VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 465 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,098,768 | -11.5% | 116,463 | -7.1% | 1.47% | -10.4% |
| Q2 2023 | $5,762,693 | -27.5% | 125,303 | -26.6% | 1.64% | -31.9% |
| Q1 2023 | $7,943,769 | -22.3% | 170,650 | -24.1% | 2.41% | -27.3% |
| Q4 2022 | $10,229,878 | -16.1% | 224,734 | -16.9% | 3.32% | -25.9% |
| Q3 2022 | $12,190,000 | -13.9% | 270,358 | -8.8% | 4.48% | -13.0% |
| Q2 2022 | $14,166,000 | -5.3% | 296,303 | -0.7% | 5.14% | +5.8% |
| Q1 2022 | $14,951,000 | -6.4% | 298,431 | -1.3% | 4.86% | -2.1% |
| Q4 2021 | $15,979,000 | -3.5% | 302,402 | -2.7% | 4.97% | -9.7% |
| Q3 2021 | $16,565,000 | +0.9% | 310,847 | +1.0% | 5.50% | -0.2% |
| Q2 2021 | $16,421,000 | +5.7% | 307,676 | +5.7% | 5.51% | -3.1% |
| Q1 2021 | $15,537,000 | +0.7% | 291,122 | +2.0% | 5.69% | -5.3% |
| Q4 2020 | $15,435,000 | – | 285,458 | – | 6.00% | – |
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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% |