EXENCIAL WEALTH ADVISORS, LLC - VANGUARD SCOTTSDALE FDS ownership

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
EXENCIAL WEALTH ADVISORS, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q2 2024$206,705
-24.3%
4,553
-23.9%
0.01%
-20.0%
Q1 2024$272,925
-21.0%
5,984
-19.7%
0.01%
-28.6%
Q4 2023$345,450
-8.9%
7,451
-14.0%
0.01%
-22.2%
Q3 2023$379,185
-26.7%
8,661
-23.0%
0.02%
-25.0%
Q2 2023$517,56511,2540.02%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Whitcomb & Hess, Inc. 843,833$42,276,00016.71%
Summit Wealth Group, LLC 188,136$9,426,0009.87%
Windward Private Wealth Management Inc. 406,791$20,380,0008.42%
FINANCIAL LIFE ADVISORS 391,629$19,621,0008.13%
TOBIAS FINANCIAL ADVISORS, INC. 435,757$21,831,0007.53%
Wavelength Capital Management, LLC 178,368$8,936,0006.95%
OneAscent Financial Services LLC 175,562$8,796,0006.29%
Coury Firm Asset Management LLC 141,485$7,088,0006.14%
MATHER GROUP, LLC. 6,156,969$308,464,0006.09%
Ally Invest Advisors Inc. 1,045,349$52,372,0006.03%
View complete list of VANGUARD SCOTTSDALE FDS shareholders