VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 534 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $850,786 | +0.4% | 19,433 | +5.5% | 0.48% | -11.9% |
| Q2 2023 | $847,105 | -4.5% | 18,419 | -3.4% | 0.54% | -7.2% |
| Q1 2023 | $887,221 | +6.6% | 19,060 | +4.2% | 0.58% | +3.2% |
| Q4 2022 | $832,000 | +51.8% | 18,288 | +50.4% | 0.56% | +27.0% |
| Q3 2022 | $548,000 | +9.6% | 12,163 | +16.4% | 0.44% | +5.5% |
| Q2 2022 | $500,000 | +42.9% | 10,450 | +49.4% | 0.42% | +65.1% |
| Q1 2022 | $350,000 | +28.2% | 6,995 | +35.3% | 0.26% | +26.9% |
| Q4 2021 | $273,000 | – | 5,171 | – | 0.20% | – |
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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% |