Financial Synergies Wealth Advisors, Inc. - 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
Financial Synergies Wealth Advisors, Inc. ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q1 2024$2,418
-76.0%
53
-76.0%
0.00%
-100.0%
Q4 2023$10,062
+333.5%
221
+317.0%
0.00%
Q3 2023$2,321
-4.8%
530.0%0.00%
Q2 2023$2,438
-1.2%
530.0%0.00%
Q1 2023$2,468
-75.5%
53
-76.0%
0.00%
-100.0%
Q4 2022$10,062
+1.7%
221
+0.9%
0.00%0.0%
Q3 2022$9,895
-5.3%
219
+0.5%
0.00%0.0%
Q2 2022$10,444
-96.2%
218
-96.0%
0.00%
-95.3%
Q1 2022$276,410
-85.4%
5,517
-84.6%
0.04%
-83.4%
Q4 2021$1,889,184
-27.7%
35,753
-27.1%
0.26%
-27.5%
Q3 2021$2,612,273
+6.0%
49,020
+6.2%
0.36%
+6.2%
Q2 2021$2,464,475
+11.6%
46,177
+11.6%
0.34%
+4.7%
Q1 2021$2,208,956
+5.9%
41,389
+7.3%
0.32%
-0.9%
Q4 2020$2,085,271
+68.0%
38,566
+68.7%
0.32%
+1.9%
Q3 2020$1,240,99422,8670.32%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q4 2023
NameSharesValueWeighting ↓
OneAscent Financial Services LLC 433,302$22,891,00015.68%
MATHER GROUP, LLC. 2,135,020$112,793,0009.11%
INTEGRATED CAPITAL MANAGEMENT, INC. 177,295$9,366,0007.85%
Peak Capital Management LLC 206,192$10,945,0007.45%
FINANCIAL LIFE ADVISORS 210,119$11,101,0007.36%
Acropolis Investment Management, LLC 873,333$46,138,0007.05%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 845,135$44,649,0006.98%
Ally Invest Advisors Inc. 231,704$12,241,0006.66%
DeGreen Capital Management LLC 245,529$12,971,0006.54%
Executive Wealth Management, LLC 672,952$35,552,0005.03%
View complete list of VANGUARD SCOTTSDALE FDS shareholders