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 | $7,185 | -0.5% | 164,129 | +4.5% | 5.20% | +2.1% |
| Q2 2023 | $7,220 | -1.4% | 157,001 | -0.2% | 5.09% | -3.2% |
| Q1 2023 | $7,321 | +7.4% | 157,289 | +5.1% | 5.26% | -0.8% |
| Q4 2022 | $6,814 | -99.9% | 149,709 | +4.9% | 5.30% | -5.4% |
| Q3 2022 | $6,436,000 | -6.9% | 142,753 | -0.7% | 5.61% | -0.6% |
| Q2 2022 | $6,911,000 | -7.7% | 143,751 | -3.9% | 5.64% | +1.8% |
| Q1 2022 | $7,491,000 | -3.6% | 149,539 | +1.7% | 5.54% | -3.0% |
| Q4 2021 | $7,769,000 | – | 147,046 | – | 5.71% | – |
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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% |