Essential Planning, LLC. - VANGUARD SCOTTSDALE FDS ownership

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
Essential Planning, LLC. ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$844,930
-4.4%
19,299
+0.4%
0.47%
-7.1%
Q2 2023$883,627
+9.9%
19,213
+11.2%
0.50%
+3.3%
Q1 2023$804,172
+228.7%
17,275
+218.4%
0.49%
+159.6%
Q4 2022$244,6715,4250.19%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q4 2023
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