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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $235,054 | -2.2% | 5,111 | -1.0% | 0.16% | -32.4% |
| Q1 2023 | $240,323 | +0.1% | 5,163 | -2.1% | 0.24% | -3.6% |
| Q4 2022 | $240,053 | -16.4% | 5,274 | -17.3% | 0.25% | -21.9% |
| Q3 2022 | $287,000 | -3.0% | 6,374 | +2.8% | 0.32% | -2.7% |
| Q2 2022 | $296,000 | +2.4% | 6,198 | +7.4% | 0.33% | -0.9% |
| Q1 2022 | $289,000 | -5.6% | 5,772 | -0.3% | 0.33% | -5.1% |
| Q4 2021 | $306,000 | +6.6% | 5,787 | +7.3% | 0.35% | +42.3% |
| Q3 2021 | $287,000 | -3.4% | 5,393 | -3.2% | 0.25% | -3.9% |
| Q2 2021 | $297,000 | +6.1% | 5,569 | +6.2% | 0.26% | +2.4% |
| Q1 2021 | $280,000 | -10.8% | 5,243 | -9.7% | 0.25% | -15.5% |
| Q4 2020 | $314,000 | +9.0% | 5,804 | +9.6% | 0.30% | +9.6% |
| Q3 2020 | $288,000 | +21.5% | 5,298 | +21.7% | 0.27% | +13.0% |
| Q2 2020 | $237,000 | +8.7% | 4,353 | +8.9% | 0.24% | +10.6% |
| Q1 2020 | $218,000 | -20.1% | 3,999 | -22.0% | 0.22% | -15.3% |
| Q4 2019 | $273,000 | – | 5,128 | – | 0.26% | – |
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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% |