Heartwood Wealth Advisors LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 534 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Heartwood Wealth Advisors LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q4 2022$16,044,252
-7.8%
352,466
+1.4%
2.51%
-3.1%
Q1 2022$17,410,000
+3.6%
347,498
+9.3%
2.59%
+2.7%
Q4 2021$16,807,000
-1.7%
318,066
-0.9%
2.52%
-5.1%
Q3 2021$17,096,000
+2.9%
320,819
+3.0%
2.66%
+4.1%
Q2 2021$16,616,000
+1.1%
311,337
+1.1%
2.56%
-3.1%
Q1 2021$16,429,000
+8.0%
307,833
+9.4%
2.64%
+7.5%
Q4 2020$15,210,000
+2.9%
281,307
+3.3%
2.46%
-13.1%
Q3 2020$14,776,000
-0.1%
272,261
-21.2%
2.83%
-3.5%
Q2 2020$14,787,000
+3.4%
345,594
+31.8%
2.93%
-14.6%
Q1 2020$14,294,000
+3.8%
262,268
+1.3%
3.43%
+30.4%
Q4 2019$13,766,000258,9032.63%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q4 2021
NameSharesValueWeighting ↓
OneAscent Financial Services LLC 405,583$21,565,00011.92%
Peak Capital Management LLC 238,236$12,708,00010.32%
FINANCIAL LIFE ADVISORS 252,899$13,447,0008.16%
MATHER GROUP, LLC. 2,360,505$125,508,0007.87%
INTEGRATED CAPITAL MANAGEMENT, INC. 155,692$8,278,0006.96%
Acropolis Investment Management, LLC 922,219$48,992,0006.78%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 799,818$42,526,0006.64%
Leicht Financial Planning & Wealth Management, Inc. 134,418$7,147,0006.51%
Ally Invest Advisors Inc. 311,118$16,542,0006.26%
DeGreen Capital Management LLC 235,100$12,500,0006.16%
View complete list of VANGUARD SCOTTSDALE FDS shareholders