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 | $2,843,823 | -5.5% | 64,957 | -0.8% | 1.00% | -9.7% |
| Q2 2023 | $3,010,660 | +4.6% | 65,463 | +5.8% | 1.10% | -0.6% |
| Q1 2023 | $2,879,206 | +53.5% | 61,852 | +50.1% | 1.11% | +42.0% |
| Q4 2022 | $1,875,847 | -37.4% | 41,209 | -38.0% | 0.78% | -46.4% |
| Q3 2022 | $2,997,000 | -24.6% | 66,473 | -20.0% | 1.46% | -23.7% |
| Q2 2022 | $3,975,000 | -35.8% | 83,077 | -32.8% | 1.92% | -29.2% |
| Q1 2022 | $6,195,000 | -21.7% | 123,660 | -17.5% | 2.70% | -24.4% |
| Q4 2021 | $7,916,000 | -7.8% | 149,819 | -7.0% | 3.58% | -15.4% |
| Q3 2021 | $8,589,000 | -5.3% | 161,169 | -5.2% | 4.23% | -8.5% |
| Q2 2021 | $9,069,000 | +26.3% | 169,932 | +26.3% | 4.62% | +3.7% |
| Q1 2021 | $7,179,000 | +10.8% | 134,521 | +12.2% | 4.46% | +45.9% |
| Q4 2020 | $6,480,000 | – | 119,851 | – | 3.06% | – |
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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% |