VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 532 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $56,886 | -0.5% | 1,253 | 0.0% | 0.03% | -3.3% |
| Q1 2024 | $57,149 | -31.3% | 1,253 | -30.2% | 0.03% | -36.2% |
| Q4 2023 | $83,216 | -74.0% | 1,795 | -75.5% | 0.05% | -73.3% |
| 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 ↓ |
|---|---|---|---|
| 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% |