VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 573 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2023. The put-call ratio across all filers is 0.49 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $310,082 | +98.1% | 6,830 | +99.0% | 0.07% | +91.4% |
| Q1 2024 | $156,534 | +27.5% | 3,432 | +29.6% | 0.04% | +16.7% |
| Q4 2023 | $122,808 | +24.1% | 2,649 | +17.2% | 0.03% | +15.4% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Whitcomb & Hess, Inc. | 843,833 | $42,276,000 | 16.71% |
| Summit Wealth Group, LLC | 188,136 | $9,426,000 | 9.87% |
| Windward Private Wealth Management Inc. | 406,791 | $20,380,000 | 8.42% |
| FINANCIAL LIFE ADVISORS | 391,629 | $19,621,000 | 8.13% |
| TOBIAS FINANCIAL ADVISORS, INC. | 435,757 | $21,831,000 | 7.53% |
| Wavelength Capital Management, LLC | 178,368 | $8,936,000 | 6.95% |
| OneAscent Financial Services LLC | 175,562 | $8,796,000 | 6.29% |
| Coury Firm Asset Management LLC | 141,485 | $7,088,000 | 6.14% |
| MATHER GROUP, LLC. | 6,156,969 | $308,464,000 | 6.09% |
| Ally Invest Advisors Inc. | 1,045,349 | $52,372,000 | 6.03% |