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 | $1,009,654 | +5.7% | 23,062 | +11.0% | 0.16% | +6.6% |
| Q2 2023 | $955,396 | +10.8% | 20,774 | +12.1% | 0.15% | +4.1% |
| Q1 2023 | $862,572 | -2.2% | 18,530 | -4.3% | 0.15% | -8.2% |
| Q4 2022 | $881,677 | -57.0% | 19,369 | -57.4% | 0.16% | -56.1% |
| Q3 2022 | $2,050,000 | +27.1% | 45,469 | +34.8% | 0.36% | +23.5% |
| Q2 2022 | $1,613,000 | +7.7% | 33,735 | +8.7% | 0.29% | +3.2% |
| Q1 2022 | $1,497,000 | +471.4% | 31,045 | +510.3% | 0.28% | +47.9% |
| Q4 2018 | $262,000 | +19.1% | 5,087 | +17.7% | 0.19% | +31.5% |
| Q3 2018 | $220,000 | -12.0% | 4,323 | -11.1% | 0.15% | -20.2% |
| Q2 2018 | $250,000 | +23.2% | 4,861 | +26.3% | 0.18% | +2.8% |
| Q3 2017 | $203,000 | -3.3% | 3,848 | -3.3% | 0.18% | -14.4% |
| Q2 2017 | $210,000 | – | 3,981 | – | 0.21% | – |
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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% |