VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 520 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,174,689 | -12.8% | 26,832 | -8.4% | 0.04% | -10.0% |
| Q2 2023 | $1,347,835 | -8.2% | 29,307 | -7.1% | 0.05% | -12.3% |
| Q1 2023 | $1,468,294 | +205543.4% | 31,542 | +101.0% | 0.06% | +42.5% |
| Q4 2022 | $714 | -99.8% | 15,691 | +118.4% | 0.04% | +100.0% |
| Q3 2022 | $324,000 | -74.8% | 7,186 | -73.3% | 0.02% | -62.3% |
| Q2 2022 | $1,285,000 | -19.7% | 26,867 | -15.9% | 0.05% | +23.3% |
| Q1 2022 | $1,601,000 | +10.2% | 31,955 | +16.2% | 0.04% | +34.4% |
| Q4 2021 | $1,453,000 | +2.0% | 27,503 | +2.8% | 0.03% | -15.8% |
| Q3 2021 | $1,424,000 | +11.1% | 26,751 | +11.4% | 0.04% | +8.6% |
| Q2 2021 | $1,282,000 | -7.1% | 24,015 | -26.4% | 0.04% | -5.4% |
| Q1 2021 | $1,380,000 | – | 32,609 | – | 0.04% | – |
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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% |