VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 573 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2023. The put-call ratio across all filers is 0.49 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,025,456 | -9.3% | 66,640 | -8.9% | 0.00% | 0.0% |
| Q1 2024 | $3,336,873 | -9.6% | 73,161 | -8.1% | 0.00% | -33.3% |
| Q4 2023 | $3,690,117 | +6.1% | 79,597 | +0.2% | 0.00% | -25.0% |
| 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 ↓ |
|---|---|---|---|
| Whitcomb & Hess, Inc. | 843,833 | $42,276,000 | 16.71% |
| Summit Wealth Group, LLC | 188,136 | $9,426,000 | 9.87% |
| Windward Private Wealth Management Inc. | 406,791 | $20,380,000 | 8.42% |
| FINANCIAL LIFE ADVISORS | 391,629 | $19,621,000 | 8.13% |
| TOBIAS FINANCIAL ADVISORS, INC. | 435,757 | $21,831,000 | 7.53% |
| Wavelength Capital Management, LLC | 178,368 | $8,936,000 | 6.95% |
| OneAscent Financial Services LLC | 175,562 | $8,796,000 | 6.29% |
| Coury Firm Asset Management LLC | 141,485 | $7,088,000 | 6.14% |
| MATHER GROUP, LLC. | 6,156,969 | $308,464,000 | 6.09% |
| Ally Invest Advisors Inc. | 1,045,349 | $52,372,000 | 6.03% |