VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 534 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,342,558 | -5.1% | 76,349 | -0.4% | 1.19% | +3.7% |
| Q2 2023 | $3,523,996 | +18.2% | 76,625 | +19.6% | 1.15% | +3.7% |
| Q1 2023 | $2,982,330 | +10.6% | 64,067 | +8.2% | 1.11% | +4.2% |
| Q4 2022 | $2,696,076 | -15.7% | 59,228 | -16.5% | 1.06% | -18.1% |
| Q3 2022 | $3,198,000 | +2.8% | 70,926 | +9.0% | 1.30% | +5.9% |
| Q2 2022 | $3,110,000 | +24.4% | 65,047 | +30.4% | 1.22% | +32.3% |
| Q1 2022 | $2,499,000 | +59.1% | 49,881 | +67.8% | 0.93% | +46.8% |
| Q4 2021 | $1,571,000 | +150.2% | 29,734 | +152.1% | 0.63% | +74.8% |
| Q3 2021 | $628,000 | -7.5% | 11,793 | -7.3% | 0.36% | -12.2% |
| Q2 2021 | $679,000 | 0.0% | 12,719 | 0.0% | 0.41% | -3.1% |
| Q1 2021 | $679,000 | +32.4% | 12,719 | +34.2% | 0.42% | +14.9% |
| Q4 2020 | $513,000 | – | 9,480 | – | 0.37% | – |
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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% |