 2021 | $1,152,000 | +6.2% | 21,585 | +6.2% | 0.48% | +1.5% |
| Q1 2021 | $1,085,000 | +3.0% | 20,327 | +4.4% | 0.48% | -8.8% |
| Q4 2020 | $1,053,000 | +142.6% | 19,478 | +143.5% | 0.52% | +112.1% |
| Q3 2020 | $434,000 | +53.4% | 7,998 | +53.5% | 0.25% | +33.5% |
| Q2 2020 | $283,000 | – | 5,209 | – | 0.18% | – |
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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% |