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 | $29,924,374 | +4.3% | 683,517 | +9.5% | 3.59% | +3.5% |
| Q2 2023 | $28,694,771 | +0.6% | 623,935 | +1.8% | 3.47% | -2.9% |
| Q1 2023 | $28,531,705 | +11.1% | 612,926 | +8.6% | 3.57% | +2.6% |
| Q4 2022 | $25,683,203 | +8.5% | 564,218 | +7.4% | 3.48% | +1.5% |
| Q3 2022 | $23,678,000 | +4.1% | 525,123 | +10.4% | 3.43% | -0.2% |
| Q2 2022 | $22,746,000 | +3.1% | 475,760 | +8.1% | 3.44% | +7.9% |
| Q1 2022 | $22,053,000 | +4.0% | 440,188 | +9.7% | 3.19% | +12.6% |
| Q4 2021 | $21,210,000 | -4.8% | 401,395 | -4.0% | 2.83% | -7.4% |
| Q3 2021 | $22,286,000 | +3.5% | 418,204 | +3.7% | 3.06% | -3.1% |
| Q2 2021 | $21,526,000 | +6.5% | 403,339 | +6.5% | 3.16% | +7.7% |
| Q1 2021 | $20,220,000 | +12.2% | 378,856 | +13.7% | 2.93% | +3.8% |
| Q4 2020 | $18,023,000 | – | 333,322 | – | 2.82% | – |
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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% |