VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 518 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $971,793 | -16.2% | 22,197 | -11.9% | 0.47% | -13.5% |
| Q2 2023 | $1,159,116 | +1.0% | 25,204 | +2.3% | 0.55% | -10.6% |
| Q1 2023 | $1,147,104 | -9.6% | 24,642 | -11.6% | 0.61% | -18.4% |
| Q4 2022 | $1,268,939 | +1.9% | 27,877 | +1.0% | 0.75% | -5.9% |
| Q3 2022 | $1,245,000 | -5.8% | 27,607 | -0.1% | 0.80% | -1.8% |
| Q2 2022 | $1,321,000 | -4.3% | 27,634 | +0.3% | 0.81% | +6.4% |
| Q1 2022 | $1,380,000 | -2.7% | 27,553 | +2.6% | 0.76% | +2.4% |
| Q4 2021 | $1,419,000 | +1.1% | 26,859 | +2.0% | 0.74% | -6.4% |
| Q3 2021 | $1,403,000 | +2.6% | 26,321 | +2.8% | 0.80% | 0.0% |
| Q2 2021 | $1,367,000 | +1.6% | 25,607 | +1.5% | 0.80% | -6.5% |
| Q1 2021 | $1,346,000 | +4.7% | 25,220 | +6.0% | 0.85% | -1.8% |
| Q4 2020 | $1,286,000 | – | 23,787 | – | 0.87% | – |
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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% |