VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 529 filers reported holding VANGUARD SCOTTSDALE FDS in Q2 2023. The put-call ratio across all filers is 0.74 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,394,500 | +4.7% | 206,927 | +5.2% | 3.35% | +4.9% |
| Q1 2024 | $8,973,047 | +4.8% | 196,734 | +6.5% | 3.19% | -10.7% |
| Q4 2023 | $8,565,523 | +515.7% | 184,761 | +481.4% | 3.57% | +483.7% |
| Q3 2023 | $1,391,259 | +2.5% | 31,778 | +7.6% | 0.61% | +3.6% |
| Q2 2023 | $1,357,643 | -6.5% | 29,520 | -5.4% | 0.59% | -11.5% |
| Q1 2023 | $1,451,963 | -25.3% | 31,191 | -27.0% | 0.67% | -29.1% |
| Q4 2022 | $1,944,701 | +5.5% | 42,722 | +4.5% | 0.94% | -2.8% |
| Q3 2022 | $1,843,000 | +13.5% | 40,879 | +33.0% | 0.97% | +163.3% |
| Q4 2021 | $1,624,000 | -0.9% | 30,735 | 0.0% | 0.37% | -3.2% |
| Q3 2021 | $1,638,000 | -0.4% | 30,735 | 0.0% | 0.38% | -3.3% |
| Q2 2021 | $1,645,000 | +0.3% | 30,735 | 0.0% | 0.39% | -11.5% |
| Q1 2021 | $1,640,000 | -1.2% | 30,735 | +0.0% | 0.44% | -8.3% |
| Q4 2020 | $1,660,000 | – | 30,734 | – | 0.48% | – |
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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% |