VMBS — VANGUARD SCOTTSDALE FDS

Ownership history in Fund Evaluation Group, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Fund Evaluation Group, LLC reported a position in VANGUARD SCOTTSDALE FDS (VMBS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.03% (2025 Q2)
Avg. % of fund
0.03%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 16,650 — 0% 0.03% $782K $46.00
2025 Q2 INITIATED 16,650 — — 0.03% $772K $44.91
% of Fund (quarterly)    VMBS price (monthly, adj. close)

Other funds also holding VMBS

As of 2025 Q4 — sorted by position size

POWER WEALTH MANAGEMENT LLC 11.49% STERLING INVESTMENT MANAGEMENT, LLC 3Y 7Y 8.7% Bell Investment Advisors, Inc 3Y 7.74% Evergreen Advisors, LLC 3Y 7Y 7.64% Family CFO Inc 3Y 6.6% Cravens & Co Advisors, LLC 3Y 6.55% Angeles Investment Advisors, LLC 3Y 7Y 6.04% Mendota Financial Group, LLC 3Y 5.92% Dynamic Wealth Strategies, LLC 5.4% Windward Private Wealth Management Inc. 3Y 5.39%
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