Windward Private Wealth Management Inc. - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 488 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2022. The put-call ratio across all filers is 1.97 and the average weighting 0.6%.

Quarter-by-quarter ownership
Windward Private Wealth Management Inc. ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
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$17,698,000327,3148.27%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q3 2022
NameSharesValueWeighting ↓
FINANCIAL LIFE ADVISORS 265,603$14,475,0009.92%
MATHER GROUP, LLC. 2,520,749$137,381,0009.60%
OneAscent Financial Services LLC 216,598$11,805,0008.89%
Acropolis Investment Management, LLC 942,315$51,356,0008.03%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 744,131$40,555,0007.45%
Charles Schwab Investment Advisory, Inc. 47,853,447$2,608,013,0007.40%
Executive Wealth Management, LLC 754,805$41,136,0007.31%
DeGreen Capital Management LLC 230,262$12,549,0006.94%
Spectrum Asset Management, Inc. (NB/CA) 133,501$7,276,0006.94%
Ally Invest Advisors Inc. 331,645$18,075,0006.79%
View complete list of VANGUARD SCOTTSDALE FDS shareholders