VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 10 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
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 ↓ |
|---|---|---|---|
| FINANCIAL LIFE ADVISORS | 265,603 | $14,475,000 | 9.92% |
| MATHER GROUP, LLC. | 2,520,749 | $137,381,000 | 9.60% |
| OneAscent Financial Services LLC | 216,598 | $11,805,000 | 8.89% |
| Acropolis Investment Management, LLC | 942,315 | $51,356,000 | 8.03% |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 744,131 | $40,555,000 | 7.45% |
| Charles Schwab Investment Advisory, Inc. | 47,853,447 | $2,608,013,000 | 7.40% |
| Executive Wealth Management, LLC | 754,805 | $41,136,000 | 7.31% |
| DeGreen Capital Management LLC | 230,262 | $12,549,000 | 6.94% |
| Spectrum Asset Management, Inc. (NB/CA) | 133,501 | $7,276,000 | 6.94% |
| Ally Invest Advisors Inc. | 331,645 | $18,075,000 | 6.79% |