VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 476 filers reported holding VANGUARD SCOTTSDALE FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $349,715 | +33.5% | 7,988 | +40.2% | 0.03% | +30.4% |
| Q2 2023 | $261,959 | -1.2% | 5,696 | 0.0% | 0.02% | -4.2% |
| Q1 2023 | $265,149 | +2.3% | 5,696 | 0.0% | 0.02% | -7.7% |
| Q4 2022 | $259,282 | -4.3% | 5,696 | -5.4% | 0.03% | -10.3% |
| Q3 2022 | $271,000 | -5.9% | 6,021 | 0.0% | 0.03% | -3.3% |
| Q2 2022 | $288,000 | -4.6% | 6,021 | 0.0% | 0.03% | +15.4% |
| Q1 2022 | $302,000 | -12.7% | 6,021 | -7.9% | 0.03% | +18.2% |
| Q4 2021 | $346,000 | -0.6% | 6,539 | 0.0% | 0.02% | -8.3% |
| Q3 2021 | $348,000 | -39.6% | 6,539 | -39.4% | 0.02% | -38.5% |
| Q2 2021 | $576,000 | 0.0% | 10,786 | 0.0% | 0.04% | -4.9% |
| Q1 2021 | $576,000 | -1.2% | 10,786 | 0.0% | 0.04% | -8.9% |
| Q4 2020 | $583,000 | +51.8% | 10,786 | +52.5% | 0.04% | +36.4% |
| Q3 2020 | $384,000 | +3.2% | 7,073 | +0.4% | 0.03% | -10.8% |
| Q2 2019 | $372,000 | – | 7,046 | – | 0.04% | – |
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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% |