VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 497 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,240,473 | +1.5% | 119,700 | +6.7% | 0.54% | -2.4% |
| Q2 2023 | $5,160,985 | +13.3% | 112,220 | +14.7% | 0.55% | +1.7% |
| Q1 2023 | $4,555,491 | +3.2% | 97,862 | +1.0% | 0.54% | -5.9% |
| Q4 2022 | $4,412,641 | +0.7% | 96,939 | -0.3% | 0.58% | -9.9% |
| Q3 2022 | $4,382,000 | +15.8% | 97,187 | +22.8% | 0.64% | +20.8% |
| Q2 2022 | $3,783,000 | -0.8% | 79,125 | +4.0% | 0.53% | +5.6% |
| Q1 2022 | $3,813,000 | – | 76,105 | – | 0.50% | – |
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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% |