VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 511 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2022. The put-call ratio across all filers is 2.09 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,078,002 | -8.1% | 207,355 | -3.4% | 10.56% | -1.1% |
| Q2 2023 | $9,876,582 | +23.7% | 214,755 | +25.2% | 10.69% | +20.2% |
| Q1 2023 | $7,985,885 | +17.1% | 171,555 | +14.5% | 8.89% | +10.0% |
| Q4 2022 | $6,821,400 | -8.1% | 149,855 | -9.0% | 8.08% | -1.8% |
| Q3 2022 | $7,426,000 | -6.4% | 164,700 | -0.8% | 8.23% | +5.1% |
| Q2 2022 | $7,936,000 | -11.2% | 166,000 | -6.9% | 7.83% | +12.7% |
| Q1 2022 | $8,936,000 | -4.6% | 178,368 | +0.7% | 6.95% | -5.2% |
| Q4 2021 | $9,362,000 | – | 177,168 | – | 7.33% | – |
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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% |