VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 511 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2022. The put-call ratio across all filers is 2.09 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,345,667 | -15.5% | 30,737 | -11.2% | 0.82% | -3.8% |
| Q2 2023 | $1,592,116 | -10.7% | 34,619 | -9.6% | 0.85% | +13.3% |
| Q1 2023 | $1,783,316 | -5.8% | 38,310 | -7.9% | 0.75% | -18.9% |
| Q4 2022 | $1,893,900 | -9.8% | 41,606 | -10.7% | 0.93% | -4.0% |
| Q3 2022 | $2,100,000 | -6.6% | 46,571 | -1.0% | 0.96% | -5.0% |
| Q2 2022 | $2,249,000 | -54.7% | 47,032 | -52.5% | 1.02% | -1.0% |
| Q1 2022 | $4,962,000 | +77.8% | 99,050 | +87.5% | 1.03% | -16.7% |
| Q4 2021 | $2,791,000 | +24.7% | 52,825 | +25.7% | 1.23% | +13.4% |
| Q3 2021 | $2,239,000 | +47.7% | 42,017 | +47.9% | 1.09% | +39.4% |
| Q2 2021 | $1,516,000 | +90.7% | 28,404 | +90.8% | 0.78% | +66.5% |
| Q1 2021 | $795,000 | +113.1% | 14,888 | +116.0% | 0.47% | +88.0% |
| Q4 2020 | $373,000 | +48.0% | 6,894 | +48.7% | 0.25% | +33.9% |
| Q3 2020 | $252,000 | +2.0% | 4,635 | +1.9% | 0.19% | -3.1% |
| Q2 2020 | $247,000 | +7.9% | 4,547 | +8.3% | 0.19% | -11.9% |
| Q1 2020 | $229,000 | -31.2% | 4,197 | -33.0% | 0.22% | -22.4% |
| Q4 2019 | $333,000 | – | 6,260 | – | 0.28% | – |
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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% |