SEC 13F Intelligence

Tillar-Wenstrup Advisors, LLC / VMBS

Tillar-Wenstrup Advisors, LLC’s Vanguard Scottsdale Fds Position

Does Tillar-Wenstrup Advisors, LLC own Vanguard Scottsdale Fds (VMBS)? Not currently — the last reported position was 136.8K shares worth $7M in Q3 2021; the fund’s latest 13F (Q4 2023) no longer reports it.

Position Value
$7M
Q3 2021
Shares
136.8K
% of Portfolio
+3.37%
Quarters Held
6
position exited

Position History VMBS

Reported value by quarter
Q2 ’20: $4MQ2 ’20Q3 ’20: $4MQ3 ’20Q4 ’20: $7MQ4 ’20Q1 ’21: $7MQ1 ’21Q2 ’21: $7MQ2 ’21Q3 ’21: $7MQ3 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2021136.8K$7M+3.37%
Q2 2021131.9K$7M+3.21%
Q1 2021127.7K$7M+3.32%
Q4 2020122.2K$7M+3.42%
Q3 202076.6K$4M+2.41%
Q2 202075.6K$4M+2.49%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Tillar-Wenstrup Advisors, LLC’s full portfolio or all institutional holders of VMBS.