VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 529 filers reported holding VANGUARD SCOTTSDALE FDS in Q2 2023. The put-call ratio across all filers is 0.74 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $306,877 | -1.9% | 6,618 | -3.5% | 0.27% | -11.9% |
| Q1 2024 | $312,930 | -1.6% | 6,861 | +0.0% | 0.30% | -16.3% |
| Q4 2023 | $318,030 | +2.9% | 6,860 | -2.8% | 0.36% | -5.5% |
| Q3 2023 | $309,087 | +7.3% | 7,060 | +12.7% | 0.38% | -1.3% |
| Q2 2023 | $288,035 | -1.3% | 6,263 | -0.1% | 0.39% | -7.2% |
| Q1 2023 | $291,729 | +4.6% | 6,267 | +2.3% | 0.42% | -3.0% |
| Q4 2022 | $278,947 | -16.2% | 6,128 | -2.8% | 0.43% | +0.5% |
| Q4 2021 | $333,000 | -0.9% | 6,306 | 0.0% | 0.43% | -8.3% |
| Q3 2021 | $336,000 | +2.1% | 6,306 | +2.2% | 0.47% | +0.6% |
| Q2 2021 | $329,000 | 0.0% | 6,169 | 0.0% | 0.46% | -9.7% |
| Q1 2021 | $329,000 | – | 6,169 | – | 0.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Whitcomb & Hess, Inc. | 843,833 | $42,276,000 | 16.71% |
| Summit Wealth Group, LLC | 188,136 | $9,426,000 | 9.87% |
| Windward Private Wealth Management Inc. | 406,791 | $20,380,000 | 8.42% |
| FINANCIAL LIFE ADVISORS | 391,629 | $19,621,000 | 8.13% |
| TOBIAS FINANCIAL ADVISORS, INC. | 435,757 | $21,831,000 | 7.53% |
| Wavelength Capital Management, LLC | 178,368 | $8,936,000 | 6.95% |
| OneAscent Financial Services LLC | 175,562 | $8,796,000 | 6.29% |
| Coury Firm Asset Management LLC | 141,485 | $7,088,000 | 6.14% |
| MATHER GROUP, LLC. | 6,156,969 | $308,464,000 | 6.09% |
| Ally Invest Advisors Inc. | 1,045,349 | $52,372,000 | 6.03% |