VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 10 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $98,987 | +42937.8% | 2,261 | +45120.0% | 0.03% | – |
| Q2 2023 | $230 | -1.3% | 5 | 0.0% | 0.00% | – |
| Q1 2023 | $233 | +2.2% | 5 | 0.0% | 0.00% | – |
| Q4 2022 | $228 | – | 5 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 5 | -95.7% | 0.00% | -100.0% |
| Q2 2022 | $6,000 | -14.3% | 116 | -15.9% | 0.00% | 0.0% |
| Q1 2022 | $7,000 | +16.7% | 138 | +19.0% | 0.00% | 0.0% |
| Q4 2021 | $6,000 | -72.7% | 116 | -72.0% | 0.00% | -66.7% |
| Q3 2021 | $22,000 | 0.0% | 414 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $22,000 | +266.7% | 414 | +260.0% | 0.01% | +200.0% |
| Q1 2021 | $6,000 | 0.0% | 115 | -9.4% | 0.00% | 0.0% |
| Q4 2020 | $6,000 | 0.0% | 127 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $6,000 | – | 127 | – | 0.00% | – |
Download | ||||||
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% |