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 | $320,251 | +1.6% | 7,315 | +6.7% | 0.18% | +2.9% |
| Q2 2023 | $315,261 | +0.7% | 6,855 | +1.9% | 0.17% | -6.0% |
| Q1 2023 | $313,049 | +105303.7% | 6,725 | +3.1% | 0.18% | +2.8% |
| Q4 2022 | $297 | -99.9% | 6,523 | +5.6% | 0.18% | -2.7% |
| Q3 2022 | $279,000 | +10.3% | 6,178 | +16.6% | 0.18% | +19.7% |
| Q2 2022 | $253,000 | +2.4% | 5,298 | +7.5% | 0.15% | +19.7% |
| Q1 2022 | $247,000 | -6.1% | 4,930 | -0.8% | 0.13% | +2.4% |
| Q4 2021 | $263,000 | – | 4,970 | – | 0.12% | – |
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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% |