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 | $857,431 | -32.3% | 19,585 | -28.9% | 0.05% | -31.6% |
| Q2 2023 | $1,266,427 | +19.5% | 27,537 | +21.0% | 0.08% | +13.4% |
| Q1 2023 | $1,059,385 | +175585.7% | 22,758 | +71.7% | 0.07% | +76.3% |
| Q4 2022 | $603 | -99.8% | 13,256 | +92.5% | 0.04% | +65.2% |
| Q2 2022 | $329,000 | -19.6% | 6,885 | -10.3% | 0.02% | -20.7% |
| Q3 2021 | $409,000 | +72.6% | 7,677 | +72.2% | 0.03% | +45.0% |
| Q4 2019 | $237,000 | -96.3% | 4,459 | -96.3% | 0.02% | -96.6% |
| Q3 2019 | $6,439,000 | +61.8% | 120,798 | +60.4% | 0.58% | +48.5% |
| Q2 2019 | $3,979,000 | +34.2% | 75,321 | +33.1% | 0.39% | +25.5% |
| Q1 2019 | $2,964,000 | +1085.6% | 56,608 | +1065.7% | 0.31% | +912.9% |
| Q4 2018 | $250,000 | – | 4,856 | – | 0.03% | – |
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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% |