Charter Oak Capital Management, LLC - VANGUARD SCOTTSDALE FDS ownership

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
Charter Oak Capital Management, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$414,860
-30.7%
9,476
-27.2%
0.06%
-29.5%
Q2 2023$598,606
-3.4%
13,016
-2.2%
0.08%
-9.3%
Q1 2023$619,767
+2.0%
13,314
-0.2%
0.09%
-5.5%
Q4 2022$607,419
-11.3%
13,344
-12.1%
0.09%
-17.3%
Q3 2022$685,000
-17.1%
15,182
-12.1%
0.11%
-2.7%
Q2 2022$826,000
-40.4%
17,278
-37.5%
0.11%
-33.1%
Q1 2022$1,385,000
-10.1%
27,644
-5.2%
0.17%
-5.6%
Q4 2021$1,541,000
-0.7%
29,159
+0.1%
0.18%
-7.7%
Q3 2021$1,552,000
+6.0%
29,129
+6.2%
0.19%
+3.2%
Q2 2021$1,464,000
+10.7%
27,424
+10.6%
0.19%
+1.1%
Q1 2021$1,323,000
+5.0%
24,794
+6.4%
0.19%
-2.6%
Q4 2020$1,260,00023,3070.19%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q1 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