VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 521 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2023. The put-call ratio across all filers is 1.29 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 ↓ |
|---|---|---|---|
| Park Avenue Institutional Advisers LLC | 421,000 | $18,431,380 | 47.80% |
| Northland Capital Management LLC | 658,002 | $28,807,328 | 19.50% |
| Wavelength Capital Management, LLC | 207,355 | $9,078,002 | 10.56% |
| Family CFO Inc | 295,028 | $12,916,319 | 9.29% |
| Charles Schwab Investment Advisory, Inc. | 132,032,863 | $5,780,398,741 | 9.12% |
| Bell Investment Advisors, Inc | 831,678 | $36,410,858 | 8.16% |
| Windward Private Wealth Management Inc. | 390,846 | $17,111,216 | 7.74% |
| Evergreen Advisors, LLC | 479,857 | $21,008,139 | 7.58% |
| Parkside Advisors LLC | 544,850 | $23,853,520 | 7.41% |
| Vectors Research Management, LLC | 470,695 | $20,374 | 6.60% |