VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 486 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,111,216 | -11.8% | 390,846 | -7.3% | 7.74% | -9.9% |
| Q2 2023 | $19,396,168 | -0.8% | 421,748 | +0.4% | 8.59% | +3.0% |
| Q1 2023 | $19,552,420 | +6.3% | 420,031 | +4.0% | 8.34% | +2.4% |
| Q4 2022 | $18,388,191 | +3.1% | 403,959 | +2.1% | 8.15% | -5.1% |
| Q3 2022 | $17,835,000 | -9.8% | 395,538 | -4.4% | 8.59% | -5.5% |
| Q2 2022 | $19,776,000 | -3.0% | 413,629 | +1.7% | 9.09% | +8.0% |
| Q1 2022 | $20,380,000 | -2.9% | 406,791 | +2.4% | 8.42% | +3.9% |
| Q4 2021 | $20,997,000 | +3.6% | 397,371 | +4.5% | 8.10% | -1.7% |
| Q3 2021 | $20,272,000 | +7.4% | 380,414 | +7.6% | 8.25% | +6.5% |
| Q2 2021 | $18,877,000 | -5.7% | 353,697 | -5.7% | 7.75% | -12.8% |
| Q1 2021 | $20,015,000 | +13.1% | 375,028 | +14.6% | 8.88% | +7.4% |
| Q4 2020 | $17,698,000 | – | 327,314 | – | 8.27% | – |
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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% |