VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 520 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,731,785 | -5.8% | 108,081 | -1.0% | 0.14% | -4.9% |
| Q2 2023 | $5,020,865 | +7.7% | 109,173 | +9.0% | 0.14% | +0.7% |
| Q1 2023 | $4,660,957 | +104218.6% | 100,128 | +2.0% | 0.14% | +2.1% |
| Q4 2022 | $4,468 | -99.9% | 98,145 | -50.0% | 0.14% | -8.5% |
| Q3 2022 | $4,428,424 | -16.5% | 196,208 | +76.9% | 0.15% | -14.5% |
| Q2 2022 | $5,303,000 | -28.0% | 110,918 | -24.6% | 0.18% | -34.2% |
| Q1 2022 | $7,367,000 | +2.6% | 147,058 | +8.3% | 0.27% | +6.2% |
| Q4 2021 | $7,178,000 | +7.8% | 135,830 | +8.7% | 0.26% | +1.6% |
| Q3 2021 | $6,657,000 | +14.5% | 124,914 | +14.6% | 0.25% | +16.1% |
| Q2 2021 | $5,815,000 | +10.4% | 108,955 | +10.4% | 0.22% | +3.8% |
| Q1 2021 | $5,267,000 | +72.5% | 98,685 | +74.7% | 0.21% | +62.0% |
| Q4 2020 | $3,054,000 | – | 56,494 | – | 0.13% | – |
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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% |