VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 518 filers reported holding VANGUARD SCOTTSDALE FDS in Q2 2023. The put-call ratio across all filers is 0.74 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,612,461 | +35.3% | 36,831 | +42.2% | 0.40% | +37.0% |
| Q2 2023 | $1,191,417 | +0.1% | 25,906 | +1.3% | 0.29% | -8.0% |
| Q1 2023 | $1,190,470 | +51.3% | 25,574 | +48.0% | 0.31% | +27.6% |
| Q4 2022 | $786,768 | -11.2% | 17,284 | -12.0% | 0.25% | -26.3% |
| Q3 2022 | $886,000 | -31.4% | 19,644 | -27.3% | 0.33% | -33.3% |
| Q2 2022 | $1,292,000 | – | 27,028 | – | 0.50% | – |
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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% |