Kathleen S. Wright Associates Inc. - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 515 filers reported holding VANGUARD SCOTTSDALE FDS in Q2 2022. The put-call ratio across all filers is 2.31 and the average weighting 0.6%.

Quarter-by-quarter ownership
Kathleen S. Wright Associates Inc. ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
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$273,0005,1710.20%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q2 2022
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