SEC 13F Intelligence

Unify Financial Advisors / VMBS

Unify Financial Advisors’s Vanguard Scottsdale Fds Position

Does Unify Financial Advisors own Vanguard Scottsdale Fds (VMBS)? Yes94.3K shares worth $4M (+4.60% of its 13F portfolio) as of Q1 2026.

Position Value
$4M
Q1 2026
Shares
94.3K
% of Portfolio
+4.60%
Quarters Held
1
currently held

Position History VMBS

Reported value by quarter
Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202694.3K$4M+4.60%

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