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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,477,971 | -44.9% | 79,442 | -42.1% | 0.00% | -33.3% |
| Q2 2023 | $6,307,896 | -13.0% | 137,158 | -11.9% | 0.01% | -33.3% |
| Q1 2023 | $7,250,768 | -51.5% | 155,763 | -52.6% | 0.01% | -47.1% |
| Q4 2022 | $14,945,188 | +155.0% | 328,321 | +152.6% | 0.02% | +70.0% |
| Q3 2022 | $5,860,000 | -13.1% | 129,956 | -7.9% | 0.01% | +11.1% |
| Q2 2022 | $6,744,000 | -15.5% | 141,062 | -11.5% | 0.01% | -10.0% |
| Q1 2022 | $7,985,000 | -43.4% | 159,380 | -40.3% | 0.01% | -23.1% |
| Q4 2021 | $14,103,000 | -5.3% | 266,908 | -4.5% | 0.01% | -13.3% |
| Q3 2021 | $14,893,000 | -52.3% | 279,471 | -52.2% | 0.02% | -54.5% |
| Q2 2021 | $31,233,000 | +31.1% | 585,214 | +31.1% | 0.03% | +17.9% |
| Q1 2021 | $23,829,000 | – | 446,487 | – | 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% |