Accurate Wealth Management, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 508 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2023. The put-call ratio across all filers is 1.39 and the average weighting 0.6%.

Quarter-by-quarter ownership
Accurate Wealth Management, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q2 2024$1,533,087
-1.3%
33,422
-4.6%
0.37%
-18.9%
Q1 2024$1,553,291
+5.6%
35,047
+10.0%
0.45%
-0.9%
Q4 2023$1,471,336
+9.9%
31,854
+1.8%
0.46%
+9.0%
Q3 2023$1,338,645
+85.7%
31,306
+99.3%
0.42%
+86.7%
Q2 2023$720,997
+613.5%
15,708
+622.9%
0.22%
+508.1%
Q4 2022$101,0452,1730.04%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q1 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