VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 488 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2022. The put-call ratio across all filers is 1.97 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $616,816 | -10.9% | 14,089 | -6.4% | 0.23% | -6.6% |
| Q2 2023 | $692,241 | +2.0% | 15,052 | +3.3% | 0.24% | -1.2% |
| Q1 2023 | $678,606 | -1.8% | 14,578 | -4.0% | 0.24% | -6.8% |
| Q4 2022 | $690,903 | -1.3% | 15,178 | -2.3% | 0.26% | -14.1% |
| Q3 2022 | $700,000 | -9.7% | 15,530 | -4.2% | 0.31% | -2.5% |
| Q2 2022 | $775,000 | -6.4% | 16,218 | -1.9% | 0.31% | +6.4% |
| Q1 2022 | $828,000 | -2.5% | 16,525 | +2.9% | 0.30% | +2.4% |
| Q4 2021 | $849,000 | +24.9% | 16,061 | +25.8% | 0.29% | -7.4% |
| Q3 2021 | $680,000 | +0.9% | 12,765 | +1.1% | 0.31% | +4.0% |
| Q2 2021 | $674,000 | +1.4% | 12,631 | +1.4% | 0.30% | -2.6% |
| Q1 2021 | $665,000 | +11.4% | 12,456 | +12.9% | 0.31% | +2.0% |
| Q4 2020 | $597,000 | – | 11,034 | – | 0.30% | – |
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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% |