VALLEY NATIONAL ADVISERS INC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VMBS and the CUSIP is 92206C771. A total of 497 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
VALLEY NATIONAL ADVISERS INC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q4 2022$1
-99.9%
240.0%0.00%
Q3 2022$1,0000.0%240.0%0.00%
Q2 2022$1,0000.0%240.0%0.00%
Q1 2022$1,000
-50.0%
24
-41.5%
0.00%
Q4 2021$2,000
+100.0%
41
+141.2%
0.00%
Q3 2021$1,000
-97.0%
17
-97.3%
0.00%
-100.0%
Q2 2021$33,000
-84.9%
621
-84.9%
0.01%
-86.0%
Q1 2021$219,000
-35.2%
4,107
-34.3%
0.04%
-39.4%
Q4 2020$338,000
-9.4%
6,247
-9.2%
0.07%
-16.5%
Q3 2020$373,000
-0.3%
6,8780.0%0.08%
-1.2%
Q2 2020$374,0006,8780.09%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q1 2023
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