Heartwood Wealth Advisors LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 520 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

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 Q1 2022
NameSharesValueWeighting ↓
Park Avenue Institutional Advisers LLC 421,000$18,431,38047.80%
Northland Capital Management LLC 658,002$28,807,32819.50%
Wavelength Capital Management, LLC 207,355$9,078,00210.56%
Family CFO Inc 295,028$12,916,3199.29%
Charles Schwab Investment Advisory, Inc. 132,032,863$5,780,398,7419.12%
Bell Investment Advisors, Inc 831,678$36,410,8588.16%
Windward Private Wealth Management Inc. 390,846$17,111,2167.74%
Evergreen Advisors, LLC 479,857$21,008,1397.58%
Parkside Advisors LLC 544,850$23,853,5207.41%
Vectors Research Management, LLC 470,695$20,3746.60%
View complete list of VANGUARD SCOTTSDALE FDS shareholders