VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 497 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2023. The put-call ratio across all filers is 1.39 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $270,975 | -5.9% | 6,189 | -1.1% | 0.11% | -3.4% |
| Q2 2023 | $287,939 | -5.3% | 6,261 | -4.2% | 0.12% | -7.8% |
| Q1 2023 | $304,193 | -13.4% | 6,535 | -15.3% | 0.13% | -16.9% |
| Q4 2022 | $351,180 | -15.8% | 7,715 | -16.6% | 0.15% | -22.2% |
| Q3 2022 | $417,000 | -9.2% | 9,247 | -3.6% | 0.20% | -7.0% |
| Q2 2022 | $459,000 | -21.0% | 9,597 | -12.6% | 0.21% | -18.4% |
| Q1 2022 | $581,000 | 0.0% | 10,986 | 0.0% | 0.26% | 0.0% |
| Q4 2021 | $581,000 | +25.5% | 10,986 | +26.4% | 0.26% | +0.4% |
| Q3 2021 | $463,000 | -16.3% | 8,692 | -16.1% | 0.26% | -19.5% |
| Q2 2021 | $553,000 | +2.4% | 10,356 | +2.8% | 0.32% | -8.0% |
| Q1 2021 | $540,000 | – | 10,070 | – | 0.35% | – |
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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% |