Congress Wealth Management LLC / DE / - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 521 filers reported holding VANGUARD SCOTTSDALE FDS in Q3 2023. The put-call ratio across all filers is 1.29 and the average weighting 0.7%.

Quarter-by-quarter ownership
Congress Wealth Management LLC / DE / ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$1,845,211
+9.9%
42,147
+15.5%
0.04%
-2.6%
Q2 2023$1,678,555
-2.3%
36,498
-1.1%
0.04%
-4.9%
Q1 2023$1,717,848
-92.6%
36,903
-92.8%
0.04%
-93.1%
Q4 2022$23,210,327
+3749.1%
509,892
+3714.0%
0.60%
+3631.2%
Q3 2022$603,000
+20.1%
13,369
+27.3%
0.02%
+23.1%
Q2 2022$502,000
-39.4%
10,505
-36.5%
0.01%
-27.8%
Q1 2022$829,000
-7.8%
16,540
-2.8%
0.02%0.0%
Q4 2021$899,00017,0120.02%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Park Avenue Institutional Advisers LLC 421,000$18,431,38047.80%
Northland Capital Management LLC 658,002$28,807,32819.50%
Wavelength Capital Management, LLC 207,355$9,078,00210.56%
Family CFO Inc 295,028$12,916,3199.29%
Charles Schwab Investment Advisory, Inc. 132,032,863$5,780,398,7419.12%
Bell Investment Advisors, Inc 831,678$36,410,8588.16%
Windward Private Wealth Management Inc. 390,846$17,111,2167.74%
Evergreen Advisors, LLC 479,857$21,008,1397.58%
Parkside Advisors LLC 544,850$23,853,5207.41%
Vectors Research Management, LLC 470,695$20,3746.60%
View complete list of VANGUARD SCOTTSDALE FDS shareholders