VMBS — VANGUARD SCOTTSDALE FDS

Ownership history in SOFI WEALTH, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which SOFI WEALTH, 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
1.9% (2025 Q1)
Avg. % of fund
1.37%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 692,870 +39,469 +6.0% 1.63% $32.6M $46.76
2025 Q3 ADDED 653,401 +73,503 +12.7% 1.65% $30.7M $46.00
2025 Q2 ADDED 579,898 +34,071 +6.2% 1.64% $26.9M $44.91
2025 Q1 ADDED 545,827 +535,827 +5358.3% 1.90% $25.3M $44.38
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% 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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