VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 508 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2023. The put-call ratio across all filers is 1.39 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $463,507 | -98.5% | 9,998 | -98.5% | 0.05% | -98.6% |
| 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 ↓ |
|---|---|---|---|
| Whitcomb & Hess, Inc. | 843,833 | $42,276,000 | 16.71% |
| Summit Wealth Group, LLC | 188,136 | $9,426,000 | 9.87% |
| Windward Private Wealth Management Inc. | 406,791 | $20,380,000 | 8.42% |
| FINANCIAL LIFE ADVISORS | 391,629 | $19,621,000 | 8.13% |
| TOBIAS FINANCIAL ADVISORS, INC. | 435,757 | $21,831,000 | 7.53% |
| Wavelength Capital Management, LLC | 178,368 | $8,936,000 | 6.95% |
| OneAscent Financial Services LLC | 175,562 | $8,796,000 | 6.29% |
| Coury Firm Asset Management LLC | 141,485 | $7,088,000 | 6.14% |
| MATHER GROUP, LLC. | 6,156,969 | $308,464,000 | 6.09% |
| Ally Invest Advisors Inc. | 1,045,349 | $52,372,000 | 6.03% |