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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $264,606 | +18.3% | 6,044 | +24.3% | 0.06% | +14.8% |
| Q2 2023 | $223,695 | -30.9% | 4,864 | -30.1% | 0.05% | -58.1% |
| Q1 2023 | $323,755 | -8.4% | 6,955 | -8.4% | 0.13% | -10.4% |
| Q4 2022 | $353,442 | -27.3% | 7,596 | -30.3% | 0.14% | -35.1% |
| Q3 2022 | $486,000 | -11.3% | 10,899 | -3.4% | 0.22% | -9.0% |
| Q2 2022 | $548,000 | -22.8% | 11,281 | -22.8% | 0.24% | -9.3% |
| Q1 2022 | $710,000 | -27.6% | 14,613 | -21.5% | 0.27% | -18.5% |
| Q4 2021 | $980,000 | +55.1% | 18,625 | +56.5% | 0.33% | +39.2% |
| Q3 2021 | $632,000 | +68.5% | 11,904 | +69.5% | 0.24% | +46.3% |
| Q2 2021 | $375,000 | +25.0% | 7,024 | +25.1% | 0.16% | +8.0% |
| Q1 2021 | $300,000 | – | 5,614 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Park Avenue Institutional Advisers LLC | 421,000 | $18,431,380 | 47.80% |
| Northland Capital Management LLC | 658,002 | $28,807,328 | 19.50% |
| Wavelength Capital Management, LLC | 207,355 | $9,078,002 | 10.56% |
| Family CFO Inc | 295,028 | $12,916,319 | 9.29% |
| Charles Schwab Investment Advisory, Inc. | 132,032,863 | $5,780,398,741 | 9.12% |
| Bell Investment Advisors, Inc | 831,678 | $36,410,858 | 8.16% |
| Windward Private Wealth Management Inc. | 390,846 | $17,111,216 | 7.74% |
| Evergreen Advisors, LLC | 479,857 | $21,008,139 | 7.58% |
| Parkside Advisors LLC | 544,850 | $23,853,520 | 7.41% |
| Vectors Research Management, LLC | 470,695 | $20,374 | 6.60% |