VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 10 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
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 ↓ |
|---|---|---|---|
| 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% |