VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 370 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,065 | -4.8% | 70 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $3,219 | -1.2% | 70 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $3,259 | +2.3% | 70 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $3,186 | -54.5% | 70 | -55.1% | 0.00% | -60.0% |
| Q3 2022 | $7,000 | 0.0% | 156 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $7,000 | -12.5% | 156 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $8,000 | -33.3% | 156 | -31.9% | 0.01% | -28.6% |
| Q4 2021 | $12,000 | -14.3% | 229 | -11.9% | 0.01% | -22.2% |
| Q3 2021 | $14,000 | 0.0% | 260 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $14,000 | 0.0% | 260 | 0.0% | 0.01% | -10.0% |
| Q1 2021 | $14,000 | 0.0% | 260 | 0.0% | 0.01% | -9.1% |
| Q4 2020 | $14,000 | -6.7% | 260 | -9.1% | 0.01% | -21.4% |
| Q3 2020 | $15,000 | 0.0% | 286 | 0.0% | 0.01% | -6.7% |
| Q2 2020 | $15,000 | -6.6% | 286 | -3.1% | 0.02% | -21.1% |
| Q1 2020 | $16,054 | -5.6% | 295 | -10.9% | 0.02% | +18.8% |
| Q4 2019 | $17,000 | – | 331 | – | 0.02% | – |
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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% |