VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 534 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,783,887 | -2.9% | 38,479 | -8.3% | 0.25% | 0.0% |
| Q3 2023 | $1,836,652 | +103.8% | 41,952 | +114.0% | 0.25% | +91.5% |
| Q2 2023 | $901,398 | +6.2% | 19,600 | +7.5% | 0.13% | -3.7% |
| Q1 2023 | $848,749 | -0.4% | 18,233 | -2.6% | 0.13% | -10.7% |
| Q4 2022 | $852,294 | -7.2% | 18,723 | -8.0% | 0.15% | -34.8% |
| Q3 2022 | $918,000 | -24.8% | 20,355 | -20.3% | 0.23% | -33.1% |
| Q2 2022 | $1,221,000 | +103.5% | 25,545 | +113.1% | 0.34% | +129.3% |
| Q1 2022 | $600,000 | +0.5% | 11,985 | +6.2% | 0.15% | -3.2% |
| Q4 2021 | $597,000 | +3.1% | 11,289 | +3.9% | 0.16% | -18.0% |
| Q3 2021 | $579,000 | +46.6% | 10,868 | +46.7% | 0.19% | +51.2% |
| Q2 2021 | $395,000 | +10.0% | 7,409 | +10.3% | 0.12% | -3.1% |
| Q1 2021 | $359,000 | +6.2% | 6,720 | +7.5% | 0.13% | -4.4% |
| Q4 2020 | $338,000 | – | 6,251 | – | 0.14% | – |
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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% |