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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,756,465 | +3.6% | 177,169 | +8.9% | 4.54% | -2.4% |
| Q2 2023 | $7,484,941 | -4.3% | 162,751 | -3.1% | 4.65% | -10.5% |
| Q1 2023 | $7,818,102 | +31.1% | 167,951 | +28.2% | 5.20% | -1.3% |
| Q4 2022 | $5,964,749 | +177.3% | 131,036 | +174.7% | 5.26% | +82.3% |
| Q3 2022 | $2,151,000 | -0.6% | 47,696 | +5.3% | 2.89% | -8.6% |
| Q2 2022 | $2,165,000 | -12.4% | 45,289 | -8.2% | 3.16% | +31.5% |
| Q1 2022 | $2,471,000 | -43.5% | 49,319 | -40.4% | 2.40% | +2.0% |
| Q4 2021 | $4,370,000 | – | 82,699 | – | 2.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Park Avenue Institutional Advisers LLC | 421,000 | $18,431,380 | 47.80% |
| Northland Capital Management LLC | 658,002 | $28,807,328 | 19.50% |
| Wavelength Capital Management, LLC | 207,355 | $9,078,002 | 10.56% |
| Family CFO Inc | 295,028 | $12,916,319 | 9.29% |
| Charles Schwab Investment Advisory, Inc. | 132,032,863 | $5,780,398,741 | 9.12% |
| Bell Investment Advisors, Inc | 831,678 | $36,410,858 | 8.16% |
| Windward Private Wealth Management Inc. | 390,846 | $17,111,216 | 7.74% |
| Evergreen Advisors, LLC | 479,857 | $21,008,139 | 7.58% |
| Parkside Advisors LLC | 544,850 | $23,853,520 | 7.41% |
| Vectors Research Management, LLC | 470,695 | $20,374 | 6.60% |