Ownership history in Advisor OS, LLC · 10 quarters on record
This page tracks every 13F SEC filing in which Advisor OS, LLC reported a position in VANGUARD SCOTTSDALE FDS (VONV). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 116,318 | +61,323 | +111.5% | 0.86% | $10.7M | $92.30 |
| 2023 Q3 | REDUCED | 54,995 | -101 | -0.2% | 0.55% | $3.7M | $63.68 |
| 2023 Q2 | REDUCED | 55,096 | -37,501 | -40.5% | 0.62% | $3.8M | $65.74 |
| 2023 Q1 | REDUCED | 92,597 | -277 | -0.3% | 1.48% | $6.2M | $63.14 |
| 2022 Q4 | REDUCED | 92,874 | -5,111 | -5.2% | 1.64% | $6.2M | $62.61 |
| 2022 Q3 | ADDED | 97,985 | +47,542 | +94.2% | 1.76% | $5.8M | $55.78 |
| 2022 Q2 | ADDED | 50,443 | +9,740 | +23.9% | 0.94% | $3.2M | $59.01 |
| 2022 Q1 | ADDED | 40,703 | +29,624 | +267.4% | 0.86% | $3.0M | $67.21 |
| 2021 Q2 | ADDED | 11,079 | +5,273 | +90.8% | 0.16% | $771K | $63.35 |
| 2021 Q1 | INITIATED | 5,806 | — | — | 0.18% | $772K | $60.27 |
As of 2025 Q4 — sorted by position size