VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 511 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2022. The put-call ratio across all filers is 2.09 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,991,667 | -4.8% | 159,700 | +0.0% | 0.00% | 0.0% |
| Q2 2023 | $7,344,557 | +22.3% | 159,699 | +23.8% | 0.00% | 0.0% |
| Q1 2023 | $6,004,066 | +77.6% | 128,981 | +73.7% | 0.00% | 0.0% |
| Q4 2022 | $3,381,044 | +62.6% | 74,276 | +61.0% | 0.00% | – |
| Q3 2022 | $2,080,000 | -10.1% | 46,134 | -4.7% | 0.00% | -100.0% |
| Q2 2022 | $2,313,000 | -18.3% | 48,389 | -14.3% | 0.00% | 0.0% |
| Q1 2022 | $2,830,000 | -5.2% | 56,488 | +2.3% | 0.00% | 0.0% |
| Q4 2020 | $2,984,000 | +101.3% | 55,194 | +102.1% | 0.00% | – |
| Q3 2020 | $1,482,000 | +71.5% | 27,310 | +71.9% | 0.00% | – |
| Q2 2020 | $864,000 | +72.5% | 15,883 | +72.8% | 0.00% | – |
| Q1 2020 | $501,000 | -90.6% | 9,194 | -90.8% | 0.00% | -100.0% |
| Q4 2019 | $5,322,000 | -63.1% | 100,099 | -63.0% | 0.00% | -75.0% |
| Q3 2019 | $14,418,000 | -1.1% | 270,705 | -1.9% | 0.00% | 0.0% |
| Q2 2019 | $14,574,000 | +106.8% | 275,865 | +104.9% | 0.00% | +100.0% |
| Q1 2019 | $7,049,000 | +1.7% | 134,626 | +0.0% | 0.00% | 0.0% |
| Q4 2018 | $6,931,000 | +0.9% | 134,604 | -0.0% | 0.00% | 0.0% |
| Q3 2018 | $6,866,000 | -32.0% | 134,635 | -30.1% | 0.00% | 0.0% |
| Q4 2017 | $10,095,000 | -12.4% | 192,516 | -11.9% | 0.00% | -33.3% |
| Q3 2017 | $11,530,000 | -23.4% | 218,443 | -23.5% | 0.00% | -25.0% |
| Q2 2017 | $15,046,000 | +131.4% | 285,717 | +130.8% | 0.00% | +100.0% |
| Q1 2017 | $6,503,000 | +2490.8% | 123,819 | +2537.3% | 0.00% | – |
| Q1 2015 | $251,000 | -72.5% | 4,695 | -72.8% | 0.00% | – |
| Q4 2014 | $914,000 | -75.9% | 17,233 | -76.1% | 0.00% | -100.0% |
| Q3 2014 | $3,787,000 | -51.6% | 72,044 | -51.6% | 0.00% | -50.0% |
| Q2 2014 | $7,829,000 | -6.5% | 148,775 | -8.2% | 0.00% | -33.3% |
| Q1 2014 | $8,377,000 | +98.1% | 161,977 | +95.5% | 0.00% | +200.0% |
| Q4 2013 | $4,229,000 | – | 82,863 | – | 0.00% | – |
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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% |